Civic Intelligence

Rotary Club of Charlotte MI

990EZ • Fiscal year 2020 • EIN 38-6061440

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

Organization Profilewww.charlotterotary.org
P O Box 484Charlotte, MI 48813

(517) 543-2960

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

14th percentile

-46%

Higher net margin than 14% 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

13th percentile

-28%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

56th percentile

-8.5%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$81,949

Down $32,199 (-28%) from 2019

Net Assets

Down

$81,949

Down $32,199 (-28%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Down

$70,523

Down $6,545 (-8.5%) from 2019

Expenses

Up

$102,722

Up $43,355 (+73%) from 2019

Net Income

Down

-$32,199

Down $49,900 (-282%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$150K$100K$50K$0Assets 2012: $126,314Liabilities 2012: $1,5752012Assets 2013: $35,570Liabilities 2013: $1,0962013Assets 2014: $36,353Liabilities 2014: $2312014Assets 2015: $47,211Liabilities 2015: $2052015Assets 2016: $55,612Liabilities 2016: $4102016Assets 2017: $59,715Liabilities 2017: $1252017Assets 2018: $98,227Liabilities 2018: $1,780Net Assets 2018: $96,4472018Assets 2019: $114,148Liabilities 2019: $0Net Assets 2019: $114,1482019Assets 2020: $81,949Liabilities 2020: $0Net Assets 2020: $81,9492020Assets 2021: $88,194Liabilities 2021: $0Net Assets 2021: $88,1942021Assets 2022: $99,404Liabilities 2022: $0Net Assets 2022: $99,4042022Assets 2023: $90,594Liabilities 2023: $0Net Assets 2023: $90,5942023Assets 2024: $55,641Liabilities 2024: $0Net Assets 2024: $55,6412024

Highlighted filing

2020

Assets$81,949
Liabilities$0
Net Assets$81,949
Open 2020 Filing

Operations Trend

Revenue Growth56th percentile

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

$200K$100K$0-$100KRevenue 2012: $74,559Expenses 2012: $88,294Net Income 2012: -$13,7352012Revenue 2013: $100,332Expenses 2013: $190,597Net Income 2013: -$90,2652013Revenue 2014: $111,655Expenses 2014: $98,532Net Income 2014: $13,1232014Revenue 2015: $113,685Expenses 2015: $97,501Net Income 2015: $16,1842015Revenue 2016: $117,479Expenses 2016: $102,575Net Income 2016: $14,9042016Revenue 2017: $109,716Expenses 2017: $105,328Net Income 2017: $4,3882017Revenue 2018: $99,433Expenses 2018: $62,576Net Income 2018: $36,8572018Revenue 2019: $77,068Expenses 2019: $59,367Net Income 2019: $17,7012019Revenue 2020: $70,523Expenses 2020: $102,722Net Income 2020: -$32,1992020Revenue 2021: $35,163Expenses 2021: $28,918Net Income 2021: $6,2452021Revenue 2022: $60,529Expenses 2022: $49,320Net Income 2022: $11,2092022Revenue 2023: $65,561Expenses 2023: $74,371Net Income 2023: -$8,8102023Revenue 2024: $53,573Expenses 2024: $88,526Net Income 2024: -$34,9532024

Highlighted filing

2020

Revenue$70,523
Expenses$102,722
Net Income-$32,199
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.1
Gross Receipts
$96,932
Mission and Program Overview

Mission

To foster the ideal of world service

Program Services

DescriptionGrantsExpenses
Educate and eradicate Polio disease from the world.-$11,280
Provide College Scholarships for deserving students-$6,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Len KilgoreTreasurerPT$0--
Chuck ArcherPresidentPT$0--
Ed FosterSecretaryPT$0--
Eric CrandallDirector-$0--
Jerry SommerDirector-$0--
Tyler PrayDirector-$0--
Samantha DavisDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beech Market$29,862$29,862$17,308$12,554
Golf Outing$9,536$9,536$7,617$1,919
Total Events$39,398$39,398$24,925$14,473
Filing and Contact Details

Filer

Filer Name
Rotary Club of Charlotte MI
EIN
38-6061440
Address
P O Box 484, Charlotte, MI 48813

Signing Officer

Name
Len Kilgore
Title
Treasurer
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Latchaw & Kilgore CPA PC
Address
118 S Cochran Ave, Charlotte, MI 48813
Preparer
Len Kilgore CPA CMA
Phone
5175432960
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description Amount50/50 Draw 1,017Fines 529”

List of grants and similar amounts paid Part I line 10

“Activity Beech Market Project Grantee Freinds of Beech Market Street Lovett St City, State, Zip Charlotte, MI 48813Relationship None Amount 50,000Activity Scholarships Grantee High School Students Street High St City, State, Zip Charlotte, MI 48813Relationship None Amount 6,000”

Description of other expenses Part I line 16

“Description AmountMiscellaneous 1,956Entertainment 560Insurance 225Supplies 1,035Conference/Training 450Community Projects 87Bank Fees 330”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 8,426 14,904”

Raw XML Appendix150 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/BenefitsPaidToOrForMembersAmt037815
IRS990EZ/BooksInCareOfDetail/PersonNm0Len Kilgore
IRS990EZ/BooksInCareOfDetail/PhoneNum05175432960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0118 S Cochran Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048813
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067045
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32199
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114148
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081949
IRS990EZ/FundraisingGrossIncomeAmt042788
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056000
IRS990EZ/GrossReceiptsAmt096932
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt052598
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0114148
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081949
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0114148
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081949
IRS990EZ/OccupancyRentUtltsAndMaintAmt04264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt216.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Len Kilgore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chuck Archer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ed Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Eric Crandall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jerry Sommer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tyler Pray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Samantha Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08426
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014904
IRS990EZ/OtherExpensesTotalAmt04643
IRS990EZ/OtherRevenueTotalAmt01546
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster the ideal of world service
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educate and eradicate Polio disease from the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide College Scholarships for deserving students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011280
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026409
IRS990EZ/SpecialEventsNetIncomeLossAmt016379
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102722
IRS990EZ/TotalProgramServiceExpensesAmt017280
IRS990EZ/TotalRevenueAmt070523
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.charlotterotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024925
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Beech Market
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039398
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014473
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024925
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017308
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount50/50 Draw 1,017Fines 529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Beech Market Project Grantee Freinds of Beech Market Street Lovett St City, State, Zip Charlotte, MI 48813Relationship None Amount 50,000Activity Scholarships Grantee High School Students Street High St City, State, Zip Charlotte, MI 48813Relationship None Amount 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMiscellaneous 1,956Entertainment 560Insurance 225Supplies 1,035Conference/Training 450Community Projects 87Bank Fees 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Receivable 8,426 14,904
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Len Kilgore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Charlotte MI
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386061440
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 484
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048813
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464220743
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Latchaw & Kilgore CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 S Cochran Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048813
ReturnHeader/PreparerPersonGrp/PhoneNum05175432960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Len Kilgore CPA CMA
ReturnHeader/ReturnTs02021-05-15T11:11:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,949
Liabilities
$0
Net assets
$81,949
Revenue
$70,523
Expenses
$102,722
Net income
-$32,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.54$0.89$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.66$0.74$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.61$0.49$0.11
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.88$0.00$0.88$0.35$0.29$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.71$1.03$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.77$0.59$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.02$0.96$0.99$0.63$0.37
2017Summary only. Only limited summary data is available for this year.$0.60$0.00$1.10$1.05$0.04
2016Summary only. Only limited summary data is available for this year.$0.56$0.00$1.17$1.03$0.15
2015Summary only. Only limited summary data is available for this year.$0.47$0.00$1.14$0.98$0.16
2014Summary only. Only limited summary data is available for this year.$0.36$0.00$1.12$0.99$0.13
2013Summary only. Only limited summary data is available for this year.$0.36$0.01$1.00$1.91$0.90
2012Summary only. Only limited summary data is available for this year.$1.26$0.02$0.75$0.88$0.14