Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
Balance Sheet
Assets
Up$110,742
Up $13,335 (+14%) from 2020
Net Assets
Up$110,742
Up $13,335 (+14%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Up$24,488
Up $3,502 (+17%) from 2020
Expenses
Down$30,169
Down $12,282 (-29%) from 2020
Net Income
Up-$5,681
Up $15,784 (+74%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Nov 10, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $36,964
Mission and Program Overview
Mission
To provide service to others, promote integrity, and advance world understanding, goodwill, and peace.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | $27,672 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOE SIMPSON | Director | - | $0 | - | - |
| STEVEN TREECE | President | - | $0 | - | - |
| JON RAGNONE | Director | - | $0 | - | - |
| JEFF ALLEN | Director | - | $0 | - | - |
| KIRK WILKINSON | Director | - | $0 | - | - |
| RENE MCMANN | Secretary | - | $0 | - | - |
| MIKE VOGT | Director | - | $0 | - | - |
| JASON WILSON | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Five Grand Feas | $17,010 | $17,010 | $210 | $16,800 |
| Total Events | $17,010 | $17,010 | $6,335 | $10,675 |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Burton
- EIN
- 38-2554209
- Address
- PO BOX 90011, BURTON, MI 48509
Signing Officer
- Name
- Steven Treece
- Title
- President
- Signed
- 2021-11-10
- 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
“Expenses bank and cc fees 195 facilities and other 7,422 meeting expenses 631 membership dues-district 763 membership dues-ri 2,029 membership meals 4,731 miscellaneous 382 support/donation 12,727 website 329 total 29,209”
Form 990-ez, Part I, Line 20
“UNREALIZED GAINS 19,014”
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.”
Raw XML Appendix146 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | JOE SIMPSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | STEVEN TREECE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | JON RAGNONE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | JEFF ALLEN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | KIRK WILKINSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | RENE MCMANN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | MIKE VOGT |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | JASON WILSON |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | YEO & YEO PC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8107323000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4468 OAK BRIDGE DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FLINT |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 48532 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 97409 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 110742 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 9019 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 6141 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5681 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 848 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 97409 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 110742 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 17010 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -1258 |
| IRS990EZ/GrossReceiptsAmt | 0 | 36964 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5049 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 97409 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 110742 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 97409 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 110742 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOE SIMPSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEVEN TREECE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JON RAGNONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JEFF ALLEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KIRK WILKINSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | RENE MCMANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MIKE VOGT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JASON WILSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 19014 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29209 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 112 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 1003 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 27672 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 4883 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 6335 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 10675 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 30169 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 27672 |
| IRS990EZ/TotalRevenueAmt | 0 | 24488 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 6125 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 6125 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 6335 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FIVE GRAND FEAS |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 17010 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 17010 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 17010 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 17010 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 10675 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 210 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 210 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES BANK AND CC FEES 195 FACILITIES AND OTHER 7,422 MEETING EXPENSES 631 MEMBERSHIP DUES-DISTRICT 763 MEMBERSHIP DUES-RI 2,029 MEMBERSHIP MEALS 4,731 MISCELLANEOUS 382 SUPPORT/DONATION 12,727 WEBSITE 329 TOTAL 29,209 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAINS 19,014 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVEN TREECE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF BURTON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 382554209 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 90011 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BURTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 48509 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 382706146 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | YEO & YEO PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4468 OAK BRIDGE DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FLINT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 485325422 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8107323000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | REBECCA MILLSAP |
| ReturnHeader/ReturnTs | 0 | 2021-11-11T09:57:02-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | STEVEN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | TREECE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $110,742
- Liabilities
- $0
- Net assets
- $110,742
- Revenue
- $24,488
- Expenses
- $30,169
- Net income
- -$5,681