Civic Intelligence

Rotary International - Mt Clemens

990EZ • Fiscal year 2020 • EIN 38-6095382

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

42%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-15%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$29,492

Up $8,666 (+42%) from 2019

Net Assets

Up

$29,392

Up $8,666 (+42%) from 2019

Liabilities

Flat

$100

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin74th percentile

Revenue

Down

$42,929

Down $7,368 (-15%) from 2019

Expenses

Down

$34,263

Down $15,562 (-31%) from 2019

Net Income

Up

$8,666

Up $8,194 (+1736%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2020

Assets$29,492
Liabilities$100
Net Assets$29,392
Open 2020 Filing

Operations Trend

Revenue Growth49th 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

2020

Revenue$42,929
Expenses$34,263
Net Income$8,666
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$54,102
Mission and Program Overview

Mission

To promote community & international service

Program Services

DescriptionGrantsExpenses
TO PROMOTE COMMUNITY AND INTERNATIONAL SERVICE$2,646$42,665
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARAN BATES-GASIORPresident-$0--
VALERIE MILLERSecretary-$0--
CHARLES DIBPresident Elect-$0--
JULIE HUTTENLOCHERTreasurer-$0--
PATRICIA KAUFMANDirector-$0--
GLORIA MURRAYDirector-$0--
ARTHUR NIEDERKOHRDirector-$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 D Huttenlocher
Title
Treasurer
Phone
5867312938
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Fenner Melstrom and Dooling Plc
Address
355 S OLD WOODWARD SUITE 200, BIRMINGHAM, MI 48009
Phone
2482588900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: board meetings. Amount: 203. Description: pets conference. Amount: 312. Description: district conference. Amount: 125. Description: youth exchange. Amount: 2,200. Description: dues. Amount: 200. Description: board insurance. Amount: 187. Description: rotary supplies. Amount: 2,141. Description: rotary intl dues. Amount: 5,249. Description: rotary district 6380 dues. Amount: 2,760. Description: cards & flowers. Amount: 353. Description: piano. Amount: 600. Description: member luncheon. Amount: 11,729. Description: miscellaneous. Amount: 1,128. Total to form 990-ez, line 16: 27,187.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 2,346. End of year amount: 3,922. Description: due from foundation. Beg. Of year amount: 811. End of year amount: 0.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: president's emergency fund. Beg. Of year amount: 100. End of year amount: 100.”

Raw XML Appendix140 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE D 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/BOYAmt017669
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025570
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0200
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08666
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02986
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020826
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029492
IRS990EZ/FundraisingGrossIncomeAmt012413
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02646
IRS990EZ/GrossReceiptsAmt054102
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt041489
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020726
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029392
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020726
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029392
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARAN BATES-GASIOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES DIB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE HUTTENLOCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA KAUFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLORIA MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ARTHUR NIEDERKOHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03157
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03922
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027187
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COMMUNITY & INTERNATIONAL SERVICE
IRS990EZ/PrintingPublicationsPostageAmt01444
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02646
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042665
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011173
IRS990EZ/SpecialEventsNetIncomeLossAmt01240
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034263
IRS990EZ/TotalProgramServiceExpensesAmt042665
IRS990EZ/TotalRevenueAmt042929
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0MOUNTCLEMENSROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BOARD MEETINGS. AMOUNT: 203. DESCRIPTION: PETS CONFERENCE. AMOUNT: 312. DESCRIPTION: DISTRICT CONFERENCE. AMOUNT: 125. DESCRIPTION: YOUTH EXCHANGE. AMOUNT: 2,200. DESCRIPTION: DUES. AMOUNT: 200. DESCRIPTION: BOARD INSURANCE. AMOUNT: 187. DESCRIPTION: ROTARY SUPPLIES. AMOUNT: 2,141. DESCRIPTION: ROTARY INTL DUES. AMOUNT: 5,249. DESCRIPTION: ROTARY DISTRICT 6380 DUES. AMOUNT: 2,760. DESCRIPTION: CARDS & FLOWERS. AMOUNT: 353. DESCRIPTION: PIANO. AMOUNT: 600. DESCRIPTION: MEMBER LUNCHEON. AMOUNT: 11,729. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,128. TOTAL TO FORM 990-EZ, LINE 16: 27,187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,346. END OF YEAR AMOUNT: 3,922. DESCRIPTION: DUE FROM FOUNDATION. BEG. OF YEAR AMOUNT: 811. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRESIDENT'S EMERGENCY FUND. BEG. OF YEAR AMOUNT: 100. END OF YEAR AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE D HUTTENLOCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05867312938
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
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/PreparerFirmGrp/PreparerFirmEIN0381402622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FENNER MELSTROM AND DOOLING PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S OLD WOODWARD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048009
ReturnHeader/PreparerPersonGrp/PhoneNum02482588900
ReturnHeader/ReturnTs02021-05-17T13:58:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,492
Liabilities
$100
Net assets
$29,392
Revenue
$42,929
Expenses
$34,263
Net income
$8,666
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
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

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Indianapolis, IN

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Act Indiana

501(c)4 • NTEE W24

Revenue$40,197
Assets$54,492

Revenue vs current organization

6.4% lower

Assets vs current organization

85% higher