Civic Intelligence

Rotary International D/B/A Richmond Rotary Club

990EZ • Fiscal year 2017 • EIN 38-2860464

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 02, 2017

Organization ProfileWWW.MYRICHMONDROTARY.COM
PO Box 547Richmond, MI 48062

(810) 305-1591

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

8.5%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

14%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$98,381

Up $7,698 (+8.5%) from 2016

Net Assets

Up

$98,381

Up $7,698 (+8.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$65,060

Up $8,175 (+14%) from 2016

Expenses

Up

$60,691

Up $3,939 (+6.9%) from 2016

Net Income

Up

$4,369

Up $4,236 (+3185%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2015: $91,328Net Assets 2015: $91,3282015Assets 2016: $90,683Net Assets 2016: $90,6832016Assets 2017: $98,381Net Assets 2017: $98,3812017Assets 2018: $119,607Net Assets 2018: $119,6072018Assets 2019: $113,037Net Assets 2019: $113,0372019Assets 2020: $120,800Net Assets 2020: $120,8002020

Highlighted filing

2017

Assets$98,381
Liabilities-
Net Assets$98,381
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $42,464Expenses 2015: $55,826Net Income 2015: -$13,3622015Revenue 2016: $56,885Expenses 2016: $56,752Net Income 2016: $1332016Revenue 2017: $65,060Expenses 2017: $60,691Net Income 2017: $4,3692017Revenue 2018: $55,993Expenses 2018: $33,244Net Income 2018: $22,7492018Revenue 2019: $45,275Expenses 2019: $54,746Net Income 2019: -$9,4712019Revenue 2020: $32,831Expenses 2020: $24,753Net Income 2020: $8,0782020

Highlighted filing

2017

Revenue$65,060
Expenses$60,691
Net Income$4,369
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$134,293
Mission and Program Overview

Mission

This corporation shall be a non-profit corporation. Its purpose shall be charitable and benevolent and to encourage, promote and extend the object of rotary international, and to maintain the relations of a member club in rotary international.

Program Services

DescriptionGrantsExpenses
CHARITABLE DONATIONS AND DUES TO VARIOUS CHARITIES AND LOCAL ENTITIES$42,073$42,073
DUES TO MAINTAIN RELATIONS WITH ROTARY INTERNATIONAL AND LOCAL ORGANIZATIONS-$4,214
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLEY LOVATIPresident-$0--
TRENT PESHEKPresident El-$0--
DANIELLE DROBSecretary-$0--
LYNNE HOUSTONTreasurer-$0--
JEFF WHITEOfficer-$0--
BRIAN WALMSLEYOfficer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$105,705$105,705$69,233$36,472
Total Events$105,705$105,705$69,233$36,472
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-2860464
Phone
8103051591
Address
PO BOX 547, RICHMOND, MI 48062

Signing Officer

Name
Lynne Houston
Title
Treasurer
Phone
8103051591
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Buss & Company Pc
Address
42550 GARFIELD RD STE 105, CLINTON TOWNSHIP, MI 48038-1644
Preparer
John E Gideon
Phone
5862638200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary international 2,308 1560 sherman ave evanston il 60201 rotary district 6380 1,906 po box 300693 waterford mi 48330”

Form 990-ez, Part I, Line 10

“Various donations donations 42,073 0 0”

Form 990-ez, Part I, Line 16

“Expenses state filing fee 20 supplies 638 meeting expense 9,214 insurance 1,968 misc 115 total 11,955”

Form 990-ez, Part I, Line 20

“Unrealized gain (loss) on investments 3,328 unrealized loss in market value 0”

Form 990-ez, Part III

“This corporation shall be a non-profit corporation. Its purpose shall be charitable and benevolent and to encourage, promote and extend the object of rotary international, and to maintain the relations of a member club in rotary international.”

Raw XML Appendix135 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/BooksInCareOfDetail/PersonNm0LYNNE HOUSTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08103051591
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 547
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0480620547
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090684
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026552
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04369
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090684
IRS990EZ/Form990TotalAssetsGrp/EOYAmt098381
IRS990EZ/FundraisingGrossIncomeAmt0105705
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0728
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046287
IRS990EZ/GrossReceiptsAmt0134293
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01308
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090684
IRS990EZ/NetAssetsOrFundBalancesEOYAmt098381
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090684
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt098381
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLEY LOVATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRENT PESHEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE DROB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNNE HOUSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN WALMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03328
IRS990EZ/OtherExpensesTotalAmt011955
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS CORPORATION SHALL BE A NON-PROFIT CORPORATION. ITS PURPOSE SHALL BE CHARITABLE AND BENEVOLENT AND TO ENCOURAGE, PROMOTE AND EXTEND THE OBJECT OF ROTARY INTERNATIONAL, AND TO MAINTAIN THE RELATIONS OF A MEMBER CLUB IN ROTARY INTERNATIONAL.
IRS990EZ/PrintingPublicationsPostageAmt0449
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE DONATIONS AND DUES TO VARIOUS CHARITIES AND LOCAL ENTITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DUES TO MAINTAIN RELATIONS WITH ROTARY INTERNATIONAL AND LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042073
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042073
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14214
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0728
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt069233
IRS990EZ/SpecialEventsNetIncomeLossAmt036472
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060691
IRS990EZ/TotalProgramServiceExpensesAmt046287
IRS990EZ/TotalRevenueAmt065060
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MYRICHMONDROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069233
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0105705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0105705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0105705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0105705
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036472
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt069233
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt069233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL 2,308 1560 SHERMAN AVE EVANSTON IL 60201 ROTARY DISTRICT 6380 1,906 PO BOX 300693 WATERFORD MI 48330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS DONATIONS DONATIONS 42,073 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES STATE FILING FEE 20 SUPPLIES 638 MEETING EXPENSE 9,214 INSURANCE 1,968 MISC 115 TOTAL 11,955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN (LOSS) ON INVESTMENTS 3,328 UNREALIZED LOSS IN MARKET VALUE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS CORPORATION SHALL BE A NON-PROFIT CORPORATION. ITS PURPOSE SHALL BE CHARITABLE AND BENEVOLENT AND TO ENCOURAGE, PROMOTE AND EXTEND THE OBJECT OF ROTARY INTERNATIONAL, AND TO MAINTAIN THE RELATIONS OF A MEMBER CLUB IN ROTARY INTERNATIONAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE HOUSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08103051591
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0D/B/A RICHMOND ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382860464
ReturnHeader/Filer/PhoneNum08103051591
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 547
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F5C390C0AAFFE8EDB6B3CC870CF8E61A1E914C95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5C390C0AAFFE8EDB6B3CC870CF8E61A1E914C95
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382133874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042550 GARFIELD RD STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLINTON TOWNSHIP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480381644
ReturnHeader/PreparerPersonGrp/PhoneNum05862638200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E GIDEON
ReturnHeader/ReturnTs02017-12-11T16:07:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,381
Liabilities
-
Net assets
$98,381
Revenue
$65,060
Expenses
$60,691
Net income
$4,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.33$0.25$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.45$0.55$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.56$0.33$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.65$0.61$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.57$0.57$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.42$0.56$0.13