Civic Intelligence

Rotary International District 5050 Co Archer Halliday Ps

990 • Fiscal year 2018 • EIN 26-0588178

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 19, 2019

Organization Profileportal.CLUBRUNNER.CA/50004
1621 Cornwall AvenueBellingham, WA 98225

(360) 756-1010

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-7.1%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$185,600

Down $73,334 (-28%) from 2017

Net Assets

Up

$184,766

Up $37,901 (+26%) from 2017

Liabilities

Down

$834

Down $111,235 (-99%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

Down

$418,935

Down $31,908 (-7.1%) from 2017

Expenses

Down

$382,481

Down $126,799 (-25%) from 2017

Net Income

Up

$36,454

Up $94,891 (+162%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$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

2018

Assets$185,600
Liabilities$834
Net Assets$184,766
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$418,935
Expenses$382,481
Net Income$36,454
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 19, 2019
Return Version
2017v2.2
Gross Receipts
$442,042
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$196,131$118,701▼ $77,430
Savings and Temporary Cash Investments$51,562$51,619▲ $57
Prepaid Expenses and Deferred Charges$4,567$15,280▲ $10,713
Accounts Receivable$6,674$0▼ $6,674
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$258,934$185,600▼ $73,334
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$112,069$834▼ $111,235
Total Liabilities$112,069$834▼ $111,235
Net Assets / Fund Balance
Unrestricted Net Assets$109,288$141,030▲ $31,742
Temporarily Rstr Net Assets$37,577$43,736▲ $6,159
Total Net Assets Fund Balance$146,865$184,766▲ $37,901
Total Liabilities and Net Assets / Fund Balance$258,934$185,600▼ $73,334
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Jane HeltenFdn Chair
Denis BoydFinance Chair
Linda MurrayDg Elect
Brad WhittakerDg Nominee
Lindagene CoyleDist Govenor
Scott DudleyPast Dg
Joan ApelSecretary
Carlye GillespieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,496
Program Service Revenue
$228,419
Investment Income
$57
Other Revenue
$53,963
All Other Contributions
$12,960
Change in Net Assets
$36,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,861
Grants and Similar Amounts Paid$140,620
Salaries, Compensation, and Employee Benefits$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$140,620--$140,620
Conferences and Meetings$136,875--$136,875
Insurance$24,054--$24,054
Current Officers, Directors, Trustees, and Key Employees-$6,000-$6,000
All Other Expenses-$2,912-$2,912
Other Expenses-$2,583-$2,583
Office Expenses-$2,203-$2,203
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$301,549$80,932$0$382,481
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 Gross Income$77,070
Fundraising Direct Expenses$23,107
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golfun$61,909$61,909-$61,909
Foundation Dinner$15,161$15,161-$15,161
Total Events$77,070$77,070$23,107$53,963
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 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
Linda Murray
Title
District Governor
Signed
2019-03-19
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 98225-4634
Preparer
Bernadette Halliday
Phone
3607561010
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 -”

Raw XML AppendixShowing 400 of 442 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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IRS990/ProgSrvcAccomActy3Grp/Desc0YOUTH PROGRAMS-ROTARY'S PROGRAMS FOR STUDENTS AND YOUTH CAN CHANGE THE LIVES OF THOSE WHO PARTICIPATE. THROUGH THESE PROGRAMS, YOUNG PEOPLE CAN EARN SCHOLARSHIPS, TRAVEL ON CULTURAL EXCHANGES, OR HELP A COMMUNITY THROUGH A SERVICE PROJECT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt086680
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt094722
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0138324
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt099987
IRS990/PYInvestmentIncomeAmt051
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0403293
IRS990/PYOtherRevenueAmt0-4702
IRS990/PYProgramServiceRevenueAmt0317170
IRS990/PYRevenuesLessExpensesAmt0-58437
IRS990/PYSalariesCompEmpBnftPaidAmt06000
IRS990/PYTotalExpensesAmt0509280
IRS990/PYTotalRevenueAmt0450843
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt036454
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt045374
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051562
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051619
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
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/DirectExpenseSummaryEventsAmt023107
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLFUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FOUNDATION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010472
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt012635
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt023107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077070
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053963
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ASSOCIATED CPA OF THE TREASURER REVIEWS THE 990. THE SIGNING OFFICER THEN LOOKS OVER THE 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL POLICIES ARE ANNUALLY REVIEWED, DISCUSSED AND AMENDED (AS NECESSARY) BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
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
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt037577
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt043736
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0258934
IRS990/TotalAssetsEOYAmt0185600
IRS990/TotalAssetsGrp/BOYAmt0258934
IRS990/TotalAssetsGrp/EOYAmt0185600
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0136496
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080932
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0301549
IRS990/TotalFunctionalExpensesGrp/TotalAmt0382481
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112069
IRS990/TotalLiabilitiesEOYAmt0834
IRS990/TotalLiabilitiesGrp/BOYAmt0112069
IRS990/TotalLiabilitiesGrp/EOYAmt0834
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146865
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184766
IRS990/TotalProgramServiceExpensesAmt0301549
IRS990/TotalProgramServiceRevenueAmt0228419

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$185,600
Liabilities
$834
Net assets
$184,766
Revenue
$418,935
Expenses
$382,481
Net income
$36,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.01$3.06$2.71$2.30$0.41
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.00$2.63$4.14$3.65$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.07$2.20$4.26$4.02$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.01$1.85$4.19$3.82$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$1.12$1.47$4.51$5.09$0.58
2016Detailed filing. Detailed filing data is available for this year.$2.12$0.06$2.05$3.43$3.27$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.11$0.98$1.19$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.11$2.21$1.49$1.38$0.11