Civic Intelligence

Rotary International

990EZ • Fiscal year 2024 • EIN 38-6090615

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization ProfileWWW.CLARKSTONROTARY.ORG
PO Box 43Clarkston, MI 48346

(248) 625-4244

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

86th percentile

46%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$149,313

Up $54,003 (+57%) from 2022

Net Assets

Up

$148,463

Up $53,153 (+56%) from 2022

Liabilities

Up

$850

Up $850 from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin67th percentile

Revenue

Up

$81,068

Up $43,140 (+114%) from 2022

Expenses

Up

$71,021

Up $50,485 (+246%) from 2022

Net Income

Down

$10,047

Down $7,345 (-42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $48,308Liabilities 2011: $02011Assets 2012: $52,424Liabilities 2012: $02012Assets 2013: $47,821Liabilities 2013: $02013Assets 2014: $62,399Liabilities 2014: $02014Assets 2015: $74,316Liabilities 2015: $02015Assets 2016: $64,594Liabilities 2016: $02016Assets 2017: $69,127Liabilities 2017: $02017Assets 2018: $85,461Liabilities 2018: $02018Assets 2019: $81,992Liabilities 2019: $02019Assets 2020: $86,081Liabilities 2020: $02020Assets 2021: $77,918Liabilities 2021: $02021Assets 2022: $95,310Liabilities 2022: $0Net Assets 2022: $95,3102022Assets 2024: $149,313Liabilities 2024: $850Net Assets 2024: $148,4632024Assets 2025: $187,417Liabilities 2025: $54,924Net Assets 2025: $132,4932025

Highlighted filing

2024

Assets$149,313
Liabilities$850
Net Assets$148,463
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $44,591Expenses 2011: $37,388Net Income 2011: $7,2032011Revenue 2012: $41,101Expenses 2012: $36,985Net Income 2012: $4,1162012Revenue 2013: $39,119Expenses 2013: $43,722Net Income 2013: -$4,6032013Revenue 2014: $55,900Expenses 2014: $41,322Net Income 2014: $14,5782014Revenue 2015: $66,497Expenses 2015: $54,580Net Income 2015: $11,9172015Revenue 2016: $45,511Expenses 2016: $55,233Net Income 2016: -$9,7222016Revenue 2017: $46,740Expenses 2017: $42,207Net Income 2017: $4,5332017Revenue 2018: $60,492Expenses 2018: $44,158Net Income 2018: $16,3342018Revenue 2019: $50,639Expenses 2019: $54,108Net Income 2019: -$3,4692019Revenue 2020: $40,900Expenses 2020: $36,811Net Income 2020: $4,0892020Revenue 2021: $10,413Expenses 2021: $18,576Net Income 2021: -$8,1632021Revenue 2022: $37,928Expenses 2022: $20,536Net Income 2022: $17,3922022Revenue 2024: $81,068Expenses 2024: $71,021Net Income 2024: $10,0472024Revenue 2025: $113,081Expenses 2025: $129,051Net Income 2025: -$15,9702025

Highlighted filing

2024

Revenue$81,068
Expenses$71,021
Net Income$10,047
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$92,409
Mission and Program Overview

Mission

World wide community service

Rotary is dedicated to causes that build international relationships, improve lives, and create a better world to support our peace efforts and end polio forever.

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS IN COLLABORATION WITH DOLLY PARTON'S IMAGINATION WITH THE PURPOSE OF CREATING A LOVE FOR BOOKS AND READING - GIVE EVERY CHILD THE START THEY NEED IN EDUCATION AND LIFE. CHILDREN WHO ARE ENROLLED IN THE PROGRAM RECEIVE FREE, HIGH QUALITY, AND AGE-APPROPRIATE BOOKS.$25,000$66,247
TO RAISE FUNDS TO SUPPORT LOCAL AND INTERNATIONAL COMMUNITY SERVICE PROJECTS.--
TO RAISE FUNDS TO SUPPORT LOCAL AND INTERNATIONAL COMMUNITY SERVICE PROJECTS.--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE BANKSPresidentPT$0--
PEGGY BARRY BARTZVice Preside-$0--
MARY SLOANSecretaryPT$0--
JEFFERY W LICHTYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Wine Tasti$29,392$29,392$7,449$21,943
Taste of Clarks$10,473$10,473$3,892$6,581
Total Events$39,865$39,865$11,341$28,524
Filing and Contact Details

Filer

Filer Name
Rotary Club of Clarkston
EIN
38-6090615
Phone
2486254244
Address
PO BOX 43, CLARKSTON, MI 48346

Signing Officer

Name
Jeffery W Lichty
Title
Treasurer
Phone
2486254244
Signed
2024-11-15

Preparer

Firm
Senter CPA Pc
Address
6480 CITATION DRIVE SUITE C, CLARKSTON, MI 48346
Preparer
Matthew R Senter
Phone
2489340550
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: dolly parton's imaigination library address: 111 dollywood lane pigeon forge, tn 37683 cash contribution: 25,000”

Form 990-ez, Part I, Line 16

“Expenses credit card processing 496 district dues 1,057 rotary foundation 2,273 michigan annual report 50 dues & subscriptions 2,121 presidents project 1,000 youth exchange 1,252 advertising & marketing 50 bank fees 80 christmas party 476 club supplies 713 shoes for kids 32,664 club projects 2,841 total 45,073”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 0 24,781 total 0 24,781”

Form 990-ez, Part II, Line 26

“DUE TO DPIL 0 850”

Form 990-ez, Part III

“Rotary is dedicated to causes that build international relationships, improve lives, and create a better world to support our peace efforts and end polio forever.”

Form 990-ez, Part III, Line 31

“To raise funds in collaboration with dolly parton's imagination with the purpose of creating a love for books and reading - give every child the start they need in education and life. Children who are enrolled in the program receive free, high quality, and age-appropriate books.”

Raw XML Appendix131 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/PersonNm0JEFFERY W LICHTY
IRS990EZ/BooksInCareOfDetail/PhoneNum02486254244
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05854 S MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLARKSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048346
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0138416
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IRS990EZ/ExcessOrDeficitForYearAmt010047
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0247
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt039865
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025000
IRS990EZ/GrossReceiptsAmt092409
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0138416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0138416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148463
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PEGGY BARRY BARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFFERY W LICHTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024781
IRS990EZ/OtherExpensesTotalAmt045073
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY IS DEDICATED TO CAUSES THAT BUILD INTERNATIONAL RELATIONSHIPS, IMPROVE LIVES, AND CREATE A BETTER WORLD TO SUPPORT OUR PEACE EFFORTS AND END POLIO FOREVER.
IRS990EZ/PrintingPublicationsPostageAmt0701
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS TO SUPPORT LOCAL AND INTERNATIONAL COMMUNITY SERVICE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO RAISE FUNDS TO SUPPORT LOCAL AND INTERNATIONAL COMMUNITY SERVICE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO RAISE FUNDS IN COLLABORATION WITH DOLLY PARTON'S IMAGINATION WITH THE PURPOSE OF CREATING A LOVE FOR BOOKS AND READING - GIVE EVERY CHILD THE START THEY NEED IN EDUCATION AND LIFE. CHILDREN WHO ARE ENROLLED IN THE PROGRAM RECEIVE FREE, HIGH QUALITY, AND AGE-APPROPRIATE BOOKS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066247
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011341
IRS990EZ/SpecialEventsNetIncomeLossAmt028524
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0850
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IRS990EZ/TotalExpensesAmt071021
IRS990EZ/TotalProgramServiceExpensesAmt066247
IRS990EZ/TotalRevenueAmt081068
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLARKSTONROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011341
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL WINE TASTI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TASTE OF CLARKS
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011341
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07449
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: DOLLY PARTON'S IMAIGINATION LIBRARY ADDRESS: 111 DOLLYWOOD LANE PIGEON FORGE, TN 37683 CASH CONTRIBUTION: 25,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CREDIT CARD PROCESSING 496 DISTRICT DUES 1,057 ROTARY FOUNDATION 2,273 MICHIGAN ANNUAL REPORT 50 DUES & SUBSCRIPTIONS 2,121 PRESIDENTS PROJECT 1,000 YOUTH EXCHANGE 1,252 ADVERTISING & MARKETING 50 BANK FEES 80 CHRISTMAS PARTY 476 CLUB SUPPLIES 713 SHOES FOR KIDS 32,664 CLUB PROJECTS 2,841 TOTAL 45,073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 0 24,781 TOTAL 0 24,781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO DPIL 0 850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY IS DEDICATED TO CAUSES THAT BUILD INTERNATIONAL RELATIONSHIPS, IMPROVE LIVES, AND CREATE A BETTER WORLD TO SUPPORT OUR PEACE EFFORTS AND END POLIO FOREVER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO RAISE FUNDS IN COLLABORATION WITH DOLLY PARTON'S IMAGINATION WITH THE PURPOSE OF CREATING A LOVE FOR BOOKS AND READING - GIVE EVERY CHILD THE START THEY NEED IN EDUCATION AND LIFE. CHILDREN WHO ARE ENROLLED IN THE PROGRAM RECEIVE FREE, HIGH QUALITY, AND AGE-APPROPRIATE BOOKS.
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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFERY W LICHTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02486254244
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CLARKSTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386090615
ReturnHeader/Filer/PhoneNum02486254244
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 43
ReturnHeader/Filer/USAddress/CityNm0CLARKSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048346
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824077085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENTER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06480 CITATION DRIVE SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLARKSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048346
ReturnHeader/PreparerPersonGrp/PhoneNum02489340550
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R SENTER
ReturnHeader/ReturnTs02024-11-15T13:43:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,313
Liabilities
$850
Net assets
$148,463
Revenue
$81,068
Expenses
$71,021
Net income
$10,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$0.55$1.32$1.13$1.29$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.01$1.48$0.81$0.71$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.38$0.21$0.17
2021Summary only. Only limited summary data is available for this year.$0.78$0.00$0.10$0.19$0.08
2020Summary only. Only limited summary data is available for this year.$0.86$0.00$0.41$0.37$0.04
2019Summary only. Only limited summary data is available for this year.$0.82$0.00$0.51$0.54$0.03
2018Summary only. Only limited summary data is available for this year.$0.85$0.00$0.60$0.44$0.16
2017Summary only. Only limited summary data is available for this year.$0.69$0.00$0.47$0.42$0.05
2016Summary only. Only limited summary data is available for this year.$0.65$0.00$0.46$0.55$0.10
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$0.66$0.55$0.12
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.56$0.41$0.15
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$0.39$0.44$0.05
2012Summary only. Only limited summary data is available for this year.$0.52$0.00$0.41$0.37$0.04
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.45$0.37$0.07