Civic Intelligence

Willoughby Rotary Foundation

990 • Fiscal year 2013 • EIN 38-2684710

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 09, 2014

Organization ProfileN/A
PO Box 701Frankfort, MI 49635-0701

(231) 352-7155

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

189%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$342,453

Up $3,660 (+1.1%) from 2012

Net Assets

Up

$342,453

Up $3,660 (+1.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Up

$56,899

Up $37,186 (+189%) from 2012

Expenses

Down

$26,519

Down $794 (-2.9%) from 2012

Net Income

Up

$30,380

Up $37,980 (+500%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2011: $343,773Liabilities 2011: $0Net Assets 2011: $343,7732011Assets 2012: $338,793Liabilities 2012: $0Net Assets 2012: $338,7932012Assets 2013: $342,453Liabilities 2013: $0Net Assets 2013: $342,4532013Assets 2014: $351,876Liabilities 2014: $0Net Assets 2014: $351,8762014Assets 2015: $348,397Liabilities 2015: $0Net Assets 2015: $348,3972015Assets 2016: $356,182Liabilities 2016: $0Net Assets 2016: $356,1822016Assets 2017: $367,905Liabilities 2017: $0Net Assets 2017: $367,9052017Assets 2018: $360,139Liabilities 2018: $0Net Assets 2018: $360,1392018Assets 2019: $376,211Liabilities 2019: $0Net Assets 2019: $376,2112019Assets 2020: $357,768Liabilities 2020: $0Net Assets 2020: $357,7682020Assets 2021: $386,407Liabilities 2021: $0Net Assets 2021: $386,4072021Assets 2022: $358,257Liabilities 2022: $0Net Assets 2022: $358,2572022Assets 2023: $377,572Liabilities 2023: $0Net Assets 2023: $377,5722023Assets 2024: $398,278Liabilities 2024: $0Net Assets 2024: $398,2782024

Highlighted filing

2013

Assets$342,453
Liabilities$0
Net Assets$342,453
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $30,235Expenses 2011: $33,708Net Income 2011: -$3,4732011Revenue 2012: $19,713Expenses 2012: $27,313Net Income 2012: -$7,6002012Revenue 2013: $56,899Expenses 2013: $26,519Net Income 2013: $30,3802013Revenue 2014: $41,112Expenses 2014: $25,255Net Income 2014: $15,8572014Revenue 2015: $34,969Expenses 2015: $24,579Net Income 2015: $10,3902015Revenue 2016: $18,227Expenses 2016: $22,204Net Income 2016: -$3,9772016Revenue 2017: $29,819Expenses 2017: $25,814Net Income 2017: $4,0052017Revenue 2018: $56,398Expenses 2018: $35,924Net Income 2018: $20,4742018Revenue 2019: $30,301Expenses 2019: $32,819Net Income 2019: -$2,5182019Revenue 2020: $7,539Expenses 2020: $16,588Net Income 2020: -$9,0492020Revenue 2021: $36,645Expenses 2021: $13,657Net Income 2021: $22,9882021Revenue 2022: $21,466Expenses 2022: $22,757Net Income 2022: -$1,2912022Revenue 2023: $31,822Expenses 2023: $25,544Net Income 2023: $6,2782023Revenue 2024: $33,474Expenses 2024: $34,651Net Income 2024: -$1,1772024

Highlighted filing

2013

Revenue$56,899
Expenses$26,519
Net Income$30,380
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 9, 2014
Return Version
2013v3.1
Gross Receipts
$253,369
Mission and Program Overview

Mission

Scholarships/charitable community grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$317,088$321,800▲ $4,712
Cash and Non-Interest-Bearing Accounts$14,004$12,951▼ $1,053
Savings and Temporary Cash Investments$7,701$7,702▲ $1
Total Assets$338,793$342,453▲ $3,660
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$317,088$321,800▲ $4,712
Unrestricted Net Assets$21,705$20,653▼ $1,052
Total Net Assets Fund Balance$338,793$342,453▲ $3,660
Total Liabilities and Net Assets / Fund Balance$338,793$342,453▲ $3,660

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$317,088$4,100▲ $12,612-$321,800
2012$319,092$3,450▲ $6,546-$317,088
2011$323,485$1,639▲ $9,968-$319,093
2010$292,608$2,717▲ $40,160-$323,485
2009$269,104$1,600▲ $32,904-$292,608
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Alan LuedtkePresident
Bill McmillanTrustee
Don SmithTrustee
Doug CookTrustee
Julie BankstonTrustee
Pat StorrerTrustee
William LauppeTrustee
Jerry SlaterSecretary
James J RadabaughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,314
Program Service Revenue
$0
Investment Income
$38,286
Other Revenue
$14,299
All Other Contributions
$4,314
Change in Net Assets
$30,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,300
Other Expenses$4,219
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$15,000--$15,000
Grants to Domestic Orgs$7,300--$7,300
Fees for Services Accounting-$3,741-$3,741
Other Expenses-$28-$28
Total Functional Expenses$22,300$4,219$0$26,519
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,808
Fundraising Direct Expenses$9,564
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$13,687$13,687$6,262$7,425
Event 2$9,121$9,121$3,302$5,819
Total Events$22,808$22,808$9,564$13,244
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Willoughby rotary foundation is organized with members.”

Form 990, Page 6, Part VI, Line 7A

“The members of the willoughby rotary foundation elect the board of directors that governs the organization.”

Form 990, Page 6, Part VI, Line 7B

“The board of directors governs the organization.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the treasurer of the willoughby rotary foundation.”

Form 990, Page 6, Part VI, Line 12C

“The organization has no formal written conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“The governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
38-2684710

Signing Officer

Name
James Radabaugh
Title
Treasurer
Signed
2014-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
57

Preparer

Preparer
Amy M Plumstead CPA
Phone
2313527155
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain (loss) on investments 26,717 rounding 3”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Scholarships for local high school students”

Raw XML Appendix375 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.

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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022808
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CHICKEN FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0COMMUNITY REVUE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013244
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09564
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03302
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLOUGHBY ROTARY FOUNDATION IS ORGANIZED WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE WILLOUGHBY ROTARY FOUNDATION ELECT THE BOARD OF DIRECTORS THAT GOVERNS THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS GOVERNS THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE TREASURER OF THE WILLOUGHBY ROTARY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NO FORMAL WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAIN (LOSS) ON INVESTMENTS 26,717 ROUNDING 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0317088
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0321800
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0338793
IRS990/TotalAssetsEOYAmt0342453
IRS990/TotalAssetsGrp/BOYAmt0338793
IRS990/TotalAssetsGrp/EOYAmt0342453
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04314
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04219
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022300
IRS990/TotalFunctionalExpensesGrp/TotalAmt026519
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0338793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0342453
IRS990/TotalProgramServiceExpensesAmt022300
IRS990/TotalRevenueGrp/ExclusionAmt014409
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056899
IRS990/TotalVolunteersCnt057
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0338793
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0342453
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt021705
IRS990/UnrestrictedNetAssetsGrp/EOYAmt020653
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES RADABAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLOUGHBY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0382684710
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 701
ReturnHeader/Filer/USAddress/City0FRANKFORT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0496350701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201103587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PLUMSTEAD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 186 228 SEVENTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode049635
ReturnHeader/PreparerPersonGrp/PhoneNum02313527155
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY M PLUMSTEAD CPA
ReturnHeader/ReturnTs02014-11-13T09:24:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,453
Liabilities
$0
Net assets
$342,453
Revenue
$56,899
Expenses
$26,519
Net income
$30,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.00$3.98$0.33$0.35$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.00$3.78$0.32$0.26$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.21$0.23$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.37$0.14$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.08$0.17$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.30$0.33$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.56$0.36$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.30$0.26$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.18$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.35$0.25$0.10
2014Summary only. Only limited summary data is available for this year.$3.52$0.00$3.52$0.41$0.25$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.57$0.27$0.30
2012Summary only. Only limited summary data is available for this year.$3.39$0.00$3.39$0.20$0.27$0.08
2011Summary only. Only limited summary data is available for this year.$3.44$0.00$3.44$0.30$0.34$0.03