Civic Intelligence

Willoughby Rotary Foundation

990 • Fiscal year 2019 • EIN 38-2684710

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

4.5%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$376,211

Up $16,072 (+4.5%) from 2018

Net Assets

Up

$376,211

Up $16,072 (+4.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin26th percentile

Revenue

Down

$30,301

Down $26,097 (-46%) from 2018

Expenses

Down

$32,819

Down $3,105 (-8.6%) from 2018

Net Income

Down

-$2,518

Down $22,992 (-112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$376,211
Liabilities$0
Net Assets$376,211
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$30,301
Expenses$32,819
Net Income-$2,518
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$245,987
Mission and Program Overview

Mission

Scholarships/charitable community grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$327,160$337,966▲ $10,806
Cash and Non-Interest-Bearing Accounts$32,979$38,245▲ $5,266
Total Assets$360,139$376,211▲ $16,072
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$327,160$337,966▲ $10,806
Net Assets Without Donor Restrictions$32,979$38,245▲ $5,266
Total Net Assets Fund Balance$360,139$376,211▲ $16,072
Total Liabilities and Net Assets / Fund Balance$360,139$376,211▲ $16,072

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$339,048$4,870▼ $4,758-$327,160
2017$329,472$3,000▲ $18,576-$339,048
2016$325,956$1,500▲ $14,016-$329,472
2015$331,067$28,248▼ $21,359-$325,956
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Alan LuedtkePresident
Blake BrooksTrustee
Carol MarshTrustee
Christopher PorterTrustee
Donald SmithTrustee
Julie BankstonTrustee
Maryann ShortTrustee
Mitchell JaworskiTrustee
William McmillanTrustee
Jerry SlaterSecretary
James J RadabaughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,267
Program Service Revenue
$0
Investment Income
$5,735
Other Revenue
$15,299
All Other Contributions
$9,267
Change in Net Assets
$-2,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,339
Other Expenses$5,480
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,039--$17,039
Grants to Domestic Orgs$10,300--$10,300
Fees for Services Accounting-$5,000-$5,000
Other Expenses-$20-$20
Total Functional Expenses$27,339$5,480$0$32,819
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,088
Fundraising Direct Expenses$10,789
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chicken Festiva$13,379$13,379$7,755$5,624
Community Revue$12,709$12,709$3,034$9,675
Total Events$26,088$26,088$10,789$15,299
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
No
Business relationship with 35% controlled entity
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
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James J Radabaugh
Formed
1986
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
52

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain (loss) on investments 18,590”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Scholarships for local high school students”

Raw XML Appendix399 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt115000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS (RESTRICTED)
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt116
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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 18,590
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
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05480
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IRS990/TotalFunctionalExpensesGrp/TotalAmt032819
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES J RADABAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
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ReturnHeader/FilingSecurityInformation/IPTm014:58:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201103587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLUMSTEAD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 186 228 SEVENTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
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ReturnHeader/PreparerPersonGrp/PhoneNum02313527155
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY M PLUMSTEAD CPA
ReturnHeader/ReturnTs02020-11-10T14:58:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,211
Liabilities
$0
Net assets
$376,211
Revenue
$30,301
Expenses
$32,819
Net income
-$2,518
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