Civic Intelligence

Westland Rotary Charitable Foundation

990 • Fiscal year 2021 • EIN 01-0716646

Jul 21, 2020 to Jun 30, 2021 • Filed on Jan 11, 2022

38512 Loruss AvenueWestland, MI 48186

(734) 679-2164

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$357,689

No earlier filing loaded for comparison.

Net Assets

$357,689

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$256,400

No earlier filing loaded for comparison.

Expenses

$19,450

No earlier filing loaded for comparison.

Net Income

$236,950

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2021: $357,689Liabilities 2021: $0Net Assets 2021: $357,6892021Assets 2023: $360,700Liabilities 2023: $0Net Assets 2023: $360,7002023Assets 2024: $393,944Liabilities 2024: $0Net Assets 2024: $393,9442024Assets 2025: $398,976Net Assets 2025: $398,9762025

Highlighted filing

2021

Assets$357,689
Liabilities$0
Net Assets$357,689

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $256,400Expenses 2021: $19,450Net Income 2021: $236,9502021Revenue 2023: $38,949Expenses 2023: $54,003Net Income 2023: -$15,0542023Revenue 2024: $43,774Expenses 2024: $72,749Net Income 2024: -$28,9752024Revenue 2025: $56,329Expenses 2025: $102,377Net Income 2025: -$46,0482025

Highlighted filing

2021

Revenue$256,400
Expenses$19,450
Net Income$236,950
Jump To
Filing Snapshot
Filing Period
Jul 21, 2020 to Jun 30, 2021
Signed
Jan 11, 2022
Return Version
2020v4.0
Gross Receipts
$256,400
Mission and Program Overview

Mission

Rotary club to make donations to maintain city services and beautification awards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use-$250,000-
Cash and Non-Interest-Bearing Accounts$120,739$107,689▼ $13,050
Total Assets$120,739$357,689▲ $236,950
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$120,739$357,689▲ $236,950
Total Net Assets Fund Balance$120,739$357,689▲ $236,950
Total Liabilities and Net Assets / Fund Balance$120,739$357,689▲ $236,950
Compensation and Service Providers

Board Members and Trustees

NameTitle
Antoinette MartinTrustee
Mark McconnellTrustee
Mary McgawTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$256,400
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$236,950

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$250,000
Total Noncash Contributions1$250,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,000
Other Expenses$450
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,000--$19,000
Conferences and Meetings$450--$450
Total Functional Expenses$19,450$0$0$19,450
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wayne Westland School GrantWestland, MI-School Betterment$18,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Westland Rotary Charitable
EIN
01-0716646
Address
38512 LORUSS AVENUE, WESTLAND, MI 48186

Signing Officer

Name
Antoinette Martin
Title
Trustee
Signed
2022-01-11

Organization Details

Principal Officer
Mark Mcconnell
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
25

Preparer

Firm
Garelik & Epstein Pc
Address
18444 WEST TEN MILE ROAD 104, SOUTHFIELD, MI 48075
Preparer
Robert M Garelik CPA
Phone
2485577466
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

MISCELLANEOUS

Raw XML Appendix244 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
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IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ANTOINETTE MARTIN
IRS990/BooksInCareOfDetail/PhoneNum07346792164
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt034539 PARKGROVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990/ConferencesMeetingsGrp/TotalAmt0450
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYInvestmentIncomeAmt00
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IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0236950
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019450
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256400
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/Desc0MISC
IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/FamilyOrBusinessRlnInd0false
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IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm2MARY MCGAW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt0250000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0256400
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InitialReturnInd0X
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0250000
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt06400
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ROTARY CLUB TO MAKE DONATIONS TO MAINTAIN CITY SERVICES AND BEAUTIFICATION AWARDS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0120739
IRS990/NetAssetsOrFundBalancesEOYAmt0357689
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0120739
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0357689
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0250000
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK MCCONNELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MISCELLANEOUS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt019450
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt019000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0236950
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0APPLE STOCK 250,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06400
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt06400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06400
IRS990ScheduleA/TotalSupportAmt06400
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL BETTERMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WAYNE WESTLAND SCHOOL GRANT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt036745 MARQUETTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WESTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0250000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/SchoolOperatingInd0false
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IRS990/TotalVolunteersCnt025
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IRS990/VotingMembersIndependentCnt04
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTOINETTE MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTLAND ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0010716646
ReturnHeader/Filer/USAddress/AddressLine1Txt038512 LORUSS AVENUE
ReturnHeader/Filer/USAddress/CityNm0WESTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815226625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARELIK & EPSTEIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018444 WEST TEN MILE ROAD 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048075
ReturnHeader/PreparerPersonGrp/PhoneNum02485577466
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M GARELIK CPA
ReturnHeader/ReturnTs02022-01-28T13:04:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTOINETTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTIN
ReturnHeader/TaxPeriodBeginDt02020-07-21
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings