Civic Intelligence

Rotary Club of Charlotte MI

990EZ • Fiscal year 2024 • EIN 38-6061440

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 09, 2025

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-18%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$55,641

Down $34,953 (-39%) from 2023

Net Assets

Down

$55,641

Down $34,953 (-39%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$53,573

Down $11,988 (-18%) from 2023

Expenses

Up

$88,526

Up $14,155 (+19%) from 2023

Net Income

Down

-$34,953

Down $26,143 (-297%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2024

Assets$55,641
Liabilities$0
Net Assets$55,641
Open 2024 Filing

Operations Trend

Revenue Growth22nd 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

2024

Revenue$53,573
Expenses$88,526
Net Income-$34,953
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 9, 2025
Return Version
2023v6.0
Gross Receipts
$61,979
Mission and Program Overview

Mission

To foster the ideal of world service

Program Services

DescriptionGrantsExpenses
Community Improvement & Charitable Causes-$39,791
Educate and eradicate Polio disease from the world.-$12,236
Provide College Scholarships for deserving students-$3,000
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Len KilgoreTreasurerPT$0--
Mandy StewartPresidentPT$0--
Ed FosterSecretaryPT$0--
Mari CaltonDirector-$0--
Keisha HoweDirector-$0--
Joel FoxDirector-$0--
Jim CicorelliDirector-$0--
Mike CrownerDirector-$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
2025-01-09
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 1,019Fines 574Interest Income 388Club Funds 75Satellite Club 11,493”

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Grantee High School Students Street High St City, State, Zip Charlotte, MI 48813Relationship None Amount 3,000”

Description of other expenses Part I line 16

“Description AmountBANK FEES 927COMMUNITY PROJECTS 4,997CONFERENCE & TRAINING 945EXCHANGE STUDENT 1,500INSURANCE 225INTERACT CLUB 1,500MISC 1,693MUSICIAN 960NEW MEMBER ACTIVITY 100OFFICE 2,100SATELLITE - FUNDRAISER 1,873SATELLITE - MISC 8,732SATELLITE - OFFICE 95SATELLITE - SHED 1,000MEETING MEALS 16,643INTERNATIONAL DUES 8,073DISTRICT DUES 4,163CRANDELL LAKE PROJECT 25,000”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 17,632 7,678”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt072962
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047963
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-34953
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090594
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055641
IRS990EZ/FundraisingGrossIncomeAmt03952
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt061979
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044478
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090594
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090594
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055641
IRS990EZ/OccupancyRentUtltsAndMaintAmt05000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt216.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Len Kilgore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mandy Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ed Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mari Calton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Keisha Howe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joel Fox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jim Cicorelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mike Crowner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017632
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07678
IRS990EZ/OtherExpensesTotalAmt080526
IRS990EZ/OtherRevenueTotalAmt013549
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/DescriptionProgramSrvcAccomTxt2Community Improvement & Charitable Causes
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012236
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt239791
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08406
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4454
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088526
IRS990EZ/TotalProgramServiceExpensesAmt055027
IRS990EZ/TotalRevenueAmt053573
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.charlotterotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount50/50 Draw 1,019Fines 574Interest Income 388Club Funds 75Satellite Club 11,493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships Grantee High School Students Street High St City, State, Zip Charlotte, MI 48813Relationship None Amount 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBANK FEES 927COMMUNITY PROJECTS 4,997CONFERENCE & TRAINING 945EXCHANGE STUDENT 1,500INSURANCE 225INTERACT CLUB 1,500MISC 1,693MUSICIAN 960NEW MEMBER ACTIVITY 100OFFICE 2,100SATELLITE - FUNDRAISER 1,873SATELLITE - MISC 8,732SATELLITE - OFFICE 95SATELLITE - SHED 1,000MEETING MEALS 16,643INTERNATIONAL DUES 8,073DISTRICT DUES 4,163CRANDELL LAKE PROJECT 25,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Receivable 17,632 7,678
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Len Kilgore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-09
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-04-15T10:52:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,641
Liabilities
$0
Net assets
$55,641
Revenue
$53,573
Expenses
$88,526
Net income
-$34,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)4 • <$500k nonprofits