Civic Intelligence

Rotary International Rochester

990EZ • Fiscal year 2016 • EIN 38-6150539

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 15, 2016

Organization ProfileROCHESTERROTARYCLUB.ORG
PO Box 1523Rochester, MI 48308

(248) 652-0400

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

41st percentile

-0.1%

Higher net margin than 41% 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

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

51st percentile

0.3%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$22,547

Down $75 (-0.3%) from 2015

Net Assets

Down

$22,547

Down $75 (-0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin41st percentile

Revenue

Up

$87,518

Up $225 (+0.3%) from 2015

Expenses

Up

$87,593

Up $5,490 (+6.7%) from 2015

Net Income

Down

-$75

Down $5,265 (-101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$80K$60K$40K$20K$0Assets 2012: $27,068Net Assets 2012: $27,0682012Assets 2013: $19,158Liabilities 2013: $02013Assets 2014: $17,583Liabilities 2014: $0Net Assets 2014: $17,5832014Assets 2015: $22,622Liabilities 2015: $0Net Assets 2015: $22,6222015Assets 2016: $22,547Liabilities 2016: $0Net Assets 2016: $22,5472016Assets 2017: $21,690Liabilities 2017: $6Net Assets 2017: $21,6842017Assets 2018: $30,980Liabilities 2018: $0Net Assets 2018: $30,9802018Assets 2019: $37,795Liabilities 2019: $0Net Assets 2019: $37,7952019Assets 2020: $47,766Liabilities 2020: $0Net Assets 2020: $47,7662020Assets 2021: $58,210Liabilities 2021: $0Net Assets 2021: $58,2102021Assets 2022: $70,764Liabilities 2022: $200Net Assets 2022: $70,5642022Assets 2023: $77,021Liabilities 2023: $02023Assets 2024: $46,612Liabilities 2024: $8452024Assets 2025: $40,686Liabilities 2025: $150Net Assets 2025: $40,5362025

Highlighted filing

2016

Assets$22,547
Liabilities$0
Net Assets$22,547
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

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

$100K$50K$0-$50KRevenue 2012: $65,531Expenses 2012: $70,110Net Income 2012: -$4,5792012Revenue 2013: $77,413Expenses 2013: $85,383Net Income 2013: -$7,9702013Revenue 2014: $74,417Expenses 2014: $79,443Net Income 2014: -$5,0262014Revenue 2015: $87,293Expenses 2015: $82,103Net Income 2015: $5,1902015Revenue 2016: $87,518Expenses 2016: $87,593Net Income 2016: -$752016Revenue 2017: $96,234Expenses 2017: $97,097Net Income 2017: -$8632017Revenue 2018: $94,940Expenses 2018: $85,643Net Income 2018: $9,2972018Revenue 2019: $86,325Expenses 2019: $79,509Net Income 2019: $6,8162019Revenue 2020: $69,511Expenses 2020: $59,622Net Income 2020: $9,8892020Revenue 2021: $55,709Expenses 2021: $45,266Net Income 2021: $10,4432021Revenue 2022: $86,293Expenses 2022: $73,939Net Income 2022: $12,3542022Revenue 2023: $84,198Expenses 2023: $77,741Net Income 2023: $6,4572023Revenue 2024: $53,976Expenses 2024: $85,230Net Income 2024: -$31,2542024Revenue 2025: $46,311Expenses 2025: $51,542Net Income 2025: -$5,2312025

Highlighted filing

2016

Revenue$87,518
Expenses$87,593
Net Income-$75
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$87,518
Mission and Program Overview

Mission

International and local community humanitarian support to improve world conditions with primary goal of edraicating polio.

Global organization of business and professional leaders united worldwide to provide humanitarian service and help build goodwill and peace.

Program Services

DescriptionGrantsExpenses
COST OF PROGRAMS AND MEETINGS.-$57,687
SUPPORT WORLDWIDE CHARITABLE ACTIVITIES FOR POLIO VACCINATION AND OTHER RELIEF PROGRAMS.-$16,342
PROVIDE VOLUNTERS AND DIRECT SUPPORT FOR ROTARY CHARITIES FOR SCHOLARSHIP AND CHARITABLE PROGRAMS.-$9,797
BROUGHT AN AWARENESS INTO THE COMMUNITY BY PROVIDING PROGRAMS TO BENEFIT LOCAL RESIDENTS AND DEVELOPED PROGRAMS FOR COMMUNITY INVOLVEMENT AND YOUTH PARTICIPATION.-$3,767
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN MCLELLANPresident-$0--
JEFFREY WHITBEYSecretary-$0--
ROGER ROLLERTreasurer-$0--
TOM NEVEAUPresident El-$0--
RON DILIDDOVice-Preside-$0--
JAY EASTMANPast Preside-$0--
OTIS WALTONAssist-Treas-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Rochester
EIN
38-6150539
Address
PO BOX 1523, ROCHESTER, MI 48308

Signing Officer

Name
Roger Roller
Title
Treasurer
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Rochester Certified Public Accountants
Address
445 SOUTH LIVERNOIS ROAD SUITE 100, ROCHESTER HILLS, MI 48307-2575
Preparer
Gerald J Wanket
Phone
2486569118
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Dues to affiliates district support pro 4,390 district 6380-canada/michigan rochester ca 48306 rotary intern'l dues international suppor 7,713 1560 sherman ave. Evanston il 60201 interact club affiliate youth support group 1,230 rochester schools rochester hills mi 48309”

Form 990-ez, Part I, Line 16

“Tiger event cost of goods sold 5,467 xmas dance cost of goods sold 7,656 membership meetings/meals cost of goods sold 38,228 expenses district assembly 333 district conferences 1,100 international conference 3,500 pets training 1,252 chamber dues 115 community good deeds 100 computer expenses 863 music 1,150 new member drive 984 other managements & opera 2,301 past presidents' meetings 1,324 pins/awards 1,623 printing and postage 98 public relations 4,407 rotary youth exchange 2,460 speakers 250 web site 699 total 73,910”

Form 990-ez, Part I, Line 20

“Miscellaneous prior year adjustments 0”

Form 990-ez, Part II, Line 24

“Accounts receivable 6,513 11,022 computer equipment 3,396 3,396 less accumulated depreciation 1,525 1,525 total 8,384 12,893”

Form 990-ez, Part III

“Global organization of business and professional leaders united worldwide to provide humanitarian service and help build goodwill and peace.”

Form 990-ez, Part III, Line 31

“Cost of programs and meetings.”

Raw XML Appendix126 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/BusinessName/BusinessNameLine1Txt0ROCHESTER CPA ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum02486520400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0445 S LIVERNOIS SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048307
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014238
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09654
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029278
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-75
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022622
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022547
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013333
IRS990EZ/GrossReceiptsAmt087518
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022622
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022547
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022622
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022547
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALAN MCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY WHITBEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROGER ROLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM NEVEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON DILIDDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAY EASTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6OTIS WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSIST-TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08384
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012893
IRS990EZ/OtherExpensesTotalAmt073910
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GLOBAL ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED WORLDWIDE TO PROVIDE HUMANITARIAN SERVICE AND HELP BUILD GOODWILL AND PEACE.
IRS990EZ/ProgramServiceRevenueAmt058240
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE VOLUNTERS AND DIRECT SUPPORT FOR ROTARY CHARITIES FOR SCHOLARSHIP AND CHARITABLE PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT WORLDWIDE CHARITABLE ACTIVITIES FOR POLIO VACCINATION AND OTHER RELIEF PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BROUGHT AN AWARENESS INTO THE COMMUNITY BY PROVIDING PROGRAMS TO BENEFIT LOCAL RESIDENTS AND DEVELOPED PROGRAMS FOR COMMUNITY INVOLVEMENT AND YOUTH PARTICIPATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COST OF PROGRAMS AND MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09797
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116342
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23767
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt357687
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087593
IRS990EZ/TotalProgramServiceExpensesAmt087593
IRS990EZ/TotalRevenueAmt087518
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROCHESTERROTARYCLUB.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES TO AFFILIATES DISTRICT SUPPORT PRO 4,390 DISTRICT 6380-CANADA/MICHIGAN ROCHESTER CA 48306 ROTARY INTERN'L DUES INTERNATIONAL SUPPOR 7,713 1560 SHERMAN AVE. EVANSTON IL 60201 INTERACT CLUB AFFILIATE YOUTH SUPPORT GROUP 1,230 ROCHESTER SCHOOLS ROCHESTER HILLS MI 48309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIGER EVENT COST OF GOODS SOLD 5,467 XMAS DANCE COST OF GOODS SOLD 7,656 MEMBERSHIP MEETINGS/MEALS COST OF GOODS SOLD 38,228 EXPENSES DISTRICT ASSEMBLY 333 DISTRICT CONFERENCES 1,100 INTERNATIONAL CONFERENCE 3,500 PETS TRAINING 1,252 CHAMBER DUES 115 COMMUNITY GOOD DEEDS 100 COMPUTER EXPENSES 863 MUSIC 1,150 NEW MEMBER DRIVE 984 OTHER MANAGEMENTS & OPERA 2,301 PAST PRESIDENTS' MEETINGS 1,324 PINS/AWARDS 1,623 PRINTING AND POSTAGE 98 PUBLIC RELATIONS 4,407 ROTARY YOUTH EXCHANGE 2,460 SPEAKERS 250 WEB SITE 699 TOTAL 73,910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS PRIOR YEAR ADJUSTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 6,513 11,022 COMPUTER EQUIPMENT 3,396 3,396 LESS ACCUMULATED DEPRECIATION 1,525 1,525 TOTAL 8,384 12,893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GLOBAL ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED WORLDWIDE TO PROVIDE HUMANITARIAN SERVICE AND HELP BUILD GOODWILL AND PEACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COST OF PROGRAMS AND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER ROLLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL ROCHESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386150539
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1523
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300340436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROCHESTER CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 SOUTH LIVERNOIS ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483072575
ReturnHeader/PreparerPersonGrp/PhoneNum02486569118
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD J WANKET
ReturnHeader/ReturnTs02016-08-29T14:13:12-05:00
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
$22,547
Liabilities
$0
Net assets
$22,547
Revenue
$87,518
Expenses
$87,593
Net income
-$75
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.7$0.15$40.5$46.3$51.5$5.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.6$0.85$54.0$85.2$31.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.0$0.00$84.2$77.7$6.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.8$0.20$70.6$86.3$73.9$12.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.2$0.00$58.2$55.7$45.3$10.4
2020Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$69.5$59.6$9.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$0.00$37.8$86.3$79.5$6.82
2018Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$94.9$85.6$9.30
2017Detailed filing. Detailed filing data is available for this year.$21.7$0.01$21.7$96.2$97.1$0.86
2016Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$87.5$87.6$0.08
2015Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$87.3$82.1$5.19
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$74.4$79.4$5.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$77.4$85.4$7.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.1$27.1$65.5$70.1$4.58