Civic Intelligence

Fidalgo Island Rotary Foundation

990 • Fiscal year 2018 • EIN 20-8721928

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

(206) 245-6261

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

239%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$277,787

Up $195,949 (+239%) from 2017

Net Assets

Up

$275,782

Up $194,444 (+239%) from 2017

Liabilities

Up

$2,005

Up $1,505 (+301%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin13th percentile

Revenue

Down

$67,504

Down $47,366 (-41%) from 2017

Expenses

Down

$86,003

Down $35,633 (-29%) from 2017

Net Income

Down

-$18,499

Down $11,733 (-173%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2018

Assets$277,787
Liabilities$2,005
Net Assets$275,782
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$67,504
Expenses$86,003
Net Income-$18,499
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$83,775
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
Investments in Publicly Traded Securities-$211,918-
Cash and Non-Interest-Bearing Accounts$52,765$40,148▼ $12,617
Savings and Temporary Cash Investments-$346-
Total Assets$81,838$277,787▲ $195,949
Other Assets Total$29,073$25,375▼ $3,698
Liabilities
Accounts Payable and Accrued Expenses-$2,005-
Other Liabilities$500--
Total Liabilities$500$2,005▲ $1,505
Net Assets / Fund Balance
Temporarily Rstr Net Assets$19,687$234,629▲ $214,942
Permanently Rstr Net Assets$23,308$23,308→ $0
Unrestricted Net Assets$38,343$17,845▼ $20,498
Total Net Assets Fund Balance$81,338$275,782▲ $194,444
Total Liabilities and Net Assets / Fund Balance$81,838$277,787▲ $195,949

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
$15,096
Program Service Revenue
$0
Investment Income
$414
Other Revenue
$51,994
All Other Contributions
$15,096
Change in Net Assets
$-18,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,089
Grants and Similar Amounts Paid$27,914
Total Fundraising Expense$2,220
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,914--$27,914
Other Expenses$6,308--$6,308
Office Expenses$112$190$2,220$2,522
Total Functional Expenses$83,593$190$2,220$86,003
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Raise the Paddle---$12,805
Other Donations---$11,340
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,265
Fundraising Direct Expenses$16,271
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$40,675$40,675$9,888$30,787
Shipwreck Days$25,315$25,315$6,383$18,932
Total Events$65,990$65,990$16,271$49,719
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
Peter Martin
Title
President
Phone
2062456261
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Martin
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

“Norm allen endowment 212,943”

Raw XML Appendix375 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OTHER DONATIONS
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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/ExplanationTxt3NORM ALLEN ENDOWMENT 212,943
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/PersonNm0PETER MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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ReturnHeader/FilingSecurityInformation/IPTm012:50:06
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
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ReturnHeader/ReturnTs02019-05-15T12:50:06-05:00
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,787
Liabilities
$2,005
Net assets
$275,782
Revenue
$67,504
Expenses
$86,003
Net income
-$18,499
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