Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 38-2839729

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization ProfileN/A
PO Box 532Charlevoix, MI 49720

(231) 536-7015

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-68%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

5th percentile

-52%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$29,088

Down $31,029 (-52%) from 2013

Net Assets

Down

$29,088

Down $31,029 (-52%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Up

$45,922

Up $4,474 (+11%) from 2013

Expenses

Up

$76,951

Up $37,252 (+94%) from 2013

Net Income

Down

-$31,029

Down $32,778 (-1874%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$150K$100K$50K$0Assets 2012: $59,658Liabilities 2012: $1,2902012Assets 2013: $60,117Liabilities 2013: $0Net Assets 2013: $60,1172013Assets 2014: $29,088Liabilities 2014: $0Net Assets 2014: $29,0882014Assets 2015: $37,207Liabilities 2015: $0Net Assets 2015: $37,2072015Assets 2016: $50,888Liabilities 2016: $1,0282016Assets 2017: $51,086Liabilities 2017: $100Net Assets 2017: $50,9862017Assets 2018: $64,599Liabilities 2018: $02018Assets 2019: $70,330Liabilities 2019: $0Net Assets 2019: $70,3302019Assets 2020: $84,672Liabilities 2020: $27,425Net Assets 2020: $57,2472020Assets 2021: $87,756Liabilities 2021: $27,3552021Assets 2022: $100,821Liabilities 2022: $1,111Net Assets 2022: $99,7102022Assets 2023: $127,913Liabilities 2023: $4082023

Highlighted filing

2014

Assets$29,088
Liabilities$0
Net Assets$29,088
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2012: $36,912Expenses 2012: $28,708Net Income 2012: $8,2042012Revenue 2013: $41,448Expenses 2013: $39,699Net Income 2013: $1,7492013Revenue 2014: $45,922Expenses 2014: $76,951Net Income 2014: -$31,0292014Revenue 2015: $51,333Expenses 2015: $43,214Net Income 2015: $8,1192015Revenue 2016: $71,883Expenses 2016: $59,230Net Income 2016: $12,6532016Revenue 2017: $61,719Expenses 2017: $60,593Net Income 2017: $1,1262017Revenue 2018: $66,100Expenses 2018: $52,487Net Income 2018: $13,6132018Revenue 2019: $67,359Expenses 2019: $61,628Net Income 2019: $5,7312019Revenue 2020: $23,294Expenses 2020: $36,377Net Income 2020: -$13,0832020Revenue 2021: $26,832Expenses 2021: $23,678Net Income 2021: $3,1542021Revenue 2022: $68,538Expenses 2022: $29,229Net Income 2022: $39,3092022Revenue 2023: $63,668Expenses 2023: $35,873Net Income 2023: $27,7952023

Highlighted filing

2014

Revenue$45,922
Expenses$76,951
Net Income-$31,029
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$65,599
Mission and Program Overview

Mission

To support community activies

Program Services

DescriptionGrantsExpenses
Mentoring Students Scholarships Supporting community activities Little League Community Foundation Disability Access Project & Senior Citizens Programs-$55,010
Support of The Rotary Foundation-$3,750
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron WilkinsDirector-$0--
Luann KeinathDirector-$0--
Norman A WiseTreasurer-$0--
Dennis HalversonDirector-$0--
Don JessPresident-$0--
Rick MalamedDirector-$0--
Ben MuladoreDirector-$0--
Timotey PetroskySecretary-$0--
Wayne SegerVice-President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$39,179$39,179$306$38,873
Event 1$5,719$5,719$1,101$4,618
Total Events$44,898$44,898$19,677$25,221
Filing and Contact Details

Filer

EIN
38-2839729

Signing Officer

Name
Norman A Wise
Title
Treasurer
Signed
2014-10-31
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Donation to refurbish Rotary Park in Charlevoix MIGrantee Rotary Club of Charlevoix CharitiesStreet P.O. Box 532 City, State, Zip Charlevoix, MI 49720Relationship Board members are Rotary Club MmbrsAmount 20,471Activity Donation to High School Football Scoreboard Grantee Charlevoix Public Schools Street 104 East St. Mary's Drive City, State, Zip Charlevoix, MI 49720Relationship None Amount 20,000Activity Various Community Project > $5,000 Relationship none Amount 18,289”

Description of other expenses Part I line 16

“Description AmountRotary International Dues 2,484Rotary District 6290 Dues 1,945Chamber of Commerce Dues & Events 385Michigan Annual Report 20”

Description of other assets Part II line 24

“Category Beginning of Year End of YearDeposit 0 1,000”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt010780
IRS990EZ/BooksInCareOfDetail/PersonNm0Norman A Wise
IRS990EZ/BooksInCareOfDetail/PhoneNum02315367015
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 532
IRS990EZ/BooksInCareOfDetail/USAddress/City0Charlevoix
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode049720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060117
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028088
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01940
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31029
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0359
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060117
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029088
IRS990EZ/FundraisingGrossIncomeAmt044898
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058760
IRS990EZ/GrossReceiptsAmt065599
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0179
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018582
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060117
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060117
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Aaron Wilkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Luann Keinath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Norman A Wise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dennis Halverson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Don Jess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rick Malamed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ben Muladore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Timotey Petrosky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Wayne Seger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice-President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt04834
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support community activies
IRS990EZ/PrintingPublicationsPostageAmt02218
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Mentoring Students Scholarships Supporting community activities Little League Community Foundation Disability Access Project & Senior Citizens Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support of The Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055010
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019677
IRS990EZ/SpecialEventsNetIncomeLossAmt025221
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076951
IRS990EZ/TotalProgramServiceExpensesAmt058760
IRS990EZ/TotalRevenueAmt045922
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0540
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0540
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019677
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02850
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02850
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0580
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010246
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt039179
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt039179
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044898
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Golf Tout
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0St Pats Par
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025221
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt04054
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04054
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01407
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01101
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Donation to refurbish Rotary Park in Charlevoix MIGrantee Rotary Club of Charlevoix CharitiesStreet P.O. Box 532 City, State, Zip Charlevoix, MI 49720Relationship Board members are Rotary Club MmbrsAmount 20,471Activity Donation to High School Football Scoreboard Grantee Charlevoix Public Schools Street 104 East St. Mary's Drive City, State, Zip Charlevoix, MI 49720Relationship None Amount 20,000Activity Various Community Project > $5,000 Relationship none Amount 18,289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountRotary International Dues 2,484Rotary District 6290 Dues 1,945Chamber of Commerce Dues & Events 385Michigan Annual Report 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearDeposit 0 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Norman A Wise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Charlevoix
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382839729
ReturnHeader/Filer/USAddress/AddressLine10PO Box 532
ReturnHeader/Filer/USAddress/City0Charlevoix
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049720
ReturnHeader/ReturnTs02014-10-31T12:20:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,088
Liabilities
$0
Net assets
$29,088
Revenue
$45,922
Expenses
$76,951
Net income
-$31,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$0.64$0.36$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.01$1.00$0.69$0.29$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.27$0.27$0.24$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.27$0.57$0.23$0.36$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.67$0.62$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.66$0.52$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.62$0.61$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.01$0.72$0.59$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.51$0.43$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.46$0.77$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.41$0.40$0.02
2012Summary only. Only limited summary data is available for this year.$0.60$0.01$0.37$0.29$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits