Civic Intelligence

Rotary International District 6220

990EZ • Fiscal year 2014 • EIN 39-1262765

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 19, 2014

2360 Duck Creek ParkwayMarquette, MI 54303

(920) 336-9850

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

7.9%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

34th percentile

-6.6%

Faster revenue growth than 34% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$220,890

Up $16,231 (+7.9%) from 2013

Net Assets

Up

$220,890

Up $22,907 (+12%) from 2013

Liabilities

Down

$0

Down $6,676 (-100%) from 2013

Revenue

Down

$138,333

Down $9,804 (-6.6%) from 2013

Expenses

Down

$116,246

Down $32,492 (-22%) from 2013

Net Income

Up

$22,087

Up $22,688 (+3775%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $138,921Liabilities 2010: $0Net Assets 2010: $138,9212010Assets 2011: $170,659Liabilities 2011: $1502011Assets 2012: $192,920Liabilities 2012: $8Net Assets 2012: $192,9122012Assets 2013: $204,659Liabilities 2013: $6,676Net Assets 2013: $197,9832013Assets 2014: $220,890Liabilities 2014: $0Net Assets 2014: $220,8902014Assets 2015: $238,397Liabilities 2015: $0Net Assets 2015: $238,3972015Assets 2016: $271,914Liabilities 2016: $12,322Net Assets 2016: $259,5922016Assets 2017: $278,039Liabilities 2017: $14,850Net Assets 2017: $263,1892017Assets 2018: $312,096Liabilities 2018: $35,344Net Assets 2018: $276,7522018Assets 2019: $279,076Liabilities 2019: $0Net Assets 2019: $279,0762019Assets 2020: $278,983Liabilities 2020: $0Net Assets 2020: $278,9832020Assets 2021: $299,592Liabilities 2021: $0Net Assets 2021: $299,5922021Assets 2022: $233,618Liabilities 2022: $0Net Assets 2022: $233,6182022Assets 2023: $248,488Liabilities 2023: $45,147Net Assets 2023: $203,3412023Assets 2024: $206,792Net Assets 2024: $206,7922024Assets 2025: $243,661Liabilities 2025: $44,575Net Assets 2025: $199,0862025

Highlighted filing

2014

Assets$220,890
Liabilities$0
Net Assets$220,890

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $121,807Expenses 2010: $96,370Net Income 2010: $25,4372010Revenue 2011: $128,526Expenses 2011: $101,988Net Income 2011: $26,5382011Revenue 2012: $128,987Expenses 2012: $161,803Net Income 2012: -$32,8162012Revenue 2013: $148,137Expenses 2013: $148,738Net Income 2013: -$6012013Revenue 2014: $138,333Expenses 2014: $116,246Net Income 2014: $22,0872014Revenue 2015: $185,667Expenses 2015: $168,516Net Income 2015: $17,1512015Revenue 2016: $127,837Expenses 2016: $106,642Net Income 2016: $21,1952016Revenue 2017: $126,570Expenses 2017: $122,973Net Income 2017: $3,5972017Revenue 2018: $228,011Expenses 2018: $214,448Net Income 2018: $13,5632018Revenue 2019: $183,194Expenses 2019: $180,870Net Income 2019: $2,3242019Revenue 2020: $124,507Expenses 2020: $124,600Net Income 2020: -$932020Revenue 2021: $65,271Expenses 2021: $44,662Net Income 2021: $20,6092021Revenue 2022: $63,037Expenses 2022: $129,011Net Income 2022: -$65,9742022Revenue 2023: $100,265Expenses 2023: $130,542Net Income 2023: -$30,2772023Revenue 2024: $119,991Expenses 2024: $116,540Net Income 2024: $3,4512024Revenue 2025: $129,451Expenses 2025: $137,157Net Income 2025: -$7,7062025

Highlighted filing

2014

Revenue$138,333
Expenses$116,246
Net Income$22,087
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 19, 2014
Return Version
2013v3.0
Gross Receipts
$138,333
Mission and Program Overview

Mission

Develop community service projects that address today's most critical issues such as children at risk, poverty/hunger, environment, illiteracy & violence.

Program Services

DescriptionGrantsExpenses
LOCAL OR INTERNATIONAL HEALTH AND HUMAN SERVICES PROJECTS.$0$30,020
ROTARY YOUTH LEADERSHIP AWARD WHICH IS A TRAINING PROGRAM FOR JUNIOR AND SENIORS IN THE DISTRICT'S HIGH SCHOOLS$0$22,948
TRAINING CLUB BOARD MEMBERS AND COMMITTEE CHAIRS$0$3,266
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN HANDRICKDistrict Treasurer-$0--
MARY WEED-WHEELERDistrict Secretary-$0--
ROBERT WILLIAM SHARKEYIpdgPT$0--
CHRISTINE HALLAssistant Governor Area 2-$0--
THOMAS ANDESAssistant Governor Area 3-$0--
DIANE M DAPPERNAssistant Governor Area 7-$0--
MARI WINDSOR BUCHEAssistant Governor Area 1-$0--
ANN FUGEAssistant Governor Area 9-$0--
JOEL SULLIVANGrants Committee Chair-$0--
DAVID B YEGHIAIANDistrict Governor-$0--
GREGORY DIETZAssistant Governor Area 10-$0--
CHERYL ESKRIDGEAssistant Governor Area 8-$0--
Filing and Contact Details

Filer

EIN
39-1262765
Phone
9203369850

Signing Officer

Name
David Yeghiaian
Title
District Governor
Phone
9203369850
Signed
2014-08-19
Discuss with paid preparer
Yes

Preparer

Preparer
Steve Handrick
Phone
9203369850
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 220.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: ri income. Amount: 7,957. Description: miscellaneous income. Amount: 1,912. Description: events. Amount: 7,899. Description: project fund income. Amount: 3,065. Total to form 990-ez, line 8: 20,833.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 283.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: project fund expenses. Amount: 30,020. Description: district governor. Amount: 3,809. Description: assistant governors. Amount: 4,080. Description: district office. Amount: 9,218. Description: general and commitee. Amount: 49,647. Description: district governor elect. Amount: 14,099. Description: district governor nominee. Amount: 445. Description: travel. Amount: 86. Description: pets expense. Amount: 33. Total to form 990-ez, line 16: 111,437.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: temporary restricted net assets. Amount: 820.

Form 990-ez, Part II, Line 24 - Other Assets

Description: equipment (net). Beg. Of year amount: 90. End of year amount: 1,098.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to clubs. Beg. Of year amount: 6,676. End of year amount: 0.

Form 990-ez Part V Line 34

3 new committes were added to the by-laws for the reporting tax year. The grant committee, which will be composed of seven members two of which shall not be current members of the district board. The at-large members will serve 2 year terms whereby one person will be chosen in even years and the other in odd years so that one at-large member will be new during each year. Public relations committee - which promotes rotary to external audiences and fosters understanding, appreciation, and support for the organization's programs. It also helps rotarians understand that effective external publicity, favorable public relations, and a positive image build support for the organization, inspire potential donors and attract possible candidates for membership. Lastly the membership committee - this committee identifies, markets and implements membership development strategies that are appropriate for the district and will result in membership growth. The committee also works with the district public relations committee to plan activities that will aid membership development efforts; and encourages clubs to develop and implement innovative membership development strategies.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN HANDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY WEED-WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT WILLIAM SHARKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS ANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DIANE M DAPPERN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOEL SULLIVAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GREGORY DIETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHERYL ESKRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IPDG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT GOVERNOR AREA 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT GOVERNOR AREA 3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT GOVERNOR AREA 7
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT GOVERNOR AREA 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASSISTANT GOVERNOR AREA 9
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8GRANTS COMMITTEE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DISTRICT GOVERNOR
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt01098
IRS990EZ/OtherChangesInNetAssetsAmt0820
IRS990EZ/OtherExpensesTotalAmt0111437
IRS990EZ/OtherRevenueTotalAmt020833
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOP COMMUNITY SERVICE PROJECTS THAT ADDRESS TODAY'S MOST CRITICAL ISSUES SUCH AS CHILDREN AT RISK, POVERTY/HUNGER, ENVIRONMENT, ILLITERACY & VIOLENCE.
IRS990EZ/PrintingPublicationsPostageAmt02488
IRS990EZ/ProgramServiceRevenueAmt026900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL OR INTERNATIONAL HEALTH AND HUMAN SERVICES PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY YOUTH LEADERSHIP AWARD WHICH IS A TRAINING PROGRAM FOR JUNIOR AND SENIORS IN THE DISTRICT'S HIGH SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TRAINING CLUB BOARD MEMBERS AND COMMITTEE CHAIRS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122948
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23266
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IRS990EZ/TotalRevenueAmt0138333
IRS990EZ/TypeOfOrganizationOtherDesc0SERVICE ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RIDISTRICT6220.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RI INCOME. AMOUNT: 7,957. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 1,912. DESCRIPTION: EVENTS. AMOUNT: 7,899. DESCRIPTION: PROJECT FUND INCOME. AMOUNT: 3,065. TOTAL TO FORM 990-EZ, LINE 8: 20,833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 283.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PROJECT FUND EXPENSES. AMOUNT: 30,020. DESCRIPTION: DISTRICT GOVERNOR. AMOUNT: 3,809. DESCRIPTION: ASSISTANT GOVERNORS. AMOUNT: 4,080. DESCRIPTION: DISTRICT OFFICE. AMOUNT: 9,218. DESCRIPTION: GENERAL AND COMMITEE. AMOUNT: 49,647. DESCRIPTION: DISTRICT GOVERNOR ELECT. AMOUNT: 14,099. DESCRIPTION: DISTRICT GOVERNOR NOMINEE. AMOUNT: 445. DESCRIPTION: TRAVEL. AMOUNT: 86. DESCRIPTION: PETS EXPENSE. AMOUNT: 33. TOTAL TO FORM 990-EZ, LINE 16: 111,437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: TEMPORARY RESTRICTED NET ASSETS. AMOUNT: 820.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: EQUIPMENT (NET). BEG. OF YEAR AMOUNT: 90. END OF YEAR AMOUNT: 1,098.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: DUE TO CLUBS. BEG. OF YEAR AMOUNT: 6,676. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt73 NEW COMMITTES WERE ADDED TO THE BY-LAWS FOR THE REPORTING TAX YEAR. THE GRANT COMMITTEE, WHICH WILL BE COMPOSED OF SEVEN MEMBERS TWO OF WHICH SHALL NOT BE CURRENT MEMBERS OF THE DISTRICT BOARD. THE AT-LARGE MEMBERS WILL SERVE 2 YEAR TERMS WHEREBY ONE PERSON WILL BE CHOSEN IN EVEN YEARS AND THE OTHER IN ODD YEARS SO THAT ONE AT-LARGE MEMBER WILL BE NEW DURING EACH YEAR. PUBLIC RELATIONS COMMITTEE - WHICH PROMOTES ROTARY TO EXTERNAL AUDIENCES AND FOSTERS UNDERSTANDING, APPRECIATION, AND SUPPORT FOR THE ORGANIZATION'S PROGRAMS. IT ALSO HELPS ROTARIANS UNDERSTAND THAT EFFECTIVE EXTERNAL PUBLICITY, FAVORABLE PUBLIC RELATIONS, AND A POSITIVE IMAGE BUILD SUPPORT FOR THE ORGANIZATION, INSPIRE POTENTIAL DONORS AND ATTRACT POSSIBLE CANDIDATES FOR MEMBERSHIP. LASTLY THE MEMBERSHIP COMMITTEE - THIS COMMITTEE IDENTIFIES, MARKETS AND IMPLEMENTS MEMBERSHIP DEVELOPMENT STRATEGIES THAT ARE APPROPRIATE FOR THE DISTRICT AND WILL RESULT IN MEMBERSHIP GROWTH. THE COMMITTEE ALSO WORKS WITH THE DISTRICT PUBLIC RELATIONS COMMITTEE TO PLAN ACTIVITIES THAT WILL AID MEMBERSHIP DEVELOPMENT EFFORTS; AND ENCOURAGES CLUBS TO DEVELOP AND IMPLEMENT INNOVATIVE MEMBERSHIP DEVELOPMENT STRATEGIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ PART V LINE 34
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID YEGHIAIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09203369850
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL DISTRICT 6220
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391262765
ReturnHeader/Filer/PhoneNum09203369850
ReturnHeader/Filer/USAddress/AddressLine102360 DUCK CREEK PARKWAY
ReturnHeader/Filer/USAddress/City0GREEN BAY
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102360 DUCK CREEK PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0543033300
ReturnHeader/PreparerPersonGrp/PhoneNum09203369850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE HANDRICK
ReturnHeader/ReturnTs02014-08-27T10:44:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.44$0.45$1.99$1.29$1.37$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.07$2.07$1.20$1.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.45$2.03$1.00$1.31$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.63$1.29$0.66
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.65$0.45$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.25$1.25$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.83$1.81$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.35$2.77$2.28$2.14$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.15$2.63$1.27$1.23$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.12$2.60$1.28$1.07$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.86$1.69$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.38$1.16$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.07$1.98$1.48$1.49$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$1.29$1.62$0.33
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$1.29$1.02$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$1.22$0.96$0.25