Civic Intelligence

Sequim Rotary Trust

990EZ • Fiscal year 2014 • EIN 11-3835019

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization ProfileSEQUIMNOONROTARY.ORG
PO Box 1267Sequim, WA 98382

(360) 683-2334

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$37,427

Up $3,755 (+11%) from 2013

Net Assets

Up

$37,427

Up $3,755 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin69th percentile

Revenue

Down

$27,904

Down $4,120 (-13%) from 2013

Expenses

Down

$24,149

Down $33,133 (-58%) from 2013

Net Income

Up

$3,755

Up $29,013 (+115%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2014

Assets$37,427
Liabilities$0
Net Assets$37,427
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$27,904
Expenses$24,149
Net Income$3,755
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$27,904
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE$23,423-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LOVETTTreasurerPT$0--
HUGH HAFFNERPast President-$0--
JOE IRVINPresident Elect-$0--
ANN ZIMMERMANSecretaryPT$0--
SARA MALONEYPresidentPT$0--
CHRISTINE PAULSENPast PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Sequim Rotary Trust
EIN
11-3835019
Phone
3606832334
Address
PO BOX 1267, SEQUIM, WA 98382

Signing Officer

Name
John Lovett
Title
Treasurer
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cunha and Martin CPAs LLC
Address
120 W Maple St, Sequim, WA 98382
Preparer
Jeanne Martin
Phone
3606831125
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Table & chairs rental $707”

Other Expenses.1002

“Office Expenses $38”

Other Expenses.1

“COMMUNITY SUPPORT $8879”

Other Expenses.2

“YOUTH SERVICES $5403”

Other Expenses.3

“SALMON BAKE $4776”

Other Expenses.4

“International service $2000”

Other Expenses.5

“STORAGE $1790”

Other Expenses.6

“VOCATIONAL SERVICES $575”

Other Assets.1

“PREPAID EXPENSES - Beginning $55 PREPAID EXPENSES - Ending $0”

Other Assets.2

“DUE TO/FROM CLUB - Beginning $1000 DUE TO/FROM CLUB - Ending $0”

Raw XML Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN LOVETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINE PAULSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01055
IRS990EZ/OtherExpensesTotalAmt023461
IRS990EZ/OtherRevenueTotalAmt0707
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sequim Rotary Trust was organized to create, develop, and implement projects to help deserving people wherever they may be.
IRS990EZ/ProgramServiceRevenueAmt09485
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt024149
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022164
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TABLE & CHAIRS RENTAL $707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY SUPPORT $8879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YOUTH SERVICES $5403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALMON BAKE $4776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INTERNATIONAL SERVICE $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STORAGE $1790
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE TO/FROM CLUB - Beginning $1000 DUE TO/FROM CLUB - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.2
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LOVETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEQUIM ROTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SEQU
ReturnHeader/Filer/EIN0113835019
ReturnHeader/Filer/PhoneNum03606832334
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1267
ReturnHeader/Filer/USAddress/CityNm0SEQUIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098382
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cunha and Martin CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 W Maple St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sequim
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098382
ReturnHeader/PreparerPersonGrp/PhoneNum03606831125
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE MARTIN
ReturnHeader/ReturnTs02015-05-15T09:36:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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
$37,427
Liabilities
$0
Net assets
$37,427
Revenue
$27,904
Expenses
$24,149
Net income
$3,755
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