Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
EIN 38-2839729 • 501(c)4 • Charlevoix, MI
Profile
To support community activies
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Using 2023 Form 990EZ data because the latest 2024 filing does not report standard financial totals.
Assets
Up$127,913
Up $27,092 (+27%) from 2022
Liabilities
Down$408
Down $703 (-63%) from 2022
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Down$63,668
Down $4,870 (-7.1%) from 2022
Expenses
Up$35,873
Up $6,644 (+23%) from 2022
Net Income
Down$27,795
Down $11,514 (-29%) from 2022
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.
To support community activies
| Description | Grants | Expenses |
|---|---|---|
| Mentoring Students Scholarships Supporting Community and Public School Activities Little League Community Foundation & Senior Citizens Programs | $33,612 | - |
| Support of The Rotary Foundation and Polio Eradication | $4,804 | - |
| Support of Clean Water projects run by other Michigan Rotary Clubs | $1,000 | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Aaron Wilkins | Director | - | $0 | - | - |
| Luann Keinath | Director | - | $0 | - | - |
| Norman A Wise | Treasurer | - | $0 | - | - |
| Dennis Halverson | Director | - | $0 | - | - |
| Don Jess | Director | - | $0 | - | - |
| Mark Andresky | Secretary | - | $0 | - | - |
| Abbie Hart | Director | - | $0 | - | - |
| Charles Center | Director | - | $0 | - | - |
| Jon Van Wagnen | President | - | $0 | - | - |
| Olivia Adams | Vice President | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| St Pats Pty | $45,408 | $45,408 | $780 | $44,628 |
| Golf Tourn | $8,033 | $8,033 | $152 | $7,881 |
| Total Events | $53,441 | $53,441 | $19,697 | $33,744 |
“Activity Support of Charlevoix Community Pool Rebuilding Grantee Charlevoix Area Community Pool Street 11905 US 31 North City, State, Zip Charlevoix, MI 49720Relationship None Amount 7,500Activity Support of Local Hospital Grantee Charlevoix Hospital Foundation Street 14700 Lake Shore Dr City, State, Zip Charlevoix, MI 49720Relationship None Amount 5,000Activity Various Grant $5,000 Relationship None Amount 26,916”
“Description AmountRotary International Dues 3,637Rotary District 6290 Dues 2,886Chamber of Commerce Dues 110Michigan Annual Report 20”
“Category Beginning of Year End of YearMember Rotary Foundation Contr 28 100Restricted Donation 1,000 0”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 12804 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Norman A Wise |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2315367015 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 532 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Charlevoix |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 49720 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 50888 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 51086 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3575 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1126 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 479 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 50888 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 51086 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 53441 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 39416 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81416 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 109 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 24291 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 49860 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 50986 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 49860 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 50986 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0.00 |
| 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/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Aaron Wilkins |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Luann Keinath |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Norman A Wise |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Dennis Halverson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Don Jess |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Mark Andresky |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Abbie Hart |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Charles Center |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Jon Van Wagnen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Olivia Adams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Vice President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6653 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To support community activies |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1241 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Mentoring Students Scholarships Supporting Community and Public School Activities Little League Community Foundation & Senior Citizens Programs |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Support of The Rotary Foundation and Polio Eradication |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Support of Clean Water projects run by other Michigan Rotary Clubs |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 33612 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 4804 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 1000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 19697 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 33744 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1028 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 100 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 60593 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 61719 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 360 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 360 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 19697 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 800 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 2850 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 3650 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Golf Tourn |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | St Pats Pty |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 862 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 12764 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 13626 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 8033 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 45408 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 53441 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 8033 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 45408 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 53441 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 33744 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt | 0 | 129 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 129 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 932 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 152 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 780 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt | 0 | 1000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 1000 |
| IRS990ScheduleG/SolicitationOfNonGovtGrantsInd | 0 | X |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Support of Charlevoix Community Pool Rebuilding Grantee Charlevoix Area Community Pool Street 11905 US 31 North City, State, Zip Charlevoix, MI 49720Relationship None Amount 7,500Activity Support of Local Hospital Grantee Charlevoix Hospital Foundation Street 14700 Lake Shore Dr City, State, Zip Charlevoix, MI 49720Relationship None Amount 5,000Activity Various Grant $5,000 Relationship None Amount 26,916 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountRotary International Dues 3,637Rotary District 6290 Dues 2,886Chamber of Commerce Dues 110Michigan Annual Report 20 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearMember Rotary Foundation Contr 28 100Restricted Donation 1,000 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Norman A Wise |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary Club of Charlevoix |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 382839729 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 532 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Charlevoix |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 49720 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 315F874EB24B88E480541CDD498465CE90F32F03 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 315F874EB24B88E480541CDD498465CE90F32F03 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 4016152017289uqqrjul |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2017-10-16 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 172.222.5.153 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-10-16 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:09:52 |
| ReturnHeader/ReturnTs | 0 | 2017-10-16T15:07:34-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.