Civic Intelligence

Rotary International DBA Upper Kittitas County Rotary Club

990EZ • Fiscal year 2016 • EIN 26-0061362

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileN/A
PO Box 1035Cle Elum, WA 98922

(425) 651-3043

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

31%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

35%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

4.1%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$45,583

Up $11,778 (+35%) from 2015

Net Assets

Up

$45,583

Up $11,778 (+35%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Up

$38,030

Up $1,485 (+4.1%) from 2015

Expenses

Down

$26,252

Down $32,945 (-56%) from 2015

Net Income

Up

$11,778

Up $34,430 (+152%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$60K$40K$20K$0Assets 2014: $56,457Liabilities 2014: $0Net Assets 2014: $56,4572014Assets 2015: $33,805Liabilities 2015: $0Net Assets 2015: $33,8052015Assets 2016: $45,583Liabilities 2016: $0Net Assets 2016: $45,5832016Assets 2017: $33,022Liabilities 2017: $0Net Assets 2017: $33,0222017

Highlighted filing

2016

Assets$45,583
Liabilities$0
Net Assets$45,583
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KRevenue 2014: $36,945Expenses 2014: $45,934Net Income 2014: -$8,9892014Revenue 2015: $36,545Expenses 2015: $59,197Net Income 2015: -$22,6522015Revenue 2016: $38,030Expenses 2016: $26,252Net Income 2016: $11,7782016Revenue 2017: $40,311Expenses 2017: $52,872Net Income 2017: -$12,5612017

Highlighted filing

2016

Revenue$38,030
Expenses$26,252
Net Income$11,778
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$48,259
Mission and Program Overview

Mission

Provide humanitarian services through ethical standards, goodwill & peace throughout the world.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE OPERATIONS OF THE CLUB THROUGH WEEKLY MEETINGS AND SPECIAL EVENTS FOR APPROXIMATELY 39 MEMBERS THAT PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE THROUGHOUT THE WORLD.$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHAN WEISPresidentPT$0--
JUDY HALLISEYSecretaryPT$0--
MARC KIRKPATRICKPast PresidentPT$0--
JAMIE HAYWARDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$24,801$24,693$293$24,400
Cruise$5,408$5,408$1,782$3,626
Total Events$36,710$34,802$10,229$24,573
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
26-0061362
Phone
4256513043
Address
PO BOX 1035, CLE ELUM, WA 98922

Signing Officer

Name
Jodi Larsen
Title
Treasurer
Phone
5093044651
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Dean E Koch
Phone
2535667070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: dues. Amount: 4,902. Description: speaker breakfast. Amount: 951. Description: miscellaneous. Amount: 3,974. Total to form 990-ez, line 16: 9,827.”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JODI LARSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05093044651
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1035
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLE ELUM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033805
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045583
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01908
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt011778
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt034802
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016425
IRS990EZ/GrossReceiptsAmt048259
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt011549
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045583
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045583
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATHAN WEIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDY HALLISEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARC KIRKPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE HAYWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09827
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICES THROUGH ETHICAL STANDARDS, GOODWILL & PEACE THROUGHOUT THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE OPERATIONS OF THE CLUB THROUGH WEEKLY MEETINGS AND SPECIAL EVENTS FOR APPROXIMATELY 39 MEMBERS THAT PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE THROUGHOUT THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt010229
IRS990EZ/SpecialEventsNetIncomeLossAmt024573
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026252
IRS990EZ/TotalRevenueAmt038030
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01908
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0108
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010229
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRUISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034802
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024573
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03610
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05685
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0293
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01782
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04544
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES. AMOUNT: 4,902. DESCRIPTION: SPEAKER BREAKFAST. AMOUNT: 951. DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,974. TOTAL TO FORM 990-EZ, LINE 16: 9,827.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JODI LARSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05093044651
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA UPPER KITTITAS COUNTY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0260061362
ReturnHeader/Filer/PhoneNum04256513043
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1035
ReturnHeader/Filer/USAddress/CityNm0CLE ELUM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098922
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911623649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON STONE & PAGANO PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 REGENTS BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FIRCREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098466
ReturnHeader/PreparerPersonGrp/PhoneNum02535667070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN E KOCH
ReturnHeader/ReturnTs02017-05-10T18:26:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,583
Liabilities
$0
Net assets
$45,583
Revenue
$38,030
Expenses
$26,252
Net income
$11,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$40.3$52.9$12.6
2016Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$38.0$26.3$11.8
2015Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$36.5$59.2$22.7
2014Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$36.9$45.9$8.99