2024-10-04T10:25:10-05:00 2024-06-30 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2023-07-01 382170564 ROTARY CHARITIES OF TRAVERSE CITY ROTA 2319414010 800 COTTAGEVIEW DRIVE 1090 TRAVERSE CITY MI 49684 SAKURA TAKANO CEO 2319414010 2024-10-03 1 0 HEIDI WENDEL CPA P00721554 2319461722 2024-09-26 2023 2024-10-15 13:58:12Z SAKURA TAKANO 800 COTTAGEVIEW DRIVE 1090 TRAVERSE CITY MI 49684 4001897 0 X WWW.ROTARYCHARITIES.ORG X 1976 MI PROVIDES FUNDING, LEARNING, AND CONNECTIONS TO ADDRESS OUR REGION'S COMPLEX PROBLEMS AND CREATE COMMUNITY ASSETS FOR ALL. 10 10 6 22 0 0 95103 85745 13598 55009 576165 2108992 328757 161132 1013623 2410878 2039376 1906150 0 0 661291 710032 0 0 0 716678 701689 3417345 3317871 -2403722 -906993 46937028 48203748 583733 277867 46353295 47925881 PROVIDES FUNDING, LEARNING, AND CONNECTIONS TO ADDRESS OUR REGION'S COMPLEX PROBLEMS AND CREATE COMMUNITY ASSETS FOR ALL. 0 0 2882289 1906150 55009 84 GRANTS PROVIDED TO 57 GOVERNMENTAL & NON-PROFIT ORGANIZATIONS AND 10 CAPACITY BUILDING OPPORTUNITIES TO 256 INDIVIDUALS IN CONNECTION WITH THE MISSION OF ROTARY TO PROVIDE CHARITABLE ASSISTANCE TO THE PEOPLE OF GRAND TRAVERSE, ANTRIM, BENZIE, KALKASKA AND LEELANAU COUNTIES. 2882289 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X X STACEY FOSTER 2319414010 800 COTTAGEVIEW DRIVE SUITE 1090 TRAVERSE CITY MI 49684 GREG LUYT CHAIR 1.00 X X 0 0 0 BENJAMIN MARENTETTE TREASURER/ SECRETARY 1.00 X X 0 0 0 MARLENE BEVAN TRUSTEE 1.00 X 0 0 0 JOHN HALL TRUSTEE 1.00 X 0 0 0 ALLISON BEERS TRUSTEE 1.00 X 0 0 0 KELLY DUNHAM TRUSTEE 1.00 X 0 0 0 LORRAINE BEERS VICE CHAIR 1.00 X 0 0 0 WENDY IRVIN TRUSTEE 1.00 X 0 0 0 AUTUMN SOLTYSIAK TRUSTEE 1.00 X 0 0 0 REBECCA TEAHEN TRUSTEE 1.00 X 0 0 0 SAKURA TAKANO CEO 40.00 X 137130 0 20475 137130 0 20475 1 0 1 0 0 85745 85745 CONSULTING FEES 541610 55009 55009 55009 1294401 1294401 161132 161132 2405610 1591019 814591 814591 814591 2410878 55009 0 2270124 1906150 1906150 137130 104219 32911 420928 319905 101023 32126 24416 7710 79749 60609 19140 40099 30475 9624 2613 1986 627 22215 16883 5332 198150 198150 234476 234476 17106 17106 15341 11659 3682 48232 36656 11576 47230 35895 11335 865 865 7926 6024 1902 12401 9425 2976 TRAINING 41920 31859 10061 PRINTING AND PUBLICATIO 25528 19401 6127 MEMBERSHIPS 16442 12496 3946 SEVERANCE TAX 8892 8892 2352 1784 568 3317871 2882289 435582 0 110028 109988 191992 74149 12536 41068 85686 56609 37004 29077 44655288 45632143 1750000 2166668 180180 150655 46937028 48203748 28781 24756 220000 0 138021 88435 196931 164676 583733 277867 X 46353295 47925881 46353295 47925881 46937028 48203748 -906993 2479579 0 X 0 1 X 1 0 X X 1 ROTARY CLUB OF TRAVERSE CITY - PER REV RUL 76-401 381429335 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1168136 114813 4885 1278064 1072479 100277 4620 1168136 1236459 -158554 5426 1072479 1018613 221344 3498 1236459 1019082 3051 3520 1018613 1.00000 0 0 39234 14946 24288 41915 39064 2851 4537 2599 1938 29077 FINANCE LEASE OBLIGATION 13054 OPERATING LEASE OBLIGATION 151622 164676 X 4692307 2479579 2479579 2212728 198150 198150 2410878 3119721 0 3119721 198150 198150 3317871 PART X, LINE 2: THE CHARITY IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CHARITY IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE CHARITY FILES AN INFORMATION RETURN IN THE US FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE CHARITY IS NO LONGER SUBJECT TO US FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. 1 BENZIE CONSERVATION DISTRICT 280 S BENZIE BLVD 408 BEULAH MI 49617 386080998 501( C)3 11280 0 SEED GRANT & LEARNING FUND BENZIE SENIOR RESOURCES 10542 MAIN STREET HONOR MI 49640 061673002 501( C)3 10000 0 SEED GRANT BENZIE WELLNESS AND AQUATIC CENTER PO BOX 2204 FRANKFORT MI 49635 842581436 501( C)3 10000 0 SEED GRANT DISABILITY NETWORK NORTHERN MICHIGAN 415 E EIGHTH ST TRAVERSE CITY MI 49686 270050871 501( C)3 50000 0 ASSETS FOR THRIVING COMMUNITIES DISCOVERY CENTER & PIER 13170 S W BAY SHORE DR STE 100 TRAVERSE CITY MI 49684 770660051 501( C)3 414596 0 OTHER DOLLY PARTON IMAGINATION STATION PO BOX 4441 TRAVERSE CITY MI 49685 843584288 501( C)3 25000 0 ASSETS FOR THRIVING COMMUNITIES ELK RAPIDS DISTRICT LIBRARY PO BOX 337 ELK RAPIDS MI 49629 382579134 GOVERNMENT 10000 0 SEED GRANT FRANKFORT AREA COMMUNITY LAND TRUST PO BOX 254 FRANKFORT MI 49635 874567668 501( C)3 50000 0 ASSETS FOR THRIVING COMMUNITIES GENERATIONS AHEAD 3962 3 MILE RD N TRAVERSE CITY MI 49686 844266286 501( C)3 10295 0 SEED GRANT & OTHER GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC 2279 SOUTH AIRPORT ROAD W TRAVERSE CITY MI 49684 381976268 501( C)3 200000 0 SYSTEMS CHANGE ACCELERATOR & EMERGING NEEDS FUND GRAND TRAVERSE CONSERVATION DISTRICT 1450 CASS RD TRAVERSE CITY MI 49685 382060131 501( C)3 50000 0 ASSETS FOR THRIVING COMMUNITIES GRAND TRAVERSE INDUSTRIES 2170 TRAVERSEFIELD DR TRAVERSE CITY MI 49686 382090521 501( C)3 41328 0 ASSETS FOR THRIVING COMMUNITIES & OTHER GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION 800 COTTAGEVIEW DR STE 1040 TRAVERSE CITY MI 49684 383056434 501( C)3 12000 0 LEARNING FUND & KING FUND GROW BENZIE 5885 FRANKFORT HWY BENZONIA MI 49616 263366438 501( C)3 75000 0 SYSTEMS CHANGE ACCELERATOR HABITAT FOR HUMANITY GRAND TRAVERSE REGION PO BOX 5412 TRAVERSE CITY MI 49696 382753833 501( C)3 70000 0 SEED GRANT & ASSETS FOR THRIVING COMMUNITIES HONOR AREA RESTORATION PROJECT PO BOX 123 HONOR MI 49640 273257708 501( C)3 7500 0 SEED GRANT INLAND SEAS EDUCATION ASSOCIATION 100 DAME STREET 218 SUTTONS BAY MI 49682 382866234 501( C)3 53159 0 ASSETS FOR THRIVING COMMUNITIES & LEARNING FUND INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 381689022 501( C)3 10000 0 SEED GRANT LELAND TOWNSHIP LIBRARY 203 E CEDAR ST PO BOX 736 LELAND MI 49654 320505317 GOVERNMENT 25000 0 ASSETS FOR THRIVING COMMUNITIES MINDIMOOYENH HEALING CIRCLE 2848 NORTH SETTERBO ROAD SUTTONS BAY MI 49682 823563325 501( C)3 34732 0 SEED GRANT & EMERGING NEEDS FUND MISSION IMPACT PO BOX 45797 MADISON WI 43744 201371968 501( C)3 10000 0 OTHER NEW COMMUNITY VISION PO BOX 144 NORTHPORT MI 49670 883911974 501( C)3 15350 0 SEED GRANT NORTHWEST EDUCATION SERVICES 1101 RED DRIVE TRAVERSE CITY MI 49684 381723020 GOVERNMENT 10000 0 SEED GRANT NORTHWESTERN MICHIGAN COLLEGE FOUNDATION 1701 E FRONT ST TRAVERSE CITY MI 49686 382376475 501( C)3 26489 0 ASSETS FOR THRIVING COMMUNITIES ROTARY CAMPS AND SERVICES 800 COTTAGEVIEW DRIVE SUITE 1090 TRAVERSE CITY MI 49684 382009127 501( C)3 439495 0 OTHER THE LEELANAU CONSERVANCY 105 1ST ST LELAND MI 49654 382710855 501( C)3 40000 0 ASSETS FOR THRIVING COMMUNITIES TRAVERSE BAY CHILDREN'S ADVOCACY CENTER 2000 CHARTWELL DR STE 3 TRAVERSE CITY MI 49696 383090530 501( C)3 10000 0 KING FUND TRAVERSE CITY DANCE PROJECT 4178 BARNES RD TRAVERSE CITY MI 49684 822391695 501( C)3 11172 0 SEED GRANT & OTHER UNITED WAY OF NORTHWEST MICHIGAN 4075 COPPER RIDGE DRIVE TRAVERSE CITY MI 49684 381679060 501( C)3 127537 0 ASSETS FOR THRIVING COMMUNITIES , SYSTEMS CHANGE ACCELERATOR & LEARNING FUND VILLAGE OF ELLSWORTH PO BOX 265 ELLSWORTH MI 49729 381845279 501( C)3 7000 0 SEED GRANT 30 X 0 0 0 0 0 0 0 0 0 SAKURA TAKANO CEO 137130 0 0 0 0 0 8640 0 11835 0 157605 0 0 0 PART I, LINE 3 BOARD APPROVED CEO COMPENSATION IN MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION A, LINE 6 TRAVERSE CITY ROTARY CLUB MEMBERS MAKE UP THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A TRAVERSE CITY ROTARY CLUB MEMBERS ELECT ROTARY CHARITIES OF TRAVERSE CITY BOARD MEMBERS AT THEIR ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS, STOCKHOLDERS, OR OTHER PERSONS ARE ANY CHANGES TO THE ARTICLES OF INCORPORATION AND/OR BY LAWS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN MAKES A RECOMMENDATION TO THE BOARD ON WHETHER THE FORM 990 SHOULD BE ACCEPTED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT EACH MEETING. FORM 990, PART VI, SECTION B, LINE 15A COMPARATIVE DATA IS OBTAINED FROM THE ASSOCIATION OF SMALL FOUNDATIONS AND THEN ALL COMPENSATION IS REVIEWED BY GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE. ROTARY CLUB OF TRAVERSE CITY 800 COTTAGEVIEW DRIVE SUITE 1090 TRAVERSE CITY MI 49684 381429335 COMMUNITY SERVICE AND ADVANCEMENT OF INTERNATIONAL UNDERSTANDING & GOODWILL MI 501(C)(4) 0 ROTARY CAMPS AND SERVICES OF TRAVERSE CITY 13170 S WEST BAY SHORE DRIVE SUITE TRAVERSE CITY MI 49684 382009127 OWN LEASE, AND OPERATE REAL ESTATE PROPERTY FOR EXEMPT PURPOSES MI 501(C)(3) 509(A)3 0 DISCOVERY CENTER GREAT LAKES 13170 S WEST BAY SHORE DRIVE SUITE TRAVERSE CITY MI 49684 770660051 A SUSTAINABLE PLACE THAT CONNECTS PEOPLE OF ALL AGES, ABILITIES AND NEEDS MI 501(C)(3) 509(A)3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 DISCOVERY CENTER GREAT LAKES B 414595 CASH VALUE ROTARY CAMPS AND SERVICES OF TRAVERSE CITY B 414595 CASH VALUE