ANN ARBOR ROTARY ENDOWMENT

Address
PO BOX 131217
ANN ARBOR, MI 481131217
Contact
Website: http://www.annarborrotary.org
Phone: +1 (734) 662-1734
Nonprofit
NTEE: S80 - Community Service Clubs
EIN: 38-6092093

Mission

TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES.
 20162015201420132012
Basic features of the organization
Year of formation1959
Metropolitan statistical area2162
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$11,450.00$11,100.00$10,680.00$10,320.00 
Number of employees00000
Personnel
Ackenhusen, John
TitleCLUB TREASURCLUB TREASURCLUB TREASURCLUB TREASUR 
Name of key/compensated personJOHN G ACKENHUSENJOHN G ACKENHUSENJOHN G ACKENHUSENJOHN G ACKENHUSEN 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Current officerTrue    
Average hours per week working for org 4.004.004.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Bhatia, Nishta
Title   IMMEDIATE PAPRESIDENT
Name of key/compensated person   NISHTA BHATIANISHTA BHATIA
Position of compensated person
Current individual trustee or director   TrueTrue
Current officer   TrueTrue
Average hours per week working for org   5.005.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Black, Brandon
TitleDIRECTOR    
Name of key/compensated personBRANDON BLACK    
Position of compensated person
Current individual trustee or directorTrue    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Buckler, Robert
Title DIRECTORTRUSTEE  
Name of key/compensated person ROBERT J BUCKLERROBERT J BUCKLER  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 4.004.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Clark, E
Title  DIRECTOR  
Name of key/compensated person  E SPAULDING CLARK  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  4.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Clark, Spaulding
Title   DIRECTOR 
Name of key/compensated person   SPAULDING CLARK 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   4.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Crone, Charles
Title   TRUSTEETRUSTEE
Name of key/compensated person   CHARLES CRONECHARLES CRONE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   4.004.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Digiovanni, Anthony
Title    TRUSTEE
Name of key/compensated person    ANTHONY DIGIOVANNI
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    4.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Drumm, Mel
TitleDIRECTOR    
Name of key/compensated personMEL J DRUMM MEL DRUMM  
Position of compensated person
Current individual trustee or directorTrue True  
Average hours per week working for org  5.00  
Reportable compensation from org$0.00 $0.00  
Other comp, non-reportable, from org and related orgs$0.00 $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00  
Fitzsimmons, Beth
Title    PAST PRESIDE
Name of key/compensated person    BETH FITZSIMMONS
Position of compensated person
Current individual trustee or director    True
Current officer    True
Average hours per week working for org    5.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Foley, Claire
Title  DIRECTORDIRECTORSECRETARY
Name of key/compensated person  CLAIRE FOLEYCLAIRE FOLEYCLAIRE FOLEY
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Current officer  TrueTrueTrue
Average hours per week working for org  5.005.005.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Foster, Mark
Title    TRUSTEE
Name of key/compensated person    MARK FOSTER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    4.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Gray, Susan
Title   DIRECTOR 
Name of key/compensated person   SUSAN SMITH GRAY 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   4.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Hays, Mary
Title DIRECTORDIRECTOR TRUSTEE
Name of key/compensated person MARY HAYSMARY HAYS MARY HAYS
Position of compensated person
Current individual trustee or director TrueTrue True
Average hours per week working for org 4.004.00 4.00
Reportable compensation from org $0.00$0.00 $0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00 $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00 $0.00
Herbert, Norman
Title    TRUSTEE
Name of key/compensated person    NORMAN HERBERT
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    4.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Herold, J
TitleSECRETARYSECRETARYSECRETARYSECRETARY 
Name of key/compensated personJ DOWNS HEROLDJ DOWNS HEROLDJ DOWNS HEROLDJ DOWNS HEROLD 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Current officerTrueTrue   
Average hours per week working for org 5.005.005.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Hiltz, Barbara
TitleDIRECTOR    
Name of key/compensated personBARBARA S HILTZ    
Position of compensated person
Current individual trustee or directorTrue    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Holland, Maurita
Title IMMEDIATE PAPRESIDENTVP & PRESIDE 
Name of key/compensated person MAURITA P HOLLANDMAURITA P HOLLANDMAURITA P HOLLAND 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Current officer TrueTrueTrue 
Average hours per week working for org 5.005.005.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Keosaian, David
Title ENDOWMENT TRENDOWMENT TRENDOWMENT TRENDOWMENT TR
Name of key/compensated person DAVID J KEOSAIANDAVID J KEOSAIANDAVID J KEOSAIANDAVID J KEOSAIAN
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Current officer TrueTrueTrueTrue
Average hours per week working for org 5.005.005.005.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Kephart, H
Title  DIRECTORDIRECTOR 
Name of key/compensated person  H TODD KEPHARTH TODD KEPHART 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  4.004.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Kerry, Karen
TitleIMMED PAST PPRESIDENTVP & PRESIDE  
Name of key/compensated personKAREN D KERRYKAREN D KERRYKAREN D KERRY  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Current officerTrueTrueTrue  
Average hours per week working for org 5.005.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Ouimet, Mark
TitleTREASURER    
Name of key/compensated personMARK C OUIMET    
Position of compensated person
Current individual trustee or directorTrue    
Current officerTrue    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Reading, Agnes
Title   DIRECTOR 
Name of key/compensated person   AGNES PEARSON READING 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   4.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Sarkar, Ashish
TitlePRESIDENTVP & PRESIDEDIRECTOR  
Name of key/compensated personASHISH D SARKARASHISH D SARKARASHISH D SARKAR  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Current officerTrueTrue   
Average hours per week working for org 5.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Sarns, David
Title    TRUSTEE
Name of key/compensated person    DAVID SARNS
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    4.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Schram, Stephen
TitleDIRECTOR    
Name of key/compensated personSTEPHEN M SCHRAM    
Position of compensated person
Current individual trustee or directorTrue    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Sewell, Carol
Title    TRUSTEE
Name of key/compensated person    CAROL SEWELL
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    4.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Shedden, Leo
TitleDIRECTOR    
Name of key/compensated personLEO SHEDDEN    
Position of compensated person
Current individual trustee or directorTrue    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Smith, Collyer
TitleVICE PRES/PR    
Name of key/compensated personCOLLYER A SMITH    
Position of compensated person
Current individual trustee or directorTrue    
Current officerTrue    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Stejskal, Gregory
TitleDIRECTORDIRECTOR   
Name of key/compensated personGREGORY M STEJSKALGREGORY M STEJSKAL   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org 4.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Stenger, Leonard
Title  IMMEDIATE PAPRESIDENTPRESIDENT EL
Name of key/compensated person  LEONARD A STENGERLEONARD A STENGERLEONARD A STENGER
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Current officer  TrueTrueTrue
Average hours per week working for org  5.005.005.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Swistock, Robert
Title    DIRECTOR
Name of key/compensated person    ROBERT SWISTOCK
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    4.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Wier, Edwin
Title DIRECTOR DIRECTOR 
Name of key/compensated person EDWIN R WIER EDWIN R WIER 
Position of compensated person
Current individual trustee or director True True 
Average hours per week working for org 4.00 4.00 
Reportable compensation from org $0.00 $0.00 
Other comp, non-reportable, from org and related orgs $0.00 $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 $0.00 
Williams, David
TitleSERGEANT-AT-SERGEANT-AT-SERGEANT-AT-SERGEANT-AT- 
Name of key/compensated personDAVID B WILLIAMSDAVID B WILLIAMSDAVID B WILLIAMSDAVID B WILLIAMS 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org 4.004.004.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES.
Program service expenses, total$195,964.00$171,128.00$164,635.00$158,398.00$145,772.00
Programs, including revenue & expenses
TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES.
Program expenses$195,964.00$171,128.00$164,635.00$158,398.00$145,772.00
Grants and allocations made$163,858.00$139,711.00$112,672.00$109,894.00$91,631.00
Program descriptionTO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL AND CHRITABLE PURPOSES.TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL AND CHRITABLE PURPOSES.
Financial data
Revenue
Total revenue$395,894.00$642,899.00$405,667.00$236,499.00$254,721.00
Revenue from contributions (total)$237,203.00$437,527.00$340,325.00$158,392.00$224,944.00
Revenue from noncash contributions$5,341.00$9,893.00$10,041.00  
Investment income, current yr$120,067.00$179,440.00$65,297.00$78,107.00$28,439.00
Total revenue from grants, etc., current yr$237,203.00$437,527.00$340,325.00$158,392.00$224,944.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$38,624.00$25,932.00$45.00$0.00$1,338.00
Program service revenue (total) $0.00$0.00$0.00$0.00
Gross receipts$659,946.00$838,642.00$513,842.00$575,259.00$386,588.00
Sources of contributions
Contributions revenue from membership dues$66,273.00$65,976.00$64,950.00$62,351.00$55,980.00
Revenue from fundraising events$37,971.00$40,241.00$54,969.00$45,155.00$43,185.00
Contributions from related organizations$11,500.00$12,633.00   
Revenue from all other contributions$121,459.00$318,677.00$220,406.00$50,886.00$125,779.00
Other types of revenue
Miscellaneous revenue (total)$12,569.00$6.00$45.00 $1,338.00
Income from dividends, interest, and similar investments$28,739.00$29,869.00$30,514.00$31,577.00$32,127.00
Net rental income $0.00$0.00$0.00$0.00
Net income from fundraising events$26,055.00$25,926.00   
Expense categories (totals)
Total functional expenses: sum of all$250,393.00$191,050.00$185,808.00$176,282.00$164,842.00
Total functional expenses: program service $195,964.00$171,128.00$164,635.00$158,398.00$145,772.00
Total functional expenses: management and general$54,429.00$19,922.00$21,173.00$17,884.00$19,070.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$2,293,284.00$2,358,791.00$2,049,771.00$1,573,415.00$1,361,391.00
Total assets, beginning of year$2,358,791.00$2,049,771.00$1,573,415.00$1,361,391.00$1,352,609.00
Total liabilities$61,313.00$68,960.00$61,858.00$47,393.00$34,615.00
Total liabilities, beginning of year$68,960.00$61,858.00$47,393.00$34,615.00$58,434.00
Pledges & accounts receivable, net$96,982.00$242,948.00$111,665.00  
Unrestricted net assets, end of yr$1,764,820.00$2,024,013.00$1,722,095.00$1,432,362.00$1,236,936.00
Temporarily restricted net assets$442,151.00$259,003.00$259,003.00$86,845.00$83,025.00
Permanently restricted net assets, end of yr$25,000.00$6,815.00$6,815.00$6,815.00$6,815.00
Net assets$2,231,971.00$2,289,831.00$1,987,913.00$1,526,022.00$1,326,776.00
Net assets, beginning of year$2,289,831.00$1,987,913.00$1,526,022.00$1,326,776.00$1,294,175.00
Other liabilities$29,856.00$44,160.00$39,209.00$32,060.00 
Investments: publicly traded securities$1,611,717.00$1,727,191.00$1,724,267.00 $1,267,777.00
Cash: non-interest bearing$32,744.00$18,015.00$12,852.00$6,668.00$2,355.00
Cash: non-interest bearing, beginning of year$18,015.00$12,852.00$6,668.00$2,355.00$6,776.00
Other financial variables
Revenue less expenses$145,501.00$451,849.00$219,859.00$60,217.00$89,879.00
Advertising (total)$450.00  $2,500.00$2,638.00
Savings & temp cash investment$549,882.00$369,512.00$200,077.00$1,566,480.00$90,730.00
Accounts receivable, net$185.00 $590.00 $6.00
Prepaid expenses & deferred charges$1,774.00$1,125.00$320.00$267.00$523.00
Accounts payable & accrued expenses$24,952.00$7,326.00$11,149.00$13,233.00$29,209.00
Deferred revenue$6,505.00$17,474.00$11,500.00$2,100.00$5,406.00
Total net assets or fund balances$2,231,971.00$2,289,831.00$1,987,913.00$1,526,022.00$1,326,776.00
Payment to affiliates$11,200.00$22,844.00$49,772.00$47,079.00$53,347.00
Governance and accountability
Number of voting members1311151313
Number of independent voting members1311151313
Financial sheets auditedTrueTrue   
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2015-07-012014-07-012013-07-012012-07-012011-07-01
Tax year end date2016-06-012015-06-012014-06-012013-06-012012-06-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-09-142016-08-052015-07-142014-05-272013-07-17
IRS schema version2015v3.02014v6.02013v4.02012v2.32011v1.5
Filing identifier201741329349303774201601379349304855201501339349301990201401159349300425201301289349300430
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