Civic Intelligence

Rotary International Portage Rotary Club

990EZ • Fiscal year 2014 • EIN 38-6150528

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

Organization ProfileN/A
PO Box 55Portage, MI 49081

(269) 329-6179

Siviq Scores

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

Liabilities / Assets

88th percentile

0.39x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

52nd percentile

3.9%

Higher net margin than 52% 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

96th percentile

109%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

56th percentile

2.9%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$11,215

Up $5,858 (+109%) from 2013

Net Assets

Up

$6,840

Up $1,483 (+28%) from 2013

Liabilities

Up

$4,375

Up $4,375 from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin52nd percentile

Revenue

Up

$38,434

Up $1,079 (+2.9%) from 2013

Expenses

Up

$36,951

Up $502 (+1.4%) from 2013

Net Income

Up

$1,483

Up $577 (+64%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$60K$40K$20K$0Assets 2011: $4,455Net Assets 2011: $4,4552011Assets 2012: $6,686Net Assets 2012: $6,6862012Assets 2013: $5,357Liabilities 2013: $0Net Assets 2013: $5,3572013Assets 2014: $11,215Liabilities 2014: $4,375Net Assets 2014: $6,8402014Assets 2015: $13,531Liabilities 2015: $0Net Assets 2015: $13,5312015Assets 2016: $14,545Liabilities 2016: $0Net Assets 2016: $14,5452016Assets 2017: $25,032Liabilities 2017: $11,655Net Assets 2017: $13,3772017Assets 2018: $22,025Liabilities 2018: $9,575Net Assets 2018: $12,4502018Assets 2019: $22,308Liabilities 2019: $10,575Net Assets 2019: $11,7332019Assets 2020: $18,370Liabilities 2020: $3,736Net Assets 2020: $14,6342020Assets 2021: $26,849Liabilities 2021: $7,220Net Assets 2021: $19,6292021Assets 2022: $32,972Liabilities 2022: $2,123Net Assets 2022: $30,8492022Assets 2023: $39,056Liabilities 2023: $0Net Assets 2023: $39,0562023Assets 2024: $46,737Liabilities 2024: $0Net Assets 2024: $46,7372024Assets 2025: $57,086Net Assets 2025: $57,0862025

Highlighted filing

2014

Assets$11,215
Liabilities$4,375
Net Assets$6,840
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $38,530Expenses 2011: $39,465Net Income 2011: -$9352011Revenue 2012: $41,014Expenses 2012: $38,783Net Income 2012: $2,2312012Revenue 2013: $37,355Expenses 2013: $36,449Net Income 2013: $9062013Revenue 2014: $38,434Expenses 2014: $36,951Net Income 2014: $1,4832014Revenue 2015: $43,568Expenses 2015: $36,876Net Income 2015: $6,6922015Revenue 2016: $38,957Expenses 2016: $37,945Net Income 2016: $1,0122016Revenue 2017: $37,291Expenses 2017: $38,459Net Income 2017: -$1,1682017Revenue 2018: $34,375Expenses 2018: $35,302Net Income 2018: -$9272018Revenue 2019: $37,382Expenses 2019: $38,100Net Income 2019: -$7182019Revenue 2020: $28,029Expenses 2020: $25,128Net Income 2020: $2,9012020Revenue 2021: $15,396Expenses 2021: $10,411Net Income 2021: $4,9852021Revenue 2022: $30,640Expenses 2022: $19,421Net Income 2022: $11,2192022Revenue 2023: $40,076Expenses 2023: $31,870Net Income 2023: $8,2062023Revenue 2024: $40,650Expenses 2024: $32,969Net Income 2024: $7,6812024Revenue 2025: $49,447Expenses 2025: $39,098Net Income 2025: $10,3492025

Highlighted filing

2014

Revenue$38,434
Expenses$36,951
Net Income$1,483
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$38,434
Mission and Program Overview

Mission

Service club which supports humanitarian efforts locally and around the world.

Program Services

DescriptionGrantsExpenses
ERADICATION OF POLIO AND SUPPLY CLEAN DRINKING WATER AROUND THE WORLD.-$9,482
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN CRANDLEPresidentPT$0--
JENNIFER MAYNARDPresident El-$0--
MICHAEL SIMONSecretary-$0--
DANIEL GAVLASTreasurer-$0--
Filing and Contact Details

Filer

EIN
38-6150528
Phone
2693296179

Signing Officer

Name
John Crandle
Title
President
Phone
2693296179
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Preparer
David T Jewell
Phone
2693297007
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 2,262 club runner 599 pets training 270 district/rotary intl dues 9,482 lunch expense 21,681 bank fees 11 business registration fee 260 miscellaneous 95 post office box 40 total 34,700”

Form 990-ez, Part II, Line 24

“Accounts receivable -32 0 due from charities 300 0 total 268 0”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 4,375”

Form 990-ez, Part III

“Service club which supports humanitarian efforts locally and around the world.”

Raw XML Appendix109 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/PersonNm0JOHN CRANDLE
CompensationExplanation/CompensationExplanationGrp/PersonNm1JENNIFER MAYNARD
CompensationExplanation/CompensationExplanationGrp/PersonNm2MICHAEL SIMON
CompensationExplanation/CompensationExplanationGrp/PersonNm3DANIEL GAVLAS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL GAVLAS
IRS990EZ/BooksInCareOfDetail/PhoneNum02693296600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 55
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORTAGE
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode049081
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05089
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01483
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011215
IRS990EZ/GrossReceiptsAmt038434
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038434
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06840
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06840
IRS990EZ/OccupancyRentUtltsAndMaintAmt02251
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN CRANDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER MAYNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL GAVLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0268
IRS990EZ/OtherExpensesTotalAmt034700
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB WHICH SUPPORTS HUMANITARIAN EFFORTS LOCALLY AND AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ERADICATION OF POLIO AND SUPPLY CLEAN DRINKING WATER AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09482
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04375
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036951
IRS990EZ/TotalProgramServiceExpensesAmt09482
IRS990EZ/TotalRevenueAmt038434
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 2,262 CLUB RUNNER 599 PETS TRAINING 270 DISTRICT/ROTARY INTL DUES 9,482 LUNCH EXPENSE 21,681 BANK FEES 11 BUSINESS REGISTRATION FEE 260 MISCELLANEOUS 95 POST OFFICE BOX 40 TOTAL 34,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE -32 0 DUE FROM CHARITIES 300 0 TOTAL 268 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 0 4,375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SERVICE CLUB WHICH SUPPORTS HUMANITARIAN EFFORTS LOCALLY AND AROUND THE WORLD.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CRANDLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02693296179
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20PORTAGE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386150528
ReturnHeader/Filer/PhoneNum02693296179
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 55
ReturnHeader/Filer/USAddress/City0PORTAGE
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382706146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10YEO & YEO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10710 E MILHAM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0490021494
ReturnHeader/PreparerPersonGrp/PhoneNum02693297007
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID T JEWELL
ReturnHeader/ReturnTs02015-05-11T10:37:32-05:00
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
$11,215
Liabilities
$4,375
Net assets
$6,840
Revenue
$38,434
Expenses
$36,951
Net income
$1,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$57.1$57.1$49.4$39.1$10.3
2024Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$40.7$33.0$7.68
2023Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$40.1$31.9$8.21
2022Detailed filing. Detailed filing data is available for this year.$33.0$2.12$30.8$30.6$19.4$11.2
2021Detailed filing. Detailed filing data is available for this year.$26.8$7.22$19.6$15.4$10.4$4.99
2020Detailed filing. Detailed filing data is available for this year.$18.4$3.74$14.6$28.0$25.1$2.90
2019Detailed filing. Detailed filing data is available for this year.$22.3$10.6$11.7$37.4$38.1$0.72
2018Detailed filing. Detailed filing data is available for this year.$22.0$9.58$12.5$34.4$35.3$0.93
2017Detailed filing. Detailed filing data is available for this year.$25.0$11.7$13.4$37.3$38.5$1.17
2016Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$39.0$37.9$1.01
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$43.6$36.9$6.69
2014Detailed filing. Detailed filing data is available for this year.$11.2$4.38$6.84$38.4$37.0$1.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.00$5.36$37.4$36.4$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$6.69$41.0$38.8$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$4.46$38.5$39.5$0.94
Peer Organizations

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