Civic Intelligence

Lapeer Rotary Club District 6330

990EZ • Fiscal year 2014 • EIN 38-6090635

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 26, 2014

Organization ProfileWWW.LAPEERROTARY.ORG
2222 N Lapeer Road PO Box 158North Branch, MI 48446

(810) 664-8536

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

25th percentile

-8.7%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-26%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-11%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$8,312

Down $2,900 (-26%) from 2013

Net Assets

Down

$8,312

Down $2,900 (-26%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin25th percentile

Revenue

Down

$33,177

Down $3,954 (-11%) from 2013

Expenses

Up

$36,077

Up $5,510 (+18%) from 2013

Net Income

Down

-$2,900

Down $9,464 (-144%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$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

2014

Assets$8,312
Liabilities$0
Net Assets$8,312
Open 2014 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$33,177
Expenses$36,077
Net Income-$2,900
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 26, 2014
Return Version
2013v3.1
Gross Receipts
$71,919
Mission and Program Overview

Mission

PROMOTE ROTARY IDEALS

Program Services

DescriptionGrantsExpenses
INTERNATIONAL AND DISTRICT ROTARY PROJECTS INCLUDING YOUTH EXCHANGE PROGRAMS,FOUNDATION PROJECTS,SPONSORSHIP OF STUDENTS TO SEMINARS,DISTRICT 6330 PROJECTS,ETC$10,409$11,936
VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS TO ASSIST WITH THEIR NEEDS INCLUDING LITERACY PROGRAMS, SCHOOL PROGRAMS, RECREATIONAL ACTIVITIES, COMMUNITY ACTIVITIES, ETC.$5,740$6,650
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JO WENZLICKPresident-$0--
KATHRYN SMITHTreasurer-$0--
DAVID HUDSPETHSecretary-$0--
WES SMITHVice Preside-$0--
KIMBERLY DAYDirector-$0--
GREG POTTERDirector-$0--
ROBERT LENNOXPast Preside-$0--
JEFF JOHNSTONDirector-$0--
Filing and Contact Details

Filer

EIN
38-6090635
Phone
8106648536

Signing Officer

Name
Kathryn Smith
Title
Treasurer
Phone
8106648536
Signed
2014-10-26
Discuss with paid preparer
Yes

Preparer

Preparer
Timothy L Oesch
Phone
8106648536
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conference & meeting expense 910 badges and pins 993 christmas party 882 weekly meals 11,957 installation banquet 1,082 district 6330 dues 1,839 bank service charges 85 rotary international dues 780 beginning balance differe 289 miscellaneous 327 total 19,144”

Raw XML Appendix153 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARY JO WENZLICK
CompensationExplanation/CompensationExplanationGrp/PersonNm1KATHRYN SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVID HUDSPETH
CompensationExplanation/CompensationExplanationGrp/PersonNm3WES SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm4KIMBERLY DAY
CompensationExplanation/CompensationExplanationGrp/PersonNm5GREG POTTER
CompensationExplanation/CompensationExplanationGrp/PersonNm6ROBERT LENNOX
CompensationExplanation/CompensationExplanationGrp/PersonNm7JEFF JOHNSTON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHRYN SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08106648141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102334 SCOTT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0NORTH BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode048461
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011212
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2900
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011212
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08312
IRS990EZ/FundraisingGrossIncomeAmt011000
IRS990EZ/GamingGrossIncomeAmt043990
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016149
IRS990EZ/GrossReceiptsAmt071919
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016923
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011212
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011212
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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/PersonNm2DAVID HUDSPETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WES SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIMBERLY DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GREG POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT LENNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019144
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE ROTARY IDEALS
IRS990EZ/PrintingPublicationsPostageAmt0534
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/GrantsAndAllocationsAmt010409
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15740
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011936
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt038742
IRS990EZ/SpecialEventsNetIncomeLossAmt016248
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036077
IRS990EZ/TotalProgramServiceExpensesAmt018586
IRS990EZ/TotalRevenueAmt033177
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAPEERROTARY.ORG
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt031758
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt043990
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt043990
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt012232
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt031758
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt031758
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0KATHRYN SMITH
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine102334 SCOTT ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/City0NORTH BRANCH
IRS990ScheduleG/PersonsWithBooksUSAddress/State0MI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCode048461
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE & MEETING EXPENSE 910 BADGES AND PINS 993 CHRISTMAS PARTY 882 WEEKLY MEALS 11,957 INSTALLATION BANQUET 1,082 DISTRICT 6330 DUES 1,839 BANK SERVICE CHARGES 85 ROTARY INTERNATIONAL DUES 780 BEGINNING BALANCE DIFFERE 289 MISCELLANEOUS 327 TOTAL 19,144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08106648536
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAPEER ROTARY CLUB DISTRICT 6330
ReturnHeader/Filer/BusinessNameControlTxt0LAPE
ReturnHeader/Filer/EIN0386090635
ReturnHeader/Filer/PhoneNum08106648536
ReturnHeader/Filer/USAddress/AddressLine102222 N LAPEER ROAD PO BOX 158
ReturnHeader/Filer/USAddress/City0LAPEER
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048446
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382940336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OESCH AND SIETING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAPEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048446
ReturnHeader/PreparerPersonGrp/PhoneNum08106648536
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY L OESCH
ReturnHeader/ReturnTs02014-10-26T09:25:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,312
Liabilities
$0
Net assets
$8,312
Revenue
$33,177
Expenses
$36,077
Net income
-$2,900
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
2014Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits