Civic Intelligence

Rotary International - Marquette West Rotary

990EZ • Fiscal year 2020 • EIN 38-0520480

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 09, 2020

PO Box 383Marquette, MI 49855

(906) 226-2366

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

52nd percentile

5.1%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-7.9%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$45,120

Up $2,760 (+6.5%) from 2019

Net Assets

Up

$45,120

Up $2,760 (+6.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$53,628

Down $4,614 (-7.9%) from 2019

Expenses

Down

$50,868

Down $1,063 (-2.0%) from 2019

Net Income

Down

$2,760

Down $3,551 (-56%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $20,939Liabilities 2011: $0Net Assets 2011: $20,9392011Assets 2012: $16,411Liabilities 2012: $0Net Assets 2012: $16,4112012Assets 2013: $23,078Liabilities 2013: $0Net Assets 2013: $23,0782013Assets 2014: $27,291Liabilities 2014: $0Net Assets 2014: $27,2912014Assets 2015: $54,328Liabilities 2015: $0Net Assets 2015: $54,3282015Assets 2016: $34,615Liabilities 2016: $02016Assets 2017: $24,405Liabilities 2017: $02017Assets 2018: $28,922Liabilities 2018: $0Net Assets 2018: $28,9222018Assets 2019: $42,360Liabilities 2019: $0Net Assets 2019: $42,3602019Assets 2020: $45,120Liabilities 2020: $0Net Assets 2020: $45,1202020Assets 2021: $40,816Liabilities 2021: $0Net Assets 2021: $40,8162021Assets 2022: $51,720Liabilities 2022: $0Net Assets 2022: $51,7202022Assets 2023: $79,876Liabilities 2023: $16,350Net Assets 2023: $63,5262023

Highlighted filing

2020

Assets$45,120
Liabilities$0
Net Assets$45,120

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $37,3612011Expenses 2012: $39,1072012Revenue 2013: $78,093Expenses 2013: $71,426Net Income 2013: $6,6672013Revenue 2014: $58,984Expenses 2014: $54,771Net Income 2014: $4,2132014Revenue 2015: $104,986Expenses 2015: $77,949Net Income 2015: $27,0372015Revenue 2016: $67,358Expenses 2016: $87,071Net Income 2016: -$19,7132016Revenue 2017: $70,407Expenses 2017: $80,617Net Income 2017: -$10,2102017Revenue 2018: $71,616Expenses 2018: $67,099Net Income 2018: $4,5172018Revenue 2019: $58,242Expenses 2019: $51,931Net Income 2019: $6,3112019Revenue 2020: $53,628Expenses 2020: $50,868Net Income 2020: $2,7602020Revenue 2021: $13,221Expenses 2021: $17,525Net Income 2021: -$4,3042021Revenue 2022: $57,995Expenses 2022: $47,091Net Income 2022: $10,9042022Revenue 2023: $58,278Expenses 2023: $46,472Net Income 2023: $11,8062023

Highlighted filing

2020

Revenue$53,628
Expenses$50,868
Net Income$2,760
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 9, 2020
Return Version
2019v5.1
Gross Receipts
$124,767
Mission and Program Overview

Mission

To provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
Marquette West Rotary raises funds through its annual Harbor Festival and returns those funds back to the community. The elderly, the youth, and the needy benefit from the net proceeds generated by the Habor Festival.-$53,627
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY GROVEPresident-$0--
ERIC FROBERGPresident Elect-$0--
STACY BOYER DAVISTreasurer-$0--
PAM CHRISTENSENSecretary-$0--
KYLE DANEKDirector-$0--
DAVID RAYOMEDirector-$0--
ELLEN SARGETDirector-$0--
RICK ORRDirector-$0--
AMANDA FILIZETTI KNAFFLAImmediate Past President-$0--
GRETA NYLUNDDirector-$0--
CHRISTINE PESOLADirector-$0--
BRYAN LOPACDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harborfest$96,899$96,899$11,606$85,293
Total Events$96,899$96,899$71,139$25,760
Filing and Contact Details

Filer

Filer Name
Rotary International - Marquette West Rotary
EIN
38-0520480
Phone
9062262366
Address
PO BOX 383, MARQUETTE, MI 49855

Signing Officer

Name
Stacy Boyer Davis
Title
Treasurer
Signed
2020-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Thomson & Metivier Pc
Address
1901 W RIDGE ST STE 1, MARQUETTE, MI 49855
Preparer
Patrick N Thomson
Phone
9062261979
Supplemental Narrative

Additional Explanations

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

Miscellaneous revenue 177

Form 990-EZ, Part I, Line 10, Grants Paid

Activity CONTRIBUTION, Grantee MARQUETTE WEST ROTARY FOUNDATION PO BOX 383 MARQUETTE MI 49855, Cash Grant 22,000, Relationship

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

International dues expense 3,364

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

District dues expense 2,262

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

ROTARY PETS TRAINING 600

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

Member lunch expense 12,436

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

Advertising/promotion/social media 332

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

Board discretionary expense 50

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

OFFICE EXPENSES 1,099

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

District service project 350

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

GRANT EXPENDITURE 750

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

DISTRICT CONFERENCE 25

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

Payout for queen of heart drawing 100

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

ACCOUNTS RECEIVABLE Beginning of year 2,548, End of year 3,139

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

ACCOUNTS RECEIVABLE HARBOR FEST Beginning of year 0, End of year 5

Raw XML Appendix185 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09851
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS REVENUE 177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity CONTRIBUTION, Grantee MARQUETTE WEST ROTARY FOUNDATION PO BOX 383 MARQUETTE MI 49855, Cash Grant 22,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNATIONAL DUES EXPENSE 3,364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRICT DUES EXPENSE 2,262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY PETS TRAINING 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER LUNCH EXPENSE 12,436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADVERTISING/PROMOTION/SOCIAL MEDIA 332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOARD DISCRETIONARY EXPENSE 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE EXPENSES 1,099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DISTRICT SERVICE PROJECT 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GRANT EXPENDITURE 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DISTRICT CONFERENCE 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYOUT FOR QUEEN OF HEART DRAWING 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACCOUNTS RECEIVABLE Beginning of year 2,548, End of year 3,139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACCOUNTS RECEIVABLE HARBOR FEST Beginning of year 0, End of year 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02022-02-16 14:24:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-09
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK N THOMSON
ReturnHeader/ReturnTs02020-09-09T09:15:11-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.16$0.64$0.58$0.46$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.58$0.47$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.13$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.54$0.51$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.58$0.52$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.72$0.67$0.05
2017Summary only. Only limited summary data is available for this year.$0.24$0.00$0.70$0.81$0.10
2016Summary only. Only limited summary data is available for this year.$0.35$0.00$0.67$0.87$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.05$0.78$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.59$0.55$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.78$0.71$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.37