Civic Intelligence

Rotary International

EIN 38-6090635 • 501(c)4 • Lapeer, MI

Profile

PROMOTE ROTARY IDEALS

2222 N Lapeer Road PO Box 158Lapeer, MI 48446

www.lapeerrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

2.70x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

1.26x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-153%

Higher net margin than 6% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

20th percentile

-36%

Faster asset growth than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-34%

Faster revenue growth than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$14,831

Down $8,423 (-36%) from 2018

Liabilities

Up

$40,000

Up $40,000 from 2018

Net Assets

-$25,169

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue96th percentileNet Margin6th percentile

Revenue

Down

$31,655

Down $16,173 (-34%) from 2018

Expenses

Up

$80,078

Up $42,004 (+110%) from 2018

Net Income

Down

-$48,423

Down $58,177 (-596%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$20K$0-$20K-$40KAssets 2011: $11,671Net Assets 2011: $11,6712011Assets 2012: $4,648Net Assets 2012: $4,6482012Assets 2013: $11,212Liabilities 2013: $0Net Assets 2013: $11,2122013Assets 2014: $8,312Liabilities 2014: $0Net Assets 2014: $8,3122014Assets 2015: $5,850Liabilities 2015: $0Net Assets 2015: $5,8502015Assets 2016: $6,940Liabilities 2016: $0Net Assets 2016: $6,9402016Assets 2017: $13,500Liabilities 2017: $0Net Assets 2017: $13,5002017Assets 2018: $23,254Liabilities 2018: $02018Assets 2019: $14,831Liabilities 2019: $40,000Net Assets 2019: -$25,1692019

Highlighted filing

2019

Assets$14,831
Liabilities$40,000
Net Assets-$25,169
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $48,309Expenses 2011: $44,601Net Income 2011: $3,7082011Revenue 2012: $30,392Expenses 2012: $37,415Net Income 2012: -$7,0232012Revenue 2013: $37,131Expenses 2013: $30,567Net Income 2013: $6,5642013Revenue 2014: $33,177Expenses 2014: $36,077Net Income 2014: -$2,9002014Revenue 2015: $30,364Expenses 2015: $32,826Net Income 2015: -$2,4622015Revenue 2016: $31,840Expenses 2016: $30,750Net Income 2016: $1,0902016Revenue 2017: $36,062Expenses 2017: $29,502Net Income 2017: $6,5602017Revenue 2018: $47,828Expenses 2018: $38,074Net Income 2018: $9,7542018Revenue 2019: $31,655Expenses 2019: $80,078Net Income 2019: -$48,4232019

Highlighted filing

2019

Revenue$31,655
Expenses$80,078
Net Income-$48,423
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$14,831
Liabilities
$40,000
Net assets
-$25,169
Revenue
$31,655
Expenses
$80,078
Net income
-$48,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$40.0$25.2$31.7$80.1$48.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$47.8$38.1$9.75
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$36.1$29.5$6.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.00$6.94$31.8$30.8$1.09
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$30.4$32.8$2.46
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.31$0.00$8.31$33.2$36.1$2.90
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.2$0.00$11.2$37.1$30.6$6.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$4.65$30.4$37.4$7.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$11.7$48.3$44.6$3.71
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$141,461
Mission and Program Overview

Mission

PROMOTE ROTARY IDEALS

Program Services

DescriptionGrantsExpenses
VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS TO ASSIST WITH THEIR NEEDS INCLUDING LITERACY PROGRAMS, SCHOOL PROGRAMS, RECREATIONAL ACTIVITIES, COMMUNITY ACTIVITIES, ETC.$7,223$7,223
INTERNATIONAL AND DISTRICT ROTARY PROJECTS INCLUDING YOUTH EXCHANGE PROGRAMS,FOUNDATION PROJECTS,SPONSORSHIP OF STUDENTS TO SEMINARS,DISTRICT 6330 PROJECTS,ETC$5,665$7,009
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JO WENZLICKDirector-$0--
KATHRYN SMITHTreasurer-$0--
WES SMITHDirector-$0--
ROBERT LENNOXDirector-$0--
CHERYL SCHANKDirector-$0--
RAY DAVISPast Preside-$0--
COLLEEN ORTHSecretary-$0--
ADAM SCHLUSLERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lapeer Rotary Club District 6330
EIN
38-6090635
Phone
8106648536
Address
2222 N LAPEER ROAD PO BOX 158, LAPEER, MI 48446

Signing Officer

Name
Kathryn Smith
Title
Treasurer
Phone
8106648536
Signed
2017-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Oesch and Sieting Pc
Address
PO BOX 158, LAPEER, MI 48446
Preparer
Timothy L Oesch
Phone
8106648536
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences 574 badges and pins 251 christmas party 1,191 weekly meals 11,092 installation banquet 930 district 6330 dues 1,270 bank service charges 57 miscellaneous 731 rounding -1 total 16,095”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHRYN SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08106648536
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02334 SCOTT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048461
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06940
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01045
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06560
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013500
IRS990EZ/FundraisingGrossIncomeAmt08500
IRS990EZ/GamingGrossIncomeAmt0121101
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012888
IRS990EZ/GrossReceiptsAmt0141461
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010810
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06940
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013500
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY JO WENZLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WES SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT LENNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERYL SCHANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLLEEN ORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADAM SCHLUSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016095
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE ROTARY IDEALS
IRS990EZ/PrintingPublicationsPostageAmt0519
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTERNATIONAL AND DISTRICT ROTARY PROJECTS INCLUDING YOUTH EXCHANGE PROGRAMS,FOUNDATION PROJECTS,SPONSORSHIP OF STUDENTS TO SEMINARS,DISTRICT 6330 PROJECTS,ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS TO ASSIST WITH THEIR NEEDS INCLUDING LITERACY PROGRAMS, SCHOOL PROGRAMS, RECREATIONAL ACTIVITIES, COMMUNITY ACTIVITIES, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05665
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17223
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07009
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17223
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0105399
IRS990EZ/SpecialEventsNetIncomeLossAmt024202
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029502
IRS990EZ/TotalProgramServiceExpensesAmt014232
IRS990EZ/TotalRevenueAmt036062
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAPEERROTARY.ORG
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt082104
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt082104
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0101669
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0121101
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0121101
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt019432
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt03615
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt03615
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt015950
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt015950
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct00.90000
IRS990ScheduleG/GamingOwnFacilityPct00.10000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0KATHRYN SMITH
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt02334 SCOTT RD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0NORTH BRANCH
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd048461
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES 574 BADGES AND PINS 251 CHRISTMAS PARTY 1,191 WEEKLY MEALS 11,092 INSTALLATION BANQUET 930 DISTRICT 6330 DUES 1,270 BANK SERVICE CHARGES 57 MISCELLANEOUS 731 ROUNDING -1 TOTAL 16,095
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08106648536
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAPEER ROTARY CLUB DISTRICT 6330
ReturnHeader/Filer/BusinessNameControlTxt0LAPE
ReturnHeader/Filer/EIN0386090635
ReturnHeader/Filer/PhoneNum08106648536
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 N LAPEER ROAD PO BOX 158
ReturnHeader/Filer/USAddress/CityNm0LAPEER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048446
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03FA25F5512C3E527D5F8BED20728604AA3D404BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FA25F5512C3E527D5F8BED20728604AA3D404BC
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382940336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OESCH AND SIETING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAPEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048446
ReturnHeader/PreparerPersonGrp/PhoneNum08106648536
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY L OESCH
ReturnHeader/ReturnTs02017-11-01T13:46:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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