Civic Intelligence

Ann Arbor Rotary Foundation

990 • Fiscal year 2018 • EIN 38-6092093

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 31, 2019

Organization ProfileWWW.ANNARBORROTARY.ORG
PO Box 131217Ann Arbor, MI 48113-1217

(734) 662-1734

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.15x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

6.6%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,226,958

Up $138,248 (+6.6%) from 2017

Net Assets

Up

$2,189,248

Up $157,250 (+7.7%) from 2017

Liabilities

Down

$37,710

Down $19,002 (-34%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin46th percentile

Revenue

Down

$255,536

Down $284,261 (-53%) from 2017

Expenses

Down

$251,064

Down $696,964 (-74%) from 2017

Net Income

Up

$4,472

Up $412,703 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,352,609Liabilities 2011: $58,434Net Assets 2011: $1,294,1752011Assets 2012: $1,361,391Liabilities 2012: $34,615Net Assets 2012: $1,326,7762012Assets 2013: $1,573,415Liabilities 2013: $47,393Net Assets 2013: $1,526,0222013Assets 2014: $2,049,771Liabilities 2014: $61,858Net Assets 2014: $1,987,9132014Assets 2015: $2,358,791Liabilities 2015: $68,960Net Assets 2015: $2,289,8312015Assets 2016: $2,293,284Liabilities 2016: $61,313Net Assets 2016: $2,231,9712016Assets 2017: $2,088,710Liabilities 2017: $56,712Net Assets 2017: $2,031,9982017Assets 2018: $2,226,958Liabilities 2018: $37,710Net Assets 2018: $2,189,2482018Assets 2019: $2,291,537Liabilities 2019: $33,206Net Assets 2019: $2,258,3312019Assets 2020: $2,302,042Liabilities 2020: $37,025Net Assets 2020: $2,265,0172020Assets 2021: $3,148,918Liabilities 2021: $114,436Net Assets 2021: $3,034,4822021Assets 2022: $2,520,644Liabilities 2022: $106,376Net Assets 2022: $2,414,2682022Assets 2023: $2,738,889Liabilities 2023: $63,789Net Assets 2023: $2,675,1002023Assets 2025: $3,592,685Liabilities 2025: $32,228Net Assets 2025: $3,560,4572025

Highlighted filing

2018

Assets$2,226,958
Liabilities$37,710
Net Assets$2,189,248
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $189,879Expenses 2011: $185,365Net Income 2011: $4,5142011Expenses 2012: $164,8422012Revenue 2013: $236,499Expenses 2013: $176,282Net Income 2013: $60,2172013Revenue 2014: $405,667Expenses 2014: $185,808Net Income 2014: $219,8592014Revenue 2015: $642,899Expenses 2015: $191,050Net Income 2015: $451,8492015Revenue 2016: $395,894Expenses 2016: $250,393Net Income 2016: $145,5012016Revenue 2017: $539,797Expenses 2017: $948,028Net Income 2017: -$408,2312017Revenue 2018: $255,536Expenses 2018: $251,064Net Income 2018: $4,4722018Revenue 2019: $389,260Expenses 2019: $254,979Net Income 2019: $134,2812019Revenue 2020: $333,278Expenses 2020: $279,647Net Income 2020: $53,6312020Revenue 2021: $254,408Expenses 2021: $193,807Net Income 2021: $60,6012021Revenue 2022: $301,318Expenses 2022: $221,855Net Income 2022: $79,4632022Revenue 2023: $153,360Expenses 2023: $180,239Net Income 2023: -$26,8792023Revenue 2025: $427,229Expenses 2025: $232,086Net Income 2025: $195,1432025

Highlighted filing

2018

Revenue$255,536
Expenses$251,064
Net Income$4,472
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 31, 2019
Return Version
2017v2.3
Gross Receipts
$285,159
Mission and Program Overview

Mission

To receive and administer funds exclusively to 501(c)(3) organizations for educational and charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,894,092$2,054,431▲ $160,339
Savings and Temporary Cash Investments$106,412$113,050▲ $6,638
Cash and Non-Interest-Bearing Accounts$51,206$57,340▲ $6,134
Pledges and Grants Receivable$34,300--
Prepaid Expenses and Deferred Charges$1,850$1,782▼ $68
Accounts Receivable$850$355▼ $495
Total Assets$2,088,710$2,226,958▲ $138,248
Liabilities
Other Liabilities$40,642$15,081▼ $25,561
Accounts Payable and Accrued Expenses$9,295$13,529▲ $4,234
Deferred Revenue$6,775$9,100▲ $2,325
Total Liabilities$56,712$37,710▼ $19,002
Net Assets / Fund Balance
Unrestricted Net Assets$1,534,123$2,164,248▲ $630,125
Temporarily Rstr Net Assets$472,875--
Permanently Rstr Net Assets$25,000$25,000→ $0
Total Net Assets Fund Balance$2,031,998$2,189,248▲ $157,250
Total Liabilities and Net Assets / Fund Balance$2,088,710$2,226,958▲ $138,248

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$45,556$19,100--$41,620
2017-$45,556--$45,556
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John G AckenhusenPresident
Donald E DeatrickDirector
Glenna Frank MillerDirector
Joyce M HunterDirector
Laura L ThomasDirector
Michael E FieldDirector
Susan L FroelichDirector
Collyer SmithImmed Past P
Barbara EichmullerSecretary
David B WilliamsSergeant-at-
Mark C OuimetTreasurer
Gregory StejskalVice Pres/pr
Revenue and Support

Revenue Composition

Contributions and Grants
$146,595
Program Service Revenue
$0
Investment Income
$66,737
Other Revenue
$42,204
All Other Contributions
$77,479
Change in Net Assets
$4,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,976
Other Expenses$100,088
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,070--$75,070
Foreign Grants$43,150--$43,150
Grants to Domestic Individuals$32,756--$32,756
Fees for Services Accounting-$17,250-$17,250
Payments to Affiliates$11,116--$11,116
All Other Expenses$7,820$1,590-$9,410
Other Expenses$7,648$12,200-$7,648
Office Expenses-$5,994-$5,994
Total Functional Expenses$197,596$53,468$0$251,064
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,127
Fundraising Direct Expenses$23,529
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf & Tennis O$68,557$64,127$4,116$60,011
Total Events$68,557$64,127$23,529$40,598
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Scholarships$15,081
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The board of trustees and officers of ann arbor rotary foundation are members of the rotary club of ann arbor, whose officers and directors are elected by vote of the membership.”

Form 990, Page 6, Part VI, Line 7A

“The officers and board of directors of the rotary club of ann arbor are elected by the membership of the club. The officers become the officers of the ann arbor rotary foundation. The board of directors of the rotary club of ann arbor appoints eight members of the board of trustees of the ann arbor rotary foundation.”

Form 990, Page 6, Part VI, Line 11B

“The treasurer and the foundation accounts manager review the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to members and the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ann Arbor Rotary Foundation
EIN
38-6092093
Phone
7346621734
Address
PO BOX 131217, ANN ARBOR, MI 48113-1217

Signing Officer

Name
Mark C Ouimet
Title
Treasurer
Phone
7347613155
Signed
2019-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John G Ackenhusen
Formed
1959
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Wsr Certified Public Accountants Pc
Address
167 LITTLE LAKE DRIVE PO BOX 238, ANN ARBOR, MI 48106-2389
Preparer
Tava L Finn
Phone
7346622522
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Adj for audited fs after prev 990 filed 9,947”

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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt011116
IRS990/PaymentsToAffiliatesGrp/TotalAmt011116
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt025000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt034300
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01782
IRS990/PrincipalOfficerNm0JOHN G ACKENHUSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0415767
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0744362
IRS990/PYInvestmentIncomeAmt091578
IRS990/PYOtherExpensesAmt0175866
IRS990/PYOtherRevenueAmt032452
IRS990/PYRevenuesLessExpensesAmt0-408231
IRS990/PYSalariesCompEmpBnftPaidAmt027800
IRS990/PYTotalExpensesAmt0948028
IRS990/PYTotalRevenueAmt0539797
IRS990/ReconcilationRevenueExpnssAmt04472
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt05500
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106412
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0146595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0415767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0237203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0437527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0340325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01577417
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028739
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029869
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030514
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0153213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014973
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064127
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt088240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt067879
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt068290
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018117
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0306653
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031888
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028739
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029869
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0153213
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92530
IRS990ScheduleA/PublicSupportPY509Pct00.92430
IRS990ScheduleA/PublicSupportTotal509Amt01899043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0212328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0504754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0317651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0505823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0358487
IRS990ScheduleA/Total509Grp/TotalAmt01899043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0244531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0536642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0346390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0535692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0389001
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02052256
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt045556
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt019100
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt041620
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt023036
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045556
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt045556
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015081
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED SCHOLARSHIPS
IRS990ScheduleD/TotalLiabilityAmt015081
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt07500
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt113000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt27500
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TO BANK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1CHECK TO ROT IN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2WIRE TO BANK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0SOLAR POWER PROJECT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1GLOBAL GRANT PROJECT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2REROOF ORPHANAGE BUI
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0CENTRAL AMERICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1GLOBAL
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2AFRICA
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02290
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02290
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04430
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04430
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023529
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF & TENNIS O
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt064127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064127
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040598
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04116
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04116
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt016673
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016673
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017756
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt115000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ROTARY SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ROTARY STRIVE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt112
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES AND OFFICERS OF ANN ARBOR ROTARY FOUNDATION ARE MEMBERS OF THE ROTARY CLUB OF ANN ARBOR, WHOSE OFFICERS AND DIRECTORS ARE ELECTED BY VOTE OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS AND BOARD OF DIRECTORS OF THE ROTARY CLUB OF ANN ARBOR ARE ELECTED BY THE MEMBERSHIP OF THE CLUB. THE OFFICERS BECOME THE OFFICERS OF THE ANN ARBOR ROTARY FOUNDATION. THE BOARD OF DIRECTORS OF THE ROTARY CLUB OF ANN ARBOR APPOINTS EIGHT MEMBERS OF THE BOARD OF TRUSTEES OF THE ANN ARBOR ROTARY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER AND THE FOUNDATION ACCOUNTS MANAGER REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO MEMBERS AND THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJ FOR AUDITED FS AFTER PREV 990 FILED 9,947
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,226,958
Liabilities
$37,710
Net assets
$2,189,248
Revenue
$255,536
Expenses
$251,064
Net income
$4,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.03$3.56$0.43$0.23$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.06$2.68$0.15$0.18$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.11$2.41$0.30$0.22$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.11$3.03$0.25$0.19$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.04$2.27$0.33$0.28$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.03$2.26$0.39$0.25$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.04$2.19$0.26$0.25$0.00
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.09$0.06$2.03$0.54$0.95$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.06$2.23$0.40$0.25$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.07$2.29$0.64$0.19$0.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.06$1.99$0.41$0.19$0.22
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.05$1.53$0.24$0.18$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.03$1.33$0.16
2011Summary only. Only limited summary data is available for this year.$1.35$0.06$1.29$0.19$0.19$0.00