Civic Intelligence

Sequim Rotary Trust

990EZ • Fiscal year 2016 • EIN 11-3835019

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 06, 2017

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

61st percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$52,642

Up $5,170 (+11%) from 2015

Net Assets

Up

$52,260

Up $5,228 (+11%) from 2015

Liabilities

Down

$382

Down $58 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin74th percentile

Revenue

Down

$30,531

Down $10,260 (-25%) from 2015

Expenses

Down

$25,303

Down $5,883 (-19%) from 2015

Net Income

Down

$5,228

Down $4,377 (-46%) from 2015

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

2016

Assets$52,642
Liabilities$382
Net Assets$52,260
Open 2016 Filing

Operations Trend

Revenue Growth20th 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

2016

Revenue$30,531
Expenses$25,303
Net Income$5,228
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 6, 2017
Return Version
2016v3.0
Gross Receipts
$30,531
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$22,074-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED EBLINGPresidentPT$0--
BOB MACAULAYSecretaryPT$0--
JOE IRVINPast PresidentPT$0--
VICKY BLAKESLEYSecretaryPT$0--
ROBERT HITCHCOCKPresident ElectPT$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
Bob Macauley
Title
Treasurer
Signed
2017-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Cunha and Martin CPAs LLC
Address
564 N 5th Avenue, Sequim, WA 98382
Preparer
Jeanne Martin
Phone
3606831125
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Table & chairs rental $143”

Other Expenses.1

“BOYS & GIRLS CLUB $7984”

Other Expenses.2

“ROTARY FOUNDATION $7261”

Other Expenses.3

“SALMON BAKE $3935”

Other Expenses.4

“YOUTH SERVICES $2594”

Other Expenses.5

“STORAGE LOCKER $2100”

Other Expenses.6

“International service $300”

Other Expenses.7

“GUEST LUNCHES $144”

Other Expenses.8

“LICENSES AND PERMITS $85”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $440 Accounts Payable and Accrued Expenses - Ending $382”

Raw XML Appendix169 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/OtherRevenueTotalAmt0143
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IRS990EZ/ProgramServiceRevenueAmt014887
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALMON BAKE $3935
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE LOCKER $2100
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0113835019
ReturnHeader/Filer/PhoneNum03606832334
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098382
ReturnHeader/PreparerPersonGrp/PhoneNum03606831125
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE MARTIN
ReturnHeader/ReturnTs02017-09-06T11:56:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,642
Liabilities
$382
Net assets
$52,260
Revenue
$30,531
Expenses
$25,303
Net income
$5,228
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