Civic Intelligence

Rotary International Montague Whitehall Rotary Club

990EZ • Fiscal year 2014 • EIN 38-6094512

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 09, 2014

Organization Profile
PO Box 102Whitehall, MI 49461

(231) 894-5559

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

13th percentile

-23%

Higher net margin than 13% 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

-25%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$52,301

Down $17,288 (-25%) from 2013

Net Assets

Down

$52,301

Down $17,288 (-25%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Up

$76,450

Up $14,442 (+23%) from 2013

Expenses

Up

$93,738

Up $42,652 (+83%) from 2013

Net Income

Down

-$17,288

Down $28,210 (-258%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$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

2014

Assets$52,301
Liabilities$0
Net Assets$52,301
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

2014

Revenue$76,450
Expenses$93,738
Net Income-$17,288
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 9, 2014
Return Version
2013v3.1
Gross Receipts
$91,491
Mission and Program Overview

Mission

Foster World Understanding and Peace

Program Services

DescriptionGrantsExpenses
Rotary International Programs including Thristing to Serve Student Exchange Programs and Scholorship Programs$50,466-
Local community contributions including blood drives food banks giving trees community arts and entertaintment$16,105-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy JacobsonPresident-$0--
Andrew FinkSecretary-$0--
Donna VanGeisonTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,481$18,481$718$17,763
Event 2$5,318$5,318$275$5,043
Total Events$35,406$35,406$15,041$20,365
Filing and Contact Details

Filer

EIN
38-6094512

Signing Officer

Name
Kathy Jacobson
Title
President
Phone
2318945559
Signed
2014-11-09
Discuss with paid preparer
Yes

Preparer

Preparer
Teresa VanderLeest EA
Phone
2318938538
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity World Service Grantee Water Project/Thirsting to Serve Amount 31,146Activity Community Service Grantee Blood Drive Food Pantry ACWL LibrarAmount 10,105Activity Education Service Grantee College Scholorships Amount 8,500Activity Student Exchange Program Grantee Inbound and Outbound Amount 6,148Activity Community Service Grantee Playhouse Amount 6,000Activity Rotary Foundation Donations Grantee Rotary Foundation Amount 4,672”

Description of other expenses Part I line 16

“Description AmountAdvertising 55Bank Service Charges 45Club Events 1,467Investment Fees 100Rotary Club Dues 7,255Meeting Meals 14,124Conferences 3,119”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCommunity Foundation 12,108 13,893”

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/PersonNm0Donna VanGeison
IRS990EZ/BooksInCareOfDetail/PhoneNum02318945559
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10127 Tulgeywood
IRS990EZ/BooksInCareOfDetail/USAddress/City0Whitehall
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode049461
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057481
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038408
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030492
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17288
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069589
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052301
IRS990EZ/FundraisingGrossIncomeAmt035476
IRS990EZ/GrantsAndSimilarAmountsPaidAmt066571
IRS990EZ/GrossReceiptsAmt091491
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0922
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024601
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069589
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052301
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069589
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052301
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathy Jacobson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrew Fink
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Donna VanGeison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012108
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013893
IRS990EZ/OtherExpensesTotalAmt026165
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster World Understanding and Peace
IRS990EZ/PrintingPublicationsPostageAmt0877
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary International Programs including Thristing to Serve Student Exchange Programs and Scholorship Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Local community contributions including blood drives food banks giving trees community arts and entertaintment
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050466
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015041
IRS990EZ/SpecialEventsNetIncomeLossAmt020435
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093738
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt076450
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015041
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02108
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01402
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035406
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Dinner Dance
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Pancake Brea
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020365
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06013
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07006
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0718
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0275
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0225
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0325
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity World Service Grantee Water Project/Thirsting to Serve Amount 31,146Activity Community Service Grantee Blood Drive Food Pantry ACWL LibrarAmount 10,105Activity Education Service Grantee College Scholorships Amount 8,500Activity Student Exchange Program Grantee Inbound and Outbound Amount 6,148Activity Community Service Grantee Playhouse Amount 6,000Activity Rotary Foundation Donations Grantee Rotary Foundation Amount 4,672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising 55Bank Service Charges 45Club Events 1,467Investment Fees 100Rotary Club Dues 7,255Meeting Meals 14,124Conferences 3,119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCommunity Foundation 12,108 13,893
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Jacobson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02318945559
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International Montague Whitehall Rotary Clu
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386094512
ReturnHeader/Filer/USAddress/AddressLine10PO Box 102
ReturnHeader/Filer/USAddress/City0Whitehall
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049461
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202064396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Terri VanderLeest Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106695 Zellar Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Whitehall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode049461
ReturnHeader/PreparerPersonGrp/PhoneNum02318938538
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa VanderLeest EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-09T13:58:01-05:00
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
$52,301
Liabilities
$0
Net assets
$52,301
Revenue
$76,450
Expenses
$93,738
Net income
-$17,288
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
2014Detailed filing. Detailed filing data is available for this year.$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