Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 38-3582717

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 29, 2018

PO Box 2278Holland, MI 49422

(847) 774-0888

Siviq Scores

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

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

64th percentile

9.4%

Higher net margin than 64% 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

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

55th percentile

1.9%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$29,600

Up $6,331 (+27%) from 2017

Net Assets

Up

$22,290

Up $4,921 (+28%) from 2017

Liabilities

Up

$7,310

Up $1,410 (+24%) from 2017

Revenue

Up

$52,094

Up $950 (+1.9%) from 2017

Expenses

Down

$47,173

Down $8,161 (-15%) from 2017

Net Income

Up

$4,921

Up $9,111 (+217%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $20,338Liabilities 2011: $3,6142011Assets 2013: $15,744Liabilities 2013: $4,5002013Assets 2014: $19,833Liabilities 2014: $8,9722014Assets 2015: $30,594Liabilities 2015: $16,5732015Assets 2016: $25,325Liabilities 2016: $3,7662016Assets 2017: $23,269Liabilities 2017: $5,900Net Assets 2017: $17,3692017Assets 2018: $29,600Liabilities 2018: $7,310Net Assets 2018: $22,2902018Assets 2019: $24,322Liabilities 2019: $4,591Net Assets 2019: $19,7312019Assets 2020: $23,141Liabilities 2020: $880Net Assets 2020: $22,2612020Assets 2021: $37,368Liabilities 2021: $343Net Assets 2021: $37,0252021Assets 2022: $43,480Liabilities 2022: $265Net Assets 2022: $43,2152022Assets 2023: $46,710Liabilities 2023: $265Net Assets 2023: $46,4452023Assets 2024: $43,212Liabilities 2024: $265Net Assets 2024: $42,9472024Assets 2025: $37,119Liabilities 2025: $265Net Assets 2025: $36,8542025

Highlighted filing

2018

Assets$29,600
Liabilities$7,310
Net Assets$22,290

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $40,639Expenses 2011: $42,654Net Income 2011: -$2,0152011Revenue 2013: $58,226Expenses 2013: $59,388Net Income 2013: -$1,1622013Revenue 2014: $50,289Expenses 2014: $50,672Net Income 2014: -$3832014Revenue 2015: $53,152Expenses 2015: $49,992Net Income 2015: $3,1602015Revenue 2016: $53,096Expenses 2016: $45,558Net Income 2016: $7,5382016Revenue 2017: $51,144Expenses 2017: $55,334Net Income 2017: -$4,1902017Revenue 2018: $52,094Expenses 2018: $47,173Net Income 2018: $4,9212018Revenue 2019: $54,863Expenses 2019: $57,422Net Income 2019: -$2,5592019Revenue 2020: $47,288Expenses 2020: $44,758Net Income 2020: $2,5302020Revenue 2021: $37,778Expenses 2021: $23,014Net Income 2021: $14,7642021Revenue 2022: $48,667Expenses 2022: $42,477Net Income 2022: $6,1902022Revenue 2023: $49,062Expenses 2023: $45,832Net Income 2023: $3,2302023Revenue 2024: $39,663Expenses 2024: $43,161Net Income 2024: -$3,4982024Revenue 2025: $39,061Expenses 2025: $45,154Net Income 2025: -$6,0932025

Highlighted filing

2018

Revenue$52,094
Expenses$47,173
Net Income$4,921
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 29, 2018
Return Version
2017v2.3
Gross Receipts
$68,378
Mission and Program Overview

Mission

Encourage and foster the ideal of service to each other, the community, and the world.

Program Services

DescriptionGrantsExpenses
DEVELOPING OUR MEMBERS TO LEAD, MOTIVATE, INFLUENCE AND SERVE$2,662$46,673
STUDENT TO STUDENT PROJECT$500$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL BROWNChairman Of-$0--
RUSS MILLERPresident-$0--
JAMIE MARTINEZSecretary-$0--
KEVIN O'KEEFETreasurer-$0--
STEVE NYLANDSgt-At-Arms-$0--
TIM SCHREURPresident-El-$0--
MARI MARTINDirector-$0--
LARRY SCHUYLERDirector-$0--
TOM GOUGHDirector-$0--
ELIZABETH GIDDINGSDirector-$0--
JAMES BROWNDirector-$0--
KATHY DEVRIESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-3582717
Phone
8477740888
Address
PO BOX 2278, HOLLAND, MI 49422

Signing Officer

Name
Russ Miller
Title
President
Phone
6163961435
Signed
2018-11-29
Discuss with paid preparer
Yes

Preparer

Firm
De Boer Baumann & Company Plc
Address
355 SETTLERS ROAD, HOLLAND, MI 49423
Preparer
Steven L Baumann
Phone
6163961435
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Guest meal income 1,074 admission fees 175 total 1,249

Form 990-ez, Part I, Line 16

Expenses office expenses 3,361 mi annual fee 20 district dues 4,115 rotary international dues 6,922 meals 24,088 website maintenance 695 miscellaneous 94 credit card fees 1,170 advertising & public rela 2,101 advertising-float expense 1,445 total 44,011

Form 990-ez, Part II, Line 24

Accounts receivable 909 4,079 total 909 4,079

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 604 7,310 deferred revenue 5,296 0

Form 990-ez, Part III

Encourage and foster the ideal of service to each other, the community, and the world.

Raw XML Appendix185 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/OfficerDirectorTrusteeEmplGrp/PersonNm6MARI MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LARRY SCHUYLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TOM GOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ELIZABETH GIDDINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JAMES BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KATHY DEVRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN OF
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
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IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0KEVIN O'KEEFE
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
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IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GUEST MEAL INCOME 1,074 ADMISSION FEES 175 TOTAL 1,249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 3,361 MI ANNUAL FEE 20 DISTRICT DUES 4,115 ROTARY INTERNATIONAL DUES 6,922 MEALS 24,088 WEBSITE MAINTENANCE 695 MISCELLANEOUS 94 CREDIT CARD FEES 1,170 ADVERTISING & PUBLIC RELA 2,101 ADVERTISING-FLOAT EXPENSE 1,445 TOTAL 44,011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 909 4,079 TOTAL 909 4,079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 604 7,310 DEFERRED REVENUE 5,296 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENCOURAGE AND FOSTER THE IDEAL OF SERVICE TO EACH OTHER, THE COMMUNITY, AND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RUSS MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06163961435
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF HOLLAND MICHIGAN
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ReturnHeader/Filer/EIN0383582717
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ReturnHeader/FilingSecurityInformation/IPTm014:08:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381968022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DE BOER BAUMANN & COMPANY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 SETTLERS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049423
ReturnHeader/PreparerPersonGrp/PhoneNum06163961435
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN L BAUMANN
ReturnHeader/ReturnTs02018-11-29T15:08:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.1$0.27$36.9$39.1$45.2$6.09
2024Detailed filing. Detailed filing data is available for this year.$43.2$0.27$42.9$39.7$43.2$3.50
2023Detailed filing. Detailed filing data is available for this year.$46.7$0.27$46.4$49.1$45.8$3.23
2022Detailed filing. Detailed filing data is available for this year.$43.5$0.27$43.2$48.7$42.5$6.19
2021Detailed filing. Detailed filing data is available for this year.$37.4$0.34$37.0$37.8$23.0$14.8
2020Detailed filing. Detailed filing data is available for this year.$23.1$0.88$22.3$47.3$44.8$2.53
2019Detailed filing. Detailed filing data is available for this year.$24.3$4.59$19.7$54.9$57.4$2.56
2018Detailed filing. Detailed filing data is available for this year.$29.6$7.31$22.3$52.1$47.2$4.92
2017Detailed filing. Detailed filing data is available for this year.$23.3$5.90$17.4$51.1$55.3$4.19
2016Summary only. Only limited summary data is available for this year.$25.3$3.77$53.1$45.6$7.54
2015Summary only. Only limited summary data is available for this year.$30.6$16.6$53.2$50.0$3.16
2014Summary only. Only limited summary data is available for this year.$19.8$8.97$50.3$50.7$0.38
2013Summary only. Only limited summary data is available for this year.$15.7$4.50$58.2$59.4$1.16
2011Summary only. Only limited summary data is available for this year.$20.3$3.61$40.6$42.7$2.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits