Civic Intelligence

Gig Harbor Rotary Charitable Fund

990EZ • Fiscal year 2016 • EIN 27-4482172

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 19, 2016

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

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$364,689

Up $136,904 (+60%) from 2012

Net Assets

Up

$322,291

Up $151,897 (+89%) from 2012

Liabilities

Down

$42,398

Down $14,993 (-26%) from 2012

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin91st percentile

Revenue

Down

$148,437

Down $1,810 (-1.2%) from 2012

Expenses

Down

$80,303

Down $37,853 (-32%) from 2012

Net Income

Up

$68,134

Up $36,043 (+112%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth74th 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 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

2016

Assets$364,689
Liabilities$42,398
Net Assets$322,291
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $150,247Expenses 2012: $118,156Net Income 2012: $32,0912012Revenue 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

2016

Revenue$148,437
Expenses$80,303
Net Income$68,134
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 19, 2016
Return Version
2015v2.1
Gross Receipts
$180,883
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$10,350$180,883
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA PETERSON-SMITHPresidentPT$0--
TOM BORGENVice-PresidentPT$0--
CYNTHIA KENNEDYSecretaryPT$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
Pamela Peterson-smith
Title
Past President
Phone
2535497009
Signed
2016-04-19
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 12870.”

Form 990EZ, Part I, Line 16

“Charitable fund distributions 59614.”

Form 990EZ, Part I, Line 16

“Support--office expenses 253.”

Form 990EZ, Part I, Line 16

“FEES, FILING 10.”

Form 990EZ, Part I, Line 16

“Bank service charges & credit card fees 2293.”

Form 990EZ, Part I, Line 20

“Reclassification of expenses fye 2014 to 2015 -35126.”

Form 990EZ, Part II, Line 26

“CURRENT LIABILITIES”

Form 990EZ, Part II, Line 26

“LONG TERM LIABILITIES”

Raw XML Appendix164 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/BOYAmt0296283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0364689
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010950
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt068134
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05236
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0296283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0364689
IRS990EZ/FundraisingGrossIncomeAmt0157356
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0180883
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0289283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0322291
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0289283
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0322291
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAMELA PETERSON-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM BORGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNTHIA KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEC ZARELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-35126
IRS990EZ/OtherExpensesTotalAmt075040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt027
IRS990EZ/ProgramServiceRevenueAmt012577
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE EDUCATION IN SCHOOLS, PROMOTE GOOD CITIZENSHIP, DONATIONS TO LOCAL HOUSING PROGRAMS, YMCA, YOUTH PROGRAMS, MEDICAL SERVICES, INTERNATIONAL AID
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0180883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032446
IRS990EZ/SpecialEventsNetIncomeLossAmt0124910
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042398
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080303
IRS990EZ/TotalProgramServiceExpensesAmt0180883
IRS990EZ/TotalRevenueAmt0148437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011740
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021415
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0170533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0197363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0168300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0145384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0128832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0810412
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021897
IRS990ScheduleA/InvestmentIncomeCYPct00.02590
IRS990ScheduleA/InvestmentIncomePYPct00.03160
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.97410
IRS990ScheduleA/PublicSupportPY509Pct00.96840
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0822152
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0180883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0198753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0168300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0128832
IRS990ScheduleA/Total509Grp/TotalAmt0822152
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0844049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE, COSTS 12870.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE FUND DISTRIBUTIONS 59614.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT--OFFICE EXPENSES 253.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES, FILING 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES & CREDIT CARD FEES 2293.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECLASSIFICATION OF EXPENSES FYE 2014 TO 2015 -35126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CURRENT LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LONG TERM LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA PETERSON-SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02535497009
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-19
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/PreparationDt02016-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER PAULSEN
ReturnHeader/ReturnTs02016-10-21T11:21:26-07:00
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
$364,689
Liabilities
$42,398
Net assets
$322,291
Revenue
$148,437
Expenses
$80,303
Net income
$68,134
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
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