Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
Rotary International - Muskegon
990EZ • Fiscal year 2020 • EIN 38-0861285
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.18x
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
69th percentile
Higher net margin than 69% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Up$120,071
Up $36,311 (+43%) from 2019
Net Assets
Up$98,692
Up $20,827 (+27%) from 2019
Liabilities
Up$21,379
Up $15,484 (+263%) from 2019
Revenue And Expenses
Revenue
Down$133,414
Down $33,455 (-20%) from 2019
Expenses
Down$112,587
Down $32,734 (-23%) from 2019
Net Income
Down$20,827
Down $721 (-3.3%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Jan 18, 2021
- Return Version
- 2019v5.0
- Gross Receipts
- $141,915
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
| Description | Grants | Expenses |
|---|---|---|
| AWARDED GRANTS TO CHARITABLE AND COMMUNITY ORGANIZATIONS FOR THE BETTERMENT OF CITIZENS OF MUSKEGON COUNTY. | $6,058 | $6,058 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LINDA JUAREZ | President | PT | $0 | - | - |
| MARK MEYERS | President-El | - | $0 | - | - |
| KATHY BETTS | Secretary | - | $0 | - | - |
| TIMOTHY D ARTER | Treasurer | - | $0 | - | - |
| KATHY MOORE | Director | - | $0 | - | - |
| JANE CLINGMAN-SCOTT | Director | - | $0 | - | - |
| JAY WALLACE SR | Director | - | $0 | - | - |
| JASON PIASECKI | Director | - | $0 | - | - |
| DOUG WOOD | Director | - | $0 | - | - |
| GINNY SPRAGUE | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Party in the Pa | $17,506 | $17,506 | $8,501 | $9,005 |
| Total Events | $17,506 | $17,506 | $8,501 | $9,005 |
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
- 2021-01-18
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Brickley Delong Pc
- Address
- PO BOX 999, MUSKEGON, MI 49443-0999
- Preparer
- Eric P Vandop CPA
- Phone
- 2317265800
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Merchandise income 1,380 total 1,380”
Form 990-ez, Part I, Line 16
“Expenses advertising 2,475 conferences and meetings 420 rotary dist/intern dues 32,045 chamber dues 347 meals for meetings 52,335 supplies 3,221 credit card and bank fees 4,229 committee expenses 2,543 merchandise purchase 2,229 total 99,844”
Form 990-ez, Part II, Line 24
“Accounts receivable 3,632 1,865 club runner dues receivable 9,080 10,391 total 12,712 12,256”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 5,895 21,379”
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 Appendix152 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JESSICA RABE JR ACCOUNTING |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2317222599 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 933 TERRACE SUITE 100 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MUSKEGON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 49440 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 71048 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 107815 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 657 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 20827 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3909 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 83760 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 120071 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 17506 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6058 |
| IRS990EZ/GrossReceiptsAmt | 0 | 141915 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 107208 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 77865 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 98692 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 77865 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 98692 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LINDA JUAREZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARK MEYERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KATHY BETTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TIMOTHY D ARTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KATHY MOORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JANE CLINGMAN-SCOTT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JAY WALLACE SR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JASON PIASECKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DOUG WOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | GINNY SPRAGUE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 12712 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 12256 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 99844 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1380 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE FIELD OF SERVICE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2776 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 15164 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | AWARDED GRANTS TO CHARITABLE AND COMMUNITY ORGANIZATIONS FOR THE BETTERMENT OF CITIZENS OF MUSKEGON COUNTY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 6058 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6058 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 8501 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 9005 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5895 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 21379 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 112587 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 6058 |
| IRS990EZ/TotalRevenueAmt | 0 | 133414 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.MUSKEGONROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 8501 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | PARTY IN THE PA |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 17506 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 17506 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 17506 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 17506 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 9005 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 8501 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 8501 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MERCHANDISE INCOME 1,380 TOTAL 1,380 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING 2,475 CONFERENCES AND MEETINGS 420 ROTARY DIST/INTERN DUES 32,045 CHAMBER DUES 347 MEALS FOR MEETINGS 52,335 SUPPLIES 3,221 CREDIT CARD AND BANK FEES 4,229 COMMITTEE EXPENSES 2,543 MERCHANDISE PURCHASE 2,229 TOTAL 99,844 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 3,632 1,865 CLUB RUNNER DUES RECEIVABLE 9,080 10,391 TOTAL 12,712 12,256 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,895 21,379 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE FIELD OF SERVICE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TIMOTHY D ARTER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2317445239 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-01-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL - MUSKEGON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 380861285 |
| ReturnHeader/Filer/PhoneNum | 0 | 2317445239 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 66 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MUSKEGON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 494430066 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 382088116 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BRICKLEY DELONG PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 999 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MUSKEGON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 494430999 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2317265800 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-01-18 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ERIC P VANDOP CPA |
| ReturnHeader/ReturnTs | 0 | 2021-01-21T07:34:15-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $120,071
- Liabilities
- $21,379
- Net assets
- $98,692
- Revenue
- $133,414
- Expenses
- $112,587
- Net income
- $20,827