Civic Intelligence

Rotary International D/B/A Richmond Rotary Club

990EZ • Fiscal year 2020 • EIN 38-2860464

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2020

PO Box 547Richmond, MI 48062

(586) 445-1021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

6.9%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-27%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$120,800

Up $7,763 (+6.9%) from 2019

Net Assets

Up

$120,800

Up $7,763 (+6.9%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$32,831

Down $12,444 (-27%) from 2019

Expenses

Down

$24,753

Down $29,993 (-55%) from 2019

Net Income

Up

$8,078

Up $17,549 (+185%) from 2019

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

2020

Assets$120,800
Liabilities-
Net Assets$120,800

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

2020

Revenue$32,831
Expenses$24,753
Net Income$8,078
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2020
Return Version
2019v5.0
Gross Receipts
$76,775
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$11,200$11,200
DUES TO MAINTAIN RELATIONS WITH ROTARY INTERNATIONAL AND LOCAL ORGANIZATIONS-$3,550
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA REETZ-KAHLPresidentPT$0--
JOHN MARIONTreasurerPT$0--
BILL PIERSONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$57,191$57,191$43,944$13,247
Total Events$57,191$57,191$43,944$13,247
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-2860464
Phone
5864451021
Address
PO BOX 547, RICHMOND, MI 48062

Signing Officer

Name
Linda Reetz-kahl
Title
President
Phone
5864451021
Signed
2020-05-17
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 2,453 1560 sherman ave evanston il 60201 rotary district 6380 902 po box 300693 waterford mi 48330 richmond area chamber of commerce 195 68364 main st richmond mi 48062

Form 990-ez, Part I, Line 10

Class of activity: donations name: richmond rotary foundation cash contribution: 10,000

Form 990-ez, Part I, Line 16

Expenses meeting expense 5,299 misc 4,704 total 10,003

Form 990-ez, Part I, Line 20

Unrealized gain on investments 0 unrealized loss on investments -312

Form 990-ez, Part II, Line 24

Accounts receivable 1,500 1,500 total 1,500 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 Appendix124 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LINDA KEETZ-KAHL
IRS990EZ/BooksInCareOfDetail/PhoneNum05864451021
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 547
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0480620547
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111534
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119300
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017123
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08078
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt014750
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-312
IRS990EZ/OtherExpensesTotalAmt010003
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/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/GrantsAndAllocationsAmt011200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13550
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0919
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt013247
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024753
IRS990EZ/TotalProgramServiceExpensesAmt014750
IRS990EZ/TotalRevenueAmt032831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MYRICHMONDROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043944
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057191
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013247
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043944
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL 2,453 1560 SHERMAN AVE EVANSTON IL 60201 ROTARY DISTRICT 6380 902 PO BOX 300693 WATERFORD MI 48330 RICHMOND AREA CHAMBER OF COMMERCE 195 68364 MAIN ST RICHMOND MI 48062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: DONATIONS NAME: RICHMOND ROTARY FOUNDATION CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MEETING EXPENSE 5,299 MISC 4,704 TOTAL 10,003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS 0 UNREALIZED LOSS ON INVESTMENTS -312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 1,500 1,500 TOTAL 1,500 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.
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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05864451021
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0D/B/A RICHMOND ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382860464
ReturnHeader/Filer/PhoneNum05864451021
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 547
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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/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E GIDEON
ReturnHeader/ReturnTs02021-05-17T14:39:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings