Civic Intelligence

Rotary International

990 • Fiscal year 2016 • EIN 38-6093504

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 27, 2016

PO Box 61Petoskey, MI 49770

(231) 348-2348

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-9.1%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

29%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$80,542

Down $8,091 (-9.1%) from 2015

Net Assets

Down

$80,542

Down $8,091 (-9.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$147,806

Up $33,505 (+29%) from 2015

Expenses

Up

$155,304

Up $68,010 (+78%) from 2015

Net Income

Down

-$7,498

Down $34,505 (-128%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $38,332Liabilities 2011: $1,969Net Assets 2011: $36,3632011Assets 2012: $40,728Liabilities 2012: $5,589Net Assets 2012: $35,1392012Assets 2013: $53,742Liabilities 2013: $3,663Net Assets 2013: $50,0792013Assets 2014: $68,440Liabilities 2014: $9,058Net Assets 2014: $59,3822014Assets 2015: $88,633Liabilities 2015: $0Net Assets 2015: $88,6332015Assets 2016: $80,542Liabilities 2016: $0Net Assets 2016: $80,5422016Assets 2017: $84,722Liabilities 2017: $0Net Assets 2017: $84,7222017Assets 2018: $108,259Liabilities 2018: $0Net Assets 2018: $108,2592018Assets 2019: $128,197Liabilities 2019: $0Net Assets 2019: $128,1972019Assets 2020: $135,050Liabilities 2020: $0Net Assets 2020: $135,0502020Assets 2021: $153,327Liabilities 2021: $0Net Assets 2021: $153,3272021Assets 2022: $153,878Liabilities 2022: $0Net Assets 2022: $153,8782022Assets 2023: $151,482Liabilities 2023: $0Net Assets 2023: $151,4822023Assets 2024: $145,946Liabilities 2024: $0Net Assets 2024: $145,9462024Assets 2025: $148,681Liabilities 2025: $0Net Assets 2025: $148,6812025

Highlighted filing

2016

Assets$80,542
Liabilities$0
Net Assets$80,542

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $111,428Expenses 2011: $112,812Net Income 2011: -$1,3842011Revenue 2012: $103,313Expenses 2012: $104,537Net Income 2012: -$1,2242012Revenue 2013: $102,082Expenses 2013: $87,142Net Income 2013: $14,9402013Revenue 2014: $96,918Expenses 2014: $87,615Net Income 2014: $9,3032014Revenue 2015: $114,301Expenses 2015: $87,294Net Income 2015: $27,0072015Revenue 2016: $147,806Expenses 2016: $155,304Net Income 2016: -$7,4982016Revenue 2017: $110,623Expenses 2017: $105,908Net Income 2017: $4,7152017Revenue 2018: $113,107Expenses 2018: $89,570Net Income 2018: $23,5372018Revenue 2019: $108,946Expenses 2019: $89,008Net Income 2019: $19,9382019Revenue 2020: $112,598Expenses 2020: $105,745Net Income 2020: $6,8532020Revenue 2021: $57,493Expenses 2021: $39,070Net Income 2021: $18,4232021Revenue 2022: $76,617Expenses 2022: $75,448Net Income 2022: $1,1692022Revenue 2023: $88,263Expenses 2023: $90,369Net Income 2023: -$2,1062023Revenue 2024: $97,896Expenses 2024: $103,432Net Income 2024: -$5,5362024Revenue 2025: $84,119Expenses 2025: $81,383Net Income 2025: $2,7362025

Highlighted filing

2016

Revenue$147,806
Expenses$155,304
Net Income-$7,498
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 27, 2016
Return Version
2015v2.1
Gross Receipts
$208,358
Mission and Program Overview

Mission

Encourage and foster the ideals of service, truth, and fairness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$81,052$76,000▼ $5,052
Accounts Receivable$7,581$4,542▼ $3,039
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$88,633$80,542▼ $8,091
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$88,633$80,542▼ $8,091
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$88,633$80,542▼ $8,091
Total Liabilities and Net Assets / Fund Balance$88,633$80,542▼ $8,091
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve BrummelerPast President
David ThomasPresident
Kent CartwrightPresident elect
Angie CranneyBoard Member
Bob WaldvogelBoard Member
Ingrid FlemmingBoard Member
John CalabreseBoard Member
Robert RogierBoard Member
Steve CrossBoard Member
Terry NewtonSecretary
James WibbyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,820
Program Service Revenue
$0
Investment Income
$102
Other Revenue
$83,884
All Other Contributions
$1,150
Change in Net Assets
$-7,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,221
Other Expenses$58,083
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$97,221--$97,221
Conferences and Meetings$0$42,735$0$42,735
Payments to Affiliates$0$11,956$0$11,956
Office Expenses$0$2,986$0$2,986
Occupancy$0$350$0$350
Advertising$0$56$0$56
Total Functional Expenses$97,221$58,083$0$155,304
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$144,436
Fundraising Direct Expenses$60,552
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Diamonds and Denim$89,115$89,115$8,841$80,274
Calendar Sales$39,700$39,700$24,040$15,660
Total Events$144,436$144,436$60,552$83,884
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Club members elect one third of the governing body annually, for three year terms.

Form 990, Part VI, Section A, Line 7B

Members elect governing body and must approve any changes to the by-laws or Constitution.

Form 990, Part VI, Section B, Line 11B

Form 990 is compiled by the Treasurer and reviewed by a club member who is a licensed CPA.

Form 990, Part VI, Section C, Line 19

Documents are available on the website and upon request to the club secretary.

Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-6093504
Phone
2313482348
Address
PO Box 61, Petoskey, MI 49770

Signing Officer

Name
James Wibby
Title
Treasurer
Phone
2313482348
Signed
2016-10-27

Organization Details

Principal Officer
David Thomas
Formed
1921
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100
Raw XML AppendixShowing 400 of 600 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.

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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt062670
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Encourage and foster the ideals of service, truth, and fairness.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt088633
IRS990/NetAssetsOrFundBalancesEOYAmt080542
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt083884
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt083884
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0350
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt0350
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02986
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt02986
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt011956
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt011956
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0David Thomas
IRS990/PriorPeriodAdjustmentsAmt0-593
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Youth Development Programs, General/Other: Awarded six academic scholarships to local high school seniors and two academic scholarships to local nursing students (7 awards).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0International Development Awards, General/Other: Provided funding for water projects in Haiti, in conjunction with other Non-governmental Organizations, through the Pure Water Haiti program.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0International Development Programs, General/Other: Provided funding for vocational training in carpentry, masonry and similar trades in Nepal. (1 Award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Local Programming: Provide assistance with local High School STRIVE mentorship program.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Local Development Programs, General/other: Provided funding for the Stay Safe Petoskey campaign, aimed at increasing life/safety equipment available to local emergency response personnel. (1 award)
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Local Developmental Programing, General/Other: Provided funding to the Marine Corps League of Petoskey in support of their campaign to upgrade and replace existing ceremonial uniforms. (1 award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc4Youth Development Programs, General/Other: Provided funding for the local high school Robotics team; an organization that provides developmental opportunities for over 100 students in grades 6-12. (1 award)
IRS990/ProgSrvcAccomActyOtherGrp/Desc5International Development Programs, General/Other: Provided funding to the Rotary Foundation (1 award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc6Elementary and Secondary Education, General/Other: Provided funding and recognition for teacher of the year to a local public school educator (1 award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc7Leadership Development Programs, General/Other: Provided funding for local adult leaders to receive training through the Life Leadership Program (2 awards).
IRS990/ProgSrvcAccomActyOtherGrp/Desc8Youth Development Programs, General/Other: Service above Self - Provided funding for various local projects aimed primarily at local youth (8 awards)
IRS990/ProgSrvcAccomActyOtherGrp/Desc9Local Programming: Provide financial support for repairs of the organ at a local institution.
IRS990/ProgSrvcAccomActyOtherGrp/Desc10Local Development Programs, General/Other: Provide financial and volunteer support for the local CROP walk.
IRS990/ProgSrvcAccomActyOtherGrp/Desc11Local Development Programs, General/Other: Provide monetary support for various local organizations and agencies, as they provide improvements to the local area health, safety, and quality of life for residents and visitors alike. (8 awards).
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04612
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt14399
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt24000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt33000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt43000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt52069
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt61425
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt71100
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt8900
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt9500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt10250
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt114466
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt04612
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt11750
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt24000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt33000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt43000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt52069
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt6600
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt71100
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt8900
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt9500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10250
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt114466
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt11150
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.84$0.81$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.98$1.03$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.88$0.90$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.77$0.75$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.57$0.39$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.13$1.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.09$0.89$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.13$0.90$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.11$1.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.48$1.55$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.14$0.87$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.09$0.59$0.97$0.88$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.04$0.50$1.02$0.87$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.06$0.35$1.03$1.05$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.02$0.36$1.11$1.13$0.01