Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Rotary International-Southgate
990EZ • Fiscal year 2018 • EIN 38-2632040
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.10x
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% 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
15th percentile
Faster asset growth than 15% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Balance Sheet
Assets
Down$7,973
Down $2,114 (-21%) from 2017
Net Assets
Down$7,203
Down $2,884 (-29%) from 2017
Liabilities
Up$770
Up $770 from 2017
Revenue And Expenses
Revenue
Up$31,314
Up $171 (+0.5%) from 2017
Expenses
Up$31,730
Up $4,367 (+16%) from 2017
Net Income
Down-$416
Down $4,196 (-111%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Aug 30, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $39,646
Mission and Program Overview
Mission
Charitable contributions and community service on local, national, and international levels.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| VARIOUS LOCAL CHARITIES - YMCA OF SOUTHGATE, THE GUIDANCE CENTER, COLLEGE SCHOLARSHIPS FOR LOCAL STUDENTS, ETC. | $13,093 | $13,093 |
| LUNCHES COST | - | $6,798 |
| CHARITABLE CONTRIBUTIONS TO SOUTHGATE ROTARY FOUNDATION | $2,635 | $2,635 |
| CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS AND INTERNATIONAL CHARITY. | $2,633 | $2,633 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BENJAMIN G STEVES | President | - | $0 | - | - |
| SHERRY HALKO | Secretary | - | $0 | - | - |
| STEPHEN H AHLES | Treasurer | - | $0 | - | - |
| JOEL SHERRAND | Past Preside | - | $0 | - | - |
| THOMAS E MONTELEON | Accountant | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| ROCKIN'ROUND TH | $7,752 | $7,752 | - | $7,752 |
| Total Events | $7,752 | $7,752 | - | $7,752 |
Filing and Contact Details
Filer
- Filer Name
- Rotary International-southgate
- EIN
- 38-2632040
- Phone
- 7347691331
- Address
- PO BOX 1591, SOUTHGATE, MI 48195
Signing Officer
- Name
- Thomas E Monteleon
- Title
- Accountant
- Phone
- 7347691331
- Signed
- 2018-08-30
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Membership meals income 7,714 total 7,714”
Form 990-ez, Part I, Line 10
“Name: other local charities cash contribution: 13,093”
Form 990-ez, Part I, Line 16
“Membership meals income cost of goods sold 6,798 expenses website costs 259 club dues to district 1,880 club dues to rotary int'l 3,373 michigan annual report 20 shredder contractor 450 office supplies 388 other business exp 201 total 13,369”
Form 990-ez, Part II, Line 26
“DEFERRED REVENUE 0 770”
Form 990-ez, Part III
“Charitable contributions and community service on local, national, and international levels.”
Form 990-ez, Part III, Line 31
“LUNCHES COST”
Raw XML Appendix130 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/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | THOMAS E MONTELEON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7347691331 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1450 EISENHOWER PLACE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ANN ARBOR |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 48108 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 7619 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 7973 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 6218 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -416 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 7619 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 7973 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 21714 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 18361 |
| IRS990EZ/GrossReceiptsAmt | 0 | 39646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 4000 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 7619 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 7203 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 7619 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 7203 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 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/PersonNm | 0 | BENJAMIN G STEVES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHERRY HALKO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STEPHEN H AHLES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOEL SHERRAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | THOMAS E MONTELEON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | ACCOUNTANT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 13369 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 7714 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CHARITABLE CONTRIBUTIONS AND COMMUNITY SERVICE ON LOCAL, NATIONAL, AND INTERNATIONAL LEVELS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS AND INTERNATIONAL CHARITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CHARITABLE CONTRIBUTIONS TO SOUTHGATE ROTARY FOUNDATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | VARIOUS LOCAL CHARITIES - YMCA OF SOUTHGATE, THE GUIDANCE CENTER, COLLEGE SCHOLARSHIPS FOR LOCAL STUDENTS, ETC. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | LUNCHES COST |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 2633 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 2635 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 13093 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 2633 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 2635 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 13093 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 6798 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 8332 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 13382 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 770 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 31730 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 25159 |
| IRS990EZ/TotalRevenueAmt | 0 | 31314 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SOUTHGATEROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | ROCKIN'ROUND TH |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 7752 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 7752 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 7752 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 7752 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 7752 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MEMBERSHIP MEALS INCOME 7,714 TOTAL 7,714 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NAME: OTHER LOCAL CHARITIES CASH CONTRIBUTION: 13,093 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEMBERSHIP MEALS INCOME COST OF GOODS SOLD 6,798 EXPENSES WEBSITE COSTS 259 CLUB DUES TO DISTRICT 1,880 CLUB DUES TO ROTARY INT'L 3,373 MICHIGAN ANNUAL REPORT 20 SHREDDER CONTRACTOR 450 OFFICE SUPPLIES 388 OTHER BUSINESS EXP 201 TOTAL 13,369 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DEFERRED REVENUE 0 770 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CHARITABLE CONTRIBUTIONS AND COMMUNITY SERVICE ON LOCAL, NATIONAL, AND INTERNATIONAL LEVELS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | LUNCHES COST |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | THOMAS E MONTELEON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ACCOUNTANT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7347691331 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL-SOUTHGATE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | MICHIGAN |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 382632040 |
| ReturnHeader/Filer/PhoneNum | 0 | 7347691331 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1591 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SOUTHGATE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 48195 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 94A0B18387F388711E48F1C280F31DA279B52269 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 4962EE0812FA3ADF001D44A22DB0F082CABC7CEB |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 70.34.166.254 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-10-23 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 09:26:10 |
| ReturnHeader/ReturnTs | 0 | 2018-10-23T10:26:10-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $7,973
- Liabilities
- $770
- Net assets
- $7,203
- Revenue
- $31,314
- Expenses
- $31,730
- Net income
- -$416