Civic Intelligence

Rotary International-Southgate

990EZ • Fiscal year 2015 • EIN 38-2632040

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 07, 2015

Organization ProfileWWW.SOUTHGATEROTARY.ORG
15032 Fort StreetSouthgate, MI 48195

(734) 769-1331

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

58th percentile

6.5%

Higher net margin than 58% 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

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

40th percentile

-3.9%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,262

Up $1,399 (+20%) from 2014

Net Assets

Up

$8,262

Up $1,399 (+20%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin58th percentile

Revenue

Down

$21,618

Down $885 (-3.9%) from 2014

Expenses

Down

$20,220

Down $3,699 (-15%) from 2014

Net Income

Up

$1,398

Up $2,814 (+199%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$15K$10K$5.0K$0Assets 2012: $8,216Net Assets 2012: $8,2162012Assets 2013: $8,150Liabilities 2013: $0Net Assets 2013: $8,1502013Assets 2014: $6,863Liabilities 2014: $0Net Assets 2014: $6,8632014Assets 2015: $8,262Liabilities 2015: $0Net Assets 2015: $8,2622015Assets 2016: $6,307Liabilities 2016: $0Net Assets 2016: $6,3072016Assets 2017: $10,087Liabilities 2017: $0Net Assets 2017: $10,0872017Assets 2018: $7,973Liabilities 2018: $770Net Assets 2018: $7,2032018Assets 2019: $2,187Liabilities 2019: $898Net Assets 2019: $1,2892019Assets 2020: $4,862Liabilities 2020: $3,767Net Assets 2020: $1,0952020Assets 2021: $4,219Liabilities 2021: $281Net Assets 2021: $3,9382021Assets 2022: $7,948Liabilities 2022: $2,976Net Assets 2022: $4,9722022Assets 2023: $7,079Liabilities 2023: $0Net Assets 2023: $7,0792023Assets 2024: $3,472Liabilities 2024: $0Net Assets 2024: $3,4722024

Highlighted filing

2015

Assets$8,262
Liabilities$0
Net Assets$8,262
Open 2015 Filing

Operations Trend

Revenue Growth40th percentile

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

$40K$20K$0-$20KRevenue 2012: $36,620Expenses 2012: $35,050Net Income 2012: $1,5702012Revenue 2013: $33,737Expenses 2013: $33,803Net Income 2013: -$662013Revenue 2014: $22,503Expenses 2014: $23,919Net Income 2014: -$1,4162014Revenue 2015: $21,618Expenses 2015: $20,220Net Income 2015: $1,3982015Revenue 2016: $24,777Expenses 2016: $26,732Net Income 2016: -$1,9552016Revenue 2017: $31,143Expenses 2017: $27,363Net Income 2017: $3,7802017Revenue 2018: $31,314Expenses 2018: $31,730Net Income 2018: -$4162018Revenue 2019: $33,488Expenses 2019: $39,402Net Income 2019: -$5,9142019Revenue 2020: $25,281Expenses 2020: $25,474Net Income 2020: -$1932020Revenue 2021: $22,521Expenses 2021: $19,679Net Income 2021: $2,8422021Revenue 2022: $22,261Expenses 2022: $21,327Net Income 2022: $9342022Revenue 2023: $21,977Expenses 2023: $19,871Net Income 2023: $2,1062023Revenue 2024: $20,219Expenses 2024: $23,827Net Income 2024: -$3,6082024

Highlighted filing

2015

Revenue$21,618
Expenses$20,220
Net Income$1,398
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 7, 2015
Return Version
2014v5.0
Gross Receipts
$27,844
Mission and Program Overview

Mission

Charitable contributions and community service on local, national, and international levels.

Program Services

DescriptionGrantsExpenses
CHARITABLE CONTRIBUTIONS FOR YOUTH, INCLUDING SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS.-$7,027
CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS AND INTERNATIONAL CHARITY.-$3,431
OTHER LOCAL CHARITABLE CONTRIBUTIONS.-$2,570
CLUB ADMINISTRATION--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN H AHLESPresident-$0--
SHERRY HALKOSecretary-$0--
DONALD H TREADWELL JRTreasurer-$0--
ANTHONY FISCHER JRPresident-El-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-southgate
EIN
38-2632040
Phone
7347691331
Address
15032 FORT STREET, SOUTHGATE, MI 48195

Signing Officer

Name
Thomas E Monteleon
Title
Accountant
Phone
7347691331
Signed
2015-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
1450 EISENHOWER PLACE, ANN ARBOR, MI 48108-3283
Preparer
Thomas E Monteleon
Phone
7347691331
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses operating expenses 1,201 club dues to district 1,229 club dues to rotary int'l 1,950 officer training 300 rotarian subscriptions 204 meals expenses 582 bank fees 42 rotary foundation 2,150 donations for youth 7,027 other philanthropic dona. 300 other club donations 2,270 hocus pocus initial exp, 500 other 850 miscellaneous 334 paul harris foundation 1,281 total 20,220”

Form 990-ez, Part III

“Charitable contributions and community service on local, national, and international levels.”

Form 990-ez, Part III, Line 31

“CLUB ADMINISTRATION”

Raw XML Appendix108 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/BooksInCareOfDetail/PersonNm0THOMAS E MONTELEON
IRS990EZ/BooksInCareOfDetail/PhoneNum07347691331
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01450 EISENHOWER PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANN ARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06864
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09566
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01398
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06864
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08262
IRS990EZ/FundraisingGrossIncomeAmt011303
IRS990EZ/GrossReceiptsAmt027844
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06975
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06864
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06864
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08262
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN H AHLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRY HALKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD H TREADWELL JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTHONY FISCHER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020220
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE CONTRIBUTIONS AND COMMUNITY SERVICE ON LOCAL, NATIONAL, AND INTERNATIONAL LEVELS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS AND INTERNATIONAL CHARITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE CONTRIBUTIONS FOR YOUTH, INCLUDING SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER LOCAL CHARITABLE CONTRIBUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CLUB ADMINISTRATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03431
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17027
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22570
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06226
IRS990EZ/SpecialEventsNetIncomeLossAmt05077
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020220
IRS990EZ/TotalProgramServiceExpensesAmt013028
IRS990EZ/TotalRevenueAmt021618
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOUTHGATEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATING EXPENSES 1,201 CLUB DUES TO DISTRICT 1,229 CLUB DUES TO ROTARY INT'L 1,950 OFFICER TRAINING 300 ROTARIAN SUBSCRIPTIONS 204 MEALS EXPENSES 582 BANK FEES 42 ROTARY FOUNDATION 2,150 DONATIONS FOR YOUTH 7,027 OTHER PHILANTHROPIC DONA. 300 OTHER CLUB DONATIONS 2,270 HOCUS POCUS INITIAL EXP, 500 OTHER 850 MISCELLANEOUS 334 PAUL HARRIS FOUNDATION 1,281 TOTAL 20,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE CONTRIBUTIONS AND COMMUNITY SERVICE ON LOCAL, NATIONAL, AND INTERNATIONAL LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLUB ADMINISTRATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E MONTELEON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ACCOUNTANT
ReturnHeader/BusinessOfficerGrp/PhoneNum07347691331
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-SOUTHGATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MICHIGAN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382632040
ReturnHeader/Filer/PhoneNum07347691331
ReturnHeader/Filer/USAddress/AddressLine1Txt015032 FORT STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTHGATE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048195
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382706146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YEO & YEO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01450 EISENHOWER PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0481083283
ReturnHeader/PreparerPersonGrp/PhoneNum07347691331
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E MONTELEON
ReturnHeader/ReturnTs02015-12-08T06:46:17-06:00
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
$8,262
Liabilities
$0
Net assets
$8,262
Revenue
$21,618
Expenses
$20,220
Net income
$1,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$20.2$23.8$3.61
2023Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$22.0$19.9$2.11
2022Detailed filing. Detailed filing data is available for this year.$7.95$2.98$4.97$22.3$21.3$0.93
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.28$3.94$22.5$19.7$2.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$3.77$1.10$25.3$25.5$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.90$1.29$33.5$39.4$5.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.77$7.20$31.3$31.7$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$31.1$27.4$3.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.00$6.31$24.8$26.7$1.96
2015Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$21.6$20.2$1.40
2014Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$22.5$23.9$1.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.15$0.00$8.15$33.7$33.8$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$8.22$36.6$35.1$1.57
Peer Organizations

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