Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Assets
Up$100,821
Up $13,065 (+15%) from 2021
Net Assets
$99,710
No earlier filing loaded for comparison.
Liabilities
Down$1,111
Down $26,244 (-96%) from 2021
Revenue
Up$68,538
Up $41,706 (+155%) from 2021
Expenses
Up$29,229
Up $5,551 (+23%) from 2021
Net Income
Up$39,309
Up $36,155 (+1146%) from 2021
To support community activies
To support community activities.
| Description | Grants | Expenses |
|---|---|---|
| We provided grants to the community for public school activities, leadership projects, local community pool, and equine therapy. We provided international grants for disaster relief and polio eradication. We also provided scholarships and mentoring to students of Charlevoix Public Schools. | - | $6,105 |
| Support of Rotary Foundation | - | $6,061 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kent Knorr | President | - | $0 | - | - |
| Bryan Lindfors | Vice President | - | $0 | - | - |
| Corey Bascom | Treasurer | - | $0 | - | - |
| Margaret Potter | Secretary | - | $0 | - | - |
| Aaron Wilkin | Director | - | $0 | - | - |
| Rick Golding | Director | - | $0 | - | - |
| Mark Andresky | Director | - | $0 | - | - |
| Abbie Hart | Director | - | $0 | - | - |
| Charles Center | Director | - | $0 | - | - |
| Mary Kurtz | Director | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| St. Patrick's Day Party | $63,692 | $63,692 | $5,045 | $58,647 |
| Poker Golf Tournament | $11,156 | $11,156 | $138 | $11,018 |
| Total Events | $74,848 | $74,848 | $29,268 | $45,580 |
“| Donee's Name: Rotary Foundation | Donee's Address: 1560 Sherman Ave Evanston IL 60201 | Cash Amount Given: $6061”
“Office Expenses $266”
“Travel $320”
“Conferences, Conventions, and Meetings $100”
“Dues and subscriptions $6539”
“Miscellaneous $70”
“Prepaid Expenses and Deferred Charges - Beginning $5766 Prepaid Expenses and Deferred Charges - Ending $0”
“Deferred Revenue - Beginning $27355 Deferred Revenue - Ending $1111”
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 | 9246 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Corey Bascom |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2315474911 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 110 Park Avenue |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Charlevoix |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 49720 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 81990 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 100821 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1156 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 39309 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 522 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 87756 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 100821 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 74848 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 12166 |
| IRS990EZ/GrossReceiptsAmt | 0 | 97806 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 559 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 21243 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 60401 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 99710 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 60401 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 99710 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| 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/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 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/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kent Knorr |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Bryan Lindfors |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Corey Bascom |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Margaret Potter |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Aaron Wilkin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Rick Golding |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Mark Andresky |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Abbie Hart |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Charles Center |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Mary Kurtz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 5766 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7295 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To support community activities. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Support of Rotary Foundation |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | We provided grants to the community for public school activities, leadership projects, local community pool, and equine therapy. We provided international grants for disaster relief and polio eradication. We also provided scholarships and mentoring to students of Charlevoix Public Schools. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6061 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 6105 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 29268 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 45580 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 27355 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1111 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 29229 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12166 |
| IRS990EZ/TotalRevenueAmt | 0 | 68538 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 29268 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 3250 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 3250 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | St. Patrick's Day Party |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Poker Golf Tournament |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 17845 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 1290 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 19135 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 63692 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 11156 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 74848 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 63692 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 11156 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 74848 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 45580 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 5183 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 5045 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 138 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt | 0 | 1700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 1700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: Rotary Foundation | Donee's Address: 1560 Sherman Ave Evanston IL 60201 | Cash Amount Given: $6061 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $266 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $320 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Dues and subscriptions $6539 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Miscellaneous $70 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Prepaid Expenses and Deferred Charges - Beginning $5766 Prepaid Expenses and Deferred Charges - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Deferred Revenue - Beginning $27355 Deferred Revenue - Ending $1111 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Total Liabilities.1003 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Corey Bascom |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-09 |
| 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/PreparerFirmGrp/PreparerFirmEIN | 0 | 382763936 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KAMMERMANN & BASCOM PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 110 PARK AVENUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHARLEVOIX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 49720 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2315474911 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Corey R Bascom |
| ReturnHeader/ReturnTs | 0 | 2023-05-09T05:00:08-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Corey |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Bascom |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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