Civic Intelligence

Willoughby Rotary Foundation

990 • Fiscal year 2015 • EIN 38-2684710

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.0%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$348,397

Down $3,479 (-1.0%) from 2014

Net Assets

Down

$348,397

Down $3,479 (-1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin84th percentile

Revenue

Down

$34,969

Down $6,143 (-15%) from 2014

Expenses

Down

$24,579

Down $676 (-2.7%) from 2014

Net Income

Down

$10,390

Down $5,467 (-34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2015

Assets$348,397
Liabilities$0
Net Assets$348,397
Open 2015 Filing

Operations Trend

Revenue Growth28th 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

2015

Revenue$34,969
Expenses$24,579
Net Income$10,390
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$343,899
Mission and Program Overview

Mission

Scholarships/charitable community grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$331,067$325,956▼ $5,111
Cash and Non-Interest-Bearing Accounts$13,106$14,734▲ $1,628
Savings and Temporary Cash Investments$7,703$7,707▲ $4
Total Assets$351,876$348,397▼ $3,479
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$331,067$325,956▼ $5,111
Unrestricted Net Assets$20,809$22,441▲ $1,632
Total Net Assets Fund Balance$351,876$348,397▼ $3,479
Total Liabilities and Net Assets / Fund Balance$351,876$348,397▼ $3,479

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$331,067$28,248▼ $21,359-$325,956
2014$321,800$3,000▲ $18,267-$331,067
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
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$32,848
Program Service Revenue
$0
Investment Income
$-9,101
Other Revenue
$11,222
All Other Contributions
$32,848
Change in Net Assets
$10,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,500
Other Expenses$4,079
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,000--$14,000
Grants to Domestic Orgs$6,500--$6,500
Fees for Services Accounting-$3,994-$3,994
Other Expenses-$1-$1
Total Functional Expenses$20,500$4,079$0$24,579
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,626
Fundraising Direct Expenses$10,934
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chicken Festiva$11,783$11,783$7,917$3,866
Community Revue$8,843$8,843$3,017$5,826
Total Events$20,626$20,626$10,934$9,692
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
No
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

Filer Name
Willoughby Rotary Foundation
EIN
38-2684710
Address
PO BOX 701, FRANKFORT, MI 49635-0701

Signing Officer

Name
James J Radabaugh
Title
Treasurer
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Luedtke
Formed
1986
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
57

Preparer

Firm
Plumstead Pc
Address
PO BOX 186 228 SEVENTH ST, FRANKFORT, MI 49635
Preparer
Amy M Plumstead CPA
Phone
2313527155
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Scholarships for local high school students”

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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/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0321800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt012000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012612
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0319092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0317088
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt012000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06546
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0323485
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01639
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0319093
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt016000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09968
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010934
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHICKEN FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMMUNITY REVUE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020626
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09692
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010934
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07917
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03017
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0331067
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0325956
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0351876
IRS990/TotalAssetsEOYAmt0348397
IRS990/TotalAssetsGrp/BOYAmt0351876
IRS990/TotalAssetsGrp/EOYAmt0348397
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032848
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04079
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020500
IRS990/TotalFunctionalExpensesGrp/TotalAmt024579
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0351876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0348397
IRS990/TotalProgramServiceExpensesAmt020500
IRS990/TotalRevenueGrp/ExclusionAmt015442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-23013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034969
IRS990/TotalVolunteersCnt057
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0351876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0348397
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt020809
IRS990/UnrestrictedNetAssetsGrp/EOYAmt022441
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01668 ROBINSON RD
IRS990/USAddress/CityNm0FRANKFORT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049635
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES J RADABAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOUGHBY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0382684710
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701
ReturnHeader/Filer/USAddress/CityNm0FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0496350701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201103587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLUMSTEAD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 186 228 SEVENTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049635
ReturnHeader/PreparerPersonGrp/PhoneNum02313527155
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY M PLUMSTEAD CPA
ReturnHeader/ReturnTs02016-11-13T12:51:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$348,397
Liabilities
$0
Net assets
$348,397
Revenue
$34,969
Expenses
$24,579
Net income
$10,390
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