Civic Intelligence

Birmingham Rotary Club Inc

990EZ • Fiscal year 2018 • EIN 38-6069487

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 09, 2018

380 S Bates StBirmingham, MI 48009

(248) 229-7829

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

69th percentile

12%

Higher net margin than 69% 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

18th percentile

-17%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Down

$24,361

Down $4,867 (-17%) from 2017

Net Assets

Up

$36,990

Up $7,762 (+27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$62,669

Up $7,868 (+14%) from 2017

Expenses

Up

$54,901

Up $9,366 (+21%) from 2017

Net Income

Down

$7,768

Down $1,498 (-16%) 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: $15,910Liabilities 2011: $0Net Assets 2011: $15,9102011Assets 2012: $16,832Liabilities 2012: $0Net Assets 2012: $16,8322012Assets 2013: $20,088Liabilities 2013: $0Net Assets 2013: $20,0882013Assets 2014: $14,978Liabilities 2014: $0Net Assets 2014: $14,9782014Assets 2015: $27,548Liabilities 2015: $0Net Assets 2015: $27,5482015Assets 2016: $19,962Liabilities 2016: $02016Assets 2017: $29,228Liabilities 2017: $0Net Assets 2017: $29,2282017Assets 2018: $24,361Liabilities 2018: $0Net Assets 2018: $36,9902018Assets 2019: $25,290Liabilities 2019: $0Net Assets 2019: $25,2902019Assets 2020: $14,020Liabilities 2020: $0Net Assets 2020: $14,0202020Assets 2021: $22,830Liabilities 2021: $0Net Assets 2021: $22,8302021Assets 2022: $26,157Liabilities 2022: $02022Assets 2023: $28,383Liabilities 2023: $02023Assets 2024: $43,432Liabilities 2024: $02024Assets 2025: $38,793Liabilities 2025: $0Net Assets 2025: $38,7932025

Highlighted filing

2018

Assets$24,361
Liabilities$0
Net Assets$36,990

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $51,1812011Revenue 2012: $51,951Expenses 2012: $51,029Net Income 2012: $9222012Revenue 2013: $47,372Expenses 2013: $44,116Net Income 2013: $3,2562013Revenue 2014: $48,930Expenses 2014: $50,238Net Income 2014: -$1,3082014Revenue 2015: $70,656Expenses 2015: $58,488Net Income 2015: $12,1682015Revenue 2016: $51,036Expenses 2016: $58,622Net Income 2016: -$7,5862016Revenue 2017: $54,801Expenses 2017: $45,535Net Income 2017: $9,2662017Revenue 2018: $62,669Expenses 2018: $54,901Net Income 2018: $7,7682018Revenue 2019: $56,967Expenses 2019: $56,038Net Income 2019: $9292019Revenue 2020: $19,581Expenses 2020: $30,852Net Income 2020: -$11,2712020Revenue 2021: $20,199Expenses 2021: $11,388Net Income 2021: $8,8112021Revenue 2022: $55,925Expenses 2022: $52,598Net Income 2022: $3,3272022Revenue 2023: $43,485Expenses 2023: $41,259Net Income 2023: $2,2262023Revenue 2024: $63,958Expenses 2024: $48,909Net Income 2024: $15,0492024Revenue 2025: $8,586Expenses 2025: $13,225Net Income 2025: -$4,6392025

Highlighted filing

2018

Revenue$62,669
Expenses$54,901
Net Income$7,768
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.3
Gross Receipts
$62,669
Mission and Program Overview

Mission

Birmingham rotary club provides service to others, advances world understanding, promotes intergrity, goodwill and peace through its fellowship of business, professional and community leaders.

Birmingham rotary club provides service to others, advances world understanding, promotes integrity, goodwill and peace through its fellowship of business, professional and community leaders.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICE TO OTHERS, ADVANCES WORLD UNDERSTANDING, PROMOTES INTEGRITY, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.$12,476$54,901
TO PROVIDE SERVICE TO OTHERS, ADVANCES WORLD UNDERSTANDING, PROMOTES INTEGRITY, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID UNDERDOWNPresident-$0--
LINDA HATFIELDPresident El-$0--
MARK ANDERSONSecretary-$0--
NAVE GREWALTreasurer-$0--
RICHARD A SHAPACK ESQGeneral Coun-$0--
Filing and Contact Details

Filer

Filer Name
Birmingham Rotary Club Inc
EIN
38-6069487
Address
380 S BATES ST, BIRMINGHAM, MI 48009

Signing Officer

Name
Richard a Shapack Esq
Title
General Counsel
Signed
2018-10-09

Preparer

Firm
T & S Associates Pc
Address
30150 TELEGRAPH RD STE 371, BINGHAM FARMS, MI 48025-5709
Preparer
James Tassoni-default
Phone
2482587165
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: birmingham endowment foundation address: 30200 telegraph rd. Ste. 401 cash contribution: 12,476

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 50 conferences/training 2,026 bank fees 65 club events 551 committee expenses -17 district & int'l dues 7,127 dues 240 member & board lunches 28,890 presidents expense 457 remembrences 300 rotary garden 900 southfield rotary club 250 total 40,839

Form 990-ez, Part III

Birmingham rotary club provides service to others, advances world understanding, promotes integrity, goodwill and peace through its fellowship of business, professional and community leaders.

Form 990-ez, Part III, Line 31

To provide service to others, advances world understanding, promotes integrity, goodwill and peace through its fellowship of business, professional and community leaders.

Raw XML Appendix115 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/PersonNm0NAVE GREWAL
IRS990EZ/BooksInCareOfDetail/PhoneNum02482297829
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 S BATES ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024361
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015852
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07768
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029222
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024361
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012476
IRS990EZ/GrossReceiptsAmt062669
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036990
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024361
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID UNDERDOWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NAVE GREWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD A SHAPACK ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4GENERAL COUN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040839
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BIRMINGHAM ROTARY CLUB PROVIDES SERVICE TO OTHERS, ADVANCES WORLD UNDERSTANDING, PROMOTES INTEGRITY, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/PrintingPublicationsPostageAmt0836
IRS990EZ/ProgramServiceRevenueAmt046817
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICE TO OTHERS, ADVANCES WORLD UNDERSTANDING, PROMOTES INTEGRITY, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SERVICE TO OTHERS, ADVANCES WORLD UNDERSTANDING, PROMOTES INTEGRITY, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012476
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054901
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054901
IRS990EZ/TotalProgramServiceExpensesAmt054901
IRS990EZ/TotalRevenueAmt062669
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BIRMINGHAMROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: BIRMINGHAM ENDOWMENT FOUNDATION ADDRESS: 30200 TELEGRAPH RD. STE. 401 CASH CONTRIBUTION: 12,476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 50 CONFERENCES/TRAINING 2,026 BANK FEES 65 CLUB EVENTS 551 COMMITTEE EXPENSES -17 DISTRICT & INT'L DUES 7,127 DUES 240 MEMBER & BOARD LUNCHES 28,890 PRESIDENTS EXPENSE 457 REMEMBRENCES 300 ROTARY GARDEN 900 SOUTHFIELD ROTARY CLUB 250 TOTAL 40,839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BIRMINGHAM ROTARY CLUB PROVIDES SERVICE TO OTHERS, ADVANCES WORLD UNDERSTANDING, PROMOTES INTEGRITY, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SERVICE TO OTHERS, ADVANCES WORLD UNDERSTANDING, PROMOTES INTEGRITY, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD A SHAPACK ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL COUNSEL
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRMINGHAM ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0BIRM
ReturnHeader/Filer/EIN0386069487
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 S BATES ST
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048009
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041D6ECB8D736FCECFACB80BE2BFF8422EC718BDB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ECED93AAD47F9A7C61D3E47E4B2B153B806A8252
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt054.186.239.252
ReturnHeader/FilingSecurityInformation/IPDt02018-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:26:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472710433
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T & S ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030150 TELEGRAPH RD STE 371
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BINGHAM FARMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480255709
ReturnHeader/PreparerPersonGrp/PhoneNum02482587165
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES TASSONI-DEFAULT
ReturnHeader/ReturnTs02018-10-10T15:26:29-04:00
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.$38.8$0.00$38.8$8.59$13.2$4.64
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.4$0.00$64.0$48.9$15.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$0.00$43.5$41.3$2.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.00$55.9$52.6$3.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.00$22.8$20.2$11.4$8.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$19.6$30.9$11.3
2019Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$57.0$56.0$0.93
2018Detailed filing. Detailed filing data is available for this year.$24.4$0.00$37.0$62.7$54.9$7.77
2017Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$54.8$45.5$9.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$51.0$58.6$7.59
2015Summary only. Only limited summary data is available for this year.$27.5$0.00$27.5$70.7$58.5$12.2
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$48.9$50.2$1.31
2013Summary only. Only limited summary data is available for this year.$20.1$0.00$20.1$47.4$44.1$3.26
2012Summary only. Only limited summary data is available for this year.$16.8$0.00$16.8$52.0$51.0$0.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.00$15.9$51.2
Peer Organizations

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