Civic Intelligence

Rotary International - Mt Clemens

990EZ • Fiscal year 2014 • EIN 38-6095382

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 28, 2015

Organization ProfileMOUNTCLEMENSROTARY.ORG
PO Box 621Mount Clemens, MI 48046-0621

(586) 731-2938

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

70th percentile

13%

Higher net margin than 70% 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

28th percentile

-7.6%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

50th percentile

0.5%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$24,150

Down $1,981 (-7.6%) from 2013

Net Assets

Up

$15,487

Up $6,902 (+80%) from 2013

Liabilities

Down

$8,663

Down $8,883 (-51%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin70th percentile

Revenue

Up

$53,766

Up $256 (+0.5%) from 2013

Expenses

Down

$46,864

Down $743 (-1.6%) from 2013

Net Income

Up

$6,902

Up $999 (+17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40K$30K$20K$10K$0Assets 2011: $30,641Liabilities 2011: $22,086Net Assets 2011: $8,5552011Assets 2012: $17,075Liabilities 2012: $14,393Net Assets 2012: $2,6822012Assets 2013: $26,131Liabilities 2013: $17,546Net Assets 2013: $8,5852013Assets 2014: $24,150Liabilities 2014: $8,663Net Assets 2014: $15,4872014Assets 2015: $18,625Liabilities 2015: $550Net Assets 2015: $18,0752015Assets 2016: $28,304Liabilities 2016: $5,100Net Assets 2016: $23,2042016Assets 2017: $25,170Liabilities 2017: $1,039Net Assets 2017: $24,1312017Assets 2018: $20,393Liabilities 2018: $1392018Assets 2019: $20,826Liabilities 2019: $100Net Assets 2019: $20,7262019Assets 2020: $29,492Liabilities 2020: $100Net Assets 2020: $29,3922020Assets 2021: $25,338Liabilities 2021: $100Net Assets 2021: $25,2382021Assets 2022: $27,683Liabilities 2022: $100Net Assets 2022: $27,5832022Assets 2023: $17,515Liabilities 2023: $1002023Assets 2024: $21,037Liabilities 2024: $100Net Assets 2024: $20,9372024

Highlighted filing

2014

Assets$24,150
Liabilities$8,663
Net Assets$15,487
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $57,864Expenses 2011: $59,559Net Income 2011: -$1,6952011Revenue 2012: $48,716Expenses 2012: $54,697Net Income 2012: -$5,9812012Revenue 2013: $53,510Expenses 2013: $47,607Net Income 2013: $5,9032013Revenue 2014: $53,766Expenses 2014: $46,864Net Income 2014: $6,9022014Revenue 2015: $50,917Expenses 2015: $48,329Net Income 2015: $2,5882015Revenue 2016: $48,040Expenses 2016: $42,911Net Income 2016: $5,1292016Revenue 2017: $51,685Expenses 2017: $50,758Net Income 2017: $9272017Revenue 2018: $47,268Expenses 2018: $51,145Net Income 2018: -$3,8772018Revenue 2019: $50,297Expenses 2019: $49,825Net Income 2019: $4722019Revenue 2020: $42,929Expenses 2020: $34,263Net Income 2020: $8,6662020Revenue 2021: $28,769Expenses 2021: $32,923Net Income 2021: -$4,1542021Revenue 2022: $39,242Expenses 2022: $36,897Net Income 2022: $2,3452022Revenue 2023: $39,588Expenses 2023: $49,756Net Income 2023: -$10,1682023Revenue 2024: $38,739Expenses 2024: $35,217Net Income 2024: $3,5222024

Highlighted filing

2014

Revenue$53,766
Expenses$46,864
Net Income$6,902
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 28, 2015
Return Version
2013v4.0
Gross Receipts
$63,559
Mission and Program Overview

Mission

To promote community & international service

Program Services

DescriptionGrantsExpenses
TO PROMOTE COMMUNITY AND INTERNATIONAL SERVICE$6,717$44,218
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD CARNAGHIDirector-$0--
MARY ANN HOSEYPresident El-$0--
VALERIE MILLERSecretary-$0--
JULIE HUTTENLOCHERTreasurer-$0--
TOM DAVIESDirector-$0--
MARK ZUCARRODirector-$0--
KRISTINE MIELEPresident No-$0--
WILLIAM PATTERSONPast Preside-$0--
MICHAEL O'CONNORPresident-$0--
KEN LAMPARDirector-$0--
Filing and Contact Details

Filer

EIN
38-6095382
Phone
5867312938

Signing Officer

Name
Julie D Huttenlocher
Title
Treasurer
Phone
5867312938
Signed
2015-02-28
Discuss with paid preparer
Yes

Preparer

Preparer
Christine I Latour CPA Mst
Phone
8109843829
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary international international aid 06/25/2014 1560 sherman avenue evanston, il 60201 5,759 0 0”

Form 990-ez, Part I, Line 16

“Expenses promotion 914 internet 319 board meetings 680 pets conference 195 new member orientation 139 board insurance 953 rotary supplies 1,154 rotary intrl dues 4,956 rotary district 6380 dues 2,800 cards & flowers 491 piano 1,020 member luncheon 20,835 rotary awards 493 bad debt 1,684 miscellaneous 40 total 36,673”

Form 990-ez, Part II, Line 24

“Accounts receivable 11,986 14,128 furniture & equipment 1,605 0 less accumulated depreciation 1,605 0 total 11,986 14,128”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 17,446 8,563 president's emergency fund 100 100”

Raw XML Appendix147 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DONALD CARNAGHI
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARY ANN HOSEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2VALERIE MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm3JULIE HUTTENLOCHER
CompensationExplanation/CompensationExplanationGrp/PersonNm4TOM DAVIES
CompensationExplanation/CompensationExplanationGrp/PersonNm5MARK ZUCARRO
CompensationExplanation/CompensationExplanationGrp/PersonNm6KRISTINE MIELE
CompensationExplanation/CompensationExplanationGrp/PersonNm7WILLIAM PATTERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm8MICHAEL OCONNOR
CompensationExplanation/CompensationExplanationGrp/PersonNm9KEN LAMPAR
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE D HUTTENLOCHER
IRS990EZ/BooksInCareOfDetail/PhoneNum05867312938
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1052660 TUSCANY GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SHELBY TOWNSHIP
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode048315
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014145
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0477
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06902
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01693
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026131
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024150
IRS990EZ/FundraisingGrossIncomeAmt08982
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06717
IRS990EZ/GrossReceiptsAmt063559
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054100
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08585
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015487
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08585
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015487
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONALD CARNAGHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ANN HOSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VALERIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE HUTTENLOCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM DAVIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK ZUCARRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTINE MIELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLIAM PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KEN LAMPAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT NO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011986
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014128
IRS990EZ/OtherExpensesTotalAmt036673
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COMMUNITY & INTERNATIONAL SERVICE
IRS990EZ/PrintingPublicationsPostageAmt01781
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06717
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044218
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09793
IRS990EZ/SpecialEventsNetIncomeLossAmt0-811
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017546
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08663
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046864
IRS990EZ/TotalProgramServiceExpensesAmt044218
IRS990EZ/TotalRevenueAmt053766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MOUNTCLEMENSROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL INTERNATIONAL AID 06/25/2014 1560 SHERMAN AVENUE EVANSTON, IL 60201 5,759 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PROMOTION 914 INTERNET 319 BOARD MEETINGS 680 PETS CONFERENCE 195 NEW MEMBER ORIENTATION 139 BOARD INSURANCE 953 ROTARY SUPPLIES 1,154 ROTARY INTRL DUES 4,956 ROTARY DISTRICT 6380 DUES 2,800 CARDS & FLOWERS 491 PIANO 1,020 MEMBER LUNCHEON 20,835 ROTARY AWARDS 493 BAD DEBT 1,684 MISCELLANEOUS 40 TOTAL 36,673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 11,986 14,128 FURNITURE & EQUIPMENT 1,605 0 LESS ACCUMULATED DEPRECIATION 1,605 0 TOTAL 11,986 14,128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 17,446 8,563 PRESIDENT'S EMERGENCY FUND 100 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE D HUTTENLOCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05867312938
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL - MT CLEMENS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386095382
ReturnHeader/Filer/PhoneNum05867312938
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 621
ReturnHeader/Filer/USAddress/City0MT CLEMENS
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0480460621
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382775143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEWART BEAUVAIS & WHIPPLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101979 HOLLAND AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0480608639
ReturnHeader/PreparerPersonGrp/PhoneNum08109843829
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE I LATOUR CPA MST
ReturnHeader/ReturnTs02015-03-30T13:48:03-05:00
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
$24,150
Liabilities
$8,663
Net assets
$15,487
Revenue
$53,766
Expenses
$46,864
Net income
$6,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.0$0.10$20.9$38.7$35.2$3.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.10$39.6$49.8$10.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$0.10$27.6$39.2$36.9$2.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.10$25.2$28.8$32.9$4.15
2020Detailed filing. Detailed filing data is available for this year.$29.5$0.10$29.4$42.9$34.3$8.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.10$20.7$50.3$49.8$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$0.14$47.3$51.1$3.88
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$25.2$1.04$24.1$51.7$50.8$0.93
2016Detailed filing. Detailed filing data is available for this year.$28.3$5.10$23.2$48.0$42.9$5.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.55$18.1$50.9$48.3$2.59
2014Detailed filing. Detailed filing data is available for this year.$24.2$8.66$15.5$53.8$46.9$6.90
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.1$17.5$8.59$53.5$47.6$5.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$14.4$2.68$48.7$54.7$5.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$22.1$8.56$57.9$59.6$1.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits