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Michigan · Nonprofit

ROTARY CHARITIES OF TRAVERSE CITY

ROTARY CHARITIES OF TRAVERSE CITY (Michigan) receives grants from 4 organizations whose IRS filings report $432,587 to it, the largest being Frey Foundation ($225,000). 4 of them have funded it in more than one year.

Revenue FY2025
$4.2M
Funders on record
4
Grants received
$433k
Net assets
$50M
4/4 repeat funderspeak grant-dependency 3%
01What it does

What Rotary Charities of Traverse City does

Mission

Provides funding, learning, and connections to address our region's complex problems and create community assets for all.

As stated on its FY2025 Form 990.

Program

  1. 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.

    $2,882,289 spentof which $1,906,150 as grants$55,009 earned by the program
    100% of program spending

The program described on its FY2023 Form 990. Program spending in total: $2,882,289.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($2.3M) Expenses 100 ($2.3M) Net assets 100 ($47M)2018 Revenue 196 ($4.5M) Expenses 135 ($3.1M) Net assets 103 ($48M)2019 Revenue 135 ($3.1M) Expenses 133 ($3.0M) Net assets 102 ($48M)2020 Revenue 64 ($1.5M) Expenses 138 ($3.1M) Net assets 96 ($45M)2021 Revenue 262 ($6.0M) Expenses 130 ($3.0M) Net assets 115 ($54M)2022 Revenue 184 ($4.2M) Expenses 151 ($3.4M) Net assets 97 ($45M)2023 Revenue 44 ($1.0M) Expenses 150 ($3.4M) Net assets 99 ($46M)2024 Revenue 105 ($2.4M) Expenses 146 ($3.3M) Net assets 102 ($48M)2025 Revenue 181 ($4.2M) Expenses 142 ($3.2M) Net assets 107 ($50M)
'17'18'19'20'21'22'23'24'25
Revenue (181)Expenses (142)Net assets (107)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $55M to $46M (−17%).

$47M
$49M
$48M
$46M
$55M
$46M
$47M
$48M
$50M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 2% · 2018 1% · 2019 2% · 2020 0%. Grants only. Government contracts and fees sit inside program revenue.

2% of ROTARY CHARITIES OF TRAVERSE CITY’s revenue is contributions — about as donation-reliant as the typical peer (61% for the typical peer).

This organization
Typical peer · 4,434 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$19k
’17
$1.4M
’18
$74k
’19
−$1.7M
’20
$3.0M
’21
$796k
’22
−$2.4M
’23
−$907k
’24
$927k
’25
0.8
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Sakura Takano

CEO

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2018 and FY2019, and between the FY2021 and FY2022 filings.

'17'18'19'20'21'22'23'24'25
Listed111113111111111111
Joined·+2+3+2+2+2+1+2+2
No longer listed·21422122
03Who funds it

Who funds it, year by year

2017 → 2023: the base narrowed from 2 funders to 1 funder, grant income fell $27k → $25k.

3 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 48% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $12k from one payer (the same organization on both sides, largest Rotary Charities of Traverse City). These are real filings, and they are not money ROTARY CHARITIES OF TRAVERSE CITY raised.

From the IRS filings of ROTARY CHARITIES OF TRAVERSE CITY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

ROTARY CHARITIES OF TRAVERSE CITY leans on a few funders — its largest provides 52% of grant income and the top three 95%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

48% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund ROTARY CHARITIES OF TRAVERSE CITY.

52%
largest funder
95%
top three
~2
effective funders

Largest funder’s share by year: 2017 56% · 2018 100% · 2020 100% · 2021 100% · 2022 100% · 2023 100% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of ROTARY CHARITIES OF TRAVERSE CITY's grant income comes from Michigan funders.

MI

In-state vs out-of-state, by year

’21
’22
’23
Michigan out of state home

Funder states come from each funder’s own filing. $208k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

ROTARY CHARITIES OF TRAVERSE CITY runs a healthier operating margin than three-quarters of the 2,127 community improvement nonprofits its size.

Operating margin22% · top quartile
Months of reserve0.8mo · bottom quartile
Revenue growth (annualized)8% · below the median

this organization peer median middle 50% of peers· 2,127 community improvement nonprofits $1M–$10M, FY2025

Organizations like ROTARY CHARITIES OF TRAVERSE CITY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Michigan

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

86% of spending goes to programs.

Program 86%Management 14%Fundraising 0%

Governance

10
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

MI

Part of a family of 3 related entities

  • Rotary Club of Traverse City · exempt
  • Rotary Camps and Services of Traverse City · exempt
  • Discovery Center Great Lakes · exempt

Screen this organization

A dated, signed PDF of the compliance screen for ROTARY CHARITIES OF TRAVERSE CITY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds ROTARY CHARITIES OF TRAVERSE CITY?
ROTARY CHARITIES OF TRAVERSE CITY (Michigan) receives grants from 4 organizations whose IRS filings report $432,587 to it, the largest being Frey Foundation ($225,000). 4 of them have funded it in more than one year.
How many funders does ROTARY CHARITIES OF TRAVERSE CITY have?
IRS filings report 4 organizations giving $432,587 in grants to ROTARY CHARITIES OF TRAVERSE CITY, 4 of which have funded it in more than one year.
Who is the largest funder of ROTARY CHARITIES OF TRAVERSE CITY?
Frey Foundation is the largest funder on record, with $225,000 in grants. The full list of funders is on this page.
How can an organization like ROTARY CHARITIES OF TRAVERSE CITY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Michigan. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing