Civic Intelligence

Rotary Club of Ludington Michigan

990EZ • Fiscal year 2015 • EIN 38-2429137

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

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

59th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.6%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

26%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$49,999

Up $3,174 (+6.8%) from 2014

Net Assets

Up

$49,877

Up $3,187 (+6.8%) from 2014

Liabilities

Down

$122

Down $13 (-9.6%) from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Up

$56,915

Up $11,711 (+26%) from 2014

Expenses

Up

$53,728

Up $12,943 (+32%) from 2014

Net Income

Down

$3,187

Down $1,232 (-28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2015

Assets$49,999
Liabilities$122
Net Assets$49,877
Open 2015 Filing

Operations Trend

Revenue Growth84th 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

2015

Revenue$56,915
Expenses$53,728
Net Income$3,187
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$60,738
Mission and Program Overview

Mission

SERVICE CLUB

Program Services

DescriptionGrantsExpenses
OTHER COMMUNITY PROGRAMS-$40,912
SCHOLARSHIPS AND INCENTIVES TO LOCAL COLLEGE AND SECONDARY EDUCATION STUDENTS.--
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
Elephant Ears S$18,178$18,178$3,040$15,138
Total Events$18,178$18,178$3,040$15,138
Filing and Contact Details

Filer

Filer Name
Rotary Club of Ludington Michigan
EIN
38-2429137
Address
P O BOX 149, LUDINGTON, MI 49431

Signing Officer

Name
James R Jensen
Title
Treasurer
Signed
2015-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Merskin & Merskin Tax and Accounting
Address
300 S RATH AVE STE 201, LUDINGTON, MI 49431-1923
Preparer
Alan C Hiddema
Phone
2318456251
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Elephant ears sales repairs and maintenance 1,011 taxes/licenses 2,087 charitable contributions 1,000 expenses office 499 information technology 444 conferences/meetings 275 supplies 106 dues 5,595 miscellaneous 2,621 donations 14,661 socials 2,904 membership 145 community service 8,590 rotary programs 2,407 total 42,345”

Form 990-ez, Part II, Line 24

“Accounts receivable 370 0 total 370 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 135 122”

Form 990-ez, Part III, Line 31

“OTHER COMMUNITY PROGRAMS”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt09541
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES JENSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02318432895
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04286 S PERE MARQUETTE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUDINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049431
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046455
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049999
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018223
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03187
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046825
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049999
IRS990EZ/FundraisingGrossIncomeAmt019991
IRS990EZ/GrossReceiptsAmt060738
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0246
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022278
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049877
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049877
IRS990EZ/OccupancyRentUtltsAndMaintAmt01810
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/BOYAmt0370
IRS990EZ/OtherExpensesTotalAmt042345
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB
IRS990EZ/PrintingPublicationsPostageAmt032
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/ProgramServiceExpensesAmt040912
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03823
IRS990EZ/SpecialEventsNetIncomeLossAmt016168
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0135
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0122
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053728
IRS990EZ/TotalProgramServiceExpensesAmt040912
IRS990EZ/TotalRevenueAmt056915
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03040
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ELEPHANT EARS S
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018178
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015138
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03040
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELEPHANT EARS SALES REPAIRS AND MAINTENANCE 1,011 TAXES/LICENSES 2,087 CHARITABLE CONTRIBUTIONS 1,000 EXPENSES OFFICE 499 INFORMATION TECHNOLOGY 444 CONFERENCES/MEETINGS 275 SUPPLIES 106 DUES 5,595 MISCELLANEOUS 2,621 DONATIONS 14,661 SOCIALS 2,904 MEMBERSHIP 145 COMMUNITY SERVICE 8,590 ROTARY PROGRAMS 2,407 TOTAL 42,345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 370 0 TOTAL 370 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 135 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER COMMUNITY PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LUDINGTON MICHIGAN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382429137
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 149
ReturnHeader/Filer/USAddress/CityNm0LUDINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049431
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471959446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MERSKIN & MERSKIN TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 S RATH AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUDINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0494311923
ReturnHeader/PreparerPersonGrp/PhoneNum02318456251
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN C HIDDEMA
ReturnHeader/ReturnTs02015-11-10T12:21:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,999
Liabilities
$122
Net assets
$49,877
Revenue
$56,915
Expenses
$53,728
Net income
$3,187
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits