Civic Intelligence

Rotary International-Southgate

990EZ • Fiscal year 2014 • EIN 38-2632040

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 15, 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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

28th percentile

-6.3%

Higher net margin than 28% 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

18th percentile

-16%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$6,863

Down $1,287 (-16%) from 2013

Net Assets

Down

$6,863

Down $1,287 (-16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

Down

$22,503

Down $11,234 (-33%) from 2013

Expenses

Down

$23,919

Down $9,884 (-29%) from 2013

Net Income

Down

-$1,416

Down $1,350 (-2045%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2014

Assets$6,863
Liabilities$0
Net Assets$6,863
Open 2014 Filing

Operations Trend

Revenue Growth10th 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

2014

Revenue$22,503
Expenses$23,919
Net Income-$1,416
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 15, 2015
Return Version
2013v4.0
Gross Receipts
$30,200
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.-$8,042
CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS AND INTERNATIONAL CHARITY.-$4,430
OTHER LOCAL CHARITABLE CONTRIBUTIONS.-$2,753
CLUB ADMINISTRATION--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA MACHOWIAKPresident-$0--
SHERRY HALKOSecretary-$0--
DONALD H TREADWELL JRTreasurer-$0--
STEVEN H AHLESPresident-El-$0--
Filing and Contact Details

Filer

EIN
38-2632040
Phone
7347691331

Signing Officer

Name
Thomas E Monteleon
Title
Accountant
Phone
7347691331
Signed
2015-01-15
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas E Monteleon
Phone
7342469600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses operating expenses 2,651 club dues to district 1,197 club dues to rotary int'l 1,896 officer training 300 rotarian subscriptions 216 meals expenses 246 bank fees 465 rotary foundation 2,850 donations for youth 8,042 other philanthropic dona. 2,353 other club donations 400 fantasy football exp 195 miscellaneous 1,445 liability insurance 83 paul harris foundation 1,580 total 23,919”

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 Appendix114 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/PersonNm0PAULA MACHOWIAK
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHERRY HALKO
CompensationExplanation/CompensationExplanationGrp/PersonNm2DONALD H TREADWELL JR
CompensationExplanation/CompensationExplanationGrp/PersonNm3STEVEN H AHLES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS E MONTELEON
IRS990EZ/BooksInCareOfDetail/PhoneNum07347691331
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101450 EISENHOWER PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ANN ARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode048108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08279
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011450
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1416
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08279
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06863
IRS990EZ/FundraisingGrossIncomeAmt012057
IRS990EZ/GamingGrossIncomeAmt02250
IRS990EZ/GrossReceiptsAmt030200
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04443
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08279
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08279
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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/PersonNm0PAULA MACHOWIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRY HALKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD H TREADWELL JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVEN H AHLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023919
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/ProgramServiceExpensesAmt04430
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18042
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22753
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07697
IRS990EZ/SpecialEventsNetIncomeLossAmt06610
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023919
IRS990EZ/TotalProgramServiceExpensesAmt015225
IRS990EZ/TotalRevenueAmt022503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOUTHGATEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATING EXPENSES 2,651 CLUB DUES TO DISTRICT 1,197 CLUB DUES TO ROTARY INT'L 1,896 OFFICER TRAINING 300 ROTARIAN SUBSCRIPTIONS 216 MEALS EXPENSES 246 BANK FEES 465 ROTARY FOUNDATION 2,850 DONATIONS FOR YOUTH 8,042 OTHER PHILANTHROPIC DONA. 2,353 OTHER CLUB DONATIONS 400 FANTASY FOOTBALL EXP 195 MISCELLANEOUS 1,445 LIABILITY INSURANCE 83 PAUL HARRIS FOUNDATION 1,580 TOTAL 23,919
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/SignatureDt02015-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL-SOUTHGATE
ReturnHeader/Filer/BusinessName/BusinessNameLine20MICHIGAN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382632040
ReturnHeader/Filer/PhoneNum07347691331
ReturnHeader/Filer/USAddress/AddressLine1015032 FORT STREET
ReturnHeader/Filer/USAddress/City0SOUTHGATE
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048195
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382706146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10YEO & YEO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1013305 REECK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOUTHGATE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048195
ReturnHeader/PreparerPersonGrp/PhoneNum07342469600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E MONTELEON
ReturnHeader/ReturnTs02015-01-22T14:47:13-06:00
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
$6,863
Liabilities
$0
Net assets
$6,863
Revenue
$22,503
Expenses
$23,919
Net income
-$1,416
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