Civic Intelligence

Port Huron Rotary Charitable Foundation

990EZ • Fiscal year 2014 • EIN 38-2994525

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 30, 2014

707 Beard StreetPort Huron, MI 48060

(810) 966-8742

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$154,638

Up $8,343 (+5.7%) from 2013

Net Assets

Up

$154,463

Up $8,193 (+5.6%) from 2013

Liabilities

Up

$175

Up $150 (+600%) from 2013

Revenue

Down

$24,373

Down $5,079 (-17%) from 2013

Expenses

Up

$23,950

Up $1,049 (+4.6%) from 2013

Net Income

Down

$423

Down $6,128 (-94%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $138,582Net Assets 2012: $138,5822012Assets 2013: $146,295Liabilities 2013: $25Net Assets 2013: $146,2702013Assets 2014: $154,638Liabilities 2014: $175Net Assets 2014: $154,4632014Assets 2015: $156,715Liabilities 2015: $110Net Assets 2015: $156,6052015Assets 2016: $146,021Liabilities 2016: $0Net Assets 2016: $146,0212016Assets 2017: $158,658Liabilities 2017: $0Net Assets 2017: $158,6582017Assets 2018: $140,059Liabilities 2018: $0Net Assets 2018: $140,0592018Assets 2019: $147,607Liabilities 2019: $0Net Assets 2019: $147,6072019Assets 2020: $160,107Liabilities 2020: $0Net Assets 2020: $160,1072020Assets 2021: $183,691Liabilities 2021: $0Net Assets 2021: $183,6912021Assets 2022: $154,093Liabilities 2022: $0Net Assets 2022: $154,0932022Assets 2023: $190,937Liabilities 2023: $0Net Assets 2023: $190,9372023Assets 2024: $216,560Liabilities 2024: $0Net Assets 2024: $216,5602024Assets 2025: $223,588Liabilities 2025: $0Net Assets 2025: $223,5882025

Highlighted filing

2014

Assets$154,638
Liabilities$175
Net Assets$154,463

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $29,932Expenses 2012: $24,608Net Income 2012: $5,3242012Revenue 2013: $29,452Expenses 2013: $22,901Net Income 2013: $6,5512013Revenue 2014: $24,373Expenses 2014: $23,950Net Income 2014: $4232014Revenue 2015: $29,310Expenses 2015: $20,267Net Income 2015: $9,0432015Revenue 2016: $26,292Expenses 2016: $35,160Net Income 2016: -$8,8682016Revenue 2017: $37,486Expenses 2017: $24,849Net Income 2017: $12,6372017Revenue 2018: $24,200Expenses 2018: $43,247Net Income 2018: -$19,0472018Revenue 2019: $29,172Expenses 2019: $21,827Net Income 2019: $7,3452019Revenue 2020: $35,201Expenses 2020: $18,402Net Income 2020: $16,7992020Revenue 2021: $9,779Expenses 2021: $5,605Net Income 2021: $4,1742021Revenue 2022: $20,183Expenses 2022: $16,326Net Income 2022: $3,8572022Revenue 2023: $38,589Expenses 2023: $11,538Net Income 2023: $27,0512023Revenue 2024: $29,866Expenses 2024: $17,511Net Income 2024: $12,3552024Revenue 2025: $32,242Expenses 2025: $31,726Net Income 2025: $5162025

Highlighted filing

2014

Revenue$24,373
Expenses$23,950
Net Income$423
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$35,504
Mission and Program Overview

Mission

ROTARY SERVICE

ROTARY SERVIC

Program Services

DescriptionGrantsExpenses
ROTARY SERVICES, INCLUDING COMMUNITY, VOCATIONAL, YOUTH EXCHANGE AND INTERNATIONAL GRANTS$9,000$12,349
PARADE TO HELP PROMOTE COMMUNITY AWARENESS AND COMMUNITY INVOLVEMENT-$8,796
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC HANSONTreasurer-$0--
LEE HANSONPresident-$0--
ROBERT COULTERDirector-$0--
MICHAEL SMITHDirector-$0--
MICHAEL ANDERSONDirector-$0--
JOHN LIVESAYDirector-$0--
GARY LEROYDirector-$0--
CHARLES WARCZINSKYDirector-$0--
JONATHAN MELDRUMDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,076$21,051$240$20,811
Total Events$23,076$21,051$11,131$9,920
Filing and Contact Details

Filer

EIN
38-2994525
Phone
8109668742

Signing Officer

Name
Raymond Foltz
Title
President
Phone
8109668742
Signed
2014-10-30
Discuss with paid preparer
Yes

Preparer

Preparer
Christine I Latour CPA Mst
Phone
8109843829
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses ryla conference 600 chamber of commerce 249 insurance - bond 250 parade 8,621 beer tent 2,500 river walk 175 taxes/licenses 20 total 12,415

Form 990-ez, Part I, Line 20

OTHER INCREASES 7,770

Form 990-ez, Part II, Line 26

DEFERRED REVENUE 25 175

Raw XML Appendix204 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm2ROBERT COULTER
CompensationExplanation/CompensationExplanationGrp/PersonNm3MICHAEL SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm4MICHAEL ANDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5JOHN LIVESAY
CompensationExplanation/CompensationExplanationGrp/PersonNm6GARY LEROY
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CompensationExplanation/CompensationExplanationGrp/PersonNm8JONATHAN MELDRUM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY LEROY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JONATHAN MELDRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt07770
IRS990EZ/OtherExpensesTotalAmt012415
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY SERVICES, INCLUDING COMMUNITY, VOCATIONAL, YOUTH EXCHANGE AND INTERNATIONAL GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08796
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112349
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011131
IRS990EZ/SpecialEventsNetIncomeLossAmt09920
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0175
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023950
IRS990EZ/TotalProgramServiceExpensesAmt021145
IRS990EZ/TotalRevenueAmt024373
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02678
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02455
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02552
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014436
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021051
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt020398
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023064
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt025476
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt045335
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0135324
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02678
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014436
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93390
IRS990ScheduleA/PublicSupportPY509Pct00.94440
IRS990ScheduleA/PublicSupportTotal509Amt0203800
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058339
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0218236
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05600
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02025
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02025
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011131
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05291
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021051
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt03 GRAND SLAM
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09920
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0240
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES RYLA CONFERENCE 600 CHAMBER OF COMMERCE 249 INSURANCE - BOND 250 PARADE 8,621 BEER TENT 2,500 RIVER WALK 175 TAXES/LICENSES 20 TOTAL 12,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER INCREASES 7,770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 25 175
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND FOLTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08109668742
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10PORT HURON ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION C/O ERIC HANSON
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0382994525
ReturnHeader/Filer/PhoneNum08109668742
ReturnHeader/Filer/USAddress/AddressLine10707 BEARD STREET
ReturnHeader/Filer/USAddress/City0PORT HURON
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382775143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEWART BEAUVAIS & WHIPPLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101979 HOLLAND AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0480608639
ReturnHeader/PreparerPersonGrp/PhoneNum08109843829
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE I LATOUR CPA MST
ReturnHeader/ReturnTs02014-10-30T12:42:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.32$0.32$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.30$0.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.39$0.12$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.20$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.10$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.35$0.18$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.29$0.22$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.24$0.43$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.37$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.26$0.35$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.29$0.20$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.54$0.24$0.24$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.29$0.23$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.39$0.30$0.25$0.05