Civic Intelligence

Rotary District 6360 World Community Service Foundation

990EZ • Fiscal year 2015 • EIN 38-3002325

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 10, 2016

7171 Stadium DriveKalamazoo, MI 49009

(269) 337-4125

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.27x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

37th percentile

-1.4%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$242,576

Up $7,633 (+3.2%) from 2014

Net Assets

Up

$226,076

Up $6,133 (+2.8%) from 2014

Liabilities

Up

$16,500

Up $1,500 (+10%) from 2014

Revenue

Up

$62,114

Up $22,394 (+56%) from 2014

Expenses

Up

$62,953

Up $30,132 (+92%) from 2014

Net Income

Down

-$839

Down $7,738 (-112%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $163,629Liabilities 2011: $14,925Net Assets 2011: $148,7042011Assets 2012: $231,474Liabilities 2012: $7,500Net Assets 2012: $223,9742012Assets 2013: $204,459Liabilities 2013: $12,700Net Assets 2013: $191,7592013Assets 2014: $234,943Liabilities 2014: $15,000Net Assets 2014: $219,9432014Assets 2015: $242,576Liabilities 2015: $16,500Net Assets 2015: $226,0762015Assets 2016: $260,026Liabilities 2016: $19,404Net Assets 2016: $240,6222016Assets 2017: $260,112Liabilities 2017: $17,580Net Assets 2017: $242,5322017Assets 2018: $292,456Liabilities 2018: $20,5002018Assets 2019: $317,685Liabilities 2019: $3,000Net Assets 2019: $314,6852019Assets 2020: $285,741Liabilities 2020: $0Net Assets 2020: $285,7412020Assets 2021: $301,603Liabilities 2021: $02021Assets 2022: $260,162Liabilities 2022: $0Net Assets 2022: $260,1622022Assets 2023: $269,936Liabilities 2023: $0Net Assets 2023: $269,9362023Assets 2024: $320,628Liabilities 2024: $02024Assets 2025: $350,232Liabilities 2025: $0Net Assets 2025: $350,2322025

Highlighted filing

2015

Assets$242,576
Liabilities$16,500
Net Assets$226,076

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $49,522Expenses 2011: $34,101Net Income 2011: $15,4212011Revenue 2012: $88,768Expenses 2012: $14,641Net Income 2012: $74,1272012Revenue 2013: $83,313Expenses 2013: $127,664Net Income 2013: -$44,3512013Revenue 2014: $39,720Expenses 2014: $32,821Net Income 2014: $6,8992014Revenue 2015: $62,114Expenses 2015: $62,953Net Income 2015: -$8392015Revenue 2016: $53,150Expenses 2016: $38,410Net Income 2016: $14,7402016Revenue 2017: $52,863Expenses 2017: $70,049Net Income 2017: -$17,1862017Revenue 2018: $61,601Expenses 2018: $45,221Net Income 2018: $16,3802018Revenue 2019: $85,848Expenses 2019: $48,740Net Income 2019: $37,1082019Revenue 2020: $67,650Expenses 2020: $99,451Net Income 2020: -$31,8012020Revenue 2021: $46,858Expenses 2021: $102,214Net Income 2021: -$55,3562021Revenue 2022: $61,972Expenses 2022: $41,312Net Income 2022: $20,6602022Revenue 2023: $51,537Expenses 2023: $68,228Net Income 2023: -$16,6912023Revenue 2024: $46,123Expenses 2024: $33,931Net Income 2024: $12,1922024Revenue 2025: $31,311Expenses 2025: $30,725Net Income 2025: $5862025

Highlighted filing

2015

Revenue$62,114
Expenses$62,953
Net Income-$839
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$70,842
Mission and Program Overview

Mission

Fund rotary service projects in rotary district 6360

Program Services

DescriptionGrantsExpenses
BIOSAND FILTER PROJECT - PROVIDE CLEAN DRINKING WATER IN THE DOMINICAN REPUBLIC. THIS IS A MULTI-YEAR PROJECT WITH MATCHING GRANTS FROM THE ROTARY FOUNDATION.$30,800$30,800
VARIOUS GRANTS TO LOCAL ROTARY CLUBS IN THE DISTRICT FOR USE IN FUNDING PROJECTS THEY ARE SPONSORING.$24,405$24,405
CASA AMPARO - FUNDS WERE USED TO PROVIDE COMPENSATION FOR A TEACHER AT CASA AMPARO, AN ORPHANAGE IN MEXICO FOR YOUNG, HOMELESS GIRLS.$6,024$6,024
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WILLIAMSSecretary-$0--
JAMES MCINTYREActing Treas-$0--
KARL KINCADEDirector-$0--
JOSE LOPEZAssistant Tr-$0--
MARJORIE HAASPresident-$0--
KARL SANDELINAssistant Se-$0--
ED DELISLETrustee-$0--
TWESIGYE JACKSON KAGURITrustee-$0--
ZAF KHAJATrustee-$0--
CARL SCHOESSELDirector-$0--
JIM MULLER SMITHTrustee-$0--
JERRI LYNN WILLIAMS HARPERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$21,220$21,220$3,011$18,209
Total Events$21,220$21,220$8,728$12,492
Filing and Contact Details

Filer

Filer Name
Rotary District 6360 Foundation
EIN
38-3002325
Phone
2693374125
Address
7171 STADIUM DRIVE, KALAMAZOO, MI 49009

Signing Officer

Name
Nancy Thompson
Title
Assistant Treasurer
Phone
2693374125
Signed
2016-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Jansen Valk Thompson & Reahm Pc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009
Preparer
Nancy L Thompson
Phone
2693817600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Grants to local rotary clubs 24,405 0 0 casa amparo 6,024 0 0 bioland filter grant 30,800 0 0

Form 990-ez, Part I, Line 16

Expenses office 485 total 485

Form 990-ez, Part I, Line 20

Unnrealized investment gain 6,972

Form 990-ez, Part II, Line 26

Grants payable 15,000 16,500

Raw XML Appendix223 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/PersonNm11JERRI LYNN WILLIAMS HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ACTING TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06972
IRS990EZ/OtherExpensesTotalAmt0485
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0FUND ROTARY SERVICE PROJECTS IN ROTARY DISTRICT 6360
IRS990EZ/PrintingPublicationsPostageAmt0439
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BIOSAND FILTER PROJECT - PROVIDE CLEAN DRINKING WATER IN THE DOMINICAN REPUBLIC. THIS IS A MULTI-YEAR PROJECT WITH MATCHING GRANTS FROM THE ROTARY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VARIOUS GRANTS TO LOCAL ROTARY CLUBS IN THE DISTRICT FOR USE IN FUNDING PROJECTS THEY ARE SPONSORING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06024
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt130800
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt224405
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06024
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt130800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt224405
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08728
IRS990EZ/SpecialEventsNetIncomeLossAmt012492
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062953
IRS990EZ/TotalProgramServiceExpensesAmt061229
IRS990EZ/TotalRevenueAmt062114
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DISTRICT6360.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt059,365
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1OTHER INCOME NOTED IN LINE 12 IS PRIMARILY RELATED TO THE ORGANIZATION'S FUNDRAISING RAFFLE AND ANNUAL DINNER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049040
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033714
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0251400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02548
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02258
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02599
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012454
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012454
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015308
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt012763
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt013209
IRS990ScheduleA/OtherIncome509Grp/TotalAmt059365
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77780
IRS990ScheduleA/PublicSupportPY509Pct00.78330
IRS990ScheduleA/PublicSupportTotal509Amt0251400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049040
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IRS990ScheduleA/Total509Grp/TotalAmt0251400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049522
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0323219
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAFFLE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021220
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012492
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0717
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0717
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03011
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS TO LOCAL ROTARY CLUBS 24,405 0 0 CASA AMPARO 6,024 0 0 BIOLAND FILTER GRANT 30,800 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 485 TOTAL 485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNNREALIZED INVESTMENT GAIN 6,972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS PAYABLE 15,000 16,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02693374125
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6360 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0383002325
ReturnHeader/Filer/PhoneNum02693374125
ReturnHeader/Filer/USAddress/AddressLine1Txt07171 STADIUM DRIVE
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383186775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANSEN VALK THOMPSON & REAHM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07171 STADIUM DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049009
ReturnHeader/PreparerPersonGrp/PhoneNum02693817600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY L THOMPSON
ReturnHeader/ReturnTs02016-02-15T07:30:58-06:00
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.$3.50$0.00$3.50$0.31$0.31$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$0.46$0.34$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.52$0.68$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.62$0.41$0.21
2021Summary only. Only limited summary data is available for this year.$3.02$0.00$0.47$1.02$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.68$0.99$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.03$3.15$0.86$0.49$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.21$0.62$0.45$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.18$2.43$0.53$0.70$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.19$2.41$0.53$0.38$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.17$2.26$0.62$0.63$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.15$2.20$0.40$0.33$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.13$1.92$0.83$1.28$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.08$2.24$0.89$0.15$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.15$1.49$0.50$0.34$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits