Civic Intelligence

Sequim Rotary Trust

990EZ • Fiscal year 2019 • EIN 11-3835019

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2020

Organization ProfileSEQUIMNOONROTARY.ORG
PO Box 1267Sequim, WA 98382

(808) 217-2268

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.2%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$49,300

Down $7,359 (-13%) from 2018

Net Assets

Down

$49,300

Down $7,339 (-13%) from 2018

Liabilities

Down

$0

Down $20 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$17,490

Down $1,779 (-9.2%) from 2018

Expenses

Up

$24,854

Up $6,763 (+37%) from 2018

Net Income

Down

-$7,364

Down $8,542 (-725%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$49,300
Liabilities$0
Net Assets$49,300
Open 2019 Filing

Operations Trend

Revenue Growth35th 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

2019

Revenue$17,490
Expenses$24,854
Net Income-$7,364
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.1
Gross Receipts
$17,490
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-$21,549
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT ZANEPresidentPT$0--
BOB MACAULAYTreasurerPT$0--
VICKY BLAKESLEYSecretaryPT$0--
ROCHELLE MCHUGHCommunity ServicesPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Bob Macaulay
Title
President
Phone
3606832334
Signed
2020-05-14
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 161BOYS AND GIRLS CLUB 3,001COMMUNITY PROJECT 5,415OFFICE SUPPLIES 56POLIO PLUS 50PROGRAM EXPENSES 1,693SALMON BAKE 5,607STORAGE LOCKER 2,100YOUTH SERVICES 6,372MISCELLANEOUS 26”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPREPAID EXPENSES 25 25RECEIV FR CLUB 0 263”

Raw XML Appendix153 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/TitleTxt1TREASURER
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0288
IRS990EZ/OtherExpensesTotalAmt024481
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TotalRevenueAmt017490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0OTHER
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0SEQUIMNOONROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04658
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IRS990ScheduleA/PublicOrganization170Ind0X
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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 161BOYS AND GIRLS CLUB 3,001COMMUNITY PROJECT 5,415OFFICE SUPPLIES 56POLIO PLUS 50PROGRAM EXPENSES 1,693SALMON BAKE 5,607STORAGE LOCKER 2,100YOUTH SERVICES 6,372MISCELLANEOUS 26
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,300
Liabilities
$0
Net assets
$49,300
Revenue
$17,490
Expenses
$24,854
Net income
-$7,364
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