Civic Intelligence

Lapeer Rotary Club District 6330

990EZ • Fiscal year 2019 • EIN 38-6090635

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 30, 2019

Organization ProfileWWW.LAPEERROTARY.ORG
C/O T Oesch 1043 N MadisonLapeer, MI 48446

(810) 664-8141

Siviq Scores

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

Liabilities / Assets

99th percentile

2.70x

Higher debt load relative to assets than 99% of similar nonprofits.

2019 filings • 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.

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

Net Margin

3rd percentile

-153%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

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

Asset Growth

10th percentile

-36%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$14,831

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

Net Assets

-$25,169

No earlier filing loaded for comparison.

Liabilities

Up

$40,000

Up $40,000 from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin3rd 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

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2019

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

Operations Trend

Revenue Growth12th 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

2019

Revenue$31,655
Expenses$80,078
Net Income-$48,423
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 30, 2019
Return Version
2018v3.1
Gross Receipts
$57,658
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.$56,055$56,055
INTERNATIONAL AND DISTRICT ROTARY PROJECTS INCLUDING YOUTH EXCHANGE PROGRAMS,FOUNDATION PROJECTS,SPONSORSHIP OF STUDENTS TO SEMINARS,DISTRICT 6330 PROJECTS,ETC$5,702$6,861
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JO WENZLICKSecretary-$0--
KATHRYN SMITHTreasurer-$0--
WES SMITHDirector-$0--
ANTHONY DIODATODirector-$0--
JEFF JOHNSTONDirector-$0--
RAY DAVISDirector-$0--
COLLEEN ORTHPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lapeer Rotary Club District 6330
EIN
38-6090635
Phone
8106648141
Address
C/O T OESCH 1043 N MADISON, LAPEER, MI 48446

Signing Officer

Name
Kathryn Smith
Title
Treasurer
Phone
8106648141
Signed
2019-12-30
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: lapeer city pocket park cash contribution: 50,000”

Form 990-ez, Part I, Line 16

“Expenses check printing 91 conferences 507 christmas party 1,147 weekly meals 10,565 installation banquet 964 district 6330 dues 963 city of lapeer rotary par 125 lapeer chamber dues 125 rounding 2 total 14,489”

Form 990-ez, Part II, Line 26

“Mortgage and other notes payable 0 40,000”

Raw XML Appendix161 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHRYN SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08106648141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02334 SCOTT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048461
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014831
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-48423
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023254
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014831
IRS990EZ/FundraisingGrossIncomeAmt012000
IRS990EZ/GamingGrossIncomeAmt034518
IRS990EZ/GrantsAndSimilarAmountsPaidAmt061757
IRS990EZ/GrossReceiptsAmt057658
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011130
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023254
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-25169
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023254
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-25169
IRS990EZ/OccupancyRentUtltsAndMaintAmt03055
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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/PersonNm3ANTHONY DIODATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLLEEN ORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014489
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE ROTARY IDEALS
IRS990EZ/PrintingPublicationsPostageAmt0527
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/GrantsAndAllocationsAmt05702
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt156055
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06861
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt156055
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026003
IRS990EZ/SpecialEventsNetIncomeLossAmt020515
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt040000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080078
IRS990EZ/TotalProgramServiceExpensesAmt062916
IRS990EZ/TotalRevenueAmt031655
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAPEERROTARY.ORG
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt010934
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt010934
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt020303
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt034518
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt034518
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt014215
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0621
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0621
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt08748
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt08748
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct00.95000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct00.95000
IRS990ScheduleG/GamingOwnFacilityPct00.05000
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/ExplanationTxt0NAME: LAPEER CITY POCKET PARK CASH CONTRIBUTION: 50,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHECK PRINTING 91 CONFERENCES 507 CHRISTMAS PARTY 1,147 WEEKLY MEALS 10,565 INSTALLATION BANQUET 964 DISTRICT 6330 DUES 963 CITY OF LAPEER ROTARY PAR 125 LAPEER CHAMBER DUES 125 ROUNDING 2 TOTAL 14,489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MORTGAGE AND OTHER NOTES PAYABLE 0 40,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08106648141
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAPEER ROTARY CLUB DISTRICT 6330
ReturnHeader/Filer/BusinessNameControlTxt0LAPE
ReturnHeader/Filer/EIN0386090635
ReturnHeader/Filer/PhoneNum08106648141
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O T OESCH 1043 N MADISON
ReturnHeader/Filer/USAddress/CityNm0LAPEER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048446
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId097C1E29B09AC1E2A2A94D8DE3BAB6A0418CF8B0A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FA25F5512C3E527D5F8BED20728604AA3D404BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.186.184.209
ReturnHeader/FilingSecurityInformation/IPDt02020-01-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:25:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320333011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OESCH SIETING & HOWRYLAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAPEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048446
ReturnHeader/PreparerPersonGrp/PhoneNum08106648536
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY L OESCH
ReturnHeader/ReturnTs02020-01-18T09:25:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits