Civic Intelligence

Sequim Rotary Trust

EIN 11-3835019 • 501(c)3 • Sequim, WA

Profile

Sequim Rotary Trust was organized to create, develop, and implement projects to help deserving people wherever they may be.

PO Box 1267Sequim, WA 98382

sequimnoonrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-194%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-58%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$35,104

Down $14,196 (-29%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$35,104

Down $14,196 (-29%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin6th percentile

Revenue

Down

$7,332

Down $10,158 (-58%) from 2019

Expenses

Down

$21,528

Down $3,326 (-13%) from 2019

Net Income

Down

-$14,196

Down $6,832 (-93%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $37,833Net Assets 2010: $37,8332010Assets 2011: $41,006Net Assets 2011: $41,0062011Assets 2012: $58,958Liabilities 2012: $28Net Assets 2012: $58,9302012Assets 2013: $33,672Liabilities 2013: $0Net Assets 2013: $33,6722013Assets 2014: $37,427Liabilities 2014: $0Net Assets 2014: $37,4272014Assets 2015: $47,472Liabilities 2015: $440Net Assets 2015: $47,0322015Assets 2016: $52,642Liabilities 2016: $382Net Assets 2016: $52,2602016Assets 2017: $55,481Liabilities 2017: $20Net Assets 2017: $55,4612017Assets 2018: $56,659Liabilities 2018: $20Net Assets 2018: $56,6392018Assets 2019: $49,300Liabilities 2019: $0Net Assets 2019: $49,3002019Assets 2020: $35,104Liabilities 2020: $0Net Assets 2020: $35,1042020

Highlighted filing

2020

Assets$35,104
Liabilities$0
Net Assets$35,104
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $41,276Expenses 2010: $52,946Net Income 2010: -$11,6702010Revenue 2011: $38,919Expenses 2011: $35,746Net Income 2011: $3,1732011Revenue 2012: $45,231Expenses 2012: $27,307Net Income 2012: $17,9242012Revenue 2013: $32,024Expenses 2013: $57,282Net Income 2013: -$25,2582013Revenue 2014: $27,904Expenses 2014: $24,149Net Income 2014: $3,7552014Revenue 2015: $40,791Expenses 2015: $31,186Net Income 2015: $9,6052015Revenue 2016: $30,531Expenses 2016: $25,303Net Income 2016: $5,2282016Revenue 2017: $20,609Expenses 2017: $17,408Net Income 2017: $3,2012017Revenue 2018: $19,269Expenses 2018: $18,091Net Income 2018: $1,1782018Revenue 2019: $17,490Expenses 2019: $24,854Net Income 2019: -$7,3642019Revenue 2020: $7,332Expenses 2020: $21,528Net Income 2020: -$14,1962020

Highlighted filing

2020

Revenue$7,332
Expenses$21,528
Net Income-$14,196
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$35,104
Liabilities
$0
Net assets
$35,104
Revenue
$7,332
Expenses
$21,528
Net income
-$14,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$7.33$21.5$14.2
2019Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$17.5$24.9$7.36
2018Detailed filing. Detailed filing data is available for this year.$56.7$0.02$56.6$19.3$18.1$1.18
2017Detailed filing. Detailed filing data is available for this year.$55.5$0.02$55.5$20.6$17.4$3.20
2016Detailed filing. Detailed filing data is available for this year.$52.6$0.38$52.3$30.5$25.3$5.23
2015Detailed filing. Detailed filing data is available for this year.$47.5$0.44$47.0$40.8$31.2$9.61
2014Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$27.9$24.1$3.76
2013Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$32.0$57.3$25.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.0$0.03$58.9$45.2$27.3$17.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$41.0$38.9$35.7$3.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$37.8$41.3$52.9$11.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 24, 2021
Return Version
2020v4.1
Gross Receipts
$7,332
Mission and Program Overview

Mission

Sequim Rotary Trust was organized to create, develop, and implement projects to help deserving people wherever they may be.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE-$20,241
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORE SHANKSPresidentPT$0--
JAMES JONESTreasurerPT$0--
JASON BAUSHERPresident ElectPT$0--
ROCHELLE MCHUGHSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Sequim Rotary Trust
EIN
11-3835019
Address
PO BOX 1267, Sequim, WA 98382

Signing Officer

Name
Theodore Shanks
Title
President
Phone
3606832334
Signed
2021-09-24
Discuss with paid preparer
No

Preparer

Firm
Olympic Tax and Business Consulting
Address
P O BOX 2129, BELFAIR, WA 98528
Preparer
Sherry Lacey CPA
Phone
3602750998
Supplemental Narrative

Additional Explanations

General explanation attachment

“Primary exempt purpose: sequim rotary trust was organized to create, develop, and implement projects to help deserving people wherever they may be.”

Description of other expenses Part I line 16

“Description AmountBANK FEES 552BOYS AND GIRLS CLUB 7,300THERAPY BIKES 6,958OFFICE SUPPLIES 109POLIO PLUS 1,250PROGRAM EXPENSES 1,614SALMON BAKE 430STORAGE LOCKER 2,100YOUTH SERVICES 90FOUNDATION EXP 499”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPREPAID EXPENSES 25 27RECEIV FR CLUB 263 728”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sequim
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098382
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-14196
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt073
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049300
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THEODORE SHANKS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0288
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0755
IRS990EZ/OtherExpensesTotalAmt020902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020241
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021528
IRS990EZ/TotalProgramServiceExpensesAmt020241
IRS990EZ/TotalRevenueAmt07332
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0OTHER
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0SEQUIMNOONROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04658
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023242
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt073
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0281
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98810
IRS990ScheduleA/PublicSupportPY170Pct00.99310
IRS990ScheduleA/PublicSupportTotal170Amt023242
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07231
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01548
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023242
IRS990ScheduleA/TotalSupportAmt023523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARY EXEMPT PURPOSE: SEQUIM ROTARY TRUST WAS ORGANIZED TO CREATE, DEVELOP, AND IMPLEMENT PROJECTS TO HELP DESERVING PEOPLE WHEREVER THEY MAY BE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 552BOYS AND GIRLS CLUB 7,300THERAPY BIKES 6,958OFFICE SUPPLIES 109POLIO PLUS 1,250PROGRAM EXPENSES 1,614SALMON BAKE 430STORAGE LOCKER 2,100YOUTH SERVICES 90FOUNDATION EXP 499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPREPAID EXPENSES 25 27RECEIV FR CLUB 263 728
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03606832334
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-24
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ReturnHeader/Filer/BusinessNameControlTxt0SEQU
ReturnHeader/Filer/EIN0113835019
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1267
ReturnHeader/Filer/USAddress/CityNm0Sequim
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ReturnHeader/Filer/USAddress/ZIPCd098382
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ReturnHeader/PreparerPersonGrp/PhoneNum03602750998
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY LACEY CPA
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THEODORE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHANKS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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