Civic Intelligence

Rotary International Montague Whitehall Rotary Clu

EIN 38-6094512 • 501(c)4 • Whitehall, MI

Profile

Foster World Understanding and Peace

PO Box 102Whitehall, MI 49461
Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-19%

Higher net margin than 23% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

36th percentile

-9.6%

Faster asset growth than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-25%

Faster revenue growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

$44,151

No earlier filing loaded for comparison.

Liabilities

$1,128

No earlier filing loaded for comparison.

Net Assets

$43,023

No earlier filing loaded for comparison.

Revenue

$31,217

No earlier filing loaded for comparison.

Expenses

$37,015

No earlier filing loaded for comparison.

Net Income

-$5,798

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $60,515Net Assets 2011: $60,5152011Assets 2012: $61,267Liabilities 2012: $02012Assets 2013: $69,589Liabilities 2013: $0Net Assets 2013: $69,5892013Assets 2014: $52,301Liabilities 2014: $0Net Assets 2014: $52,3012014Assets 2015: $44,689Liabilities 2015: $0Net Assets 2015: $44,6892015Assets 2016: $54,017Liabilities 2016: $0Net Assets 2016: $54,0172016Assets 2017: $54,863Liabilities 2017: $0Net Assets 2017: $54,8632017Assets 2018: $53,790Liabilities 2018: $02018Assets 2019: $51,856Liabilities 2019: $0Net Assets 2019: $51,8562019Assets 2020: $66,330Liabilities 2020: $0Net Assets 2020: $66,3302020Assets 2021: $50,683Liabilities 2021: $0Net Assets 2021: $50,6832021Assets 2022: $45,645Liabilities 2022: $0Net Assets 2022: $45,6452022Assets 2023: $46,737Liabilities 2023: $0Net Assets 2023: $46,7372023Assets 2025: $44,151Liabilities 2025: $1,128Net Assets 2025: $43,0232025

Highlighted filing

2025

Assets$44,151
Liabilities$1,128
Net Assets$43,023

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $54,610Expenses 2011: $52,136Net Income 2011: $2,4742011Revenue 2012: $57,060Expenses 2012: $56,308Net Income 2012: $7522012Revenue 2013: $62,008Expenses 2013: $51,086Net Income 2013: $10,9222013Revenue 2014: $76,450Expenses 2014: $93,738Net Income 2014: -$17,2882014Revenue 2015: $70,621Expenses 2015: $78,233Net Income 2015: -$7,6122015Revenue 2016: $69,021Expenses 2016: $65,880Net Income 2016: $3,1412016Revenue 2017: $63,596Expenses 2017: $62,750Net Income 2017: $8462017Revenue 2018: $80,449Expenses 2018: $81,522Net Income 2018: -$1,0732018Revenue 2019: $54,752Expenses 2019: $50,836Net Income 2019: $3,9162019Revenue 2020: $58,286Expenses 2020: $43,812Net Income 2020: $14,4742020Revenue 2021: $15,547Expenses 2021: $31,194Net Income 2021: -$15,6472021Revenue 2022: $32,334Expenses 2022: $37,372Net Income 2022: -$5,0382022Revenue 2023: $50,117Expenses 2023: $40,425Net Income 2023: $9,6922023Revenue 2025: $31,217Expenses 2025: $37,015Net Income 2025: -$5,7982025

Highlighted filing

2025

Revenue$31,217
Expenses$37,015
Net Income-$5,798

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.2$1.13$43.0$31.2$37.0$5.80
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$50.1$40.4$9.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$0.00$45.6$32.3$37.4$5.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.7$0.00$50.7$15.5$31.2$15.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.3$0.00$66.3$58.3$43.8$14.5
2019Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$54.8$50.8$3.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$0.00$80.4$81.5$1.07
2017Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$63.6$62.8$0.85
2016Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$69.0$65.9$3.14
2015Detailed filing. Detailed filing data is available for this year.$44.7$0.00$44.7$70.6$78.2$7.61
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.3$0.00$52.3$76.5$93.7$17.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.6$0.00$69.6$62.0$51.1$10.9
2012Summary only. Only limited summary data is available for this year.$61.3$0.00$57.1$56.3$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.5$60.5$54.6$52.1$2.47
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$63,586
Mission and Program Overview

Mission

Foster World Understanding and Peace

Program Services

DescriptionGrantsExpenses
Local community contributions$9,125$2,143
Education Scholarships and training$8,825-
Rotary International and District Support$5,540-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda DahlTreasurerPT$0--
Greg MeansSecretary-$0--
Ryan BriegelDirector-$0--
Sharon BlandenshipDirector-$0--
Scott HueblerDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinne$21,141$21,141$9,908$11,233
Fireworks$6,202$6,202$6,875$-673
Total Events$43,506$43,506$20,345$23,161
Filing and Contact Details

Filer

Filer Name
Rotary International Montague Whitehall Rotary Clu
EIN
38-6094512
Address
PO Box 102, Whitehall, MI 49461

Signing Officer

Name
Steven Krupp
Title
Current Preside
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Terri VanderLeest Accounting LLC
Address
6695 Zellar Rd, Whitehall, MI 49461
Preparer
Teresa VanderLeest EA
Phone
2318938538
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountRealized/Unrealized Investment Inco 1,481

List of grants and similar amounts paid Part I line 10

Activity Community Service Grantee Fireworks Display Amount 6,875Activity Community Service Grantee Arts Council Parades other local evAmount 4,393Activity Education and Youth Service Grantee Scholarships Life Leadership InteraAmount 8,825Activity Polio Plus Amount 900Relationship None

Description of other expenses Part I line 16

Description AmountRotary District Dues 1,960Rotary International Dues 3,580Rotary Club meals and events 7,551Investment Fees 342Legal/Filing Fees 20Conferences 575Office Expense 210Badge Orders 81Rotary Foundation 3,900President Discretion 760Membership recruitment 228

Other changes in net assets or fund balances Part I line 20

Description AmountFY21 exp not included on return (8,600)

Description of other assets Part II line 24

Category Beginning of Year End of YearCommunity Foundation 19,271 20,905

Raw XML Appendix162 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/PersonNm0Amanda Dahl
IRS990EZ/BooksInCareOfDetail/PhoneNum02312598322
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08545 Indian Bay Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montague
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049437
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026374
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025832
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06680
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09692
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045645
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046737
IRS990EZ/FundraisingGrossIncomeAmt032521
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020993
IRS990EZ/GrossReceiptsAmt063586
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0665
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022239
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045645
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045645
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Dahl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Greg Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ryan Briegel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Blandenship
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Scott Huebler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019271
IRS990EZ/OtherAssetsTotalDetail/EOYAmt020905
IRS990EZ/OtherChangesInNetAssetsAmt0-8600
IRS990EZ/OtherExpensesTotalAmt019207
IRS990EZ/OtherRevenueTotalAmt01481
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster World Understanding and Peace
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Local community contributions
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rotary International and District Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Education Scholarships and training
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09125
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15540
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28825
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013469
IRS990EZ/SpecialEventsNetIncomeLossAmt019052
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040425
IRS990EZ/TotalProgramServiceExpensesAmt02143
IRS990EZ/TotalRevenueAmt050117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020345
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Dinne
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fireworks
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043506
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023161
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03562
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020345
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09908
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06875
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRealized/Unrealized Investment Inco 1,481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Community Service Grantee Fireworks Display Amount 6,875Activity Community Service Grantee Arts Council Parades other local evAmount 4,393Activity Education and Youth Service Grantee Scholarships Life Leadership InteraAmount 8,825Activity Polio Plus Amount 900Relationship None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountRotary District Dues 1,960Rotary International Dues 3,580Rotary Club meals and events 7,551Investment Fees 342Legal/Filing Fees 20Conferences 575Office Expense 210Badge Orders 81Rotary Foundation 3,900President Discretion 760Membership recruitment 228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountFY21 exp not included on return (8,600)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearCommunity Foundation 19,271 20,905
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Krupp
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current Preside
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Montague Whitehall Rotary Clu
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386094512
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 102
ReturnHeader/Filer/USAddress/CityNm0Whitehall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049461
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202064396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Terri VanderLeest Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06695 Zellar Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitehall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049461
ReturnHeader/PreparerPersonGrp/PhoneNum02318938538
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa VanderLeest EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-08T10:29:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steven
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Krupp
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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