Civic Intelligence

Rotary International - Mt Clemens

990EZ • Fiscal year 2019 • EIN 38-6095382

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 16, 2019

Organization ProfileMOUNTCLEMENSROTARY.ORG
PO Box 621MT 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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

45th percentile

0.9%

Higher net margin than 45% 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

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

64th percentile

6.4%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$20,826

Up $433 (+2.1%) from 2018

Net Assets

$20,726

No earlier filing loaded for comparison.

Liabilities

Down

$100

Down $39 (-28%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin45th percentile

Revenue

Up

$50,297

Up $3,029 (+6.4%) from 2018

Expenses

Down

$49,825

Down $1,320 (-2.6%) from 2018

Net Income

Up

$472

Up $4,349 (+112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$20,826
Liabilities$100
Net Assets$20,726
Open 2019 Filing

Operations Trend

Revenue Growth64th 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

2019

Revenue$50,297
Expenses$49,825
Net Income$472
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 16, 2019
Return Version
2018v3.1
Gross Receipts
$61,963
Mission and Program Overview

Mission

To promote community & international service

Program Services

DescriptionGrantsExpenses
TO PROMOTE COMMUNITY AND INTERNATIONAL SERVICE$8,350$44,342
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES DIBPresident No-$0--
VALERIE MILLERSecretary-$0--
JULIE HUTTENLOCHERTreasurer-$0--
SAM D'ANGELOPast Preside-$0--
PATRICIA KAUFMANDirector-$0--
KARAN BATES-GASIORPresident El-$0--
LARRY NEALPresident-$0--
GLORIA MURRAYDirector-$0--
ARTHUR NIEDERKOHRDirector-$0--
RYAN MURPHYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Mt Clemens
EIN
38-6095382
Phone
5867312938
Address
PO BOX 621, MT CLEMENS, MI 48046-0621

Signing Officer

Name
Julie Huttenlocher
Title
Treasurer
Phone
5869490781
Signed
2019-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Stewart Beauvais & Whipple Pc
Address
1979 HOLLAND AVE SUITE A, PORT HURON, MI 48060-8639
Preparer
Christine I Latour CPA Mst
Phone
8109843829
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses board meetings 221 pets conference 1,409 dues 385 ryla conference 450 board insurance 187 rotary supplies 1,473 rotary intrl dues 5,340 rotary district 6380 dues 2,967 cards & flowers 268 piano 950 member luncheon 17,124 rotary awards 511 miscellaneous 1,391 credit card charge 980 centennial budget 340 community service 120 total 34,116”

Form 990-ez, Part II, Line 24

“Accounts receivable 5,700 2,346 due from foundation 0 811 total 5,700 3,157”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 39 0 president's emergency fund 100 100”

Raw XML Appendix142 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/PersonNm0JULIE HUTTENLOCHER
IRS990EZ/BooksInCareOfDetail/PhoneNum05867312938
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt052660 TUSCANY GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELBY TOWNSHIP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048315
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017669
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03775
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0472
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05296
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020826
IRS990EZ/FundraisingGrossIncomeAmt09985
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08350
IRS990EZ/GrossReceiptsAmt061963
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt048203
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020254
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020726
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020254
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020726
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.25
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/PersonNm0CHARLES DIB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE HUTTENLOCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAM D'ANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA KAUFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARAN BATES-GASIOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LARRY NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GLORIA MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ARTHUR NIEDERKOHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RYAN MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT NO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05700
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03157
IRS990EZ/OtherExpensesTotalAmt034116
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COMMUNITY & INTERNATIONAL SERVICE
IRS990EZ/PrintingPublicationsPostageAmt02063
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044342
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011666
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1681
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0139
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049825
IRS990EZ/TotalProgramServiceExpensesAmt044342
IRS990EZ/TotalRevenueAmt050297
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MOUNTCLEMENSROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOARD MEETINGS 221 PETS CONFERENCE 1,409 DUES 385 RYLA CONFERENCE 450 BOARD INSURANCE 187 ROTARY SUPPLIES 1,473 ROTARY INTRL DUES 5,340 ROTARY DISTRICT 6380 DUES 2,967 CARDS & FLOWERS 268 PIANO 950 MEMBER LUNCHEON 17,124 ROTARY AWARDS 511 MISCELLANEOUS 1,391 CREDIT CARD CHARGE 980 CENTENNIAL BUDGET 340 COMMUNITY SERVICE 120 TOTAL 34,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 5,700 2,346 DUE FROM FOUNDATION 0 811 TOTAL 5,700 3,157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 39 0 PRESIDENT'S EMERGENCY FUND 100 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE HUTTENLOCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05869490781
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - MT CLEMENS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386095382
ReturnHeader/Filer/PhoneNum05867312938
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 621
ReturnHeader/Filer/USAddress/CityNm0MT CLEMENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480460621
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0668D197005631A70946D96E0321384D6FC4718D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0668D197005631A70946D96E0321384D6FC4718D8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.88.127.114
ReturnHeader/FilingSecurityInformation/IPDt02019-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:47:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382775143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEWART BEAUVAIS & WHIPPLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01979 HOLLAND AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480608639
ReturnHeader/PreparerPersonGrp/PhoneNum08109843829
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE I LATOUR CPA MST
ReturnHeader/ReturnTs02019-09-25T12:47:43-05:00
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
$20,826
Liabilities
$100
Net assets
$20,726
Revenue
$50,297
Expenses
$49,825
Net income
$472
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
2019Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2019 filings • 501(c)4 • <$500k nonprofits