Civic Intelligence

Rotary Club of Ludington Michigan

990EZ • Fiscal year 2014 • EIN 38-2429137

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization ProfileN/A
P O Box 149Ludington, MI 49431

(231) 843-2895

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

65th percentile

9.8%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$46,825

Up $4,419 (+10%) from 2013

Net Assets

Up

$46,690

Up $4,419 (+10%) from 2013

Liabilities

Flat

$135

Flat from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin65th percentile

Revenue

Down

$45,204

Down $14,083 (-24%) from 2013

Expenses

Down

$40,785

Down $6,700 (-14%) from 2013

Net Income

Down

$4,419

Down $7,383 (-63%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$80K$60K$40K$20K$0Assets 2011: $38,541Liabilities 2011: $7,936Net Assets 2011: $30,6052011Assets 2012: $30,604Liabilities 2012: $135Net Assets 2012: $30,4692012Assets 2013: $42,406Liabilities 2013: $135Net Assets 2013: $42,2712013Assets 2014: $46,825Liabilities 2014: $135Net Assets 2014: $46,6902014Assets 2015: $49,999Liabilities 2015: $122Net Assets 2015: $49,8772015Assets 2016: $24,397Liabilities 2016: $0Net Assets 2016: $24,3972016Assets 2017: $20,585Liabilities 2017: $0Net Assets 2017: $20,5852017Assets 2018: $39,552Liabilities 2018: $7,370Net Assets 2018: $32,1822018Assets 2019: $27,395Liabilities 2019: $3,870Net Assets 2019: $23,5252019Assets 2020: $36,956Liabilities 2020: $0Net Assets 2020: $36,9562020Assets 2021: $34,465Liabilities 2021: $100Net Assets 2021: $34,3652021Assets 2022: $49,464Liabilities 2022: $75Net Assets 2022: $49,3892022Assets 2023: $51,331Liabilities 2023: $0Net Assets 2023: $51,3312023Assets 2024: $75,386Liabilities 2024: $0Net Assets 2024: $75,3862024

Highlighted filing

2014

Assets$46,825
Liabilities$135
Net Assets$46,690
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $59,018Expenses 2011: $53,173Net Income 2011: $5,8452011Revenue 2012: $40,976Expenses 2012: $46,721Net Income 2012: -$5,7452012Revenue 2013: $59,287Expenses 2013: $47,485Net Income 2013: $11,8022013Revenue 2014: $45,204Expenses 2014: $40,785Net Income 2014: $4,4192014Revenue 2015: $56,915Expenses 2015: $53,728Net Income 2015: $3,1872015Revenue 2016: $52,665Expenses 2016: $78,267Net Income 2016: -$25,6022016Revenue 2017: $47,235Expenses 2017: $51,047Net Income 2017: -$3,8122017Revenue 2018: $55,561Expenses 2018: $43,964Net Income 2018: $11,5972018Revenue 2019: $60,235Expenses 2019: $68,892Net Income 2019: -$8,6572019Revenue 2020: $50,747Expenses 2020: $37,316Net Income 2020: $13,4312020Revenue 2021: $28,105Expenses 2021: $30,696Net Income 2021: -$2,5912021Revenue 2022: $64,238Expenses 2022: $49,214Net Income 2022: $15,0242022Revenue 2023: $73,374Expenses 2023: $71,432Net Income 2023: $1,9422023Revenue 2024: $100,603Expenses 2024: $76,548Net Income 2024: $24,0552024

Highlighted filing

2014

Revenue$45,204
Expenses$40,785
Net Income$4,419
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$47,602
Mission and Program Overview

Mission

SERVICE CLUB

Program Services

DescriptionGrantsExpenses
OTHER COMMUNITY PROGRAMS-$22,714
SCHOLARSHIPS AND INCENTIVES TO LOCAL COLLEGE AND SECONDARY EDUCATION STUDENTS.$7,844$7,844
ROTARY INTERNATIONAL FOUNDATION PROJECTS--
LOCAL COMMUNITY PROJECTS--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN DAHLBERGDirector-$0--
DEBRA KINNARDDirector-$0--
TOM CALABRETTAPresident-$0--
JAMES R JENSENTreasurer-$0--
ESTHER ELIDIA JOHNSONDirector-$0--
CARLOS ALVARADO-JORQUERADirector-$0--
CHAD INABINETDirector-$0--
LINDA OBRIENDirector-$0--
ROGER WILLSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$14,865$14,865$1,653$13,212
Total Events$14,865$14,865$1,653$13,212
Filing and Contact Details

Filer

EIN
38-2429137

Signing Officer

Name
James R Jensen
Title
Treasurer
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Alan C Hiddema
Phone
2318456251
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Strive incentives & awards 7,594 0 0”

Form 990-ez, Part I, Line 16

“Elephant ears sales repairs and maintenance 31 taxes/licenses 2,069 charitable contributions 1,000 expenses office 253 information technology 444 conferences/meetings 185 supplies 97 dues 5,440 miscellaneous 797 donations 250 socials 1,915 membership 9,126 community service 9,225 rotary programs 350 total 31,182”

Form 990-ez, Part II, Line 24

“Accounts receivable 6,655 370 total 6,655 370”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 135 135”

Form 990-ez, Part III, Line 31

“OTHER COMMUNITY PROGRAMS”

Raw XML Appendix155 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHN DAHLBERG
CompensationExplanation/CompensationExplanationGrp/PersonNm1DEBRA KINNARD
CompensationExplanation/CompensationExplanationGrp/PersonNm2TOM CALABRETTA
CompensationExplanation/CompensationExplanationGrp/PersonNm3JAMES R JENSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4ESTHER ELIDIA JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5CARLOS ALVARADOJORQUERA
CompensationExplanation/CompensationExplanationGrp/PersonNm6CHAD INABINET
CompensationExplanation/CompensationExplanationGrp/PersonNm7LINDA OBRIEN
CompensationExplanation/CompensationExplanationGrp/PersonNm8ROGER WILLS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES JENSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02318432895
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104286 S PERE MARQUETTE
IRS990EZ/BooksInCareOfDetail/USAddress/City0LUDINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode049431
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035751
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046455
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030973
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04419
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042406
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046825
IRS990EZ/FundraisingGrossIncomeAmt016358
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07844
IRS990EZ/GrossReceiptsAmt047602
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0271
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042271
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046690
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042271
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046690
IRS990EZ/OccupancyRentUtltsAndMaintAmt01690
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN DAHLBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA KINNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM CALABRETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES R JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ESTHER ELIDIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARLOS ALVARADO-JORQUERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHAD INABINET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDA OBRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROGER WILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06655
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0370
IRS990EZ/OtherExpensesTotalAmt031182
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB
IRS990EZ/PrintingPublicationsPostageAmt069
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND INCENTIVES TO LOCAL COLLEGE AND SECONDARY EDUCATION STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY INTERNATIONAL FOUNDATION PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LOCAL COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER COMMUNITY PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07844
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07844
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122714
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02398
IRS990EZ/SpecialEventsNetIncomeLossAmt013960
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0135
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0135
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040785
IRS990EZ/TotalProgramServiceExpensesAmt030558
IRS990EZ/TotalRevenueAmt045204
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01653
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014865
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ELEPHANT EARS S
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013212
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01653
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STRIVE INCENTIVES & AWARDS 7,594 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELEPHANT EARS SALES REPAIRS AND MAINTENANCE 31 TAXES/LICENSES 2,069 CHARITABLE CONTRIBUTIONS 1,000 EXPENSES OFFICE 253 INFORMATION TECHNOLOGY 444 CONFERENCES/MEETINGS 185 SUPPLIES 97 DUES 5,440 MISCELLANEOUS 797 DONATIONS 250 SOCIALS 1,915 MEMBERSHIP 9,126 COMMUNITY SERVICE 9,225 ROTARY PROGRAMS 350 TOTAL 31,182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 6,655 370 TOTAL 6,655 370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 135 135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER COMMUNITY PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF LUDINGTON MICHIGAN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382429137
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 149
ReturnHeader/Filer/USAddress/City0LUDINGTON
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049431
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381979832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MERSKIN & MERSKIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 S RATH AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LUDINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0494311923
ReturnHeader/PreparerPersonGrp/PhoneNum02318456251
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN C HIDDEMA
ReturnHeader/ReturnTs02014-11-13T13:08:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,825
Liabilities
$135
Net assets
$46,690
Revenue
$45,204
Expenses
$40,785
Net income
$4,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.01$0.77$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.73$0.71$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.64$0.49$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.28$0.31$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.51$0.37$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.04$0.24$0.60$0.69$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.07$0.32$0.56$0.44$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.47$0.51$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.53$0.78$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.57$0.54$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.45$0.41$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.59$0.47$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.30$0.41$0.47$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.08$0.31$0.59$0.53$0.06