Civic Intelligence

Rotary Club of Burton

990EZ • Fiscal year 2018 • EIN 38-2554209

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 04, 2018

PO Box 90011Burton, MI 48519

(810) 732-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

5.7%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-12%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$128,127

Up $6,956 (+5.7%) from 2017

Net Assets

Up

$128,127

Up $9,376 (+7.9%) from 2017

Liabilities

Down

$0

Down $2,420 (-100%) from 2017

Revenue

Down

$60,195

Down $8,390 (-12%) from 2017

Expenses

Down

$48,456

Down $17,488 (-27%) from 2017

Net Income

Up

$11,739

Up $9,098 (+344%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $118,469Liabilities 2012: $02012Assets 2013: $117,054Liabilities 2013: $02013Assets 2014: $112,139Liabilities 2014: $02014Assets 2015: $115,737Liabilities 2015: $0Net Assets 2015: $115,7372015Assets 2016: $110,333Liabilities 2016: $206Net Assets 2016: $110,1272016Assets 2017: $121,171Liabilities 2017: $2,420Net Assets 2017: $118,7512017Assets 2018: $128,127Liabilities 2018: $0Net Assets 2018: $128,1272018Assets 2019: $122,541Liabilities 2019: $02019Assets 2020: $97,407Liabilities 2020: $0Net Assets 2020: $97,4072020Assets 2021: $110,742Liabilities 2021: $02021Assets 2022: $104,559Liabilities 2022: $481Net Assets 2022: $104,0782022Assets 2023: $104,362Liabilities 2023: $02023Assets 2024: $108,955Liabilities 2024: $126Net Assets 2024: $108,8292024

Highlighted filing

2018

Assets$128,127
Liabilities$0
Net Assets$128,127

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $96,903Expenses 2012: $104,078Net Income 2012: -$7,1752012Revenue 2013: $141,058Expenses 2013: $142,473Net Income 2013: -$1,4152013Revenue 2014: $142,196Expenses 2014: $147,110Net Income 2014: -$4,9142014Revenue 2015: $158,238Expenses 2015: $154,640Net Income 2015: $3,5982015Revenue 2016: $78,894Expenses 2016: $73,251Net Income 2016: $5,6432016Revenue 2017: $68,585Expenses 2017: $65,944Net Income 2017: $2,6412017Revenue 2018: $60,195Expenses 2018: $48,456Net Income 2018: $11,7392018Revenue 2019: $52,617Expenses 2019: $57,438Net Income 2019: -$4,8212019Revenue 2020: $20,986Expenses 2020: $42,451Net Income 2020: -$21,4652020Revenue 2021: $24,488Expenses 2021: $30,169Net Income 2021: -$5,6812021Revenue 2022: $39,497Expenses 2022: $25,400Net Income 2022: $14,0972022Revenue 2023: $24,254Expenses 2023: $26,960Net Income 2023: -$2,7062023Revenue 2024: $20,751Expenses 2024: $25,296Net Income 2024: -$4,5452024

Highlighted filing

2018

Revenue$60,195
Expenses$48,456
Net Income$11,739
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Gross Receipts
$73,910
Mission and Program Overview

Mission

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE ADVANCEMENT OF GOODWILL AND PEACE THROUGH THE IDEAL OF SERVICE ABOVE SELF. THIS IS DONE LOCALLY AND INTERNATIONALLY THROUGH EVENTS SUCH AS PROJECT HEATS ON, SENIOR HARVEST BALL, AND THE CHILDREN'S BIKE GIVE-AWAY.-$35,957
AVOIDABLE BLINDNESS - ONCE A YEAR, AN EYE DOCTOR, WHO IS ALSO A MEMBER OF THE BURTON ROTARY CLUB, AND A GROUP OF ROTARIANS DONATE THEIR TIME AND TRAVEL TO EMPALME, MEXICO FOR APPROXIMATLEY TEN DAYS TO DELIVER THOUSANDS OF PAIRS OF EYEGLASSES. THE EYEGLASSES, WHICH ARE DONATED FROM VARIOUS COMMUNITIES AND PURCHASED THROUGH COMMUNITY SUPPORT, ARE GIVEN TO PATIENTS WHO ARE IN ONE FORM OR ANOTHER VISUALLY DISABLED. THE PATIENTS ARE EXAMINED AND FITTED FOR EYEGLASSES FREE OF CHARGE. OVER THE LAST SEVENTEEN YEARS, TENS OF THOUSANDS OF PAITENTS HAVE RECEIVED TREATMENT THROUGH THE AVOIDABLE BLINDNESS PROGRAM.-$7,920
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE SIMPSONPresident-$0--
STEVEN TREECETreasurer-$0--
MARILYN COSTIGANSecretary-$0--
CHRIS HAMILTONDirector-$0--
BRAD HABERMEHLDirector-$0--
JON RAGNONEDirector-$0--
JOSEPH SEFADirector-$0--
TIM LOOKDirector-$0--
JEFF ALLENDirector-$0--
MARV EPPERSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Five Grand Feas$34,035$34,035-$34,035
Total Events$34,035$34,035$11,717$22,318
Filing and Contact Details

Filer

Filer Name
Rotary Club of Burton
EIN
38-2554209
Address
PO BOX 90011, BURTON, MI 48519

Signing Officer

Name
Steven Treece
Title
Treasurer
Signed
2018-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
4468 OAK BRIDGE DR, FLINT, MI 48532-5422
Preparer
Rebecca Millsap
Phone
8107323000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Avoidable blindness equipment and supplies 7,900 bank fees 20 expenses facilities and other 15,377 website 347 meeting expenses 2,146 dues and subscriptions 120 miscellaneous 636 membership dues-ri 1,855 membership dues-district 889 membership meals 7,440 support/donation 10,396 bank and cc fees 246 bad debt 394 total 47,766

Form 990-ez, Part I, Line 20

UNREALIZED LOSSES -2,363

Form 990-ez, Part II, Line 26

LITERACY PROJECT 2,420 0

Form 990-ez, Part III

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace.

Form 990-ez, Part III, Line 28

To promote the advancement of goodwill and peace through the ideal of service above self. This is done locally and internationally through events such as project heats on, senior harvest ball, and the children's bike give-away.

Form 990-ez, Part III, Line 29

Avoidable blindness - once a year, an eye doctor, who is also a member of the burton rotary club, and a group of rotarians donate their time and travel to empalme, mexico for approximatley ten days to deliver thousands of pairs of eyeglasses. The eyeglasses, which are donated from various communities and purchased through community support, are given to patients who are in one form or another visually disabled. The patients are examined and fitted for eyeglasses free of charge. Over the last seventeen years, tens of thousands of paitents have received treatment through the avoidable blindness program.

Raw XML Appendix155 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN TREECE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARILYN COSTIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRAD HABERMEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JON RAGNONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH SEFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TIM LOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEFF ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARV EPPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE.
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt06125
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011717
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIVE GRAND FEAS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034035
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034035
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05592
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVOIDABLE BLINDNESS EQUIPMENT AND SUPPLIES 7,900 BANK FEES 20 EXPENSES FACILITIES AND OTHER 15,377 WEBSITE 347 MEETING EXPENSES 2,146 DUES AND SUBSCRIPTIONS 120 MISCELLANEOUS 636 MEMBERSHIP DUES-RI 1,855 MEMBERSHIP DUES-DISTRICT 889 MEMBERSHIP MEALS 7,440 SUPPORT/DONATION 10,396 BANK AND CC FEES 246 BAD DEBT 394 TOTAL 47,766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSSES -2,363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LITERACY PROJECT 2,420 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE THE ADVANCEMENT OF GOODWILL AND PEACE THROUGH THE IDEAL OF SERVICE ABOVE SELF. THIS IS DONE LOCALLY AND INTERNATIONALLY THROUGH EVENTS SUCH AS PROJECT HEATS ON, SENIOR HARVEST BALL, AND THE CHILDREN'S BIKE GIVE-AWAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVOIDABLE BLINDNESS - ONCE A YEAR, AN EYE DOCTOR, WHO IS ALSO A MEMBER OF THE BURTON ROTARY CLUB, AND A GROUP OF ROTARIANS DONATE THEIR TIME AND TRAVEL TO EMPALME, MEXICO FOR APPROXIMATLEY TEN DAYS TO DELIVER THOUSANDS OF PAIRS OF EYEGLASSES. THE EYEGLASSES, WHICH ARE DONATED FROM VARIOUS COMMUNITIES AND PURCHASED THROUGH COMMUNITY SUPPORT, ARE GIVEN TO PATIENTS WHO ARE IN ONE FORM OR ANOTHER VISUALLY DISABLED. THE PATIENTS ARE EXAMINED AND FITTED FOR EYEGLASSES FREE OF CHARGE. OVER THE LAST SEVENTEEN YEARS, TENS OF THOUSANDS OF PAITENTS HAVE RECEIVED TREATMENT THROUGH THE AVOIDABLE BLINDNESS PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLINT
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ReturnHeader/PreparerPersonGrp/PhoneNum08107323000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-04
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ReturnHeader/ReturnTs02019-01-10T08:48:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.21$0.25$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$0.24$0.27$0.03
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.05$0.00$1.04$0.39$0.25$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$0.24$0.30$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.21$0.42$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$0.53$0.57$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.60$0.48$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.02$1.19$0.69$0.66$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.79$0.73$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.58$1.55$0.04
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$1.42$1.47$0.05
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$1.41$1.42$0.01
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.97$1.04$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits