Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 38-6079933

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

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

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

54th percentile

10%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-41%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$79,607

Up $2,715 (+3.5%) from 2020

Net Assets

Up

$79,607

Up $2,715 (+3.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin54th percentile

Revenue

Down

$26,252

Down $17,903 (-41%) from 2020

Expenses

Down

$23,537

Down $16,480 (-41%) from 2020

Net Income

Down

$2,715

Down $1,423 (-34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$79,607
Liabilities$0
Net Assets$79,607
Open 2021 Filing

Operations Trend

Revenue Growth21st 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

2021

Revenue$26,252
Expenses$23,537
Net Income$2,715
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$26,252
Mission and Program Overview

Mission

To volunteer in the community and offer help where needed.

Program Services

DescriptionGrantsExpenses
SUPPORT GREATER LANSING FOOD BANK$6,400$6,400
THE ROTARY FOUNDATION IS SUPPORTED BY CLUB CONTRIBUTIONS WHICH ALSO PROVIDE SCHOLARSHIPS AND HUMANITARIAN SUPPORT AND FOSTER INTERNATIONAL PEACE.$4,504$4,504
MISCELLANEOUS COMMUNITY PROJECT DONATIONS--
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--
TOM COOKProgram Chai-$0--
KENNETH SOMERLOTMember-At-La-$0--
NED DEGALANMember-At-La-$0--
JOHN OLIVERMember-At-La-$0--
NICK TERECKMember-At-La-$0--
LAURA ARCHERMember-At-La-$0--
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
2021-11-02
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: greater lansing food bank address: 5600 food court bath, mi 48808 cash contribution: 6,400”

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 1,656 dues expense 6,796 club expenses 4,181 total 12,633”

Form 990-ez, Part II, Line 24

“Accounts receivable 13,088 6,267 total 13,088 6,267”

Raw XML Appendix159 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BARBARA BAKEROMEROD
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHARLES ADAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm2JEFF DEASON
CompensationExplanation/CompensationExplanationGrp/PersonNm3MICHAEL KRAMER
CompensationExplanation/CompensationExplanationGrp/PersonNm4AMANDA BERNDT
CompensationExplanation/CompensationExplanationGrp/PersonNm5PAUL COOK
CompensationExplanation/CompensationExplanationGrp/PersonNm6TOM COOK
CompensationExplanation/CompensationExplanationGrp/PersonNm7KENNETH SOMERLOT
CompensationExplanation/CompensationExplanationGrp/PersonNm8NED DEGALAN
CompensationExplanation/CompensationExplanationGrp/PersonNm9JOHN OLIVER
CompensationExplanation/CompensationExplanationGrp/PersonNm10NICK TERECK
CompensationExplanation/CompensationExplanationGrp/PersonNm11LAURA ARCHER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT DORCEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09897201120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01069 E MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 37
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OWOSSO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048867
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08196
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02715
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076892
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079607
IRS990EZ/FundraisingGrossIncomeAmt09837
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010904
IRS990EZ/GrossReceiptsAmt026252
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08219
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079607
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079607
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/PersonNm0BARBARA BAKEROMEROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF DEASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL KRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA BERNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TOM COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KENNETH SOMERLOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NED DEGALAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NICK TERECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LAURA ARCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAM CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBER-AT-LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER-AT-LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013088
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06267
IRS990EZ/OtherExpensesTotalAmt012633
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO VOLUNTEER IN THE COMMUNITY AND OFFER HELP WHERE NEEDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT GREATER LANSING FOOD BANK
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/GrantsAndAllocationsAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14504
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14504
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt09837
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023537
IRS990EZ/TotalProgramServiceExpensesAmt010904
IRS990EZ/TotalRevenueAmt026252
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OWOSSOROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: GREATER LANSING FOOD BANK ADDRESS: 5600 FOOD COURT BATH, MI 48808 CASH CONTRIBUTION: 6,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES/MEETINGS 1,656 DUES EXPENSE 6,796 CLUB EXPENSES 4,181 TOTAL 12,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 13,088 6,267 TOTAL 13,088 6,267
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BAKEROMEROD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09897201120
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
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/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/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DORCEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T16:47:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKEROMEROD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,607
Liabilities
$0
Net assets
$79,607
Revenue
$26,252
Expenses
$23,537
Net income
$2,715
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits