Civic Intelligence

Rotary International D/B/A Richmond Rotary Club

990EZ • Fiscal year 2018 • EIN 38-2860464

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

92nd percentile

41%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$119,607

Up $21,226 (+22%) from 2017

Net Assets

Up

$119,607

Up $21,226 (+22%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,993

Down $9,067 (-14%) from 2017

Expenses

Down

$33,244

Down $27,447 (-45%) from 2017

Net Income

Up

$22,749

Up $18,380 (+421%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$119,607
Liabilities-
Net Assets$119,607

Operations Trend

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

2018

Revenue$55,993
Expenses$33,244
Net Income$22,749
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Gross Receipts
$134,223
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$11,014$11,014
DUES TO MAINTAIN RELATIONS WITH ROTARY INTERNATIONAL AND LOCAL ORGANIZATIONS-$4,027
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRENT PESHEKPresident-$0--
DANIELLE DROBSecretary-$0--
BRIAN WALMSLEYTreasurer-$0--
ELIZABETH FRUINDirector-$0--
CAROL WALTERSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$108,173$108,173$78,230$29,943
Total Events$108,173$108,173$78,230$29,943
Filing and Contact Details

Filer

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

Signing Officer

Name
Brian Walmsley
Title
Treasurer
Phone
8103051591
Signed
2019-05-09
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 2,382 1560 sherman ave evanston il 60201 rotary district 6380 1,575 po box 300693 waterford mi 48330 richmond area chamber of commerce 70 68364 main st richmond mi 48062

Form 990-ez, Part I, Line 10

Class of activity: donations name: various donations cash contribution: 11,014

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 1,465 state filing fee 20 supplies 294 meeting expense 9,682 insurance 1,969 misc 1,689 total 15,119

Form 990-ez, Part I, Line 20

Unrealized gain (loss) on investments 0 unrealized loss in market value -1,520

Form 990-ez, Part II, Line 24

Accounts receivable 0 1,500 total 0 1,500

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 Appendix140 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/PhoneNum08103051591
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048062
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherChangesInNetAssetsAmt0-1520
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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/PrintingPublicationsPostageAmt0584
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt029943
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt033244
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt078230
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt078230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL 2,382 1560 SHERMAN AVE EVANSTON IL 60201 ROTARY DISTRICT 6380 1,575 PO BOX 300693 WATERFORD MI 48330 RICHMOND AREA CHAMBER OF COMMERCE 70 68364 MAIN ST RICHMOND MI 48062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: DONATIONS NAME: VARIOUS DONATIONS CASH CONTRIBUTION: 11,014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 1,465 STATE FILING FEE 20 SUPPLIES 294 MEETING EXPENSE 9,682 INSURANCE 1,969 MISC 1,689 TOTAL 15,119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN (LOSS) ON INVESTMENTS 0 UNREALIZED LOSS IN MARKET VALUE -1,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 0 1,500 TOTAL 0 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0D/B/A RICHMOND ROTARY CLUB
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:59:33
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480381644
ReturnHeader/PreparerPersonGrp/PhoneNum05862638200
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E GIDEON
ReturnHeader/ReturnTs02019-05-13T13:59:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings