Civic Intelligence

Birmingham Rotary Club Endowment Fund Inc.

990 • Fiscal year 2019 • EIN 38-6116080

Oct 01, 2018 to Sep 30, 2019 • Filed on Oct 09, 2019

Organization ProfileN/A
30200 Telegraph RdBingham Farms, MI 48025

(248) 731-7634

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

54th percentile

4.5%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$751,615

Up $32,641 (+4.5%) from 2018

Net Assets

Up

$751,615

Up $32,641 (+4.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin92nd percentile

Revenue

Down

$54,797

Down $48,310 (-47%) from 2018

Expenses

Up

$26,277

Up $5,532 (+27%) from 2018

Net Income

Down

$28,520

Down $53,842 (-65%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2019

Assets$751,615
Liabilities$0
Net Assets$751,615
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$54,797
Expenses$26,277
Net Income$28,520
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Oct 9, 2019
Return Version
2018v3.1
Gross Receipts
$54,797
Mission and Program Overview

Mission

To provide financial assistance to qualified entities and individuals.

Provide financial assistance to qualified entities and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$718,974$751,615▲ $32,641
Investments in Publicly Traded Securities$574,209$595,351▲ $21,142
Savings and Temporary Cash Investments$36,436$43,814▲ $7,378
Total Assets$718,974$751,615▲ $32,641
Other Assets Total$108,329$112,450▲ $4,121
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$718,974$751,615▲ $32,641
Total Liabilities and Net Assets / Fund Balance$718,974$751,615▲ $32,641

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$112,450--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Bryan FrankPresident
Betsy ReichDirector
Bill RoyDirector
Chris McloganDirector
Dave ZimmerDirector
Dilip KuchipudiDirector
Doug KoschikDirector
Joe BaumanDirector
John SchrotDirector
Marsha KovacsDirector
Peter KreherDirector
Richard ShapackDirector
Molly SwartSecy
Patrick GradyTreas
John MuchaVP
Revenue and Support

Revenue Composition

Contributions and Grants
$33,564
Program Service Revenue
$0
Investment Income
$16,933
Other Revenue
$4,300
All Other Contributions
$13,608
Change in Net Assets
$28,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,956
Other Expenses$1,321
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,956--$24,956
Insurance$0$1,301$0$1,301
Other Expenses$0$20$0$20
Total Functional Expenses$24,956$1,321$0$26,277
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$33,700$33,700$1,405$32,295
Total Events$33,700$33,700$17,305$16,395
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Birmingham Rotary Club Endowment Fund Inc
EIN
38-6116080
Phone
2487317634
Address
30200 TELEGRAPH RD, BINGHAM FARMS, MI 48025

Signing Officer

Name
Patrick T Grady
Title
Treasurer
Phone
2487317634
Signed
2019-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Grady
Formed
1986
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Grady & Grady Pc
Address
30200 Telegraph Rd Ste 401, Bingham Farms, MI 48025
Preparer
Patrick T Grady CPA Cfp
Phone
2487317634
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Returns are reviewed at the year end board meeting.”

Pt VI, Line 19

“Documents are made available upon written request.”

Pt VI, Line 12C

“Annual statements provided to, and signed by, each director.”

Raw XML AppendixShowing 400 of 411 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/ActivityOrMissionDesc0PROVIDE FINANCIAL ASSISTANCE TO QUALIFIED ENTITIES AND INDIVIDUALS.
IRS990/AllOtherContributionsAmt013608
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0PATRICK GRADY
IRS990/BooksInCareOfDetail/PhoneNum02487317634
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt030200 TELEGRAPH RD STE 401
IRS990/BooksInCareOfDetail/USAddress/CityNm0BINGHAM FARMS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048025
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0718974
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0751615
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt019956
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt033564
IRS990/CYGrantsAndSimilarPaidAmt024956
IRS990/CYInvestmentIncomeAmt016933
IRS990/CYOtherExpensesAmt01321
IRS990/CYOtherRevenueAmt04300
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt028520
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026277
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt054797
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANTS TO ORGANIZATIONS AUTHORIZED TO CARRY ON CHARITABLE ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt022331
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0BRYAN FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN MUCHA
IRS990/Form990PartVIISectionAGrp/PersonNm2MOLLY SWART
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK GRADY
IRS990/Form990PartVIISectionAGrp/PersonNm4BETSY REICH
IRS990/Form990PartVIISectionAGrp/PersonNm5MARSHA KOVACS
IRS990/Form990PartVIISectionAGrp/PersonNm6DILIP KUCHIPUDI
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD SHAPACK
IRS990/Form990PartVIISectionAGrp/PersonNm8JOE BAUMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRIS MCLOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm10DOUG KOSCHIK
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVE ZIMMER
IRS990/Form990PartVIISectionAGrp/PersonNm12PETER KREHER
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN SCHROT
IRS990/Form990PartVIISectionAGrp/PersonNm14BILL ROY
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/TitleTxt1VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt019956
IRS990/GamingActivitiesInd0true
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024956
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024956
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt054797
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01301
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt01301
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016933
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0574209
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0595351
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FINANCIAL ASSISTANCE TO QUALIFIED ENTITIES AND INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0718974
IRS990/NetAssetsOrFundBalancesEOYAmt0751615
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0108329
IRS990/OtherAssetsTotalGrp/EOYAmt0112450
IRS990/OtherExpensesGrp/Desc0BANK/FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt020
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN (LOSS)ON SECURITIES
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04300
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt04300
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PATRICK GRADY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO INDIVIDUALS WHO DEMOSTRATE SIGNIFICANT ACCOMPLISHMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02625
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039755
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019292
IRS990/PYInvestmentIncomeAmt014631
IRS990/PYOtherExpensesAmt01453
IRS990/PYOtherRevenueAmt048721
IRS990/PYRevenuesLessExpensesAmt082362
IRS990/PYTotalExpensesAmt020745
IRS990/PYTotalRevenueAmt0103107
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt028520
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036436
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043814
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt014805
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt017110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt031915
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.02700
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.97300
IRS990ScheduleA/PublicSupportTotal509Amt084864
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024760
IRS990ScheduleA/Total509Grp/TotalAmt084864
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt084864
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0112450
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH VALUE OF LIFE INS
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0112450
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017305
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033700
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016395
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt014400
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt014400
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01405
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01405
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURNS ARE REVIEWED AT THE YEAR END BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL STATEMENTS PROVIDED TO, AND SIGNED BY, EACH DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0718974
IRS990/TotalAssetsEOYAmt0751615
IRS990/TotalAssetsGrp/BOYAmt0718974
IRS990/TotalAssetsGrp/EOYAmt0751615
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033564
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01321
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024956
IRS990/TotalFunctionalExpensesGrp/TotalAmt026277
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0718974
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0751615
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024956
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021233
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054797
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0718974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0751615
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt030200 TELEGRAPH RD STE 401
IRS990/USAddress/CityNm0BINGHAM FARMS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048025
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK T GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02487317634
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BIRM
ReturnHeader/Filer/EIN0386116080
ReturnHeader/Filer/PhoneNum02487317634
ReturnHeader/Filer/USAddress/AddressLine1Txt030200 TELEGRAPH RD
ReturnHeader/Filer/USAddress/CityNm0BINGHAM FARMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07D1013BDE0963861FA34F25F04DAE259E945C0CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D1013BDE0963861FA34F25F04DAE259E945C0CC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.127.117.94
ReturnHeader/FilingSecurityInformation/IPDt02019-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:29:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRADY & GRADY PC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$751,615
Liabilities
$0
Net assets
$751,615
Revenue
$54,797
Expenses
$26,277
Net income
$28,520
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