Civic Intelligence

Rotary International Montague Whitehall Rotary Club

990EZ • Fiscal year 2015 • EIN 38-6094512

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 14, 2016

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-7.6%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$44,689

Down $7,612 (-15%) from 2014

Net Assets

Down

$50,876

Down $1,425 (-2.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin22nd percentile

Revenue

Down

$70,621

Down $5,829 (-7.6%) from 2014

Expenses

Down

$78,233

Down $15,505 (-17%) from 2014

Net Income

Up

-$7,612

Up $9,676 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th 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 2015: $44,689Liabilities 2015: $0Net Assets 2015: $50,8762015Assets 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

2015

Assets$44,689
Liabilities$0
Net Assets$50,876
Open 2015 Filing

Operations Trend

Revenue Growth33rd 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 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

2015

Revenue$70,621
Expenses$78,233
Net Income-$7,612
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 14, 2016
Return Version
2014v6.0
Gross Receipts
$98,602
Mission and Program Overview

Mission

Foster World Understanding and Peace

Program Services

DescriptionGrantsExpenses
Local community contributions including blood drives food banks giving trees community arts and entertaintment$3,035-
Rotary International Programs including Thristing to Serve Student Exchange Programs and Scholorship Programs$1,958-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Dance$22,802$22,802$423$22,379
Pancake Brea$5,827$5,827$13$5,814
Total Events$43,752$43,752$17,185$26,567
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
Kathy Jacobson
Title
President
Phone
2318945559
Signed
2016-11-14
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

Amended return infomation

“Organization experienced a change in treasurers and record keeping systems. This change identified the misclassification of some income and expense items to different fiscal years. Income previously classified for FY2015 in the amount of $11013 was actually received in FY 2014. The following grants have also been amended to reflect actual FY2014 totals: Community Service various grants increased by $1731; Education Services College Scholarships increased by $1000 and Student Exchange Program increased by $2000.”

List of grants and similar amounts paid Part I line 10

“Activity Community Service Grantee City of Whitehall for Gazebo Amount 10,000Activity Community Service Grantee ACWL Meals on Wheels Hist Bldg OtheAmount 15,385Activity Education Service Grantee College Scholorships Amount 7,300Activity Student Exchange Program Grantee Inbound and Outbound Amount 11,260Activity World Service Grantee Water Project Polio Amount 3,120Activity Rotary Foundation Donations Grantee Rotary Foundation Amount 1,719”

Description of other expenses Part I line 16

“Description AmountAdvertising 566Bank Service Charges 28Club Events 707Investment Fees 100Rotary Club Dues 7,741Meeting Meals 16,042Conferences 4,090Computer & Projector 1,099Presidents Discretionary Fund 618Outbound Exchange Fund 1,635”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCommunity Foundation 13,893 14,123”

Raw XML Appendix146 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Sharon Blankenship
IRS990EZ/BooksInCareOfDetail/PhoneNum02318945559
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011405 Russell Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Twin Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049457
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036753
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014118
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1425
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052301
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050876
IRS990EZ/FundraisingGrossIncomeAmt044964
IRS990EZ/GrantsAndSimilarAmountsPaidAmt048784
IRS990EZ/GrossReceiptsAmt098602
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039520
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050876
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050876
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/PersonNm2Sharon Blankenship
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013893
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014123
IRS990EZ/OtherExpensesTotalAmt032626
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster World Understanding and Peace
IRS990EZ/PrintingPublicationsPostageAmt01254
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/GrantsAndAllocationsAmt01958
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13035
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt017063
IRS990EZ/SpecialEventsNetIncomeLossAmt027901
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082964
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt081539
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Dance
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pancake Brea
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01483
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01308
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015123
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015123
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043752
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026567
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06159
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0423
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt074
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02625
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02799
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization experienced a change in treasurers and record keeping systems. This change identified the misclassification of some income and expense items to different fiscal years. Income previously classified for FY2015 in the amount of $11013 was actually received in FY 2014. The following grants have also been amended to reflect actual FY2014 totals: Community Service various grants increased by $1731; Education Services College Scholarships increased by $1000 and Student Exchange Program increased by $2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Community Service Grantee City of Whitehall for Gazebo Amount 10,000Activity Community Service Grantee ACWL Meals on Wheels Hist Bldg OtheAmount 15,385Activity Education Service Grantee College Scholorships Amount 7,300Activity Student Exchange Program Grantee Inbound and Outbound Amount 11,260Activity World Service Grantee Water Project Polio Amount 3,120Activity Rotary Foundation Donations Grantee Rotary Foundation Amount 1,719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountAdvertising 566Bank Service Charges 28Club Events 707Investment Fees 100Rotary Club Dues 7,741Meeting Meals 16,042Conferences 4,090Computer & Projector 1,099Presidents Discretionary Fund 618Outbound Exchange Fund 1,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearCommunity Foundation 13,893 14,123
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return infomation
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/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Jacobson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02318945559
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
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/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa VanderLeest EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T15:42:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,689
Liabilities
$0
Net assets
$50,876
Revenue
$70,621
Expenses
$78,233
Net income
-$7,612
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
2015Detailed filing. Detailed filing data is available for this year.$44.7$0.00$50.9$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