Civic Intelligence

Rotary International

990 • Fiscal year 2018 • EIN 38-6093504

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 07, 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

28%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

2.2%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$108,259

Up $23,537 (+28%) from 2017

Net Assets

Up

$108,259

Up $23,537 (+28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$113,107

Up $2,484 (+2.2%) from 2017

Expenses

Down

$89,570

Down $16,338 (-15%) from 2017

Net Income

Up

$23,537

Up $18,822 (+399%) from 2017

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

2018

Assets$108,259
Liabilities$0
Net Assets$108,259

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

2018

Revenue$113,107
Expenses$89,570
Net Income$23,537
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 7, 2018
Return Version
2017v2.0
Gross Receipts
$145,354
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$80,694$102,310▲ $21,616
Accounts Receivable$4,028$5,949▲ $1,921
Loans From Officers Directors$0$0→ $0
Total Assets$84,722$108,259▲ $23,537
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$84,722$108,259▲ $23,537
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$84,722$108,259▲ $23,537
Total Liabilities and Net Assets / Fund Balance$84,722$108,259▲ $23,537
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve CrossIncoming President
Kent CartwrightPast President
Robert WaldvogelPresident
Ashley WhitneyBoard Member
Bill CollinsBoard Member
Jeff WynderBoard Member
John HurdBoard Member
Reg SmithBoard Member
Robert RogierBoard Member
Terry NewtonSecretary
James WibbyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,927
Program Service Revenue
$0
Investment Income
$20
Other Revenue
$50,160
All Other Contributions
$0
Change in Net Assets
$23,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,738
Grants and Similar Amounts Paid$28,832
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$42,648-$42,648
Grants to Domestic Individuals$28,832--$28,832
Payments to Affiliates-$12,210-$12,210
Office Expenses-$4,266-$4,266
Occupancy-$1,000-$1,000
Advertising-$614-$614
Total Functional Expenses$28,832$60,738$0$89,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$82,407
Fundraising Direct Expenses$32,247
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Calendar Sales$42,275$42,275$25,657$16,618
Diamonds and Denim$25,601$25,601$755$24,846
Total Events$82,407$82,407$32,247$50,160
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
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 the governing body, and members must approve any changes the by-laws or Constitution.

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

Form 990 is compiled by the Treasurer, who then turns the return over to other club members who are licensed CPA's for additional review. Return is posted on the Club's website.

Form 990, Part VI, Section C, Line 19

Documents are available on the club 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
2018-12-07

Organization Details

Principal Officer
Jim Wibby
Formed
1921
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 494 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/ProgSrvcAccomActyOtherGrp/Desc0International Development Programs, General/Other: Provided funding for WASH Project, a clean water project in Guatemala. (1 Award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Elementary and Secondary Education, General/Other: Provided funding and recognition for teacher of the year to a local public school educator (1 award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc2International Development Programs, General/Other: Provided funding for Pure Water Haiti, a clean water project in Haiti. (1 Award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Leadership Development Programs, General/Other: Provided funding for local adult leaders to receive training through the Life Leadership Program (3 awards).
IRS990/ProgSrvcAccomActyOtherGrp/Desc4Youth Development Programs, General/Other: Service above Self - Provided funding for various local projects aimed primarily at local youth (9 awards)
IRS990/ProgSrvcAccomActyOtherGrp/Desc5Local Development Programs, General/Other: Provide financial support for the SAFE Families for Children project (1 award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc6Local Developmental Programing, General/Other: Provided funding to Projectt Connect of Petoskey in support of their local programming. (1 award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc7Youth Development Programs, General/Other: Provided funding for local Born to Read project to provide books for newly born children in the area (1 awards)
IRS990/ProgSrvcAccomActyOtherGrp/Desc8International Development Programs, General/Other: Provided funding to the Rotary Foundation from the Jump for Polio project (1 award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc9Local Programming: Provide assistance to Greenwood Cemetary in their Wreaths Across America project, designed to place a wreath on all veteran gravesites in the Cemetary (1 Award).
IRS990/ProgSrvcAccomActyOtherGrp/Desc10Local Development Programs, General/Other: Provided funding for Kiersten's Ride (1 award)
IRS990/ProgSrvcAccomActyOtherGrp/Desc11Leadership Development Programs, General/Other: Provided funding for local adult leaders to receive training through the Leadership Little Traverse Program (1 awards).
IRS990/ProgSrvcAccomActyOtherGrp/Desc12Local Develoment, General/Other: Provided funding CROP Walk support to end area hunger (1 awards).
IRS990/ProgSrvcAccomActyOtherGrp/Desc13Local Development Award, General/Other: Provide financial support for various local organizations in support of veterans.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt11595
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt21500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt31125
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt4900
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt5500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt6500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt7500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt8500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt9370
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt10250
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt11250
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12250
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt131793
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt02500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt11595
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt21500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt31125
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt4900
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt5500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt6500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt7500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt8500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt9370
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10250
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt11250
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt12250
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt131793
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt30
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt40
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt50
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt60
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt70
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt80
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt90
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt100
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt110
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt120
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt130
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt066363
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047477
IRS990/PYInvestmentIncomeAmt018
IRS990/PYOtherExpensesAmt058431
IRS990/PYOtherRevenueAmt044242
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04715
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0105908
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0110623
IRS990/ReconcilationRevenueExpnssAmt023537
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032247
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Calendar Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Diamonds and Denim
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt082407
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050160
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05835
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032247
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025657
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0755
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Financial Assistance to local high school robotics team.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0None.

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