Civic Intelligence

Troy Rotary Foundation

990EZ • Fiscal year 2020 • EIN 38-3173367

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

PO Box 4544Troy, MI 48099-4544

(248) 362-5000

Siviq Scores

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

Liabilities / Assets

91st percentile

0.70x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.24x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-56%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-48%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$53,694

Down $27,541 (-34%) from 2019

Net Assets

Down

$16,352

Down $16,901 (-51%) from 2019

Liabilities

Down

$37,342

Down $10,640 (-22%) from 2019

Revenue

Down

$30,198

Down $27,530 (-48%) from 2019

Expenses

Down

$47,099

Down $25,242 (-35%) from 2019

Net Income

Down

-$16,901

Down $2,288 (-16%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $20,400Liabilities 2011: $6,1442011Assets 2012: $32,130Liabilities 2012: $7,764Net Assets 2012: $24,3662012Assets 2013: $61,484Liabilities 2013: $9,1582013Assets 2014: $61,727Liabilities 2014: $18,212Net Assets 2014: $43,5152014Assets 2015: $74,888Liabilities 2015: $33,288Net Assets 2015: $41,6002015Assets 2016: $75,059Liabilities 2016: $37,3282016Assets 2017: $84,451Liabilities 2017: $47,669Net Assets 2017: $36,7822017Assets 2018: $84,631Liabilities 2018: $36,765Net Assets 2018: $47,8662018Assets 2019: $81,235Liabilities 2019: $47,982Net Assets 2019: $33,2532019Assets 2020: $53,694Liabilities 2020: $37,342Net Assets 2020: $16,3522020Assets 2021: $19,611Liabilities 2021: $1,415Net Assets 2021: $18,1962021Assets 2022: $38,575Liabilities 2022: $7,952Net Assets 2022: $30,6232022Assets 2023: $54,485Liabilities 2023: $20,040Net Assets 2023: $34,4452023Assets 2024: $48,605Liabilities 2024: $7,303Net Assets 2024: $41,3022024

Highlighted filing

2020

Assets$53,694
Liabilities$37,342
Net Assets$16,352

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $2,160Expenses 2011: $5,515Net Income 2011: -$3,3552011Revenue 2012: $21,676Expenses 2012: $11,566Net Income 2012: $10,1102012Revenue 2013: $63,542Expenses 2013: $35,582Net Income 2013: $27,9602013Revenue 2014: $53,192Expenses 2014: $62,113Net Income 2014: -$8,9212014Revenue 2015: $43,534Expenses 2015: $45,449Net Income 2015: -$1,9152015Revenue 2016: $47,031Expenses 2016: $50,900Net Income 2016: -$3,8692016Revenue 2017: $39,610Expenses 2017: $40,559Net Income 2017: -$9492017Revenue 2018: $39,026Expenses 2018: $27,942Net Income 2018: $11,0842018Revenue 2019: $57,728Expenses 2019: $72,341Net Income 2019: -$14,6132019Revenue 2020: $30,198Expenses 2020: $47,099Net Income 2020: -$16,9012020Revenue 2021: $51,210Expenses 2021: $49,366Net Income 2021: $1,8442021Revenue 2022: $37,378Expenses 2022: $24,951Net Income 2022: $12,4272022Revenue 2023: $58,435Expenses 2023: $54,613Net Income 2023: $3,8222023Revenue 2024: $61,327Expenses 2024: $54,070Net Income 2024: $7,2572024

Highlighted filing

2020

Revenue$30,198
Expenses$47,099
Net Income-$16,901
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.0
Gross Receipts
$30,198
Mission and Program Overview

Mission

Educational scholarships, food & financial support to needy families, acknowledgement of students who perform outstanding community service, & financial support to community organizations.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SCHOLARSHIPS, FOOD & FINANCIAL SUPPORT TO NEEDY FAMILIES, ACKNOWLEDGEMENT OF STUDENTS WHO PERFORM OUTSTANDING COMMUNITY SERVICE, & FINANCIAL SUPPORT TO COMMUNITY ORGANIZATIONS.-$38,302
EDUCATIONAL SCHOLARSHIPS, FOOD & FINANCIAL SUPPORT TO NEEDY FAMILIES, ACKNOWLEDGEMENT OF STUDENTS WHO PERFORM OUTSTANDING COMMUNITY SERVICE, & FINANCIAL SUPPORT TO COMMUNITY ORGANIZATIONS.-$8,797
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT HURRELLPast Preside-$0--
LINDA LUDYSecretary-$0--
STEWART SLIPIECTreasurer-$0--
LARRY FIEROHDirector-$0--
SUE MCGONEGALDirector-$0--
RENE POTHETESPresident-$0--
LARRY FIEROHDirector-$0--
JAY GREENWOODDirector-$0--
NICK VITALEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Troy Rotary Foundation
EIN
38-3173367
Phone
2483625000
Address
PO BOX 4544, TROY, MI 48099-4544

Signing Officer

Name
Scott Hurrell
Title
Past President
Phone
2483625000
Signed
2021-05-15

Preparer

Firm
Groen Kluka & Company Pc
Address
5600 NEW KING DR STE 300, TROY, MI 48098
Preparer
Kevin J Delaere Cpapfs Cfp
Phone
2483625000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Turkey dinner other expenses 15,782 battle of the badges other expenses 5,996 cpr class other expenses 5,196 cookbooks other expenses 4,970 lucky luau other expenses 5,842 expenses program services 8,797 bank service charge 81 other 435 total 47,099

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 7,129 total 0 7,129

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 47,982 37,342

Form 990-ez, Part III

Educational scholarships, food & financial support to needy families, acknowledgement of students who perform outstanding community service, & financial support to community organizations.

Form 990-ez, Part III, Line 28

Educational scholarships, food & financial support to needy families, acknowledgement of students who perform outstanding community service, & financial support to community organizations.

Form 990-ez, Part III, Line 31

Educational scholarships, food & financial support to needy families, acknowledgement of students who perform outstanding community service, & financial support to community organizations.

Raw XML Appendix166 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/OtherExpensesTotalAmt047099
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - ROTARY CLUB OF TROY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ROTARY INTERNATIONAL - ROTARY CLUB OF TROY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TURKEY DINNER OTHER EXPENSES 15,782 BATTLE OF THE BADGES OTHER EXPENSES 5,996 CPR CLASS OTHER EXPENSES 5,196 COOKBOOKS OTHER EXPENSES 4,970 LUCKY LUAU OTHER EXPENSES 5,842 EXPENSES PROGRAM SERVICES 8,797 BANK SERVICE CHARGE 81 OTHER 435 TOTAL 47,099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 7,129 TOTAL 0 7,129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 47,982 37,342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL SCHOLARSHIPS, FOOD & FINANCIAL SUPPORT TO NEEDY FAMILIES, ACKNOWLEDGEMENT OF STUDENTS WHO PERFORM OUTSTANDING COMMUNITY SERVICE, & FINANCIAL SUPPORT TO COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATIONAL SCHOLARSHIPS, FOOD & FINANCIAL SUPPORT TO NEEDY FAMILIES, ACKNOWLEDGEMENT OF STUDENTS WHO PERFORM OUTSTANDING COMMUNITY SERVICE, & FINANCIAL SUPPORT TO COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATIONAL SCHOLARSHIPS, FOOD & FINANCIAL SUPPORT TO NEEDY FAMILIES, ACKNOWLEDGEMENT OF STUDENTS WHO PERFORM OUTSTANDING COMMUNITY SERVICE, & FINANCIAL SUPPORT TO COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT HURRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02483625000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TROY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TROY
ReturnHeader/Filer/EIN0383173367
ReturnHeader/Filer/PhoneNum02483625000
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROEN KLUKA & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05600 NEW KING DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048098
ReturnHeader/PreparerPersonGrp/PhoneNum02483625000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J DELAERE CPAPFS CFP
ReturnHeader/ReturnTs02021-05-15T08:03:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.6$7.30$41.3$61.3$54.1$7.26
2023Detailed filing. Detailed filing data is available for this year.$54.5$20.0$34.4$58.4$54.6$3.82
2022Detailed filing. Detailed filing data is available for this year.$38.6$7.95$30.6$37.4$25.0$12.4
2021Detailed filing. Detailed filing data is available for this year.$19.6$1.42$18.2$51.2$49.4$1.84
2020Detailed filing. Detailed filing data is available for this year.$53.7$37.3$16.4$30.2$47.1$16.9
2019Detailed filing. Detailed filing data is available for this year.$81.2$48.0$33.3$57.7$72.3$14.6
2018Detailed filing. Detailed filing data is available for this year.$84.6$36.8$47.9$39.0$27.9$11.1
2017Detailed filing. Detailed filing data is available for this year.$84.5$47.7$36.8$39.6$40.6$0.95
2016Summary only. Only limited summary data is available for this year.$75.1$37.3$47.0$50.9$3.87
2015Detailed filing. Detailed filing data is available for this year.$74.9$33.3$41.6$43.5$45.4$1.92
2014Detailed filing. Detailed filing data is available for this year.$61.7$18.2$43.5$53.2$62.1$8.92
2013Summary only. Only limited summary data is available for this year.$61.5$9.16$63.5$35.6$28.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$7.76$24.4$21.7$11.6$10.1
2011Summary only. Only limited summary data is available for this year.$20.4$6.14$2.16$5.52$3.36