Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 38-6079933

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 04, 2018

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.

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

29th percentile

-6.0%

Higher net margin than 29% 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

37th percentile

-3.5%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

6th percentile

-55%

Faster revenue growth than 6% of similar nonprofits.

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

Assets

Down

$63,369

Down $2,318 (-3.5%) from 2017

Net Assets

Down

$63,369

Down $2,318 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$38,393

Down $47,101 (-55%) from 2017

Expenses

Down

$40,711

Down $37,796 (-48%) from 2017

Net Income

Down

-$2,318

Down $9,305 (-133%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$63,369
Liabilities$0
Net Assets$63,369

Operations Trend

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

2018

Revenue$38,393
Expenses$40,711
Net Income-$2,318
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 4, 2018
Return Version
2017v2.3
Gross Receipts
$79,337
Mission and Program Overview

Mission

To volunteer in the community and offer help where needed.

Program Services

DescriptionGrantsExpenses
THE ROTARY FOUNDATION IS SUPPORTED BY CLUB CONTRIBUTIONS WHICH ALSO PROVIDE SCHOLARSHIPS AND HUMANITARIAN SUPPORT AND FOSTER INTERNATIONAL PEACE.$5,350$5,350
OTHER EXPENSES RELATED TO ACTIVITIES$2,773$2,773
SUPPORT ROTARY YMCA SOCCER$2,500$2,500
PROVIDE STUDENT SCHOLARSHIPS$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN OLIVERPresident-$0--
NICK TERECKPresident El-$0--
JEFF DEASONPresident No-$0--
AMANDA BERNDTSecretary-$0--
ANDREW HELVIETreasurer-$0--
MELISSA WHEELERYouth Exchan-$0--
PAUL COOKFoundation C-$0--
CAROL DOWSETTMembership C-$0--
TOM COOKClub Program-$0--
MIKE SELLECKSergeant-At--$0--
KEN HENRYMember-At-La-$0--
KENNETH SOMERLOTMember-At-La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
300 Club$41,621$41,621$37,661$3,960
Miscellaneous O$11,315$11,315$3,283$8,032
Total Events$52,936$52,936$40,944$11,992
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
President
Phone
9897255670
Signed
2018-10-04
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 106 total 106

Form 990-ez, Part I, Line 16

Expenses conferences/meetings 17,786 dues expense 6,745 miscellaneous 3,557 total 28,088

Form 990-ez, Part II, Line 24

Accounts receivable 5,612 9,222 total 5,612 9,222

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 Appendix177 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/BOYAmt060075
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054147
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2318
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065687
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063369
IRS990EZ/FundraisingGrossIncomeAmt052936
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012623
IRS990EZ/GrossReceiptsAmt079337
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025495
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065687
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063369
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065687
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063369
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICK TERECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF DEASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA BERNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREW HELVIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELISSA WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAUL COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CAROL DOWSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TOM COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MIKE SELLECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KEN HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KENNETH SOMERLOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT NO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5YOUTH EXCHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FOUNDATION C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CLUB PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SERGEANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER-AT-LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05612
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09222
IRS990EZ/OtherExpensesTotalAmt028088
IRS990EZ/OtherRevenueTotalAmt0106
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO VOLUNTEER IN THE COMMUNITY AND OFFER HELP WHERE NEEDED.
IRS990EZ/ProgramServiceRevenueAmt0800
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT ROTARY YMCA SOCCER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ROTARY FOUNDATION IS SUPPORTED BY CLUB CONTRIBUTIONS WHICH ALSO PROVIDE SCHOLARSHIPS AND HUMANITARIAN SUPPORT AND FOSTER INTERNATIONAL PEACE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER EXPENSES RELATED TO ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15350
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32773
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32773
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt040944
IRS990EZ/SpecialEventsNetIncomeLossAmt011992
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040711
IRS990EZ/TotalProgramServiceExpensesAmt012623
IRS990EZ/TotalRevenueAmt038393
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OWOSSOROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040944
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0300 CLUB
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISCELLANEOUS O
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041621
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052936
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041621
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052936
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011992
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040944
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037661
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS CLUB RECEIPTS 106 TOTAL 106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES/MEETINGS 17,786 DUES EXPENSE 6,745 MISCELLANEOUS 3,557 TOTAL 28,088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 5,612 9,222 TOTAL 5,612 9,222
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09897255670
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
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/AtSubmissionCreationDeviceId01AF3C33E068449F31F79581828F5FE3880F7053F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055768AC9CD56D4035E89663FEFE1880A83120F3A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:18:00
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/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DORCEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-11T12:18:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings