Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 38-6079933

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 31, 2020

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

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

9.4%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

5.7%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

1.4%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$76,892

Up $4,139 (+5.7%) from 2019

Net Assets

Up

$76,892

Up $4,139 (+5.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Up

$44,155

Up $608 (+1.4%) from 2019

Expenses

Up

$40,017

Up $5,854 (+17%) from 2019

Net Income

Down

$4,138

Down $5,246 (-56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$76,892
Liabilities$0
Net Assets$76,892
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$44,155
Expenses$40,017
Net Income$4,138
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$90,472
Mission and Program Overview

Mission

To volunteer in the community and offer help where needed.

Program Services

DescriptionGrantsExpenses
MISCELLANEOUS COMMUNITY PROJECT DONATIONS$7,420$7,420
THE ROTARY FOUNDATION IS SUPPORTED BY CLUB CONTRIBUTIONS WHICH ALSO PROVIDE SCHOLARSHIPS AND HUMANITARIAN SUPPORT AND FOSTER INTERNATIONAL PEACE.$5,346$5,346
SUPPORT ROTARY YMCA SOCCER$2,500$2,500
PROVIDE STUDENT SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA BAKEROMERODPresident-$0--
CHARLES ADAMSPresident El-$0--
JEFF DEASONImmediate Pa-$0--
MICHAEL KRAMERTreasurer-$0--
AMANDA BERNDTSecretary-$0--
PAUL COOKFoundation C-$0--
NED DEGALANMembership C-$0--
KELLY SCHLUCKEBIERCo-Membershi-$0--
LAURA ARCHERFundraising-$0--
JOHN OLIVERMember-At-La-$0--
MIKE SELLECKSergeant-At--$0--
KENNETH SOMERLOTMember-At-La-$0--
NICK TERECKMember-At-La-$0--
MARK HUDSONMember-At-La-$0--
TOM COOKClub Program-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
300 Club$49,963$49,963$44,784$5,179
Miscellaneous O$12,478$12,478$1,533$10,945
Total Events$62,441$62,441$46,317$16,124
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
Barbara Bakeromerod
Title
President
Phone
9897201120
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Elite Tax & Financial Pllc
Address
1069 E MAIN ST, OWOSSO, MI 48867
Preparer
Robert Dorcey CPA
Phone
9897201120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: miscellaneous cash contribution: 7,420”

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 13,795 dues expense 7,224 miscellaneous 3,732 total 24,751”

Form 990-ez, Part II, Line 24

“Accounts receivable 4,722 13,088 total 4,722 13,088”

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

“Provide student scholarships”

Raw XML Appendix185 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/PhoneNum09897201120
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 37
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OWOSSO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048867
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068032
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt04138
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015266
IRS990EZ/GrossReceiptsAmt090472
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028031
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076892
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA BAKEROMEROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF DEASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL KRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA BERNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NED DEGALAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLY SCHLUCKEBIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAURA ARCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE SELLECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KENNETH SOMERLOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12NICK TERECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13MARK HUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14TOM COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SERGEANT-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14CLUB PROGRAM
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04722
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013088
IRS990EZ/OtherExpensesTotalAmt024751
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO VOLUNTEER IN THE COMMUNITY AND OFFER HELP WHERE NEEDED.
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/DescriptionProgramSrvcAccomTxt2MISCELLANEOUS COMMUNITY PROJECT DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15346
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27420
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15346
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27420
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt046317
IRS990EZ/SpecialEventsNetIncomeLossAmt016124
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040017
IRS990EZ/TotalProgramServiceExpensesAmt015266
IRS990EZ/TotalRevenueAmt044155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OWOSSOROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046317
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0300 CLUB
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISCELLANEOUS O
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062441
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016124
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046317
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: MISCELLANEOUS CASH CONTRIBUTION: 7,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES/MEETINGS 13,795 DUES EXPENSE 7,224 MISCELLANEOUS 3,732 TOTAL 24,751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 4,722 13,088 TOTAL 4,722 13,088
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/ExplanationTxt4PROVIDE STUDENT SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BAKEROMEROD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09897201120
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
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/AtSubmissionCreationDeviceId06477C2045CB6774B86B45BFA25F8856CDDA3809D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06477C2045CB6774B86B45BFA25F8856CDDA3809D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:22:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833878725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELITE TAX & FINANCIAL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01069 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWOSSO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048867
ReturnHeader/PreparerPersonGrp/PhoneNum09897201120
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DORCEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-05T16:22:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,892
Liabilities
$0
Net assets
$76,892
Revenue
$44,155
Expenses
$40,017
Net income
$4,138
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
2020Detailed filing. Detailed filing data is available for this year.$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