Civic Intelligence

Lapeer Rotary Club District 6330

990EZ • Fiscal year 2016 • EIN 38-6090635

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 27, 2016

Organization ProfileWWW.LAPEERROTARY.ORG
2222 N Lapeer Road PO Box 158Lapeer, 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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

4.9%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$6,940

Up $1,090 (+19%) from 2015

Net Assets

Up

$6,940

Up $1,090 (+19%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Up

$31,840

Up $1,476 (+4.9%) from 2015

Expenses

Down

$30,750

Down $2,076 (-6.3%) from 2015

Net Income

Up

$1,090

Up $3,552 (+144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2016

Assets$6,940
Liabilities$0
Net Assets$6,940
Open 2016 Filing

Operations Trend

Revenue Growth61st 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

2016

Revenue$31,840
Expenses$30,750
Net Income$1,090
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 27, 2016
Return Version
2015v2.1
Gross Receipts
$77,635
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$6,233$7,023
VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS TO ASSIST WITH THEIR NEEDS INCLUDING LITERACY PROGRAMS, SCHOOL PROGRAMS, RECREATIONAL ACTIVITIES, COMMUNITY ACTIVITIES, ETC.$5,774$5,774
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JO WENZLICKDirector-$0--
KATHRYN SMITHTreasurer-$0--
WES SMITHPast Preside-$0--
ROBERT LENNOXDirector-$0--
ROBERT THOMASDirector-$0--
RAY DAVISPresident-$0--
COLLEEN ORTHSecretary-$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
2016-11-27
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 badges and pins 264 christmas party 926 weekly meals 12,750 installation banquet 930 district 6330 dues 2,950 bank service charges 18 miscellaneous 378 rounding 1 total 18,217”

Raw XML Appendix145 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/PhoneNum08106648141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02334 SCOTT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048461
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05850
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06940
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01090
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05850
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06940
IRS990EZ/FundraisingGrossIncomeAmt013000
IRS990EZ/GamingGrossIncomeAmt052060
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012007
IRS990EZ/GrossReceiptsAmt077635
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012570
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05850
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06940
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05850
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY JO WENZLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WES SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT LENNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLLEEN ORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018217
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE ROTARY IDEALS
IRS990EZ/PrintingPublicationsPostageAmt0526
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/GrantsAndAllocationsAmt06233
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15774
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07023
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15774
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt045795
IRS990EZ/SpecialEventsNetIncomeLossAmt019265
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030750
IRS990EZ/TotalProgramServiceExpensesAmt012797
IRS990EZ/TotalRevenueAmt031840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAPEERROTARY.ORG
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt031310
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt031310
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt039497
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt052060
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt052060
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt012563
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0400
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0400
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt07787
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt07787
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 ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0NORTH BRANCH
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd048461
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BADGES AND PINS 264 CHRISTMAS PARTY 926 WEEKLY MEALS 12,750 INSTALLATION BANQUET 930 DISTRICT 6330 DUES 2,950 BANK SERVICE CHARGES 18 MISCELLANEOUS 378 ROUNDING 1 TOTAL 18,217
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/SignatureDt02016-11-27
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/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/PreparationDt02016-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY L OESCH
ReturnHeader/ReturnTs02016-11-27T12:03:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,940
Liabilities
$0
Net assets
$6,940
Revenue
$31,840
Expenses
$30,750
Net income
$1,090
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits