Civic Intelligence

Port Huron Rotary Charitable Foundation

990EZ • Fiscal year 2015 • EIN 38-2994525

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 07, 2016

PO Box 610852Port Huron, MI 48061-0852

(810) 841-6915

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.

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

75th percentile

$200

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

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

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$156,715

Up $2,077 (+1.3%) from 2014

Net Assets

Up

$156,605

Up $2,142 (+1.4%) from 2014

Liabilities

Down

$110

Down $65 (-37%) from 2014

Revenue

Up

$29,310

Up $4,937 (+20%) from 2014

Expenses

Down

$20,267

Down $3,683 (-15%) from 2014

Net Income

Up

$9,043

Up $8,620 (+2038%) from 2014

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

2015

Assets$156,715
Liabilities$110
Net Assets$156,605

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

2015

Revenue$29,310
Expenses$20,267
Net Income$9,043
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 7, 2016
Return Version
2014v6.0
Gross Receipts
$42,649
Mission and Program Overview

Mission

ROTARY SERVICE

Program Services

DescriptionGrantsExpenses
ROTARY SERVICES, INCLUDING COMMUNITY, VOCATIONAL, YOUTH EXCHANGE AND INTERNATIONAL GRANTS$10,935$11,184
PARADE TO HELP PROMOTE COMMUNITY AWARENESS AND COMMUNITY INVOLVEMENT-$7,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND FOLTZTreasurer-$0$200$200
MICHAEL SMITHDirector-$0--
MICHAEL ANDERSONDirector-$0--
JOHN LIVESAYDirector-$0--
GARY LEROYPresident-$0--
CHARLES WARCZINSKYDirector-$0--
JONATHAN MELDRUMDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
3 Grand Slam$21,165$20,565$244$20,321
Boat Week$7,635$7,635$2,330$5,305
Total Events$28,800$28,200$13,339$14,861
Filing and Contact Details

Filer

Filer Name
Port Huron Rotary Charitable
EIN
38-2994525
Phone
8108416915
Address
PO BOX 610852, PORT HURON, MI 48061-0852

Signing Officer

Name
Gary Leroy
Title
President
Phone
8108416915
Signed
2016-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Stewart Beauvais & Whipple Pc
Address
1979 HOLLAND AVE SUITE A, PORT HURON, MI 48060
Preparer
Christine I Latour CPA Mst
Phone
8109843829
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Rotary international parade supplies 1,590 participation incentives 4,100 professional fees 575 awards 900 expenses chamber of commerce 249 rotary supplies 318 total 7,732

Form 990-ez, Part I, Line 20

Unrealized loss on investments -6,901

Form 990-ez, Part II, Line 26

DEFERRED REVENUE 175 110

Raw XML Appendix193 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY LEROY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-6901
IRS990EZ/OtherExpensesTotalAmt07732
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt03925
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010935
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016915
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IRS990ScheduleA/InvestmentIncomeCYPct00.08000
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013339
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm03 GRAND SLAM
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOAT WEEK
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05265
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0244
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL PARADE SUPPLIES 1,590 PARTICIPATION INCENTIVES 4,100 PROFESSIONAL FEES 575 AWARDS 900 EXPENSES CHAMBER OF COMMERCE 249 ROTARY SUPPLIES 318 TOTAL 7,732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS -6,901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 175 110
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY LEROY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08108416915
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT HURON ROTARY CHARITABLE
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ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0382994525
ReturnHeader/Filer/PhoneNum08108416915
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01979 HOLLAND AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048060
ReturnHeader/PreparerPersonGrp/PhoneNum08109843829
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE I LATOUR CPA MST
ReturnHeader/ReturnTs02016-02-11T12:56:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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