Civic Intelligence

Fidalgo Island Rotary Foundation

990 • Fiscal year 2017 • EIN 20-8721928

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 15, 2018

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

61st percentile

0.01x

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

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$81,838

Up $680 (+0.8%) from 2016

Net Assets

Up

$81,338

Up $562 (+0.7%) from 2016

Liabilities

Up

$500

Up $118 (+31%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin29th percentile

Revenue

Down

$114,870

Down $97,350 (-46%) from 2016

Expenses

Down

$121,636

Down $93,113 (-43%) from 2016

Net Income

Down

-$6,766

Down $4,237 (-168%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$81,838
Liabilities$500
Net Assets$81,338
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$114,870
Expenses$121,636
Net Income-$6,766
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 15, 2018
Return Version
2016v3.1
Gross Receipts
$127,761
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$56,032$52,765▼ $3,267
Savings and Temporary Cash Investments$25,126--
Total Assets$81,158$81,838▲ $680
Other Assets Total-$29,073-
Liabilities
Other Liabilities-$500-
Accounts Payable and Accrued Expenses$382--
Total Liabilities$382$500▲ $118
Net Assets / Fund Balance
Unrestricted Net Assets$45,110$38,343▼ $6,767
Permanently Rstr Net Assets$23,308$23,308→ $0
Temporarily Rstr Net Assets$12,358$19,687▲ $7,329
Total Net Assets Fund Balance$80,776$81,338▲ $562
Total Liabilities and Net Assets / Fund Balance$81,158$81,838▲ $680

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$500--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Peter MartinPresident
Susan GuterbockPresident El
Ed SprauerDirector
Helen BattenDirector
Larry ThomasDirector
Mark BurnsDirector
Phil CaseDirector
Barbara Baker-hobbsCo-treasurer
Blair EstensonPast Preside
Linda DobbsSecretary
Chris FrostSergent at a
Patricia AndersonTreasurer
Tom WaltersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$52,503
Program Service Revenue
$0
Investment Income
$374
Other Revenue
$61,993
All Other Contributions
$42,503
Change in Net Assets
$-6,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,735
Grants and Similar Amounts Paid$42,901
Total Fundraising Expense$4,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,901--$42,901
Office Expenses$57$229$4,030$4,316
Other Expenses$2,210--$2,210
All Other Expenses$663--$663
Total Functional Expenses$117,377$229$4,030$121,636
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Anacortes Family CenterAnacortes, WA--$13,450
Anacortes School DistrictAnacortes, WA--$7,911
Burlington Rotary FoundationBurlington, WA--$6,240
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,884
Fundraising Direct Expenses$12,891
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$50,289$50,289$8,386$41,903
Shipwreck Days$24,595$24,595$4,505$20,090
Total Events$74,884$74,884$12,891$61,993
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Exchange Student Funds in Trust$500
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
Peter Martin
Title
President
Phone
3603366611
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Martin
Formed
2010
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
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

“RELEASED DONATIONS 7,328”

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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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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/ExplanationTxt3RELEASED DONATIONS 7,328
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,838
Liabilities
$500
Net assets
$81,338
Revenue
$114,870
Expenses
$121,636
Net income
-$6,766
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