Civic Intelligence

Rotary Club of Rockford Michigan

990EZ • Fiscal year 2016 • EIN 38-6150526

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 04, 2016

Organization ProfileROCKFORDMIROTARY.COM
7540 9 Mile Road NERockford, MI 49341

(616) 481-0635

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-11%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-10%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$21,810

Down $2,791 (-11%) from 2015

Net Assets

Down

$21,810

Down $2,791 (-11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Down

$38,453

Down $4,487 (-10%) from 2015

Expenses

Down

$41,244

Down $6,190 (-13%) from 2015

Net Income

Up

-$2,791

Up $1,703 (+38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$60K$40K$20K$0Assets 2008: $50,400Liabilities 2008: $02008Assets 2009: $52,725Liabilities 2009: $02009Assets 2011: $53,561Net Assets 2011: $53,5612011Assets 2012: $29,871Net Assets 2012: $29,8712012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $33,885Liabilities 2014: $4,790Net Assets 2014: $29,0952014Assets 2015: $24,601Liabilities 2015: $0Net Assets 2015: $24,6012015Assets 2016: $21,810Liabilities 2016: $0Net Assets 2016: $21,8102016Assets 2017: $13,612Liabilities 2017: $654Net Assets 2017: $12,9582017Assets 2018: $12,406Liabilities 2018: $7,261Net Assets 2018: $5,1452018Assets 2019: $7,510Liabilities 2019: $765Net Assets 2019: $6,7452019Assets 2020: $13,991Liabilities 2020: $765Net Assets 2020: $13,2262020Assets 2021: $21,501Liabilities 2021: $0Net Assets 2021: $21,5012021Assets 2022: $18,579Liabilities 2022: $2,203Net Assets 2022: $16,3762022Assets 2023: $25,177Liabilities 2023: $11,187Net Assets 2023: $13,9902023Assets 2024: $28,177Liabilities 2024: $15,937Net Assets 2024: $12,2402024Assets 2025: $25,395Liabilities 2025: $16,553Net Assets 2025: $8,8422025

Highlighted filing

2016

Assets$21,810
Liabilities$0
Net Assets$21,810
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2008: $49,150Expenses 2008: $50,000Net Income 2008: -$8502008Revenue 2009: $47,160Expenses 2009: $44,985Net Income 2009: $2,1752009Revenue 2011: $52,392Expenses 2011: $50,930Net Income 2011: $1,4622011Revenue 2012: $42,112Expenses 2012: $65,802Net Income 2012: -$23,6902012Revenue 2013: $59,936Expenses 2013: $62,205Net Income 2013: -$2,2692013Revenue 2014: $46,009Expenses 2014: $55,808Net Income 2014: -$9,7992014Revenue 2015: $42,940Expenses 2015: $47,434Net Income 2015: -$4,4942015Revenue 2016: $38,453Expenses 2016: $41,244Net Income 2016: -$2,7912016Revenue 2017: $36,631Expenses 2017: $45,483Net Income 2017: -$8,8522017Revenue 2018: $22,000Expenses 2018: $29,813Net Income 2018: -$7,8132018Revenue 2019: $24,947Expenses 2019: $23,347Net Income 2019: $1,6002019Revenue 2020: $25,325Expenses 2020: $18,844Net Income 2020: $6,4812020Revenue 2021: $45,817Expenses 2021: $37,542Net Income 2021: $8,2752021Revenue 2022: $51,874Expenses 2022: $56,999Net Income 2022: -$5,1252022Revenue 2023: $72,322Expenses 2023: $71,708Net Income 2023: $6142023Revenue 2024: $50,446Expenses 2024: $44,983Net Income 2024: $5,4632024Revenue 2025: $41,626Expenses 2025: $45,024Net Income 2025: -$3,3982025

Highlighted filing

2016

Revenue$38,453
Expenses$41,244
Net Income-$2,791
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 4, 2016
Return Version
2015v2.1
Gross Receipts
$52,219
Mission and Program Overview

Mission

Support rotary intl pgms local charities

Program Services

DescriptionGrantsExpenses
DONATION TO ROTARY INTERNATIONALS POLIO PLUS PROGRAM-$1,000
Shop With A Cop-Support local police dept to purchase Christmas Gifts for underprivileged children-$1,000
Donations to North Kent Service Center NKSC NKSC provides clothing food and furnishings to families in need-$560
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon LouxPresidentPT$0--
Tom VanDamPast President-$0--
BRIAN MCNAMARATreasurerPT$0--
ERIK LUXHOJSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BBQ Sale----
Fruit Nut sa----
Filing and Contact Details

Filer

Filer Name
Rotary Club of Rockford Michigan
EIN
38-6150526
Address
7540 9 MILE ROAD NE, Rockford, MI 49341

Signing Officer

Name
Brian K McNamara
Title
Treasurer
Phone
6164810635
Signed
2016-10-04
Discuss with paid preparer
Yes

Preparer

Firm
BMC Consulting
Address
7540 9 Mile Road NE, Rockford, MI 49341
Preparer
Brian McNamara
Phone
6164810635
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description Amountmiscellaneous 493uncategorized income 110”

List of grants and similar amounts paid Part I line 10

“Activity lOCAL COMMUNITY GRANTs Grantee 13 grants to various organizations Relationship NONE Amount 3,179Relationship NONE”

Description of other expenses Part I line 16

“Description Amountclub sympathy 75meal expense 15,226Club supplies 608RI PHF payments 3,692Interact Expenses 1,360Life Leadership conference tuition 2,000District 6290 dues 1,959Rotary International dues 2,795Chamber of Commerce dues 100Rotary Youth Exchange costs 3,724Conferences, conventions, meetings 169Reading Rock Festival expense 2,183STRIVE scholarships 565Credit card fees 12Business registration fees 200Equipment rental and maintenance 950Misc (7)Books and banners 1,380Printing and copying 468”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts receivable 1,087 286Undeposited funds 165 0”

Raw XML Appendix135 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/PersonNm0BRIAN MCNAMARA
IRS990EZ/BooksInCareOfDetail/PhoneNum06164810635
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07540 9 MILE ROAD NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rockford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049341
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023349
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021524
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01156
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2791
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021810
IRS990EZ/FundraisingGrossIncomeAmt025907
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03179
IRS990EZ/GrossReceiptsAmt052219
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024533
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021810
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024601
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021810
IRS990EZ/OccupancyRentUtltsAndMaintAmt0479
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jon Loux
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom VanDam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN MCNAMARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIK LUXHOJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01252
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0286
IRS990EZ/OtherExpensesTotalAmt037459
IRS990EZ/OtherRevenueTotalAmt0603
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ROTARY INTL PGMS LOCAL CHARITIES
IRS990EZ/PrintingPublicationsPostageAmt0127
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donations to North Kent Service Center NKSC NKSC provides clothing food and furnishings to families in need
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION TO ROTARY INTERNATIONALS POLIO PLUS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Shop With A Cop-Support local police dept to purchase Christmas Gifts for underprivileged children
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0560
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013766
IRS990EZ/SpecialEventsNetIncomeLossAmt012141
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041244
IRS990EZ/TotalProgramServiceExpensesAmt02560
IRS990EZ/TotalRevenueAmt038453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0ROCKFORDMIROTARY.COM
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fruit Nut sa
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BBQ Sale
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amountmiscellaneous 493uncategorized income 110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity lOCAL COMMUNITY GRANTs Grantee 13 grants to various organizations Relationship NONE Amount 3,179Relationship NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description Amountclub sympathy 75meal expense 15,226Club supplies 608RI PHF payments 3,692Interact Expenses 1,360Life Leadership conference tuition 2,000District 6290 dues 1,959Rotary International dues 2,795Chamber of Commerce dues 100Rotary Youth Exchange costs 3,724Conferences, conventions, meetings 169Reading Rock Festival expense 2,183STRIVE scholarships 565Credit card fees 12Business registration fees 200Equipment rental and maintenance 950Misc (7)Books and banners 1,380Printing and copying 468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts receivable 1,087 286Undeposited funds 165 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian K McNamara
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06164810635
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ROCKFORD MICHIGAN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386150526
ReturnHeader/Filer/USAddress/AddressLine1Txt07540 9 MILE ROAD NE
ReturnHeader/Filer/USAddress/CityNm0Rockford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049341
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383630982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMC Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07540 9 Mile Road NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049341
ReturnHeader/PreparerPersonGrp/PhoneNum06164810635
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian McNamara
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-04T21:49:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,810
Liabilities
$0
Net assets
$21,810
Revenue
$38,453
Expenses
$41,244
Net income
-$2,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.4$16.6$8.84$41.6$45.0$3.40
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$15.9$12.2$50.4$45.0$5.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$11.2$14.0$72.3$71.7$0.61
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$18.6$2.20$16.4$51.9$57.0$5.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$45.8$37.5$8.28
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.0$0.77$13.2$25.3$18.8$6.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.77$6.75$24.9$23.3$1.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$7.26$5.15$22.0$29.8$7.81
2017Detailed filing. Detailed filing data is available for this year.$13.6$0.65$13.0$36.6$45.5$8.85
2016Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$38.5$41.2$2.79
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.00$24.6$42.9$47.4$4.49
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$4.79$29.1$46.0$55.8$9.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$59.9$62.2$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$29.9$42.1$65.8$23.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$53.6$52.4$50.9$1.46
2009Summary only. Only limited summary data is available for this year.$52.7$0.00$47.2$45.0$2.18
2008Summary only. Only limited summary data is available for this year.$50.4$0.00$49.2$50.0$0.85