Civic Intelligence

Rotary International District 5030 Service Fund

EIN 20-1563946 • 501(c)3 • Lynnwood, WA

Profile

To hold in trust funds from various sources and disburse for humanitarian and community purposes.

19721 Scriber Lake Road Suite CLynnwood, WA 98036

www.rotary5030.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.80x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

2305.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-15600%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-94%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$5,765

Down $83,181 (-94%) from 2014

Liabilities

Down

$4,610

Down $82,869 (-95%) from 2014

Net Assets

Down

$1,155

Down $312 (-21%) from 2014

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$2

Down $50,755 (-100%) from 2014

Expenses

Down

$314

Down $50,364 (-99%) from 2014

Net Income

Down

-$312

Down $391 (-495%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2011: $138,644Liabilities 2011: $32,418Net Assets 2011: $106,2262011Assets 2012: $89,624Liabilities 2012: $63,831Net Assets 2012: $25,7932012Assets 2013: $135,308Liabilities 2013: $133,920Net Assets 2013: $1,3882013Assets 2014: $88,946Liabilities 2014: $87,479Net Assets 2014: $1,4672014Assets 2015: $5,765Liabilities 2015: $4,610Net Assets 2015: $1,1552015

Highlighted filing

2015

Assets$5,765
Liabilities$4,610
Net Assets$1,155
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$100K$0-$100KRevenue 2011: $105,275Expenses 2011: $22Net Income 2011: $105,2532011Revenue 2012: $84,381Expenses 2012: $164,814Net Income 2012: -$80,4332012Revenue 2013: $85,420Expenses 2013: $36,816Net Income 2013: $48,6042013Revenue 2014: $50,757Expenses 2014: $50,678Net Income 2014: $792014Revenue 2015: $2Expenses 2015: $314Net Income 2015: -$3122015

Highlighted filing

2015

Revenue$2
Expenses$314
Net Income-$312
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,765
Liabilities
$4,610
Net assets
$1,155
Revenue
$2
Expenses
$314
Net income
-$312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.05$0.01$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.87$0.01$0.51$0.51$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.34$0.01$0.85$0.37$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.64$0.26$0.84$1.65$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.32$1.06$1.05$0.00$1.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$2
Mission and Program Overview

Mission

To hold in trust, funds from various sources and disburse for humanitarian and community puprposes.

Program Services

DescriptionGrantsExpenses
SHIMIZU PROJECTS TO HOLD IN TRUST, FUNDS FROM VARIOUS SOURCES FOR DISBURSEMENT FOR HUMANITARIAN AND COMMUNITY BENEFIT.-$154
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STAN DICKISONPresident-$0--
DANNER GRAVESVice Preside-$0--
JOHN ENGERDirector-$0--
JOHN FRIENDSTreasurer-$0--
DAN KELLOGDirector-$0--
MIKE MONTGOMERYDirector-$0--
GENNE TONNEMAKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 5030
EIN
20-1563946
Address
19721 SCRIBER LAKE ROAD SUITE C, LYNNWOOD, WA 98036

Signing Officer

Name
John Friends
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Yackel & Associates Pllc
Address
19721 SCRIBER LAKE RD STE C, LYNNWOOD, WA 98036
Preparer
John W Friends CPA
Phone
4256701310
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 144 corporate renewal 10 total 154”

Form 990-ez, Part II, Line 24

“Intangible assets 500 0 total 500 0”

Form 990-ez, Part II, Line 26

“Books 4 the world 10,265 0 district literacy 3,379 0 faces of hope 350 0 malaria project 1,845 0 nepal project 983 0 north seattle 948 0 polio advocacy 19 0 shimizu foundation 69,690 4,610”

Form 990-ez, Part III

“To hold in trust, funds from various sources and disburse for humanitarian and community puprposes.”

Raw XML Appendix182 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0500
IRS990EZ/OtherExpensesTotalAmt0154
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD IN TRUST, FUNDS FROM VARIOUS SOURCES AND DISBURSE FOR HUMANITARIAN AND COMMUNITY PUPRPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHIMIZU PROJECTS TO HOLD IN TRUST, FUNDS FROM VARIOUS SOURCES FOR DISBURSEMENT FOR HUMANITARIAN AND COMMUNITY BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0154
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt087479
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04610
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0314
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IRS990EZ/TotalRevenueAmt02
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY5030.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0305534
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 144 CORPORATE RENEWAL 10 TOTAL 154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTANGIBLE ASSETS 500 0 TOTAL 500 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOKS 4 THE WORLD 10,265 0 DISTRICT LITERACY 3,379 0 FACES OF HOPE 350 0 MALARIA PROJECT 1,845 0 NEPAL PROJECT 983 0 NORTH SEATTLE 948 0 POLIO ADVOCACY 19 0 SHIMIZU FOUNDATION 69,690 4,610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO HOLD IN TRUST, FUNDS FROM VARIOUS SOURCES AND DISBURSE FOR HUMANITARIAN AND COMMUNITY PUPRPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5030
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0201563946
ReturnHeader/Filer/USAddress/AddressLine1Txt019721 SCRIBER LAKE ROAD SUITE C
ReturnHeader/Filer/USAddress/CityNm0LYNNWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098036
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019721 SCRIBER LAKE RD STE C
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098036
ReturnHeader/PreparerPersonGrp/PhoneNum04256701310
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W FRIENDS CPA
ReturnHeader/ReturnTs02016-05-16T10:04:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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