Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Lakeshore Rotary Foundation
EIN 38-3500168 • 501(c)3 • St Joseph, MI
Profile
Carry out charitable activities of the lakeshore rotary club including scholarships & community service projects for youth & senior citizens
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Down$151,327
Down $3,568 (-2.3%) from 2015
Liabilities
Flat$0
Flat from 2015
Net Assets
Down$151,327
Down $3,568 (-2.3%) from 2015
Revenue
Up$10,724
Up $1,840 (+21%) from 2015
Expenses
Up$4,075
Up $128 (+3.2%) from 2015
Net Income
Up$6,649
Up $1,712 (+35%) from 2015
Trend Graphs
Filings
Most recent year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $151,327
- Liabilities
- $0
- Net assets
- $151,327
- Revenue
- $10,724
- Expenses
- $4,075
- Net income
- $6,649
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Nov 11, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $10,724
Mission and Program Overview
Mission
Carry out charitable activities of the lakeshore rotary club including scholarships & community service projects for youth & senior citizens
Program Services
| Description | Grants | Expenses |
|---|---|---|
| LAKESHORE ROTARY CLUB - ST. JOSEPH LIGHTHOUSE | $0 | $2,500 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANSON L LOVELLETTE II | President | - | $0 | - | - |
| DAVID RATAJIK | Vice-President | - | $0 | - | - |
| SHARON VARGO | Treasurer | - | $0 | - | - |
| GARY CAMPBELL | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lakeshore Rotary Foundation
- EIN
- 38-3500168
- Phone
- 2699833414
- Address
- 2405 OLD LAKE SHORE DRIVE, ST JOSEPH, MI 49085
Signing Officer
- Name
- Anson Lovellette
- Title
- President
- Phone
- 2699833414
- Signed
- 2016-11-11
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: interest. Amount: 1. Description: dividends-berrien community fd. Amount: 5,817. Description: net realized gain on investments held by berrien community fd. Amount: 981. Total to form 990-ez, line 8: 6,799.”
Form 990-ez, Part I, Line 10 - Payments to Affiliates
“Affiliate name: lakeshore rotary club. Affiliate address: po box 25 stevensville, mi 49127. Purpose of payment: st. Joseph lighthouse. Amount of payment: 2,500.”
Form 990-ez, Part I, Line 10 - Payments to Affiliates
“Affiliate name: lakeshore rotary club. Affiliate address: po box 25 stevensville, mi 49127. Purpose of payment: miscellaneous projects. Amount of payment: 180. Total included on form 990-ez, line 10: 2,680.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: berrien community fd fees. Amount: 1,395.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized loss on investments-berrien community foundation. Amount: -10,217.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: investments - berrien community foundation. Beg. Of year amount: 149,834. End of year amount: 148,845.”
Raw XML Appendix149 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ANSON LOVELLETTE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2699833414 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2450 OLD LAKESHORE DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ST JOSEPH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 49085 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 5061 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 2482 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3925 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6649 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 154895 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 151327 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2680 |
| IRS990EZ/GrossReceiptsAmt | 0 | 10724 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 154895 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 151327 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 154895 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 151327 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANSON L LOVELLETTE II |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVID RATAJIK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHARON VARGO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | GARY CAMPBELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 149834 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 148845 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -10217 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1395 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 6799 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CARRY OUT CHARITABLE ACTIVITIES OF THE LAKESHORE ROTARY CLUB INCLUDING SCHOLARSHIPS & COMMUNITY SERVICE PROJECTS FOR YOUTH & SENIOR CITIZENS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | LAKESHORE ROTARY CLUB - ST. JOSEPH LIGHTHOUSE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 2500 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 4075 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 2500 |
| IRS990EZ/TotalRevenueAmt | 0 | 10724 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 3925 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3980 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 13715 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9880 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 12930 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 44430 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 5818 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4596 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3984 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3860 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2990 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 21248 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.43480 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.48760 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 28558 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 15872 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 3925 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3980 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 13715 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9880 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 12930 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 44430 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 65678 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 1. DESCRIPTION: DIVIDENDS-BERRIEN COMMUNITY FD. AMOUNT: 5,817. DESCRIPTION: NET REALIZED GAIN ON INVESTMENTS HELD BY BERRIEN COMMUNITY FD. AMOUNT: 981. TOTAL TO FORM 990-EZ, LINE 8: 6,799. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AFFILIATE NAME: LAKESHORE ROTARY CLUB. AFFILIATE ADDRESS: PO BOX 25 STEVENSVILLE, MI 49127. PURPOSE OF PAYMENT: ST. JOSEPH LIGHTHOUSE. AMOUNT OF PAYMENT: 2,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | AFFILIATE NAME: LAKESHORE ROTARY CLUB. AFFILIATE ADDRESS: PO BOX 25 STEVENSVILLE, MI 49127. PURPOSE OF PAYMENT: MISCELLANEOUS PROJECTS. AMOUNT OF PAYMENT: 180. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,680. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: BERRIEN COMMUNITY FD FEES. AMOUNT: 1,395. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS-BERRIEN COMMUNITY FOUNDATION. AMOUNT: -10,217. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: INVESTMENTS - BERRIEN COMMUNITY FOUNDATION. BEG. OF YEAR AMOUNT: 149,834. END OF YEAR AMOUNT: 148,845. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANSON LOVELLETTE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2699833414 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKESHORE ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 383500168 |
| ReturnHeader/Filer/PhoneNum | 0 | 2699833414 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2405 OLD LAKE SHORE DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ST JOSEPH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 49085 |
| ReturnHeader/ReturnTs | 0 | 2016-11-11T08:59:41-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.