Civic Intelligence

Gig Harbor Rotary Charitable Fund

990EZ • Fiscal year 2017 • EIN 27-4482172

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

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

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.37x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

8.7%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.5%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.5%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$377,404

Up $12,715 (+3.5%) from 2016

Net Assets

Up

$325,028

Up $2,737 (+0.8%) from 2016

Liabilities

Up

$52,376

Up $9,978 (+24%) from 2016

Revenue

Down

$140,244

Down $8,193 (-5.5%) from 2016

Expenses

Up

$128,009

Up $47,706 (+59%) from 2016

Net Income

Down

$12,235

Down $55,899 (-82%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$377,404
Liabilities$52,376
Net Assets$325,028

Operations Trend

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

2017

Revenue$140,244
Expenses$128,009
Net Income$12,235
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$160,331
Mission and Program Overview

Mission

Local community,national and world support

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE:PROMOTE EDUCATION IN SCHOOLS, PROMOTE GOOD CITIZENSHIP, YOUTH PROGRAMS, PARKS, HISTORY MUSEUM, MILITARY PROGRAMS, MEDICAL SERVICES, EMERGENCY GENERATOR-$59,709
INTERNATIONAL: PROJECTS IN GUATEMALA, NICARAGUA SCHOOLS, SOLAR POWER IN PHILLIPINES & STUDENT SCHOLARSHIPS-$34,078
0-$12,119
YOUTH SERVICES: SUPPORT YMCA,GRADE SCHOOL PROJECT/DANCE, YOUTH TRAINING & LEADERSHIP WITH YOUTH CLUBS, INBOUND AND OUTBOUND EXCHANGE STUDENTS, CUB SCOUTS-$11,751
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM BORGENPresidentPT$0--
ALBERT SANTOSVice-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
Tom Borgen
Title
Past President
Phone
2535497009
Signed
2017-10-11
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

Pt III, Line 31

Vocational: recognize community leaders

Pt III, Line 31

Womens prision education and outreach

Form 990EZ, Part I, Line 16

Rotary foundation donation 2500.

Form 990EZ, Part I, Line 16

Program service, costs 12118.

Form 990EZ, Part I, Line 16

Charitable fund distributions 105538.

Form 990EZ, Part I, Line 16

Support--office expenses 7853.

Form 990EZ, Part I, Line 16

FEES, FILING

Form 990EZ, Part I, Line 16

Bank service charges & credit card fees

Form 990EZ, Part I, Line 20

Prior year adjustments:long term liabilities,international $10,000,

Form 990EZ, Part I, Line 20

Reissued check -$481, accounts payable -$22 & rounding $2 -9498.

Form 990EZ, Part II, Line 26

CURRENT LIABILITIES

Form 990EZ, Part II, Line 26

LONG TERM LIABILITIES

Raw XML Appendix183 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/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/BOYAmt0364689
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0374834
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0466
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012235
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0364689
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0377404
IRS990EZ/FundraisingGrossIncomeAmt0137734
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0160331
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0322291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0325028
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0322291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0325028
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/PersonNm0TOM BORGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALBERT SANTOS
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/OtherAssetsTotalDetail/EOYAmt02570
IRS990EZ/OtherChangesInNetAssetsAmt0-9498
IRS990EZ/OtherExpensesTotalAmt0128009
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL COMMUNITY,NATIONAL AND WORLD SUPPORT
IRS990EZ/ProgramServiceRevenueAmt022131
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE:PROMOTE EDUCATION IN SCHOOLS, PROMOTE GOOD CITIZENSHIP, YOUTH PROGRAMS, PARKS, HISTORY MUSEUM, MILITARY PROGRAMS, MEDICAL SERVICES, EMERGENCY GENERATOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL: PROJECTS IN GUATEMALA, NICARAGUA SCHOOLS, SOLAR POWER IN PHILLIPINES & STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YOUTH SERVICES: SUPPORT YMCA,GRADE SCHOOL PROJECT/DANCE, YOUTH TRAINING & LEADERSHIP WITH YOUTH CLUBS, INBOUND AND OUTBOUND EXCHANGE STUDENTS, CUB SCOUTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059709
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt134078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211751
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt312119
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020087
IRS990EZ/SpecialEventsNetIncomeLossAmt0117647
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt042398
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt052376
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0128009
IRS990EZ/TotalProgramServiceExpensesAmt0117657
IRS990EZ/TotalRevenueAmt0140244
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012206
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0159864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0170533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0197363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0168300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0145384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0841444
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0482
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.02590
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.97410
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0853650
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0160330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0180883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0198753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0168300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0145384
IRS990ScheduleA/Total509Grp/TotalAmt0853650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0854132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOCATIONAL: RECOGNIZE COMMUNITY LEADERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WOMENS PRISION EDUCATION AND OUTREACH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY FOUNDATION DONATION 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM SERVICE, COSTS 12118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARITABLE FUND DISTRIBUTIONS 105538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPORT--OFFICE EXPENSES 7853.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES, FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK SERVICE CHARGES & CREDIT CARD FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRIOR YEAR ADJUSTMENTS:LONG TERM LIABILITIES,INTERNATIONAL $10,000,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REISSUED CHECK -$481, ACCOUNTS PAYABLE -$22 & ROUNDING $2 -9498.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CURRENT LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LONG TERM LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM BORGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02535497009
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId078A997A21B5E640B45C3EF619CFA2FC04D155FEB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078A997A21B5E640B45C3EF619CFA2FC04D155FEB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.157.247.84
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:57:46
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/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER PAULSEN
ReturnHeader/ReturnTs02017-11-10T10:57:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings