Civic Intelligence

Elk Rapids Rotary Club

990EZ • Fiscal year 2018 • EIN 38-6150125

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

Organization ProfileWWW.ELKRAPIDSROTARY.ORG
PO Box 814Elk Rapids, MI 49629

(231) 264-8622

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

66th percentile

11%

Higher net margin than 66% 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

27th percentile

-9.0%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$62,810

Down $6,247 (-9.0%) from 2017

Net Assets

Down

$62,810

Down $6,247 (-9.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin66th percentile

Revenue

Up

$108,832

Up $15,675 (+17%) from 2017

Expenses

Down

$97,384

Down $11,546 (-11%) from 2017

Net Income

Up

$11,448

Up $27,221 (+173%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $89,442Liabilities 2011: $02011Assets 2012: $62,972Liabilities 2012: $02012Assets 2013: $71,067Liabilities 2013: $02013Assets 2014: $81,874Liabilities 2014: $02014Assets 2015: $101,874Liabilities 2015: $02015Assets 2016: $84,830Liabilities 2016: $0Net Assets 2016: $84,8302016Assets 2017: $69,057Liabilities 2017: $0Net Assets 2017: $69,0572017Assets 2018: $62,810Liabilities 2018: $0Net Assets 2018: $62,8102018Assets 2019: $112,874Liabilities 2019: $0Net Assets 2019: $112,8742019Assets 2020: $75,083Liabilities 2020: $0Net Assets 2020: $75,0832020Assets 2021: $93,008Liabilities 2021: $02021Assets 2022: $98,690Liabilities 2022: $0Net Assets 2022: $98,6902022Assets 2023: $78,141Liabilities 2023: $02023Assets 2024: $73,898Liabilities 2024: $3962024Assets 2025: $96,163Liabilities 2025: $5,000Net Assets 2025: $91,1632025

Highlighted filing

2018

Assets$62,810
Liabilities$0
Net Assets$62,810
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$100K$0-$100KRevenue 2011: $86,821Expenses 2011: $90,359Net Income 2011: -$3,5382011Revenue 2012: $79,836Expenses 2012: $106,306Net Income 2012: -$26,4702012Revenue 2013: $83,912Expenses 2013: $75,817Net Income 2013: $8,0952013Revenue 2014: $75,958Expenses 2014: $65,151Net Income 2014: $10,8072014Revenue 2015: $86,122Expenses 2015: $66,122Net Income 2015: $20,0002015Revenue 2016: $117,167Expenses 2016: $134,140Net Income 2016: -$16,9732016Revenue 2017: $93,157Expenses 2017: $108,930Net Income 2017: -$15,7732017Revenue 2018: $108,832Expenses 2018: $97,384Net Income 2018: $11,4482018Revenue 2019: $101,126Expenses 2019: $69,215Net Income 2019: $31,9112019Revenue 2020: $112,335Expenses 2020: $158,639Net Income 2020: -$46,3042020Revenue 2021: $63,688Expenses 2021: $46,009Net Income 2021: $17,6792021Revenue 2022: $72,434Expenses 2022: $66,752Net Income 2022: $5,6822022Revenue 2023: $74,921Expenses 2023: $94,985Net Income 2023: -$20,0642023Revenue 2024: $60,006Expenses 2024: $64,645Net Income 2024: -$4,6392024Revenue 2025: $93,766Expenses 2025: $76,105Net Income 2025: $17,6612025

Highlighted filing

2018

Revenue$108,832
Expenses$97,384
Net Income$11,448
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 30, 2018
Return Version
2017v2.3
Gross Receipts
$108,832
Mission and Program Overview

Mission

To Support Community Organizations and Charitable Organizations

Support community projects and charitable organizations.

Program Services

DescriptionGrantsExpenses
WARM HEARTS - MICROLOANS TO SOUTH AFRICA VILLAGE FARMERS-$3,500
COPY SHOP VARIETY SHOW AD BOOKS-$3,400
PURE WATER FOR THE WORLD - NEW TRUCK-$3,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM STEPHENSONPresidentPT$0--
ERIN BRATSCHISecretaryPT$0--
CHRIS WHITETreasurerPT$0--
JEFF LANETrustee-$0--
JIM NOTHOFFTrustee-$0--
DON PONDTrustee-$0--
SHERI STEFFENExecutive Se-$0--
CAMILLE CAMBELLTrustee-$0--
CRAIG CAMERONTrustee-$0--
LISA MATTHEWSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elk Rapids Rotary Club
EIN
38-6150125
Phone
2312648622
Address
PO BOX 814, ELK RAPIDS, MI 49629

Signing Officer

Name
Chris White
Title
Treasurer
Phone
2312648622
Signed
2018-07-30

Preparer

Firm
Intrust CPA Pc
Address
1240 E 8TH ST, TRAVERSE CITY, MI 49686
Preparer
Kati M Flees CPA
Phone
2319351590
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Business meetings 1,099 guest / visitor meals 177 total 1,276”

Form 990-ez, Part I, Line 10

“Cash contribution: 32,536”

Form 990-ez, Part I, Line 10

“Name: elk rapids schools address: 707 e 3rd st. Elk rapids, mi 49629 cash contribution: 6,000”

Form 990-ez, Part I, Line 16

“Expenses adminitrative expense 20 food service gratuity 2,918 general / admin supplies 871 meals 21,981 rotary international dues 4,332 badges, pins, etc 714 district dues 2,792 the rotary foundation 575 public image grant 625 conference fees/ expenses 1,024 other expenses 2,086 chicken barbeque expense 2,454 variety show 12,896 administrative 1,534 total 54,822”

Form 990-ez, Part I, Line 20

“Remove community foundation funds -17,695”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRIS WHITE
IRS990EZ/BooksInCareOfDetail/PhoneNum02316491420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 814
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELK RAPIDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069057
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062810
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04004
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011448
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069057
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062810
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038536
IRS990EZ/GrossReceiptsAmt0108832
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031223
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069057
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062810
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069057
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062810
IRS990EZ/OccupancyRentUtltsAndMaintAmt03110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN BRATSCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF LANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM NOTHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON POND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERI STEFFEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CAMILLE CAMBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CRAIG CAMERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LISA MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-17695
IRS990EZ/OtherExpensesTotalAmt054822
IRS990EZ/OtherRevenueTotalAmt01276
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY PROJECTS AND CHARITABLE ORGANIZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0116
IRS990EZ/ProgramServiceRevenueAmt072326
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WARM HEARTS - MICROLOANS TO SOUTH AFRICA VILLAGE FARMERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COPY SHOP VARIETY SHOW AD BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PURE WATER FOR THE WORLD - NEW TRUCK
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097384
IRS990EZ/TotalProgramServiceExpensesAmt09900
IRS990EZ/TotalRevenueAmt0108832
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELKRAPIDSROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSINESS MEETINGS 1,099 GUEST / VISITOR MEALS 177 TOTAL 1,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 32,536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NAME: ELK RAPIDS SCHOOLS ADDRESS: 707 E 3RD ST. ELK RAPIDS, MI 49629 CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES ADMINITRATIVE EXPENSE 20 FOOD SERVICE GRATUITY 2,918 GENERAL / ADMIN SUPPLIES 871 MEALS 21,981 ROTARY INTERNATIONAL DUES 4,332 BADGES, PINS, ETC 714 DISTRICT DUES 2,792 THE ROTARY FOUNDATION 575 PUBLIC IMAGE GRANT 625 CONFERENCE FEES/ EXPENSES 1,024 OTHER EXPENSES 2,086 CHICKEN BARBEQUE EXPENSE 2,454 VARIETY SHOW 12,896 ADMINISTRATIVE 1,534 TOTAL 54,822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REMOVE COMMUNITY FOUNDATION FUNDS -17,695
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02312648622
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELK RAPIDS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ELKR
ReturnHeader/Filer/EIN0386150125
ReturnHeader/Filer/PhoneNum02312648622
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 814
ReturnHeader/Filer/USAddress/CityNm0ELK RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049629
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08927A4ED990BEBDE3A4BC315C7A1D0BF503FAB8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F965147DA3EF2617C51FA528C65AEAC5B93D7FC1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.133.79.146
ReturnHeader/FilingSecurityInformation/IPDt02019-07-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:22:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383091219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INTRUST CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01240 E 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049686
ReturnHeader/PreparerPersonGrp/PhoneNum02319351590
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATI M FLEES CPA
ReturnHeader/ReturnTs02019-07-30T13:22:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,810
Liabilities
$0
Net assets
$62,810
Revenue
$108,832
Expenses
$97,384
Net income
$11,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.05$0.91$0.94$0.76$0.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.60$0.65$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.75$0.95$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.72$0.67$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.64$0.46$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$1.12$1.59$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$1.01$0.69$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.09$0.97$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.93$1.09$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$1.17$1.34$0.17
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$0.86$0.66$0.20
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$0.76$0.65$0.11
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.84$0.76$0.08
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.80$1.06$0.26
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.87$0.90$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits