Civic Intelligence

Vancouver Rotary Foundation

990 • Fiscal year 2014 • EIN 23-7305250

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 23, 2015

9418 NE Vancouver Mall Drive98662

(360) 574-0644

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$2,339,055

Up $241,488 (+12%) from 2013

Net Assets

Up

$2,337,360

Up $239,793 (+11%) from 2013

Liabilities

Up

$1,695

Up $1,695 from 2013

Revenue

$422,750

No earlier filing loaded for comparison.

Expenses

Up

$182,957

Up $30,300 (+20%) from 2013

Net Income

$239,793

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,826,630Liabilities 2010: $350Net Assets 2010: $1,826,2802010Assets 2012: $1,866,446Liabilities 2012: $6,787Net Assets 2012: $1,859,6592012Assets 2013: $2,097,567Liabilities 2013: $0Net Assets 2013: $2,097,5672013Assets 2014: $2,339,055Liabilities 2014: $1,695Net Assets 2014: $2,337,3602014Assets 2015: $2,398,449Liabilities 2015: $0Net Assets 2015: $2,398,4492015Assets 2017: $2,676,980Liabilities 2017: $0Net Assets 2017: $2,676,9802017Assets 2018: $2,974,958Liabilities 2018: $607Net Assets 2018: $2,974,3512018Assets 2019: $3,014,366Liabilities 2019: $0Net Assets 2019: $3,014,3662019Assets 2020: $2,902,826Liabilities 2020: $0Net Assets 2020: $2,902,8262020Assets 2021: $3,719,335Liabilities 2021: $0Net Assets 2021: $3,719,3352021Assets 2022: $2,576,191Liabilities 2022: $0Net Assets 2022: $2,576,1912022Assets 2023: $2,812,251Liabilities 2023: $0Net Assets 2023: $2,812,2512023Assets 2024: $3,016,489Liabilities 2024: $0Net Assets 2024: $3,016,4892024Assets 2025: $3,332,022Liabilities 2025: $0Net Assets 2025: $3,332,0222025

Highlighted filing

2014

Assets$2,339,055
Liabilities$1,695
Net Assets$2,337,360

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $165,4212010Expenses 2012: $360,0302012Expenses 2013: $152,6572013Revenue 2014: $422,750Expenses 2014: $182,957Net Income 2014: $239,7932014Revenue 2015: $262,790Expenses 2015: $201,701Net Income 2015: $61,0892015Revenue 2017: $460,170Expenses 2017: $105,493Net Income 2017: $354,6772017Revenue 2018: $441,265Expenses 2018: $149,840Net Income 2018: $291,4252018Revenue 2019: $405,092Expenses 2019: $365,077Net Income 2019: $40,0152019Revenue 2020: $526,137Expenses 2020: $637,677Net Income 2020: -$111,5402020Revenue 2021: $215,483Expenses 2021: $150,650Net Income 2021: $64,8332021Revenue 2022: $190,916Expenses 2022: $703,771Net Income 2022: -$512,8552022Revenue 2023: $415,163Expenses 2023: $179,103Net Income 2023: $236,0602023Revenue 2024: $385,169Expenses 2024: $180,931Net Income 2024: $204,2382024Revenue 2025: $493,766Expenses 2025: $178,233Net Income 2025: $315,5332025

Highlighted filing

2014

Revenue$422,750
Expenses$182,957
Net Income$239,793
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 23, 2015
Return Version
2013v4.0
Gross Receipts
$894,930
Mission and Program Overview

Mission

The organization's mission is to enable rotarians to advance world understanding, goodwill and peace through the improvement of health, education and alleviation of poverty. The foundation is supported solely by voluntary contributions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,097,567$2,337,360▲ $239,793
Investments Other Securities$2,058,484$2,315,192▲ $256,708
Cash and Non-Interest-Bearing Accounts$39,083$23,863▼ $15,220
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,097,567$2,339,055▲ $241,488
Liabilities
Other Liabilities$0$1,500▲ $1,500
Accounts Payable and Accrued Expenses-$195-
Total Liabilities$0$1,695▲ $1,695
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,097,567$2,337,360▲ $239,793
Total Liabilities and Net Assets / Fund Balance$2,097,567$2,339,055▲ $241,488

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,390-
Other Securities$2,315,192--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,034,473-▲ $414,840-$1,372,650
2012$1,034,473---$1,034,473
2011$1,309,136$2,661--$1,034,473
2010$1,301,313$7,823--$1,309,136
2009$1,291,726$9,587--$1,301,313
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elson StrahanClub President
Scott AndersClub President - Elect
Katlin SmithPresident
Jennifer LarsonPresident - Elect
Bev FogleBoard Member
Dean SutherlandBoard Member
Delano MorganBoard Member
Glenn LambBoard Member
Hans BoehmBoard Member
Jeff HammBoard Member
Joe VanceBoard Member
Lisa GilbertBoard Member
Randy GroveBoard Member
Susanne CoxBoard Member
Dick ThompsonOfficer of Policy
Matthew LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,251
Program Service Revenue
$0
Investment Income
$168,119
Other Revenue
$183,380
All Other Contributions
$32,842
Change in Net Assets
$239,793
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,877
Other Expenses$7,080
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,877--$175,877
Insurance-$140-$140
Other Expenses-$10-$10
Total Functional Expenses$175,877$7,080$0$182,957
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
91-0971800--Scholarship$80,463
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$69,540
Fundraising Gross Income$65,583
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$87,337$57,928$57,928$0
Event 2$16,655$7,655$11,612$-3,957
Total Events$103,992$65,583$69,540$-3,957
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expense$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

All members of the vancouver rotary club are rotary foundation of vancouver members

Form 990, Part VI, Section A, Line 7A

Board members are elected annually by the foundation members at a december rotary meeting. Board members conduct the foundation activities.

Form 990, Part VI, Section B, Line 11

No review was or will be conducted

Form 990, Part VI, Section B, Line 12C

An interested person must disclose the transaction or relationship that results in a conflict of interest. The remaining board members decide whether a conflict exists. The member with the conflict may enter into discussion, but may not vote on that issue. The remaining board members determine by a majority vote whether the transaction is in the foundation's best interest, fair and reasonable and vote accordingly.

Form 990, Part VI, Section C, Line 19

SEE SCHEDULE O

Form 990, Part VI, Line 11B - Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19 - Other Organization Documents Publicly Availabl

The governing documents, conflict of interest policy and financial statements are available to the public by contacting the foundation's officers.

Filing and Contact Details

Filer

EIN
23-7305250
Phone
3605740644

Signing Officer

Name
Matthew Lee
Title
Treasurer
Phone
3605740644
Signed
2015-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Lee
Formed
1972
Legal Domicile
Wa
Voting Board Members
16
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Matthew E Lee
Phone
3607378007
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

SCHOLARSHIPS

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, EDUCATION AND ALLEVIATION OF POVERTY. THE FOUNDATION IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt02337360
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRAVEL
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3ANNUAL LICENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1925
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2781
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310
IRS990/OtherExpensesGrp/TotalAmt05224
IRS990/OtherExpensesGrp/TotalAmt1925
IRS990/OtherExpensesGrp/TotalAmt2781
IRS990/OtherExpensesGrp/TotalAmt310
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IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN - SECU
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IRS990/OtherRevenueTotalAmt0187337
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW LEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO LOCAL CHARITIES AND MATCHING ROTARY GRANTS TO AN INTERNATIONAL PROJECT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt099214
IRS990/ProgSrvcAccomActy2Grp/GrantAmt099214
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0239793
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096383
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt059194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt038017
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041967
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IRS990ScheduleA/PublicSupportCY170Pct00.65090
IRS990ScheduleA/PublicSupportPY170Pct00.64290
IRS990ScheduleA/PublicSupportTotal170Amt0539038
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125030
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0115456
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096383
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0539038
IRS990ScheduleA/TotalSupportAmt0828084
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01034473
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01372650
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt076663
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0414840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01034473
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01034473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01309136
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02661
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01034473
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01309136
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01291726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt09587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01301313
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03390
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03390
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02315192
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SCHWAB MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt02315192
IRS990ScheduleD/TotalLiabilityAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt038409
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029409
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09000
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt087337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016655
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065583
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FESTIVAL OF TREES
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3957
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt069540
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt057928
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011612
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt080463
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10VANCOUVER SCHOOL DIST FOUND
IRS990ScheduleI/RecipientTable/RecipientEIN0910971800
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 6039
IRS990ScheduleI/RecipientTable/USAddress/City0VANCOUVER
IRS990ScheduleI/RecipientTable/USAddress/State0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode098668
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE VANCOUVER ROTARY CLUB ARE ROTARY FOUNDATION OF VANCOUVER MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE ELECTED ANNUALLY BY THE FOUNDATION MEMBERS AT A DECEMBER ROTARY MEETING. BOARD MEMBERS CONDUCT THE FOUNDATION ACTIVITIES.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.49$0.18$0.32
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.39$0.18$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.42$0.18$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.19$0.70$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.22$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.53$0.64$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.41$0.37$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.44$0.15$0.29
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.46$0.11$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.26$0.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.42$0.18$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.01$1.86$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$0.17
Peer Organizations

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