Civic Intelligence

Birmingham Rotary Club Endowmnt Fnd

EIN 38-6116080 • 501(c)3 • Birmingham, MI

Profile

To provide financial assistance to qualified entities and individuals.

1221 Bowers St Unit 1294Birmingham, MI 48012

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,609,624

Up $227,201 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,609,624

Up $227,201 (+16%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin96th percentile

Revenue

Down

$97,876

Down $18,555 (-16%) from 2024

Expenses

Down

$19,670

Down $10,383 (-35%) from 2024

Net Income

Down

$78,206

Down $8,172 (-9.5%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $388,389Liabilities 2012: $02012Assets 2013: $462,878Liabilities 2013: $0Net Assets 2013: $462,8782013Assets 2014: $526,298Liabilities 2014: $0Net Assets 2014: $526,2982014Assets 2015: $507,812Liabilities 2015: $0Net Assets 2015: $507,8122015Assets 2016: $556,322Liabilities 2016: $0Net Assets 2016: $556,3222016Assets 2017: $636,612Liabilities 2017: $0Net Assets 2017: $636,6122017Assets 2018: $718,974Liabilities 2018: $0Net Assets 2018: $718,9742018Assets 2019: $751,615Liabilities 2019: $0Net Assets 2019: $751,6152019Assets 2020: $838,100Liabilities 2020: $0Net Assets 2020: $838,1002020Assets 2021: $1,024,753Liabilities 2021: $0Net Assets 2021: $1,024,7532021Assets 2022: $872,657Liabilities 2022: $0Net Assets 2022: $872,6572022Assets 2023: $1,040,849Liabilities 2023: $0Net Assets 2023: $1,040,8492023Assets 2024: $1,382,423Liabilities 2024: $0Net Assets 2024: $1,382,4232024Assets 2025: $1,609,624Liabilities 2025: $0Net Assets 2025: $1,609,6242025

Highlighted filing

2025

Assets$1,609,624
Liabilities$0
Net Assets$1,609,624
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $393Expenses 2012: $14,344Net Income 2012: -$13,9512012Revenue 2013: $54,651Expenses 2013: $14,089Net Income 2013: $40,5622013Revenue 2014: $124,864Expenses 2014: $61,444Net Income 2014: $63,4202014Revenue 2015: $7,539Expenses 2015: $26,026Net Income 2015: -$18,4872015Revenue 2016: $73,635Expenses 2016: $25,124Net Income 2016: $48,5112016Revenue 2017: $98,783Expenses 2017: $18,493Net Income 2017: $80,2902017Revenue 2018: $103,107Expenses 2018: $20,745Net Income 2018: $82,3622018Revenue 2019: $54,797Expenses 2019: $26,277Net Income 2019: $28,5202019Revenue 2020: $105,587Expenses 2020: $18,101Net Income 2020: $87,4862020Revenue 2021: $201,437Expenses 2021: $14,785Net Income 2021: $186,6522021Revenue 2022: $37,630Expenses 2022: $41,046Net Income 2022: -$3,4162022Revenue 2023: $66,961Expenses 2023: $19,422Net Income 2023: $47,5392023Revenue 2024: $116,431Expenses 2024: $30,053Net Income 2024: $86,3782024Revenue 2025: $97,876Expenses 2025: $19,670Net Income 2025: $78,2062025

Highlighted filing

2025

Revenue$97,876
Expenses$19,670
Net Income$78,206
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,609,624
Liabilities
$0
Net assets
$1,609,624
Revenue
$97,876
Expenses
$19,670
Net income
$78,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.10$0.02$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.12$0.03$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.20$0.01$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.11$0.02$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.10$0.02$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.10$0.02$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.07$0.03$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.01$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.12$0.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.05$0.01$0.04
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 27, 2026
Return Version
2024v5.2
Gross Receipts
$97,876
Mission and Program Overview

Mission

To provide financial assistance to qualified entities and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,143,080$1,380,020▲ $236,940
Investments Other Securities$130,851$135,408▲ $4,557
Savings and Temporary Cash Investments$108,492$94,196▼ $14,296
Total Assets$1,382,423$1,609,624▲ $227,201
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,382,423$1,609,624▲ $227,201
Total Net Assets Fund Balance$1,382,423$1,609,624▲ $227,201
Total Liabilities and Net Assets / Fund Balance$1,382,423$1,609,624▲ $227,201

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$135,408--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Joe BaumanPresident
Bill RoyDirector
Bryan FrankDirector
Carol PetersonDirector
Dave SmykDirector
David UnderdownDirector
David ZimmerDirector
Mark CooperDirector
Peter KreherDirector
Richard ShapackDirector
Ryan QuinnDirector
Vic PoolerDirector
Wendee RexDirector
John MuchaSecretary
John WesterheideTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,962
Program Service Revenue
$0
Investment Income
$40,914
Other Revenue
$0
All Other Contributions
$56,962
Change in Net Assets
$78,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,805
Other Expenses$1,865
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,805--$17,805
Fees for Services Other$1,865--$1,865
Total Functional Expenses$19,670$0$0$19,670
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Financial information is presented regularly at board meetings.”

Governing documents etc available to public Part VI line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Birmingham Rotary Club Endowmnt Fnd
EIN
38-6116080
In Care Of
% John Westerheide
Phone
2482253891
Address
1221 Bowers St Unit 1294, Birmingham, MI 48012

Signing Officer

Name
John Westerheide
Title
Treasurer
Phone
2482297612
Signed
2026-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Bauman
Formed
1966
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
41

Preparer

Firm
Sam Hodges & Associates LLC
Address
880 W Long Lake Rd Suite 225, Troy, MI 48098
Preparer
Sam Hodges
Phone
2488171753
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

“To provide fiinancial assitance to qualified entities and individuals.”

Raw XML Appendix375 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide financial assistance to qualified entities and individuals.
IRS990/AllOtherContributionsAmt056962
IRS990/BooksInCareOfDetail/PersonNm0John Westerheide
IRS990/BooksInCareOfDetail/PhoneNum02482253891
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01221 Bowers St Unit 1294
IRS990/BooksInCareOfDetail/USAddress/CityNm0Birmingham
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048012
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt056962
IRS990/CYGrantsAndSimilarPaidAmt017805
IRS990/CYInvestmentIncomeAmt040914
IRS990/CYOtherExpensesAmt01865
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt078206
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019670
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt097876
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0To provide financial assistance to qualified entities and individuals.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt019670
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01865
IRS990/FeesForServicesOtherGrp/TotalAmt01865
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd14X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE BAUMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN WESTERHEIDE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MUCHA
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE SMYK
IRS990/Form990PartVIISectionAGrp/PersonNm4PETER KREHER
IRS990/Form990PartVIISectionAGrp/PersonNm5WENDEE REX
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL ROY
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID UNDERDOWN
IRS990/Form990PartVIISectionAGrp/PersonNm8VIC POOLER
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm10RYAN QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm11BRYAN FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD SHAPACK
IRS990/Form990PartVIISectionAGrp/PersonNm13CAROL PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID ZIMMER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt017805
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt017805
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017805
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt097876
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt040914
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040914
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0130851
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0135408
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01143080
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01380020
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide financial assistance to qualified entities and individuals.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01382423
IRS990/NetAssetsOrFundBalancesEOYAmt01609624
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0148995
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01382423
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01609624
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOE BAUMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt093556
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt028732
IRS990/PYInvestmentIncomeAmt022875
IRS990/PYOtherExpensesAmt01321
IRS990/PYRevenuesLessExpensesAmt086378
IRS990/PYTotalExpensesAmt030053
IRS990/PYTotalRevenueAmt0116431
IRS990/QuidProQuoContributionsInd0false
IRS990/ReconcilationRevenueExpnssAmt078206
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt093085
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108492
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt097675
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt097675
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016372
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt097675
IRS990ScheduleA/TotalSupportAmt097675
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0135408
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Other securities
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt0135408
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017805
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Various amounts to schools YMCA Youth camp and other
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cash
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Board meeting details available upon request.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Financial information is presented regularly at board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2To provide fiinancial assitance to qualified entities and individuals.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III response or note to any other line in Part III
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01382423
IRS990/TotalAssetsEOYAmt01609624
IRS990/TotalAssetsGrp/BOYAmt01382423
IRS990/TotalAssetsGrp/EOYAmt01609624
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt056962
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019670
IRS990/TotalFunctionalExpensesGrp/TotalAmt019670
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01382423
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01609624
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt019670
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040914
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097876
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt041
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01382423
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01609624
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01221 Bowers St Unit 1294
IRS990/USAddress/CityNm0Birmingham
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048012
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WESTERHEIDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02482297612
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRMINGHAM ROTARY CLUB ENDOWMNT FND
ReturnHeader/Filer/BusinessNameControlTxt0BIRM
ReturnHeader/Filer/EIN0386116080
ReturnHeader/Filer/InCareOfNm0% John Westerheide
ReturnHeader/Filer/PhoneNum02482253891
ReturnHeader/Filer/USAddress/AddressLine1Txt01221 Bowers St Unit 1294
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061724061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sam Hodges & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0880 W Long Lake Rd Suite 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Troy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048098
ReturnHeader/PreparerPersonGrp/PhoneNum02488171753
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM HODGES
ReturnHeader/ReturnTs02026-02-02T11:38:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.