Civic Intelligence

Port Huron Rotary Charitable Foundation

990EZ • Fiscal year 2020 • EIN 38-2994525

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$1,600

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

8.5%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$160,107

Up $12,500 (+8.5%) from 2019

Net Assets

Up

$160,107

Up $12,500 (+8.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$35,201

Up $6,029 (+21%) from 2019

Expenses

Down

$18,402

Down $3,425 (-16%) from 2019

Net Income

Up

$16,799

Up $9,454 (+129%) from 2019

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

2020

Assets$160,107
Liabilities$0
Net Assets$160,107

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

2020

Revenue$35,201
Expenses$18,402
Net Income$16,799
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.0
Gross Receipts
$115,574
Mission and Program Overview

Mission

ROTARY SERVICE

Program Services

DescriptionGrantsExpenses
PARADE TO HELP PROMOTE COMMUNITY AWARENESS AND COMMUNITY INVOLVEMENT-$8,778
ROTARY SERVICES, INCLUDING COMMUNITY, VOCATIONAL, YOUTH EXCHANGE AND INTERNATIONAL GRANTS$6,296$6,296
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND FOLTZTreasurer-$1,600-$1,600
SUZANNA STAINDirector-$0--
JOHN LIVESAYPresident-$0--
MARGE KOPPDirector-$0--
TED FITZGERALDSecretary-$0--
KEELY BARIBEAUDirector-$0--
SCOTT BABINDirector-$0--
LUELLA INGELSDirector-$0--
GINO GIACUMBODirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
3 Grand Slam$26,613$26,243$709$25,534
Total Events$26,613$26,243$12,980$13,263
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
Raymond Foltz
Title
Treasurer
Phone
8108416915
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mi Inc
Address
1979 HOLLAND AVE SUITE A, PORT HURON, MI 48060-8639
Preparer
Michael T Turnbull
Phone
8109843829
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Rotary international parade website 981 supplies 3,047 participation incentives 3,850 awards 900 expenses taxes & licenses 20 bank fees 7 total 8,805

Form 990-ez, Part I, Line 20

Unrealized loss on investment -4,299

Raw XML Appendix196 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4299
IRS990EZ/OtherExpensesTotalAmt08805
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY SERVICE
IRS990EZ/ProgramServiceRevenueAmt09479
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06296
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt073469
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012980
IRS990EZ/SpecialEventsNetIncomeLossAmt013263
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018402
IRS990EZ/TotalProgramServiceExpensesAmt015074
IRS990EZ/TotalRevenueAmt035201
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03648
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02378
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt035722
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt028301
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt031857
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0166463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01654
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IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.07000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201643
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05500
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0370
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0370
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012980
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm03 GRAND SLAM
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06501
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026613
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013263
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0270
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL PARADE WEBSITE 981 SUPPLIES 3,047 PARTICIPATION INCENTIVES 3,850 AWARDS 900 EXPENSES TAXES & LICENSES 20 BANK FEES 7 TOTAL 8,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENT -4,299
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND FOLTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08108416915
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT HURON ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0382994525
ReturnHeader/Filer/PhoneNum08108416915
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 610852
ReturnHeader/Filer/USAddress/CityNm0PORT HURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480610852
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381910111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01979 HOLLAND AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480608639
ReturnHeader/PreparerPersonGrp/PhoneNum08109843829
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T TURNBULL
ReturnHeader/ReturnTs02021-05-06T16:23:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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