Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 38-6092551

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

District 6360 PO Box 346Allegan, MI 49010

(269) 673-4817

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-39%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$24,111

Up $585 (+2.5%) from 2016

Net Assets

$24,111

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$22,038

Down $14,032 (-39%) from 2016

Expenses

Down

$21,461

Down $6,283 (-23%) from 2016

Net Income

Down

$577

Down $7,749 (-93%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $27,639Net Assets 2011: $27,6392011Assets 2012: $39,690Liabilities 2012: $02012Assets 2013: $35,332Liabilities 2013: $02013Assets 2014: $16,844Liabilities 2014: $02014Assets 2015: $15,201Liabilities 2015: $02015Assets 2016: $23,526Liabilities 2016: $02016Assets 2017: $24,111Liabilities 2017: $0Net Assets 2017: $24,1112017Assets 2018: $12,577Liabilities 2018: $0Net Assets 2018: $12,5772018Assets 2019: $6,737Liabilities 2019: $0Net Assets 2019: $6,7372019Assets 2020: $9,733Liabilities 2020: $0Net Assets 2020: $9,7332020Assets 2021: $11,062Liabilities 2021: $0Net Assets 2021: $11,0622021Assets 2022: $18,297Liabilities 2022: $0Net Assets 2022: $18,2972022

Highlighted filing

2017

Assets$24,111
Liabilities$0
Net Assets$24,111

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $32,492Expenses 2011: $27,147Net Income 2011: $5,3452011Revenue 2012: $43,104Expenses 2012: $31,052Net Income 2012: $12,0522012Revenue 2013: $35,697Expenses 2013: $40,056Net Income 2013: -$4,3592013Revenue 2014: $42,283Expenses 2014: $60,772Net Income 2014: -$18,4892014Revenue 2015: $34,341Expenses 2015: $35,984Net Income 2015: -$1,6432015Revenue 2016: $36,070Expenses 2016: $27,744Net Income 2016: $8,3262016Revenue 2017: $22,038Expenses 2017: $21,461Net Income 2017: $5772017Revenue 2018: $15,777Expenses 2018: $27,311Net Income 2018: -$11,5342018Revenue 2019: $12,746Expenses 2019: $18,586Net Income 2019: -$5,8402019Revenue 2020: $17,220Expenses 2020: $14,225Net Income 2020: $2,9952020Revenue 2021: $13,060Expenses 2021: $11,731Net Income 2021: $1,3292021Revenue 2022: $16,944Expenses 2022: $9,709Net Income 2022: $7,2352022

Highlighted filing

2017

Revenue$22,038
Expenses$21,461
Net Income$577
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$38,281
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise.

Program Services

DescriptionGrantsExpenses
TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE - AND TO ENCOURAGE AND FOSTER: DEVELOPMENT OF ACQUAINTANCE, HIGH ETHICAL STANDARDS, APPLICATION OF IDEAL OF SERVICE, ADVANCEMENT OF INTERNATIONAL UNDERSTANDING.$4,450$21,001
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTOPHER LEWISSecretary-$0--
ADELE GARCIATreasurer-$0--
STEVE SCHULZPresident-$0--
BOB KAARLIEPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yogurt Wagon/mi$16,505$16,505$16,243$262
Total Events$16,505$16,505$16,243$262
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-6092551
Phone
2696734817
Address
DISTRICT 6360 PO BOX 346, ALLEGAN, MI 49010

Signing Officer

Name
Kristopher Lewis
Title
Secretary
Phone
2696869717
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Angle & Associates CPA Pc
Address
424 WESTERN AVE STE A, ALLEGAN, MI 49010-1292
Preparer
Steven K Angle
Phone
2696869050
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 1,751 total 1,751

Form 990-ez, Part I, Line 10

Rotary district 6360 dues 2,689 p.o. Box 301 richland mi 49083 rotary international dues 2,753 p.o. Box 71394 chicago il 60694 rotary foundation 0

Form 990-ez, Part I, Line 16

Expenses misc supplies 519 meals/meetings 9,465 insurance 118 miscellaneous 1,007 total 11,109

Form 990-ez, Part III

To encourage and foster the ideal of service as a basis of worthy enterprise.

Form 990-ez, Part III, Line 28

To encourage and foster the ideal of service as a basis of worthy enterprise - and to encourage and foster: development of acquaintance, high ethical standards, application of ideal of service, advancement of international understanding.

Raw XML Appendix124 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/BusinessName/BusinessNameLine1Txt0ALLEGAN ROTARY CLUB
IRS990EZ/BooksInCareOfDetail/PhoneNum02696735465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 346
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALLEGAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023534
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE - AND TO ENCOURAGE AND FOSTER: DEVELOPMENT OF ACQUAINTANCE, HIGH ETHICAL STANDARDS, APPLICATION OF IDEAL OF SERVICE, ADVANCEMENT OF INTERNATIONAL UNDERSTANDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021001
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0262
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt022038
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016243
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016505
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0262
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016243
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,751 TOTAL 1,751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY DISTRICT 6360 DUES 2,689 P.O. BOX 301 RICHLAND MI 49083 ROTARY INTERNATIONAL DUES 2,753 P.O. BOX 71394 CHICAGO IL 60694 ROTARY FOUNDATION 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MISC SUPPLIES 519 MEALS/MEETINGS 9,465 INSURANCE 118 MISCELLANEOUS 1,007 TOTAL 11,109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE - AND TO ENCOURAGE AND FOSTER: DEVELOPMENT OF ACQUAINTANCE, HIGH ETHICAL STANDARDS, APPLICATION OF IDEAL OF SERVICE, ADVANCEMENT OF INTERNATIONAL UNDERSTANDING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerPersonGrp/PhoneNum02696869050
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN K ANGLE
ReturnHeader/ReturnTs02017-11-15T11:07:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings