Civic Intelligence

Rotary International Rochester

990EZ • Fiscal year 2021 • EIN 38-6150539

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 13, 2021

Organization ProfileWWW.ROCHESTERROTARYCLUB.ORG
PO Box 81523Rochester, MI 48308

(248) 601-9500

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

66th percentile

19%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$58,210

Up $10,444 (+22%) from 2020

Net Assets

Up

$58,210

Up $10,444 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th percentile

Revenue

Down

$55,709

Down $13,802 (-20%) from 2020

Expenses

Down

$45,266

Down $14,356 (-24%) from 2020

Net Income

Up

$10,443

Up $554 (+5.6%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$58,210
Liabilities$0
Net Assets$58,210
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$55,709
Expenses$45,266
Net Income$10,443
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 13, 2021
Return Version
2020v4.0
Gross Receipts
$55,709
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.-$950
SUPPORT WORLDWIDE CHARITABLE ACTIVITIES FOR POLIO VACCINATION AND OTHER RELIEF PROGRAMS.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD LICHTLEPresidentPT$0--
REV DAVID EARDLEYPresident El-$0--
DR TIM DUNCANPresident No-$0--
JEFF WHITBEYSecretary-$0--
KYLE JOHNSONAssistant Se-$0--
VINCENT MATTINA JR CPATreasurer-$0--
CHRISTINE HAGEAssistant Tr-$0--
CYNDEE ANDREWSDirector-$0--
RAY DOERRDirector-$0--
STEVE OEHLERDirector-$0--
WAYNE HODGESImmediate Pa-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Rochester
EIN
38-6150539
Phone
2486019500
Address
PO BOX 81523, ROCHESTER, MI 48308

Signing Officer

Name
Ronald Lichtle
Title
President
Phone
2486520400
Signed
2021-07-13
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 supplies 20 dues & subscriptions 150 pins & awards 62 web site 856 public relations 7,333 computer expense 154 storage unit rent 756 merchant fees 1,091 social events 450 new member meeting 63 non-investment depreciation 1,121 total 12,056”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,022 5,144 due from rotary charities 50 56 4,517 4,517 less accumulated depreciation 3,396 4,517 total 4,193 5,200”

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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RONALD LICHTLE
CompensationExplanation/CompensationExplanationGrp/PersonNm1REV DAVID EARDLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2DR TIM DUNCAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3JEFF WHITBEY
CompensationExplanation/CompensationExplanationGrp/PersonNm4KYLE JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5VINCENT MATTINA JR CPA
CompensationExplanation/CompensationExplanationGrp/PersonNm6CHRISTINE HAGE
CompensationExplanation/CompensationExplanationGrp/PersonNm7CYNDEE ANDREWS
CompensationExplanation/CompensationExplanationGrp/PersonNm8RAY DOERR
CompensationExplanation/CompensationExplanationGrp/PersonNm9STEVE OEHLER
CompensationExplanation/CompensationExplanationGrp/PersonNm10WAYNE HODGES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0VINCENT MATTINA JR CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum02486019500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01214 N MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048307
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055709
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010443
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033062
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058210
IRS990EZ/GrossReceiptsAmt055709
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047767
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058210
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047767
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
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/PersonNm0RONALD LICHTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REV DAVID EARDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR TIM DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF WHITBEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KYLE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VINCENT MATTINA JR CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTINE HAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CYNDEE ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RAY DOERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVE OEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WAYNE HODGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT NO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10IMMEDIATE PA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04193
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05200
IRS990EZ/OtherExpensesTotalAmt012056
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INTERNATIONAL AND LOCAL COMMUNITY HUMANITARIAN SUPPORT TO IMPROVE WORLD CONDITIONS WITH PRIMARY GOAL OF EDRAICATING POLIO.
IRS990EZ/PrintingPublicationsPostageAmt0148
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/ProgramServiceExpensesAmt0950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045266
IRS990EZ/TotalProgramServiceExpensesAmt0950
IRS990EZ/TotalRevenueAmt055709
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUB.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 20 DUES & SUBSCRIPTIONS 150 PINS & AWARDS 62 WEB SITE 856 PUBLIC RELATIONS 7,333 COMPUTER EXPENSE 154 STORAGE UNIT RENT 756 MERCHANT FEES 1,091 SOCIAL EVENTS 450 NEW MEMBER MEETING 63 NON-INVESTMENT DEPRECIATION 1,121 TOTAL 12,056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,022 5,144 DUE FROM ROTARY CHARITIES 50 56 4,517 4,517 LESS ACCUMULATED DEPRECIATION 3,396 4,517 TOTAL 4,193 5,200
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD LICHTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02486520400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL ROCHESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386150539
ReturnHeader/Filer/PhoneNum02486019500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81523
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048308
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/PreparationDt02021-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT J MATTINA JR
ReturnHeader/ReturnTs02021-07-27T13:22:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LICHTLE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,210
Liabilities
$0
Net assets
$58,210
Revenue
$55,709
Expenses
$45,266
Net income
$10,443
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
2021Detailed filing. Detailed filing data is available for this year.$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
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