Civic Intelligence

Rotary International - Muskegon

990EZ • Fiscal year 2019 • EIN 38-0861285

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 16, 2019

PO Box 66Muskegon, MI 49443-0066

(231) 744-5239

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

4.3%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$83,760

Up $17,612 (+27%) from 2018

Net Assets

Up

$77,865

Up $21,548 (+38%) from 2018

Liabilities

Down

$5,895

Down $3,936 (-40%) from 2018

Revenue

Up

$166,869

Up $6,954 (+4.3%) from 2018

Expenses

Down

$145,321

Down $4,048 (-2.7%) from 2018

Net Income

Up

$21,548

Up $11,002 (+104%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $21,924Liabilities 2010: $0Net Assets 2010: $21,9242010Assets 2011: $32,289Liabilities 2011: $1,000Net Assets 2011: $31,2892011Assets 2012: $22,495Liabilities 2012: $0Net Assets 2012: $22,4952012Assets 2013: $33,803Liabilities 2013: $0Net Assets 2013: $33,8032013Assets 2014: $34,191Liabilities 2014: $3,137Net Assets 2014: $31,0542014Assets 2015: $38,873Liabilities 2015: $123Net Assets 2015: $38,7502015Assets 2016: $37,118Liabilities 2016: $5,396Net Assets 2016: $31,7222016Assets 2017: $50,472Liabilities 2017: $4,701Net Assets 2017: $45,7712017Assets 2018: $66,148Liabilities 2018: $9,831Net Assets 2018: $56,3172018Assets 2019: $83,760Liabilities 2019: $5,895Net Assets 2019: $77,8652019Assets 2020: $120,071Liabilities 2020: $21,379Net Assets 2020: $98,6922020Assets 2021: $167,716Liabilities 2021: $60Net Assets 2021: $167,6562021Assets 2022: $183,294Liabilities 2022: $13,876Net Assets 2022: $169,4182022Assets 2023: $192,473Liabilities 2023: $25,217Net Assets 2023: $167,2562023Assets 2024: $176,387Liabilities 2024: $11,112Net Assets 2024: $165,2752024Assets 2025: $171,478Liabilities 2025: $7,182Net Assets 2025: $164,2962025

Highlighted filing

2019

Assets$83,760
Liabilities$5,895
Net Assets$77,865

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $106,8402010Expenses 2011: $92,0292011Revenue 2012: $108,859Expenses 2012: $117,653Net Income 2012: -$8,7942012Revenue 2013: $124,486Expenses 2013: $113,178Net Income 2013: $11,3082013Revenue 2014: $114,806Expenses 2014: $117,555Net Income 2014: -$2,7492014Revenue 2015: $139,061Expenses 2015: $131,365Net Income 2015: $7,6962015Revenue 2016: $119,463Expenses 2016: $126,491Net Income 2016: -$7,0282016Revenue 2017: $149,745Expenses 2017: $135,696Net Income 2017: $14,0492017Revenue 2018: $159,915Expenses 2018: $149,369Net Income 2018: $10,5462018Revenue 2019: $166,869Expenses 2019: $145,321Net Income 2019: $21,5482019Revenue 2020: $133,414Expenses 2020: $112,587Net Income 2020: $20,8272020Revenue 2021: $129,595Expenses 2021: $60,631Net Income 2021: $68,9642021Revenue 2022: $160,669Expenses 2022: $158,907Net Income 2022: $1,7622022Revenue 2023: $176,183Expenses 2023: $178,347Net Income 2023: -$2,1642023Revenue 2024: $196,124Expenses 2024: $198,104Net Income 2024: -$1,9802024Revenue 2025: $186,369Expenses 2025: $187,349Net Income 2025: -$9802025

Highlighted filing

2019

Revenue$166,869
Expenses$145,321
Net Income$21,548
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$167,767
Mission and Program Overview

Mission

The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the field of service.

Program Services

DescriptionGrantsExpenses
AWARDED GRANTS TO CHARITABLE AND COMMUNITY ORGANIZATIONS FOR THE BETTERMENT OF CITIZENS OF MUSKEGON COUNTY.$14,135$14,135
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY MOOREPresidentPT$0--
JACQUELINE FISHERSecretary-$0--
LINDA JUAREZPresident-El-$0--
TIMOTHY D ARTERTreasurer-$0--
MARK MEYERSDirector-$0--
JANE CLINGMAN-SCOTTDirector-$0--
JAY WALLACE SRDirector-$0--
JASON PIASECKIDirector-$0--
CATHY BRUBAKER-CLARKEPresident-Pa-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Muskegon
EIN
38-0861285
Phone
2317445239
Address
PO BOX 66, MUSKEGON, MI 49443-0066

Signing Officer

Name
Timothy D Arter
Title
Treasurer
Phone
2317445239
Signed
2019-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Brickley Delong Pc
Address
PO BOX 999, MUSKEGON, MI 49443-0999
Preparer
Eric P Vandop
Phone
2317265800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 3,444 conferences and meetings 5,077 rotary dist/intern dues 31,016 chamber dues 315 meals for meetings 72,367 supplies 527 credit card and bank fees 3,858 committee expenses 8,499 total 125,103

Form 990-ez, Part II, Line 24

Accounts receivable 5,426 3,632 club runner dues receivable 7,124 9,080 receivable from foundation 383 0 total 12,933 12,712

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 9,831 5,895

Form 990-ez, Part III

The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the field of service.

Raw XML Appendix143 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$0.07$1.64$1.86$1.87$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.11$1.65$1.96$1.98$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.25$1.67$1.76$1.78$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.14$1.69$1.61$1.59$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.30$0.61$0.69
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.21$0.99$1.33$1.13$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.06$0.78$1.67$1.45$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.10$0.56$1.60$1.49$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.05$0.46$1.50$1.36$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.32$1.19$1.26$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.39$1.31$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.31$1.15$1.18$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.24$1.13$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$1.09$1.18$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$1.07