Civic Intelligence

Rotary International Montague Whitehall Rotary Club

990EZ • Fiscal year 2019 • EIN 38-6094512

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 22, 2019

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

60th percentile

7.2%

Higher net margin than 60% 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

37th percentile

-3.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

13th percentile

-32%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$51,856

Down $1,934 (-3.6%) from 2018

Net Assets

$51,856

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin60th percentile

Revenue

Down

$54,752

Down $25,697 (-32%) from 2018

Expenses

Down

$50,836

Down $30,686 (-38%) from 2018

Net Income

Up

$3,916

Up $4,989 (+465%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$51,856
Liabilities$0
Net Assets$51,856
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$54,752
Expenses$50,836
Net Income$3,916
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 22, 2019
Return Version
2018v3.1
Gross Receipts
$68,802
Mission and Program Overview

Mission

Foster World Understanding and Peace

Program Services

DescriptionGrantsExpenses
Rotary International Programs including Polio Plus Water Projects Student Exchange Programs and Scholorship Programs-$89,623
Local community contributions including blood drives community arts education and entertaintment-$8,713
Education Scholarships and training-$7,766
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy A Van LoonPresident-$0--
Sharon BlankenshipTreasurer And SecretaryPT$0--
Ryan BriegelPresident Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Dance$18,119$18,119$416$17,703
Total Events$18,119$18,119$9,747$8,372
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
Amy A Van Loon President
Title
President
Phone
2318945559
Signed
2019-11-22
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 Amountunrealized gains on investments 558”

List of grants and similar amounts paid Part I line 10

“Activity Community Service Grantee Fireworks Display Amount 2,110Activity Community Service to Various Organizations Amount 6,603Activity Education Service Grantee College and Life Leadership Amount 5,750Activity Education Service Grantee Various grants Amount 2,016Activity International Service Grantee Youth Exchange Expenses Amount 3,872Activity International Service Grantee Samuel Omogo & Bio-Sand Water Proj Relationship None Amount 2,574Activity International Service Grantee Various Organizations Amount 2,517”

Description of other expenses Part I line 16

“Description AmountRotary District Dues 2,792Rotary International Dues 4,280Meeting Meals 14,344Investment Fees 250State Annual Fee 20Website/Advertising 1,121Office Expense 874Miscellaneous 80Conference Expense 310President Expense 1,173”

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

“Description AmountRecognize previous investment loss (5,850)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCommunity Foundation 16,712 17,468”

Raw XML Appendix149 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/BOYAmt037078
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034388
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09606
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03916
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053790
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051856
IRS990EZ/FundraisingGrossIncomeAmt033717
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025442
IRS990EZ/GrossReceiptsAmt068802
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0448
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024473
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053790
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053790
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051856
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
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/PersonNm0Amy A Van Loon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Blankenship
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ryan Briegel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer and Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016712
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017468
IRS990EZ/OtherChangesInNetAssetsAmt0-5850
IRS990EZ/OtherExpensesTotalAmt025244
IRS990EZ/OtherRevenueTotalAmt0558
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster World Understanding and Peace
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary International Programs including Polio Plus Water Projects Student Exchange Programs and Scholorship Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Local community contributions including blood drives community arts education and entertaintment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Education Scholarships and training
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089623
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27766
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014050
IRS990EZ/SpecialEventsNetIncomeLossAmt019667
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050836
IRS990EZ/TotalProgramServiceExpensesAmt0106102
IRS990EZ/TotalRevenueAmt054752
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt04150
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt04150
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09747
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Dance
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04631
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018119
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08372
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0550
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0550
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0416
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0416
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amountunrealized gains on investments 558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Community Service Grantee Fireworks Display Amount 2,110Activity Community Service to Various Organizations Amount 6,603Activity Education Service Grantee College and Life Leadership Amount 5,750Activity Education Service Grantee Various grants Amount 2,016Activity International Service Grantee Youth Exchange Expenses Amount 3,872Activity International Service Grantee Samuel Omogo & Bio-Sand Water Proj Relationship None Amount 2,574Activity International Service Grantee Various Organizations Amount 2,517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountRotary District Dues 2,792Rotary International Dues 4,280Meeting Meals 14,344Investment Fees 250State Annual Fee 20Website/Advertising 1,121Office Expense 874Miscellaneous 80Conference Expense 310President Expense 1,173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountRecognize previous investment loss (5,850)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearCommunity Foundation 16,712 17,468
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy A Van Loon President
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02318945559
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-22
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/AtSubmissionCreationDeviceId002FDD99821155D549CA08BCE5B5C31952C2C08B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId002FDD99821155D549CA08BCE5B5C31952C2C08B0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03868852019336alud55g
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-12-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.40.141.106
ReturnHeader/FilingSecurityInformation/IPDt02019-12-02
ReturnHeader/FilingSecurityInformation/IPTm010:38:31
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/PreparationDt02019-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa VanderLeest EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-02T10:37:57-05:00
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
$51,856
Liabilities
$0
Net assets
$51,856
Revenue
$54,752
Expenses
$50,836
Net income
$3,916
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
Peer Organizations

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