Civic Intelligence

Rotary International Rochester

990EZ • Fiscal year 2019 • EIN 38-6150539

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2019

Organization ProfileWWW.ROCHESTERROTARYCLUB.ORG
PO Box 81523Rochester, 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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-9.1%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$37,795

Up $6,815 (+22%) from 2018

Net Assets

Up

$37,795

Up $6,815 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin61st percentile

Revenue

Down

$86,325

Down $8,615 (-9.1%) from 2018

Expenses

Down

$79,509

Down $6,134 (-7.2%) from 2018

Net Income

Down

$6,816

Down $2,481 (-27%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st 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: $02016Assets 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

2019

Assets$37,795
Liabilities$0
Net Assets$37,795
Open 2019 Filing

Operations Trend

Revenue Growth32nd 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

2019

Revenue$86,325
Expenses$79,509
Net Income$6,816
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2019
Return Version
2018v3.1
Gross Receipts
$86,325
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDE VOLUNTERS AND DIRECT SUPPORT FOR ROTARY CHARITIES FOR SCHOLARSHIP AND CHARITABLE PROGRAMS.-$6,667
SUPPORT WORLDWIDE CHARITABLE ACTIVITIES FOR POLIO VACCINATION AND OTHER RELIEF PROGRAMS.-$4,825
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODNEY HULBERTPresidentPT$0--
RONALD LICHTLEVice Preside-$0--
WAYNE HODGESPresident El-$0--
RONALD DILIDDOPast Preside-$0--
REV DAVID EARDLEYSecretary-$0--
VINCE MATTINATreasurer-$0--
DR TIM DUNCANAssistant Tr-$0--
JEFF WHITBEYDirector-$0--
JANET MCPEEKDirector-$0--
KYLE JOHNSONDirector-$0--
STEVE OEHLERDirector-$0--
RAYMOND DOERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Rochester
EIN
38-6150539
Phone
2486520400
Address
PO BOX 81523, ROCHESTER, MI 48308

Signing Officer

Name
Rodney Hulbert
Title
President
Phone
2486520400
Signed
2019-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Mattina Kent & Gibbons Pc
Address
1214 N MAIN ST, ROCHESTER, MI 48307
Preparer
Vincent J Mattina Jr
Phone
2486019500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses international conference 4,525 district conference 772 pets training 2,104 district training 35 past presidents meetings 1,793 music 1,125 supplies 164 dues & subscriptions 30 pins & awards 1,221 web site 795 public relations 4,273 youth expenses 1,904 bad debt - general 887 storage unit rent 672 merchant fees 1,272 miscellaneous 380 chamber dues 150 new member drive 100 presidents discretionary 61 bank charges 40 total 22,303”

Form 990-ez, Part II, Line 24

“Accounts receivable 7,976 3,678 due from rotary charities 0 163 3,396 3,396 less accumulated depreciation 3,396 3,396 total 7,976 3,841”

Form 990-ez, Part III

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

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/PersonNm0VINCE MATTINA
IRS990EZ/BooksInCareOfDetail/PhoneNum02486520400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01214 N MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048307
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023003
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt086325
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06816
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt057086
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030979
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037795
IRS990EZ/GrossReceiptsAmt086325
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030979
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037795
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030979
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037795
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RODNEY HULBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD LICHTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE HODGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RONALD DILIDDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REV DAVID EARDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VINCE MATTINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DR TIM DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF WHITBEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JANET MCPEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KYLE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10STEVE OEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11RAYMOND DOER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07976
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03841
IRS990EZ/OtherExpensesTotalAmt022303
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INTERNATIONAL AND LOCAL COMMUNITY HUMANITARIAN SUPPORT TO IMPROVE WORLD CONDITIONS WITH PRIMARY GOAL OF EDRAICATING POLIO.
IRS990EZ/PrintingPublicationsPostageAmt0120
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/ProgramServiceExpensesAmt06667
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14825
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079509
IRS990EZ/TotalProgramServiceExpensesAmt011492
IRS990EZ/TotalRevenueAmt086325
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUB.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTERNATIONAL CONFERENCE 4,525 DISTRICT CONFERENCE 772 PETS TRAINING 2,104 DISTRICT TRAINING 35 PAST PRESIDENTS MEETINGS 1,793 MUSIC 1,125 SUPPLIES 164 DUES & SUBSCRIPTIONS 30 PINS & AWARDS 1,221 WEB SITE 795 PUBLIC RELATIONS 4,273 YOUTH EXPENSES 1,904 BAD DEBT - GENERAL 887 STORAGE UNIT RENT 672 MERCHANT FEES 1,272 MISCELLANEOUS 380 CHAMBER DUES 150 NEW MEMBER DRIVE 100 PRESIDENTS DISCRETIONARY 61 BANK CHARGES 40 TOTAL 22,303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 7,976 3,678 DUE FROM ROTARY CHARITIES 0 163 3,396 3,396 LESS ACCUMULATED DEPRECIATION 3,396 3,396 TOTAL 7,976 3,841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNATIONAL AND LOCAL COMMUNITY HUMANITARIAN SUPPORT TO IMPROVE WORLD CONDITIONS WITH PRIMARY GOAL OF EDRAICATING POLIO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODNEY HULBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02486520400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL ROCHESTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RODNEY HULBERT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386150539
ReturnHeader/Filer/PhoneNum02486520400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81523
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048308
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B303C24BB968FC157B7261BD84E4F164994C85F1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B303C24BB968FC157B7261BD84E4F164994C85F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.192.118.253
ReturnHeader/FilingSecurityInformation/IPDt02019-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:28:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382808585
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTINA KENT & GIBBONS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01214 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048307
ReturnHeader/PreparerPersonGrp/PhoneNum02486019500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT J MATTINA JR
ReturnHeader/ReturnTs02019-08-27T14:28:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$37,795
Liabilities
$0
Net assets
$37,795
Revenue
$86,325
Expenses
$79,509
Net income
$6,816
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$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