Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 38-6093504

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

PO Box 61Petoskey, MI 49770

(231) 758-2230

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$153,327

Up $18,277 (+14%) from 2020

Net Assets

Up

$153,327

Up $18,277 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$57,493

Down $55,105 (-49%) from 2020

Expenses

Down

$39,070

Down $66,675 (-63%) from 2020

Net Income

Up

$18,423

Up $11,570 (+169%) from 2020

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

2021

Assets$153,327
Liabilities$0
Net Assets$153,327

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

2021

Revenue$57,493
Expenses$39,070
Net Income$18,423
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$85,525
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Youth Development Programs, General/Other: Awarded five academic scholarships to local high school seniors.$5,000$0
International programing - General/Other - Donations to The Rotary Foundation$3,330$0
Elementary and Secondary Education, General/Other: Provided funding and recognition for teacher of the year to a local public school educator (1 award).$2,000$0
International Development Programs, General/Other: Provided funding for Guatemala Literacy Project$1,500$0
Local Programming: Provide assistance with local High School STRIVE mentorship program.$1,000$0
Local Programming - Rotary Club of Petoskey-Sunrise - donation to community 4th of July fireworks celebration$1,000$0
Youth Development Programs, General/Other: Awarded financial support to 4 local high school students to recognize their actions in providing community service.$600$0
Local Development Award, General/Other: Provide financial support for Public Schools of Petoskey for student support - 1 student Life Leadership Conference$600$0
Community Service - Donated to CWS/Crop Walk to end hunger campaign$500$0
Local 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).$500$0
Local Develoment, General/Other: Provided funding to Women's Resource Center for Emmet County Covid-19 relief fund$500$0
Local Programing - General/Other - Donation to Camp Quality to sponsor youth with cancer at summer camp.$500$0
Local programing - General/Other - Alzheimer's Association Walk to End Alzheimer's sponsor/donation$500$0
Youth Development Programs - General/Other - Donation to Camp Daggett$500$0
Local programming - General/Other - Top of Michigan Trails Council - 1/2 Marathon sponsor$350$0
Elementary and Secondary Education - Genral/Other - Petoskey Education Foundation golf outing sponsor$250$0
Community Service - General/Other - Smile sign printing Mitchell Graphics$128$0
Local Development Programs, General/Other: Provide financial support for the Rotary Foundation Polio Plus campaign through John Scholten's ride across America$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley WhitneyPresident-$0--
Elizabeth AhrensPast President-$0--
Jeff WynderIncoming President-$0--
Terry NewtonSecretary-$0--
James WibbyTreasurer-$0--
Lisa Hammond SchneiderBoard Member-$0--
Nikki LaDeurBoard Member-$0--
Karen RaglandBoard Member-$0--
Reg SmithBoard Member-$0--
Kassia PerpichBoard Member-$0--
Christian SmithDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-6093504
Phone
2317582230
Address
PO Box 61, Petoskey, MI 49770

Signing Officer

Name
James Wibby
Title
Treasurer
Phone
2317582230
Signed
2021-11-01
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Community service, international, vocational, youth and student, Rotary Foundation donations

Form 990-EZ, Part I, Line 16

Meal expense, supplies, computer supplies, Rotary International dues, miscellaneous

Form 990-EZ, Part II, Line 24

Accounts receivable and undeposited funds

Raw XML Appendix225 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Christian Smith
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Incoming President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990EZ/PrimaryExemptPurposeTxt0Encourage and foster the ideals of service, truth, and fairness.
IRS990EZ/PrintingPublicationsPostageAmt0214
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth Development Programs, General/Other: Awarded five academic scholarships to local high school seniors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Youth Development Programs, General/Other: Awarded financial support to 4 local high school students to recognize their actions in providing community service.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Local Programming: Provide assistance with local High School STRIVE mentorship program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Elementary and Secondary Education, General/Other: Provided funding and recognition for teacher of the year to a local public school educator (1 award).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4International Development Programs, General/Other: Provided funding for Guatemala Literacy Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Community Service - Donated to CWS/Crop Walk to end hunger campaign
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Local Development Programs, General/Other: Provide financial support for the Rotary Foundation Polio Plus campaign through John Scholten's ride across America
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Local 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).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Local Develoment, General/Other: Provided funding to Women's Resource Center for Emmet County Covid-19 relief fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9Local Development Award, General/Other: Provide financial support for Public Schools of Petoskey for student support - 1 student Life Leadership Conference
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt10Community Service - General/Other - Smile sign printing Mitchell Graphics
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt11Local Programing - General/Other - Donation to Camp Quality to sponsor youth with cancer at summer camp.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12Local programing - General/Other - Alzheimer's Association Walk to End Alzheimer's sponsor/donation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt13Local Programming - Rotary Club of Petoskey-Sunrise - donation to community 4th of July fireworks celebration
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt14Local programming - General/Other - Top of Michigan Trails Council - 1/2 Marathon sponsor
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt15Elementary and Secondary Education - Genral/Other - Petoskey Education Foundation golf outing sponsor
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt16Youth Development Programs - General/Other - Donation to Camp Daggett
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt17International programing - General/Other - Donations to The Rotary Foundation
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21000
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IRS990EZ/WebsiteAddressTxt0www.petoskeyrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Community service, international, vocational, youth and student, Rotary Foundation donations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meal expense, supplies, computer supplies, Rotary International dues, miscellaneous
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts receivable and undeposited funds
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
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Wibby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02317582230
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386093504
ReturnHeader/Filer/PhoneNum02317582230
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 61
ReturnHeader/Filer/USAddress/CityNm0Petoskey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049770
ReturnHeader/ReturnTs02021-11-01T14:11:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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