Rotary International

990EZ • Fiscal year 2015 • EIN 38-2839729

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 21, 2015

Organization Profile N/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.

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

16%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

28%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

12%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets57th percentile

Assets

$37,207

Up $8,119 (+28%) from 2014

Net Assets

$37,207

Up $8,119 (+28%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin75th percentile

Revenue

$51,333

Up $5,411 (+12%) from 2014

Expenses

Down

$43,214

Down $33,737 (-44%) from 2014

Net Income

$8,119

Up $39,148 (+126%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

Highlighted filing

2015

Assets$37,207

Liabilities$0

Net Assets$37,207

Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2015

Revenue$51,333

Expenses$43,214

Net Income$8,119

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Oct 21, 2015
Return Version: 2014v5.0
Gross Receipts: $76,252

Mission and Program Overview

Mission

To support community activies

Program Services

Description	Grants	Expenses
Mentoring Students Scholarships Supporting Community and Public School Activities Little League Community Foundation & Senior Citizens Programs	-	$20,852
Support of The Rotary Foundation	-	$3,000

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

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	-	-
Rick Malamed	Director	-	$0	-	-
Mark Andresky	Vice President	-	$0	-	-
Timotey Petrosky	Secretary	-	$0	-	-
Wayne Seger	President	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
St Pats Pty	$48,611	$48,611	$832	$47,779
Golf Tout	$5,508	$5,508	-	$5,508
Total Events	$54,119	$54,119	$24,919	$29,200

Filing and Contact Details

Filer

Filer Name: Rotary Club of Charlevoix
EIN: 38-2839729
Address: PO Box 532, Charlevoix, MI 49720

Signing Officer

Name: Norman A Wise
Title: Treasurer
Signed: 2015-10-21

Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Various Community projects > $5,000 Relationship None Amount 23,852”

Description of other expenses Part I line 16

“Description AmountRotary International Dues 2,840Rotary District 6290 Dues 2,337Chamber of Commerce Dues & Events 335Michigan Annual Report 20”

Description of other assets Part II line 24

“Category Beginning of Year End of YearDeposit 1,000 250”

Raw XML Appendix169 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.

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IRS990EZ/BenefitsPaidToOrForMembersAmt	0	11492
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	28088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	36957
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	2440
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	8119
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	359
IRS990EZ/FiledScheduleAInd	0	false
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
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IRS990EZ/FundraisingGrossIncomeAmt	0	54119
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	23852
IRS990EZ/GrossReceiptsAmt	0	76252
IRS990EZ/GroupExemptionNum	0	0573
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	48
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	29088
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	37207
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	29088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	37207
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/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/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/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/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	Rick Malamed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	Mark Andresky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	Timotey Petrosky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	Wayne Seger
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	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	President
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	1000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	250
IRS990EZ/OtherExpensesTotalAmt	0	5532
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	To support community activies
IRS990EZ/PrintingPublicationsPostageAmt	0	1979
IRS990EZ/ProgramServiceRevenueAmt	0	19645
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	20852
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	3000
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	24919
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	29200
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	43214
IRS990EZ/TotalProgramServiceExpensesAmt	0	23852
IRS990EZ/TotalRevenueAmt	0	51333
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleG/AgrmtProfFundraisingActyInd	0	false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt	0	480
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt	0	480
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	24919
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt	0	887
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt	0	2850
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt	0	3737
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Golf Tout
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	St Pats Pty
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	691
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt	0	11225
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	11916
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	5508
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	48611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	54119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	5508
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	48611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	54119
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	29200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt	0	6954
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt	0	6954
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	832
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt	0	1000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	1000
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd	0	X
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Activity Various Community projects > $5,000 Relationship None Amount 23,852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description AmountRotary International Dues 2,840Rotary District 6290 Dues 2,337Chamber of Commerce Dues & Events 335Michigan Annual Report 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Category Beginning of Year End of YearDeposit 1,000 250
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 other assets Part II line 24
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Norman A Wise
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-10-21
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/ReturnTs	0	2015-10-21T15:06:43-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $37,207
Liabilities: $0
Net assets: $37,207
Revenue: $51,333
Expenses: $43,214
Net income: $8,119

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2015Detailed filing. Detailed filing data is available for this year.	$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