Civic Intelligence

Rotary International Montague Whitehall Rotary Club

990EZ • Fiscal year 2017 • EIN 38-6094512

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization Profile
PO Box 102Whitehall, MI 49461

(231) 894-9401

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-7.9%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$54,863

Up $846 (+1.6%) from 2016

Net Assets

Up

$54,863

Up $846 (+1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$63,596

Down $5,425 (-7.9%) from 2016

Expenses

Down

$62,750

Down $3,130 (-4.8%) from 2016

Net Income

Down

$846

Down $2,295 (-73%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2017

Assets$54,863
Liabilities$0
Net Assets$54,863
Open 2017 Filing

Operations Trend

Revenue Growth34th 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

2017

Revenue$63,596
Expenses$62,750
Net Income$846
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$79,533
Mission and Program Overview

Mission

Foster World Understanding and Peace

Program Services

DescriptionGrantsExpenses
Rotary International Programs including Thristing to Serve Polio Plus Roteract Student Exchange Programs and Scholorship Programs--
Local community contributions including blood drives food banks giving trees senior center community arts and entertaintment--
Education Scholarships and training--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry McDowellPresident-$0--
Sharon BlankenshipTreasurer And SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Dance$21,026$21,026$1,396$19,630
Pancake Brea$5,996$5,996$615$5,381
Total Events$37,579$37,579$15,937$21,642
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
Jerry McDowell
Title
President
Phone
2318945559
Signed
2017-11-07
Discuss with paid preparer
No

Preparer

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

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Community Service Grantee Fireworks Display Amount 8,220Activity Community Service to Various Organizations Amount 7,234Activity Education Service Grantee College Scholorships Amount 5,000Activity Education Service various grants Amount 4,629Activity International Service Grantee Various Grants Amount 13,065”

Description of other expenses Part I line 16

“Description AmountAdvertising 552Club Events 1,350Investment Fees 92Rotary District and Internatl dues 7,506Meeting Meals 11,872Conferences 460Office Supplies 988Presidents Discretionary Fund 255State Annual Fee 20Rotary Foundation Meeting Fees 1,155Unrealized investment losses 152”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCommunity Foundation 14,438 15,443”

Raw XML Appendix139 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/PersonNm0Sharon Blankenship
IRS990EZ/BooksInCareOfDetail/PhoneNum02318949401
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011405 Russell Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Twin Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049457
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039579
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039420
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036902
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0846
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054017
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054863
IRS990EZ/FundraisingGrossIncomeAmt037771
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038148
IRS990EZ/GrossReceiptsAmt079533
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01256
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03604
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054017
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054017
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jerry McDowell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Blankenship
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer and Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014438
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015443
IRS990EZ/OtherExpensesTotalAmt024402
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster World Understanding and Peace
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary International Programs including Thristing to Serve Polio Plus Roteract Student Exchange Programs and Scholorship Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Local community contributions including blood drives food banks giving trees senior center community arts and entertaintment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Education Scholarships and training
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015937
IRS990EZ/SpecialEventsNetIncomeLossAmt021834
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062750
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt063596
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015937
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Dance
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pancake Brea
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02314
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01931
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037579
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021642
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06181
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08192
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01396
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0615
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Community Service Grantee Fireworks Display Amount 8,220Activity Community Service to Various Organizations Amount 7,234Activity Education Service Grantee College Scholorships Amount 5,000Activity Education Service various grants Amount 4,629Activity International Service Grantee Various Grants Amount 13,065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising 552Club Events 1,350Investment Fees 92Rotary District and Internatl dues 7,506Meeting Meals 11,872Conferences 460Office Supplies 988Presidents Discretionary Fund 255State Annual Fee 20Rotary Foundation Meeting Fees 1,155Unrealized investment losses 152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCommunity Foundation 14,438 15,443
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerry McDowell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02318945559
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A4637BC2C949FE51FA08624B06A06141575AE3D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4637BC2C949FE51FA08624B06A06141575AE3D6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03868852017311wkdaqba
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.40.141.106
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTm011:51:52
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/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa VanderLeest EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-07T11:50:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,863
Liabilities
$0
Net assets
$54,863
Revenue
$63,596
Expenses
$62,750
Net income
$846
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