Civic Intelligence

Fidalgo Island Rotary Foundation

990 • Fiscal year 2016 • EIN 20-8721928

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

Organization ProfileWWW.FIDALGOROTARY.ORG
PO Box 125Anacortes, WA 98221

(360) 336-6611

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

38th percentile

-1.2%

Higher net margin than 38% 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

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$81,158

Down $28,030 (-26%) from 2015

Net Assets

Down

$80,776

Down $24,412 (-23%) from 2015

Liabilities

Down

$382

Down $3,618 (-90%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

Up

$212,220

Up $63,915 (+43%) from 2015

Expenses

Up

$214,749

Up $67,276 (+46%) from 2015

Net Income

Down

-$2,529

Down $3,361 (-404%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$600K$400K$200K$0Assets 2014: $75,906Liabilities 2014: $02014Assets 2015: $109,188Liabilities 2015: $4,000Net Assets 2015: $105,1882015Assets 2016: $81,158Liabilities 2016: $382Net Assets 2016: $80,7762016Assets 2017: $81,838Liabilities 2017: $500Net Assets 2017: $81,3382017Assets 2018: $277,787Liabilities 2018: $2,005Net Assets 2018: $275,7822018Assets 2019: $301,874Liabilities 2019: $25,901Net Assets 2019: $275,9732019Assets 2020: $312,816Liabilities 2020: $8,515Net Assets 2020: $304,3012020Assets 2021: $407,321Liabilities 2021: $1,000Net Assets 2021: $406,3212021Assets 2023: $353,612Liabilities 2023: $0Net Assets 2023: $353,6122023Assets 2025: $447,038Liabilities 2025: $703Net Assets 2025: $446,3352025

Highlighted filing

2016

Assets$81,158
Liabilities$382
Net Assets$80,776
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $63,771Expenses 2014: $54,179Net Income 2014: $9,5922014Revenue 2015: $148,305Expenses 2015: $147,473Net Income 2015: $8322015Revenue 2016: $212,220Expenses 2016: $214,749Net Income 2016: -$2,5292016Revenue 2017: $114,870Expenses 2017: $121,636Net Income 2017: -$6,7662017Revenue 2018: $67,504Expenses 2018: $86,003Net Income 2018: -$18,4992018Revenue 2019: $134,354Expenses 2019: $108,545Net Income 2019: $25,8092019Revenue 2020: $103,351Expenses 2020: $79,108Net Income 2020: $24,2432020Revenue 2021: $278,901Expenses 2021: $187,893Net Income 2021: $91,0082021Revenue 2023: $164,795Expenses 2023: $220,785Net Income 2023: -$55,9902023Revenue 2025: $242,654Expenses 2025: $220,628Net Income 2025: $22,0262025

Highlighted filing

2016

Revenue$212,220
Expenses$214,749
Net Income-$2,529
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v3.0
Gross Receipts
$223,863
Mission and Program Overview

Mission

Our foundation transforms your gifts into projects that change lives both close to home and around the world. As the charitable arm of the fidalgo island rotary, we tap into a global network of rotarians who invest their time, money, and expertise into our charitable projects, such as eradicating polio and promoting peace. Foundation grants empower rotarians to approach challenges such as poverty, illiteracy, and malnutrition with sustainable solutions that leave a lasting impact.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$84,123$56,032▼ $28,091
Savings and Temporary Cash Investments$24,565$25,126▲ $561
Total Assets$109,188$81,158▼ $28,030
Other Assets Total$500--
Liabilities
Accounts Payable and Accrued Expenses$4,000$382▼ $3,618
Total Liabilities$4,000$382▼ $3,618
Net Assets / Fund Balance
Unrestricted Net Assets$43,620$45,110▲ $1,490
Permanently Rstr Net Assets-$23,308-
Temporarily Rstr Net Assets$61,568$12,358▼ $49,210
Total Net Assets Fund Balance$105,188$80,776▼ $24,412
Total Liabilities and Net Assets / Fund Balance$109,188$81,158▼ $28,030
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Blair EstensonPresident
Peter MartinPresident El
Chris FrostDirector
Mark BurnsDirector
Pam PutneyDirector
Walter GuterbockDirector
William FrenchDirector
Pam EstvoldPast Preside
Linda DobbsSecretary
Patricia AndersonTreasurer
Susan GuterbockVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$157,185
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$55,035
All Other Contributions
$59,382
Change in Net Assets
$-2,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$210,292
Other Expenses$4,457
Total Fundraising Expense$1,209
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$174,579--$174,579
Foreign Grants$35,713--$35,713
Office Expenses$357$449$1,209$2,015
Other Expenses$977--$977
Total Functional Expenses$213,091$449$1,209$214,749
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rotary FoundationEvanston, IL--$103,608
Burlington Rotary FoundationBurlingtong, WA--$15,268
Anacortes Boys & Girls ClubMount Vernon, WA--$10,295
Anacortes School DistrictAnacortes, WA--$7,500
Anacortes Schools FoundationAnacortes, WA--$7,120
Miller Medical MissionAnacortes, WA--$6,532

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,678
Fundraising Direct Expenses$11,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$45,458$45,458$7,373$38,085
Shipwreck Days$21,220$21,220$4,270$16,950
Total Events$66,678$66,678$11,643$55,035
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Tax return is reviewed by the president and treasurer before it is presented to the board of directors for approval.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Fidalgo Island Rotary Foundation
EIN
20-8721928
Address
PO BOX 125, ANACORTES, WA 98221

Signing Officer

Name
Patricia Anderson
Title
Treasurer
Phone
3603366611
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blair Estenson
Formed
2010
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
WILLIAMS & NULLE PLLC CPA'S
Address
407 PINE ST, MOUNT VERNON, WA 98273-3853
Preparer
Patricia a Anderson
Phone
3603366611
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our foundation transforms your gifts into projects that change lives both close to home and around the world. As the charitable arm of the fidalgo island rotary, we tap into a global network of rotarians who invest their time, money, and expertise into our charitable projects, such as eradicating polio and promoting peace. Foundation grants empower rotarians to approach challenges such as poverty, illiteracy, and malnutrition with sustainable solutions that leave a lasting impact.”

Form 990, Part XI, Line 9

“Transfer perm rest donation -21,883 total -21,883”

Raw XML Appendix387 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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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SHIPWRECK DAYS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045458
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045458
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066678
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055035
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011643
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07373
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04270
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010295
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt27120
IRS990ScheduleI/RecipientTable/CashGrantAmt315268
IRS990ScheduleI/RecipientTable/CashGrantAmt46532
IRS990ScheduleI/RecipientTable/CashGrantAmt5103608
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ANACORTES BOYS & GIRLS CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ANACORTES SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ANACORTES SCHOOLS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BURLINGTON ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MILLER MEDICAL MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0INTERNATIONAL PROJECTS ALLIANCE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 947
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12200 M AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22200 M AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3900 E FAIRHAVEN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4POB 125
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOUNT VERNON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ANACORTES
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ANACORTES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BURLINGTONG
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ANACORTES
IRS990ScheduleI/RecipientTable/USAddress/CityNm5EVANSTON
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098273
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd298221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd398233
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd498221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd5602013698
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR FOUNDATION TRANSFORMS YOUR GIFTS INTO PROJECTS THAT CHANGE LIVES BOTH CLOSE TO HOME AND AROUND THE WORLD. AS THE CHARITABLE ARM OF THE FIDALGO ISLAND ROTARY, WE TAP INTO A GLOBAL NETWORK OF ROTARIANS WHO INVEST THEIR TIME, MONEY, AND EXPERTISE INTO OUR CHARITABLE PROJECTS, SUCH AS ERADICATING POLIO AND PROMOTING PEACE. FOUNDATION GRANTS EMPOWER ROTARIANS TO APPROACH CHALLENGES SUCH AS POVERTY, ILLITERACY, AND MALNUTRITION WITH SUSTAINABLE SOLUTIONS THAT LEAVE A LASTING IMPACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE IT IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER PERM REST DONATION -21,883 TOTAL -21,883
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt061568
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012358
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt081158
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IRS990/TotalAssetsGrp/EOYAmt081158
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0157185
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01209
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0449
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0213091
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214749
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04000
IRS990/TotalLiabilitiesEOYAmt0382
IRS990/TotalLiabilitiesGrp/BOYAmt04000
IRS990/TotalLiabilitiesGrp/EOYAmt0382
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0105188
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt080776
IRS990/TotalProgramServiceExpensesAmt0213091
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0212220
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0109188
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt081158
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt043620
IRS990/UnrestrictedNetAssetsGrp/EOYAmt045110
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0POB 125
IRS990/USAddress/CityNm0ANACORTES
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098221
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.FIDALGOROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03603366611
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIDALGO ISLAND ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIDA
ReturnHeader/Filer/EIN0208721928
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 125
ReturnHeader/Filer/USAddress/CityNm0ANACORTES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098221
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910593897
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & NULLE PLLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0407 PINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT VERNON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982733853
ReturnHeader/PreparerPersonGrp/PhoneNum03603366611
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A ANDERSON
ReturnHeader/ReturnTs02017-05-12T08:29:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$81,158
Liabilities
$382
Net assets
$80,776
Revenue
$212,220
Expenses
$214,749
Net income
-$2,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.46$2.43$2.21$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$1.65$2.21$0.56
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$2.79$1.88$0.91
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.09$3.04$1.03$0.79$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.26$2.76$1.34$1.09$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.02$2.76$0.68$0.86$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$1.15$1.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$2.12$2.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.05$1.48$1.47$0.01
2014Summary only. Only limited summary data is available for this year.$0.76$0.00$0.64$0.54$0.10