Civic Intelligence

Rotary International DBA Upper Kittitas County Rotary Club

990EZ • Fiscal year 2017 • EIN 26-0061362

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

6.0%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$33,022

Down $12,561 (-28%) from 2016

Net Assets

Down

$33,022

Down $12,561 (-28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin11th percentile

Revenue

Up

$40,311

Up $2,281 (+6.0%) from 2016

Expenses

Up

$52,872

Up $26,620 (+101%) from 2016

Net Income

Down

-$12,561

Down $24,339 (-207%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2017

Assets$33,022
Liabilities$0
Net Assets$33,022
Open 2017 Filing

Operations Trend

Revenue Growth64th 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

2017

Revenue$40,311
Expenses$52,872
Net Income-$12,561
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$52,821
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 Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY HALLISEYPresidentPT$0--
BEVERLY GONYEASecretaryPT$0--
JODI LARSENTreasurerPT$0--
JOHN STORCHPresident ElectPT$0--
RICHARD KLOSSClub AdministratorPT$0--
GABE ERGLERBoard MemberPT$0--
MARC KIRKPATRICKBoard MemberPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Interact Events$8,400$8,400-$8,400
Cruise$5,041$5,041$4,430$611
Total Events$18,448$18,336$12,510$5,826
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
Jamie Hayward
Title
Treasurer
Phone
5093044651
Signed
2018-05-08
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 8 - Other Revenue

“Description: hotel/motel taxes. Amount: 3,391.”

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

“Description: dues. Amount: 3,114. Description: speaker breakfast. Amount: 1,003. Description: miscellaneous. Amount: 5,505. Description: travel. Amount: 19,000. Total to form 990-ez, line 16: 28,622.”

Raw XML Appendix166 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05093044651
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1035
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLE ELUM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12561
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt018336
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024250
IRS990EZ/GrossReceiptsAmt052821
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MembershipDuesAmt02243
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033022
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY HALLISEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEVERLY GONYEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODI LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN STORCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD KLOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GABE ERGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARC KIRKPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLUB ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028622
IRS990EZ/OtherRevenueTotalAmt03391
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/SpecialEventsDirectExpensesAmt012510
IRS990EZ/SpecialEventsNetIncomeLossAmt05826
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052872
IRS990EZ/TotalRevenueAmt040311
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0112
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0112
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012510
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0INTERACT EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRUISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018336
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05826
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0640
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0182
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01822
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03286
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07716
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04430
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02972
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: HOTEL/MOTEL TAXES. AMOUNT: 3,391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES. AMOUNT: 3,114. DESCRIPTION: SPEAKER BREAKFAST. AMOUNT: 1,003. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5,505. DESCRIPTION: TRAVEL. AMOUNT: 19,000. TOTAL TO FORM 990-EZ, LINE 16: 28,622.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE HAYWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05093044651
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId015227B9C0ED2847177F9115FB5B3126F0352D4C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015227B9C0ED2847177F9115FB5B3126F0352D4C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.17.160.225
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:55:40
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/ReturnTs02018-05-14T15:12:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$33,022
Liabilities
$0
Net assets
$33,022
Revenue
$40,311
Expenses
$52,872
Net income
-$12,561
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