Civic Intelligence

Sequim Rotary Trust

990EZ • Fiscal year 2017 • EIN 11-3835019

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 13, 2018

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

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-32%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$55,481

Up $2,839 (+5.4%) from 2016

Net Assets

Up

$55,461

Up $3,201 (+6.1%) from 2016

Liabilities

Down

$20

Down $362 (-95%) from 2016

Revenue

Down

$20,609

Down $9,922 (-32%) from 2016

Expenses

Down

$17,408

Down $7,895 (-31%) from 2016

Net Income

Down

$3,201

Down $2,027 (-39%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$55,481
Liabilities$20
Net Assets$55,461

Operations Trend

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

2017

Revenue$20,609
Expenses$17,408
Net Income$3,201
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 13, 2018
Return Version
2017v2.2
Gross Receipts
$20,609
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$15,626-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED EBLINGPresidentPT$0--
BOB MACAULAYTreasurerPT$0--
HENRY JONESRotary FndnPT$0--
VICKY BLAKESLEYSecretaryPT$0--
ROCHELLE MCHUGHClub ServicePT$0--
KURT TURNERCommunity SvcPT$0--
LANG HADLEYInt'L ServicePT$0--
ROCHELLE MCHUGHMembershipPT$0--
MARY BUDKEYouth ServicesPT$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
2018-06-13
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 Expenses.1002

Office Expenses $202

Other Expenses.1

COMMUNITY PROJECTS $4812

Other Expenses.2

SALMON BAKE $4177

Other Expenses.3

BOYS & GIRLS CLUB $2800

Other Expenses.4

ROTARY FOUNDATION $2423

Other Expenses.5

STORAGE LOCKER $1400

Other Expenses.6

Youth scouting programs $1050

Other Expenses.7

PROGRAM EXPENSE $208

Other Expenses.8

GUEST LUNCHES $156

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $382 Accounts Payable and Accrued Expenses - Ending $20

Raw XML Appendix184 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/OtherExpensesTotalAmt017228
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY PROJECTS $4812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALMON BAKE $4177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOYS & GIRLS CLUB $2800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY FOUNDATION $2423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE LOCKER $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6YOUTH SCOUTING PROGRAMS $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM EXPENSE $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GUEST LUNCHES $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $382 Accounts Payable and Accrued Expenses - Ending $20
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-13
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ReturnHeader/Filer/EIN0113835019
ReturnHeader/Filer/PhoneNum03606832334
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0564 N 5th Avenue
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098382
ReturnHeader/PreparerPersonGrp/PhoneNum03606831125
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE MARTIN
ReturnHeader/ReturnTs02018-06-13T11:36:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings