Liabilities / Assets
57th 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
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
62nd percentile
Higher net margin than 62% 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
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Up$70,330
Up $5,731 (+8.9%) from 2018
Net Assets
$70,330
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2018
Revenue And Expenses
Revenue
Up$67,359
Up $1,259 (+1.9%) from 2018
Expenses
Up$61,628
Up $9,141 (+17%) from 2018
Net Income
Down$5,731
Down $7,882 (-58%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Jul 13, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $94,770
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 & Improvements to Rotary Park | $33,632 | - |
| Support of The Rotary Foundation and Polio Eradication | $3,684 | - |
| Support of Clean Water projects run by other Michigan Rotary Clubs | $2,000 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Aaron Wilkins | Director | - | $0 | - | - |
| Luann Keinath | Secretary | - | $0 | - | - |
| Norman A Wise | Treasurer | - | $0 | - | - |
| Don Jess | Director | - | $0 | - | - |
| Mark Andresky | Director | - | $0 | - | - |
| Abbie Hart | President | - | $0 | - | - |
| Charles Center | Director | - | $0 | - | - |
| Rick Golding | Vice President | - | $0 | - | - |
| Mary Kurtz | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| St Pats Pty | $56,265 | $56,265 | $4,544 | $51,721 |
| Golf Tourn | $7,880 | $7,880 | $101 | $7,779 |
| Total Events | $64,145 | $64,145 | $27,411 | $36,734 |
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
- 2019-07-13
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity Improvements to Rotary Park Grantee City of Charlevoix Street 210 State Street City, State, Zip Charlevoix, MI 49720Relationship None Amount 11,011Activity Various Grants Less than $5,000 Relationship None Amount 28,305Relationship None”
Description of other expenses Part I line 16
“Description AmountRotary International Dues 3,726Rotary District 6290 Dues 2,449Chamber of Commerce Dues 180Michigan Annual Report 20Audio Visual Equipment 417”
Raw XML Appendix175 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/BooksInCareOfDetail/PersonNm | 0 | Norman A Wise |
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| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 532 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Charlevoix |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 70330 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7711 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5731 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 679 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 70330 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 64145 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 39316 |
| IRS990EZ/GrossReceiptsAmt | 0 | 94770 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 518 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 22396 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
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| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 70330 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 64599 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 70330 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
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| 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 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
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| 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 | Don Jess |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Mark Andresky |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Abbie Hart |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Charles Center |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Rick Golding |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Mary Kurtz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| 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 | 6792 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To support community activies |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 77 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Mentoring Students Scholarships Supporting Community and Public School Activities Little League Community Foundation Senior Citizens Programs & Improvements to Rotary Park |
| 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 | 33632 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 3684 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 2000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 27411 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 36734 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 61628 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 67359 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 550 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 550 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 27411 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 1280 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 3072 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 4352 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Golf Tourn |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | St Pats Pty |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 1170 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 15694 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 16864 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 7880 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 56265 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 64145 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 7880 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 56265 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 64145 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 36734 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 4645 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 101 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 4544 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt | 0 | 1000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 1000 |
| IRS990ScheduleG/SolicitationOfNonGovtGrantsInd | 0 | X |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Improvements to Rotary Park Grantee City of Charlevoix Street 210 State Street City, State, Zip Charlevoix, MI 49720Relationship None Amount 11,011Activity Various Grants Less than $5,000 Relationship None Amount 28,305Relationship None |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountRotary International Dues 3,726Rotary District 6290 Dues 2,449Chamber of Commerce Dues 180Michigan Annual Report 20Audio Visual Equipment 417 |
| 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 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Norman A Wise |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-07-13 |
| 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 | 4016152019195w1chmkt |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2019-07-14 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 97.83.66.245 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-07-14 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:00:30 |
| ReturnHeader/ReturnTs | 0 | 2019-07-14T09:39:54-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $70,330
- Liabilities
- $0
- Net assets
- $70,330
- Revenue
- $67,359
- Expenses
- $61,628
- Net income
- $5,731