Civic Intelligence

Rotary International District 5050

EIN 26-0588178 • 501(c)4 • Bellingham, WA

Profile

The purpose of the organization is to promote, support, and enhance the rotary clubs within district 5050 and serve as a liason between member clubs and rotary international.

1621 Cornwall AvenueBellingham, WA 98225

www.clubrunner.ca/DPRG

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.12x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

21st percentile

-23%

Higher net margin than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$8,400

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.0%

Faster asset growth than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-9.7%

Faster revenue growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$307,561

Up $43,814 (+17%) from 2020

Liabilities

Up

$1,366

Up $981 (+255%) from 2020

Net Assets

Up

$306,195

Up $42,833 (+16%) from 2020

Revenue

Down

$271,458

Down $142,972 (-34%) from 2020

Expenses

Down

$230,187

Down $134,773 (-37%) from 2020

Net Income

Down

$41,271

Down $8,199 (-17%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0-$100KAssets 2014: $232,164Liabilities 2014: $11,034Net Assets 2014: $221,1302014Assets 2015: $210,465Liabilities 2015: -$207Net Assets 2015: $210,6722015Assets 2016: $211,794Liabilities 2016: $6,492Net Assets 2016: $205,3022016Assets 2017: $258,934Liabilities 2017: $112,069Net Assets 2017: $146,8652017Assets 2018: $185,600Liabilities 2018: $834Net Assets 2018: $184,7662018Assets 2019: $226,561Liabilities 2019: $6,950Net Assets 2019: $219,6112019Assets 2020: $263,747Liabilities 2020: $385Net Assets 2020: $263,3622020Assets 2021: $307,561Liabilities 2021: $1,366Net Assets 2021: $306,1952021

Highlighted filing

2021

Assets$307,561
Liabilities$1,366
Net Assets$306,195

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $148,841Expenses 2014: $137,785Net Income 2014: $11,0562014Revenue 2015: $97,819Expenses 2015: $118,919Net Income 2015: -$21,1002015Revenue 2016: $343,343Expenses 2016: $327,421Net Income 2016: $15,9222016Revenue 2017: $450,843Expenses 2017: $509,280Net Income 2017: -$58,4372017Revenue 2018: $418,935Expenses 2018: $382,481Net Income 2018: $36,4542018Revenue 2019: $425,818Expenses 2019: $402,147Net Income 2019: $23,6712019Revenue 2020: $414,430Expenses 2020: $364,960Net Income 2020: $49,4702020Revenue 2021: $271,458Expenses 2021: $230,187Net Income 2021: $41,2712021

Highlighted filing

2021

Revenue$271,458
Expenses$230,187
Net Income$41,271

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.0
Gross Receipts
$431,735
Mission and Program Overview

Mission

The purpose of the organization is to promote, support, and enhance the rotary clubs within district 5050 and serve as a liason between member clubs and rotary international.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$165,719$213,582▲ $47,863
Savings and Temporary Cash Investments$41,697$31,756▼ $9,941
Prepaid Expenses and Deferred Charges$7,918$12,786▲ $4,868
Accounts Receivable$11,227$5,623▼ $5,604
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$226,561$263,747▲ $37,186
Other Assets Total-$0-
Liabilities
Deferred Revenue$2,005--
Accounts Payable and Accrued Expenses$4,945$385▼ $4,560
Total Liabilities$6,950$385▼ $6,565
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$142,495$176,549▲ $34,054
Net Assets With Donor Restrictions$77,116$86,813▲ $9,697
Total Net Assets Fund Balance$219,611$263,362▲ $43,751
Total Liabilities and Net Assets / Fund Balance$226,561$263,747▲ $37,186
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carlye GillespieTreasurerPT$6,000$6,000

Board Members and Trustees

NameTitle
Malcolm KennedyFdn Chair
Lindagene CoyleFinance Chair
Carol TichelmanDg Elect
Beverly HarringtonDg Nominee
Brad WhittakerDist Gov
Linda MurrayPast Dg
Bonnie WilletsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$136,762
Program Service Revenue
$278,564
Investment Income
$59
Other Revenue
$-955
All Other Contributions
$12,580
Change in Net Assets
$49,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,110
Grants and Similar Amounts Paid$167,850
Salaries, Compensation, and Employee Benefits$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$167,850--$167,850
Conferences and Meetings$113,427--$113,427
Insurance$26,429--$26,429
Current Officers, Directors, Trustees, and Key Employees-$6,000-$6,000
Other Expenses-$3,091-$3,091
Office Expenses-$2,964-$2,964
Fees for Services Accounting-$2,000-$2,000
All Other Expenses-$-2,798-$-2,798
Total Functional Expenses$307,706$57,254$0$364,960
International Activity

International Summary

Offices
1

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Vancouver B.c. CanadaSee Attached Statement-10$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,305
Fundraising Gross Income$16,350
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golfun$10,754$10,754$11,120$-366
Foundation Dinner$5,596$5,596$6,185$-589
Total Events$16,350$16,350$17,305$-955
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

An associated cpa of the treasurer reviews the 990. The signing officer then looks over the 990 prior to submission.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All policies are annually reviewed, discussed and amended (as necessary) by the board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflict of interest policy and financial statments are available to public upon request.

Filing and Contact Details

Filer

Filer Name
Rotary International District 5050
EIN
26-0588178
Phone
3607561010
Address
1621 CORNWALL AVENUE, BELLINGHAM, WA 98225

Signing Officer

Name
Carol Tichelman
Title
District Governor
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
67

Preparer

Firm
Archer Halliday Ps Cpas
Address
1621 CORNWALL AVE, BELLINGHAM, WA 98225
Preparer
Bernadette Halliday
Phone
3607561010
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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/ProgSrvcAccomActy3Grp/Desc0THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, SUPPORT, AND ENHANCE THE ROTARY CLUBS WITHIN DISTRICT 5050 AND SERVE AS A LIASON BETWEEN MEMBER CLUBS AND ROTARY INTERNATIONAL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt026429
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0138431
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt083101
IRS990/PYInvestmentIncomeAmt077
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0313046
IRS990/PYOtherRevenueAmt07786
IRS990/PYProgramServiceRevenueAmt0279524
IRS990/PYRevenuesLessExpensesAmt023671
IRS990/PYSalariesCompEmpBnftPaidAmt06000
IRS990/PYTotalExpensesAmt0402147
IRS990/PYTotalRevenueAmt0425818
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt049470
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0134500
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041697
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031756
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0VANCOUVER B.C. CANADA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0SEE ATTACHED STATEMENT
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017305
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLFUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FOUNDATION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016350
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-955
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017305
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011120
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06185
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ASSOCIATED CPA OF THE TREASURER REVIEWS THE 990. THE SIGNING OFFICER THEN LOOKS OVER THE 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL POLICIES ARE ANNUALLY REVIEWED, DISCUSSED AND AMENDED (AS NECESSARY) BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361707667
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TAKE ACTION ON WORLD'S PERSISTENT ISSUES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01560 SHERMAN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EVANSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt012580
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0226561
IRS990/TotalAssetsEOYAmt0263747
IRS990/TotalAssetsGrp/BOYAmt0226561
IRS990/TotalAssetsGrp/EOYAmt0263747
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0136762
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057254
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0307706
IRS990/TotalFunctionalExpensesGrp/TotalAmt0364960
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06950
IRS990/TotalLiabilitiesEOYAmt0385
IRS990/TotalLiabilitiesGrp/BOYAmt06950
IRS990/TotalLiabilitiesGrp/EOYAmt0385
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219611
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263362
IRS990/TotalProgramServiceExpensesAmt0307706
IRS990/TotalProgramServiceRevenueAmt0278564
IRS990/TotalReportableCompFromOrgAmt06000
IRS990/TotalRevenueGrp/ExclusionAmt0-896
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0278564
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0414430
IRS990/TotalVolunteersCnt067

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