Civic Intelligence

Port Huron Rotary Charitable Foundation

990EZ • Fiscal year 2017 • EIN 38-2994525

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2017

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

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.7%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$158,658

Up $12,637 (+8.7%) from 2016

Net Assets

Up

$158,658

Up $12,637 (+8.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$37,486

Up $11,194 (+43%) from 2016

Expenses

Down

$24,849

Down $10,311 (-29%) from 2016

Net Income

Up

$12,637

Up $21,505 (+243%) from 2016

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

2017

Assets$158,658
Liabilities$0
Net Assets$158,658

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

2017

Revenue$37,486
Expenses$24,849
Net Income$12,637
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2017
Return Version
2016v3.1
Gross Receipts
$49,467
Mission and Program Overview

Mission

ROTARY SERVICE

Program Services

DescriptionGrantsExpenses
PARADE TO HELP PROMOTE COMMUNITY AWARENESS AND COMMUNITY INVOLVEMENT-$14,168
ROTARY SERVICES, INCLUDING COMMUNITY, VOCATIONAL, YOUTH EXCHANGE AND INTERNATIONAL GRANTS$7,444$8,104
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HOUSERDirector-$0--
CHRISTINE LATOURPresident-$0--
SUZANNA STAINVice Preside-$0--
JONATHAN MELDRUMDirector-$0--
RAYMOND FOLTZTreasurer-$0--
YVONNE BABINDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
3 Grand Slam$28,793$28,058$180$27,878
Total Events$28,793$28,058$11,981$16,077
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
Christine Latour
Title
President
Phone
8108416915
Signed
2017-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Stewart Beauvais & Whipple Pc
Address
1979 HOLLAND AVE SUITE A, PORT HURON, MI 48060-8639
Preparer
Christine I Latour CPA Mst
Phone
8109843829
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Rotary international parade supplies 3,943 participation incentives 9,250 professional fees 325 awards 650 expenses supplies 60 rotary youth leadership 600 total 14,828

Form 990-ez, Part I, Line 20

Unrealized loss on investments 0

Form 990-ez, Part II, Line 24

Ph rotary club 1,500 1,500 total 1,500 1,500

Raw XML Appendix185 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/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01500
IRS990EZ/OtherExpensesTotalAmt014828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY SERVICE
IRS990EZ/ProgramServiceRevenueAmt09792
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARADE TO HELP PROMOTE COMMUNITY AWARENESS AND COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY SERVICES, INCLUDING COMMUNITY, VOCATIONAL, YOUTH EXCHANGE AND INTERNATIONAL GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07444
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18104
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011981
IRS990EZ/SpecialEventsNetIncomeLossAmt016077
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024849
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IRS990EZ/TotalRevenueAmt037486
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044973
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07132
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0143281
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02678
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016545
IRS990ScheduleA/InvestmentIncomeCYPct00.08000
IRS990ScheduleA/InvestmentIncomePYPct00.07000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91920
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011981
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm03 GRAND SLAM
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06401
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028058
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016077
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL PARADE SUPPLIES 3,943 PARTICIPATION INCENTIVES 9,250 PROFESSIONAL FEES 325 AWARDS 650 EXPENSES SUPPLIES 60 ROTARY YOUTH LEADERSHIP 600 TOTAL 14,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PH ROTARY CLUB 1,500 1,500 TOTAL 1,500 1,500
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 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE LATOUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08108416915
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT HURON ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0382994525
ReturnHeader/Filer/PhoneNum08108416915
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ReturnHeader/Filer/USAddress/CityNm0PORT HURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480608639
ReturnHeader/PreparerPersonGrp/PhoneNum08109843829
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE I LATOUR CPA MST
ReturnHeader/ReturnTs02018-05-15T08:31:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits