Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 38-6079933

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 29, 2017

Organization ProfileWWW.OWOSSOROTARY.ORG
PO Box 404Owosso, MI 48867-0404

(989) 725-5670

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

8.2%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

56%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$65,687

Up $6,987 (+12%) from 2016

Net Assets

Up

$65,687

Up $6,987 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Up

$85,494

Up $30,853 (+56%) from 2016

Expenses

Up

$78,507

Up $28,906 (+58%) from 2016

Net Income

Up

$6,987

Up $1,947 (+39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$100K$50K$0Assets 2012: $29,835Liabilities 2012: $02012Assets 2013: $38,347Liabilities 2013: $02013Assets 2014: $56,295Liabilities 2014: $02014Assets 2015: $53,660Liabilities 2015: $02015Assets 2016: $58,700Liabilities 2016: $0Net Assets 2016: $58,7002016Assets 2017: $65,687Liabilities 2017: $0Net Assets 2017: $65,6872017Assets 2018: $63,369Liabilities 2018: $0Net Assets 2018: $63,3692018Assets 2019: $72,753Liabilities 2019: $0Net Assets 2019: $72,7532019Assets 2020: $76,892Liabilities 2020: $0Net Assets 2020: $76,8922020Assets 2021: $79,607Liabilities 2021: $0Net Assets 2021: $79,6072021Assets 2022: $82,725Liabilities 2022: $0Net Assets 2022: $82,7252022

Highlighted filing

2017

Assets$65,687
Liabilities$0
Net Assets$65,687
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2012: $50,816Expenses 2012: $45,564Net Income 2012: $5,2522012Revenue 2013: $56,798Expenses 2013: $48,286Net Income 2013: $8,5122013Revenue 2014: $82,554Expenses 2014: $64,606Net Income 2014: $17,9482014Revenue 2015: $54,141Expenses 2015: $56,776Net Income 2015: -$2,6352015Revenue 2016: $54,641Expenses 2016: $49,601Net Income 2016: $5,0402016Revenue 2017: $85,494Expenses 2017: $78,507Net Income 2017: $6,9872017Revenue 2018: $38,393Expenses 2018: $40,711Net Income 2018: -$2,3182018Revenue 2019: $43,547Expenses 2019: $34,163Net Income 2019: $9,3842019Revenue 2020: $44,155Expenses 2020: $40,017Net Income 2020: $4,1382020Revenue 2021: $26,252Expenses 2021: $23,537Net Income 2021: $2,7152021Revenue 2022: $35,099Expenses 2022: $31,981Net Income 2022: $3,1182022

Highlighted filing

2017

Revenue$85,494
Expenses$78,507
Net Income$6,987
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 29, 2017
Return Version
2016v3.0
Gross Receipts
$128,705
Mission and Program Overview

Mission

To volunteer in the community and offer help where needed.

Program Services

DescriptionGrantsExpenses
OTHER EXPENSES RELATED TO ACTIVITIES$8,666$8,666
THE ROTARY FOUNDATION IS SUPPORTED BY CLUB CONTRIBUTIONS WHICH ALSO PROVIDE SCHOLARSHIPS AND HUMANITARIAN SUPPORT AND FOSTER INTERNATIONAL PEACE.$5,875$5,875
THE YOUTH EXCHANGE$2,894$2,894
THE WEEKEND BACKPACK PROJECT IS DESIGNED TO PROVIDE NEEDY CHILDREN WITH NUTRITIOUS MEALS ON WEEKENDS WHEN FREE MEALS ARE NOT AVAILABLE THROUGH THE PUBLIC SCHOOLS.$2,000$2,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON MAIKEPresident-$0--
JOHN OLIVERVice Preside-$0--
AMANDA BERNDTSecretary-$0--
LAURA DAVISTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
300 Club$41,848$41,848$37,845$4,003
Sports Calendar$5,960$5,960$1,425$4,535
Total Events$66,034$66,034$43,211$22,823
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-6079933
Phone
9897255670
Address
PO BOX 404, OWOSSO, MI 48867-0404

Signing Officer

Name
John Oliver
Title
Vice President
Phone
9897255670
Signed
2017-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Vmd & Associates Pllc
Address
PO BOX 37, OWOSSO, MI 48867-0037
Preparer
Robert Dorcey
Phone
9897238171
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous club receipts 1,012 total 1,012”

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 48,339 dues expense 7,374 miscellaneous 3,359 total 59,072”

Form 990-ez, Part II, Line 24

“Accounts receivable 7,927 5,612 total 7,927 5,612”

Form 990-ez, Part III

“Expenses related to program services: grant project disbursement - friends of the river 1000.00 scholarshps for college bound students 2000.00 ymca rotary soccer 2500.00 other miscellaneous expenses 1000.00”

Form 990-ez, Part III, Line 31

“Other expenses related to activities”

Raw XML Appendix145 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/PersonNm0ROBERT DORCEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09897238171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 E MASON ST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 37
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OWOSSO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048867
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060075
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06987
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058700
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065687
IRS990EZ/FundraisingGrossIncomeAmt066034
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019435
IRS990EZ/GrossReceiptsAmt0128705
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028139
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058700
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065687
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058700
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065687
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AARON MAIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA BERNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07927
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05612
IRS990EZ/OtherExpensesTotalAmt059072
IRS990EZ/OtherRevenueTotalAmt01012
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO VOLUNTEER IN THE COMMUNITY AND OFFER HELP WHERE NEEDED.
IRS990EZ/ProgramServiceRevenueAmt032520
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE YOUTH EXCHANGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ROTARY FOUNDATION IS SUPPORTED BY CLUB CONTRIBUTIONS WHICH ALSO PROVIDE SCHOLARSHIPS AND HUMANITARIAN SUPPORT AND FOSTER INTERNATIONAL PEACE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE WEEKEND BACKPACK PROJECT IS DESIGNED TO PROVIDE NEEDY CHILDREN WITH NUTRITIOUS MEALS ON WEEKENDS WHEN FREE MEALS ARE NOT AVAILABLE THROUGH THE PUBLIC SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER EXPENSES RELATED TO ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02894
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15875
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt38666
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02894
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15875
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38666
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt043211
IRS990EZ/SpecialEventsNetIncomeLossAmt022823
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078507
IRS990EZ/TotalProgramServiceExpensesAmt019435
IRS990EZ/TotalRevenueAmt085494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OWOSSOROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043211
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0300 CLUB
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPORTS CALENDAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05960
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05960
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066034
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022823
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043211
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037845
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS CLUB RECEIPTS 1,012 TOTAL 1,012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES/MEETINGS 48,339 DUES EXPENSE 7,374 MISCELLANEOUS 3,359 TOTAL 59,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 7,927 5,612 TOTAL 7,927 5,612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES RELATED TO PROGRAM SERVICES: GRANT PROJECT DISBURSEMENT - FRIENDS OF THE RIVER 1000.00 SCHOLARSHPS FOR COLLEGE BOUND STUDENTS 2000.00 YMCA ROTARY SOCCER 2500.00 OTHER MISCELLANEOUS EXPENSES 1000.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER EXPENSES RELATED TO ACTIVITIES
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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09897255670
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OWOSSO ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386079933
ReturnHeader/Filer/PhoneNum09897255670
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 404
ReturnHeader/Filer/USAddress/CityNm0OWOSSO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0488670404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D65B8C24A6D834F8E6E3582B5F89B03B947C9ED7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDAA69C8E48286D7E8E77F86895B9B0F57C8F28A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472826558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VMD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 37
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWOSSO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0488670037
ReturnHeader/PreparerPersonGrp/PhoneNum09897238171
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DORCEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-30T09:24:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,687
Liabilities
$0
Net assets
$65,687
Revenue
$85,494
Expenses
$78,507
Net income
$6,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.7$0.00$82.7$35.1$32.0$3.12
2021Detailed filing. Detailed filing data is available for this year.$79.6$0.00$79.6$26.3$23.5$2.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.9$0.00$76.9$44.2$40.0$4.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.8$0.00$72.8$43.5$34.2$9.38
2018Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$38.4$40.7$2.32
2017Detailed filing. Detailed filing data is available for this year.$65.7$0.00$65.7$85.5$78.5$6.99
2016Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$54.6$49.6$5.04
2015Summary only. Only limited summary data is available for this year.$53.7$0.00$54.1$56.8$2.64
2014Summary only. Only limited summary data is available for this year.$56.3$0.00$82.6$64.6$17.9
2013Summary only. Only limited summary data is available for this year.$38.3$0.00$56.8$48.3$8.51
2012Summary only. Only limited summary data is available for this year.$29.8$0.00$50.8$45.6$5.25