Civic Intelligence

Gig Harbor Rotary Charitable Fund

990EZ • Fiscal year 2015 • EIN 27-4482172

Jul 01, 2014 to Jun 30, 2015 • Filed on May 05, 2015

Organization ProfileN/A
Treasurer P O Box 342Gig Harbor, WA 98335-0342

(253) 549-7009

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.1%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$296,283

Up $68,498 (+30%) from 2012

Net Assets

Up

$289,283

Up $118,889 (+70%) from 2012

Liabilities

Down

$7,000

Down $50,391 (-88%) from 2012

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin84th percentile

Revenue

Up

$172,723

Up $22,476 (+15%) from 2012

Expenses

Up

$121,597

Up $3,441 (+2.9%) from 2012

Net Income

Up

$51,126

Up $19,035 (+59%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2012: $227,785Liabilities 2012: $57,391Net Assets 2012: $170,3942012Assets 2015: $296,283Liabilities 2015: $7,000Net Assets 2015: $289,2832015Assets 2016: $364,689Liabilities 2016: $42,398Net Assets 2016: $322,2912016Assets 2017: $377,404Liabilities 2017: $52,376Net Assets 2017: $325,0282017Assets 2018: $396,424Liabilities 2018: $39,876Net Assets 2018: $356,5482018Assets 2019: $411,256Liabilities 2019: $39,876Net Assets 2019: $371,3802019Assets 2021: $378,530Liabilities 2021: $40,419Net Assets 2021: $338,1112021Assets 2022: $402,918Liabilities 2022: $61,026Net Assets 2022: $341,8922022

Highlighted filing

2015

Assets$296,283
Liabilities$7,000
Net Assets$289,283
Open 2015 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$100K$0-$100KRevenue 2012: $150,247Expenses 2012: $118,156Net Income 2012: $32,0912012Revenue 2015: $172,723Expenses 2015: $121,597Net Income 2015: $51,1262015Revenue 2016: $148,437Expenses 2016: $80,303Net Income 2016: $68,1342016Revenue 2017: $140,244Expenses 2017: $128,009Net Income 2017: $12,2352017Revenue 2018: $153,095Expenses 2018: $133,075Net Income 2018: $20,0202018Revenue 2019: $148,511Expenses 2019: $133,755Net Income 2019: $14,7562019Revenue 2021: $79,435Expenses 2021: $115,458Net Income 2021: -$36,0232021Revenue 2022: $149,315Expenses 2022: $145,534Net Income 2022: $3,7812022

Highlighted filing

2015

Revenue$172,723
Expenses$121,597
Net Income$51,126
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$198,888
Mission and Program Overview

Mission

Local community,national and world support

COMMUNITY SUPPORT

Program Services

DescriptionGrantsExpenses
PROMOTE EDUCATION IN SCHOOLS, PROMOTE GOOD CITIZENSHIP, DONATIONS TO LOCAL HOUSING PROGRAMS, YMCA, YOUTH PROGRAMS, MEDICAL SERVICES, INTERNATIONAL AID-$113,530
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD VANBERGPresPT$0--
PAMELA PETERSON-SMITHVice-PresPT$0--
HAL HODGINSSecretaryPT$0--
ALEC ZARELLITreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Gig Harbor Rotary Charitable Fund
EIN
27-4482172
Phone
2535497009
Address
TREASURER P O BOX 342, GIG HARBOR, WA 98335-0342

Signing Officer

Name
Richard Vanberg
Title
President
Phone
2535497009
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Mybizon-line Inc
Address
PO BOX 6883, TACOMA, WA 98417-0385
Preparer
Walter Paulsen
Phone
2533814764
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Program service, costs 6717. Charitable fund distributions 113530.”

Form 990EZ, Part I, Line 20

“Revenue timeing differences between years '13 &'14 -38572.”

Form 990EZ, Part II, Line 26

“Current liabilities long term liabilities”

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALEC ZARELLI
IRS990EZ/BooksInCareOfDetail/PhoneNum02062804924
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05209 PT FOSDICK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GIG HARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098335
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0276729
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0296283
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01390
IRS990EZ/CostOfGoodsSoldAmt05286
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051126
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0276729
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0296283
IRS990EZ/FundraisingGrossIncomeAmt0138361
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03149
IRS990EZ/GrossReceiptsAmt0198888
IRS990EZ/GrossSalesOfInventoryAmt08435
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0136
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0276729
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289283
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0276729
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0289283
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD VANBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAMELA PETERSON-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HAL HODGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEC ZARELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-38572
IRS990EZ/OtherExpensesTotalAmt0120247
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SUPPORT
IRS990EZ/ProgramServiceRevenueAmt050566
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE EDUCATION IN SCHOOLS, PROMOTE GOOD CITIZENSHIP, DONATIONS TO LOCAL HOUSING PROGRAMS, YMCA, YOUTH PROGRAMS, MEDICAL SERVICES, INTERNATIONAL AID
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0113530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020879
IRS990EZ/SpecialEventsNetIncomeLossAmt0117482
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0121597
IRS990EZ/TotalProgramServiceExpensesAmt0113530
IRS990EZ/TotalRevenueAmt0172723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01390
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021415
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02370
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024267
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0197363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0168300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0145384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0128832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0103504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0743383
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024267
IRS990ScheduleA/InvestmentIncomeCYPct00.03160
IRS990ScheduleA/InvestmentIncomePYPct00.04230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.96840
IRS990ScheduleA/PublicSupportPY509Pct00.95770
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0744773
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0198753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0168300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0145384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0128832
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0103504
IRS990ScheduleA/Total509Grp/TotalAmt0744773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0769040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE, COSTS 6717. CHARITABLE FUND DISTRIBUTIONS 113530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVENUE TIMEING DIFFERENCES BETWEEN YEARS '13 &'14 -38572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CURRENT LIABILITIES LONG TERM LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD VANBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02535497009
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GIG HARBOR ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0GIGH
ReturnHeader/Filer/EIN0274482172
ReturnHeader/Filer/PhoneNum02535497009
ReturnHeader/Filer/USAddress/AddressLine1Txt0TREASURER P O BOX 342
ReturnHeader/Filer/USAddress/CityNm0GIG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0983350342
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYBIZON-LINE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6883
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TACOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0984170385
ReturnHeader/PreparerPersonGrp/PhoneNum02533814764
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER PAULSEN
ReturnHeader/ReturnTs02015-12-11T12:52:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,283
Liabilities
$7,000
Net assets
$289,283
Revenue
$172,723
Expenses
$121,597
Net income
$51,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.61$3.42$1.49$1.46$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.40$3.38$0.79$1.15$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.40$3.71$1.49$1.34$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.40$3.57$1.53$1.33$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.52$3.25$1.40$1.28$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.65$0.42$3.22$1.48$0.80$0.68
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.07$2.89$1.73$1.22$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.57$1.70$1.50$1.18$0.32