Civic Intelligence

Rotary Club of Charlotte MI

990EZ • Fiscal year 2021 • EIN 38-6061440

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

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

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

18%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

7.6%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$88,194

Up $6,245 (+7.6%) from 2020

Net Assets

Up

$88,194

Up $6,245 (+7.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin65th percentile

Revenue

Down

$35,163

Down $35,360 (-50%) from 2020

Expenses

Down

$28,918

Down $73,804 (-72%) from 2020

Net Income

Up

$6,245

Up $38,444 (+119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2021

Assets$88,194
Liabilities$0
Net Assets$88,194
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$35,163
Expenses$28,918
Net Income$6,245
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.1
Gross Receipts
$40,356
Mission and Program Overview

Mission

To foster the ideal of world service

Program Services

DescriptionGrantsExpenses
Provide College Scholarships for deserving students-$4,200
Educate and eradicate Polio disease from the world.-$1,800
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Len KilgoreTreasurerPT$0--
Chuck ArcherDirector-$0--
Ed FosterSecretaryPT$0--
Eric CrandallDirector-$0--
Jerry SommerDirector-$0--
Tyler PrayDirector-$0--
Samantha DavisPresidentPT$0--
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
2022-05-12
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 52Fines 130Club Funds 2,530”

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 Activity Scholarships Grantee High School Students Street High St City, State, Zip Charlotte, MI 48813Relationship None Amount 5,000”

Description of other expenses Part I line 16

“Description AmountMiscellaneous 727Entertainment 340Insurance 240Supplies 786Conference/Training (504)Community Projects 6,324Bank Fees 270International Rotary Dues 2,928District Rotary Dues 6,408Meeting Expenses 4,832”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 14,904 6,811”

Raw XML Appendix144 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/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/BOYAmt067045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06245
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081949
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088194
IRS990EZ/FundraisingGrossIncomeAmt06355
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt040356
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01384
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029905
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081949
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088194
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081949
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088194
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt612.00
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/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014904
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06811
IRS990EZ/OtherExpensesTotalAmt022351
IRS990EZ/OtherRevenueTotalAmt02712
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster the ideal of world service
IRS990EZ/PrintingPublicationsPostageAmt0367
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educate and eradicate Polio disease from the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide College Scholarships for deserving students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05193
IRS990EZ/SpecialEventsNetIncomeLossAmt01162
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028918
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt035163
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.charlotterotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount50/50 Draw 52Fines 130Club Funds 2,530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Beech Market Project Grantee Freinds of Beech Market Street Lovett St City, State, Zip Charlotte, MI 48813Relationship None Activity Scholarships Grantee High School Students Street High St City, State, Zip Charlotte, MI 48813Relationship None Amount 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMiscellaneous 727Entertainment 340Insurance 240Supplies 786Conference/Training (504)Community Projects 6,324Bank Fees 270International Rotary Dues 2,928District Rotary Dues 6,408Meeting Expenses 4,832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Receivable 14,904 6,811
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Len Kilgore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/ReturnTs02022-05-12T11:34:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Len
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kilgore
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,194
Liabilities
$0
Net assets
$88,194
Revenue
$35,163
Expenses
$28,918
Net income
$6,245
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
2021Detailed filing. Detailed filing data is available for this year.$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