Civic Intelligence

Lake Stevens Rotary Lub Foundation

EIN 31-1633811 • 501(c)3 • Lake Stevens, WA

Profile

To provide service and support to local community organizations and international projects

PO Box 908Lake Stevens, WA 98258

portal.clubrunner.ca/274

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

18th percentile

-34%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

6.1%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$148,865

Down $29,336 (-16%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$148,865

Down $27,525 (-16%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$80,764

Up $14,667 (+22%) from 2024

Expenses

Up

$108,289

Up $54,856 (+103%) from 2024

Net Income

Down

-$27,525

Down $40,189 (-317%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$200K$150K$100K$50K$0Assets 2011: $17,035Liabilities 2011: $12,721Net Assets 2011: $4,3142011Assets 2022: $143,395Liabilities 2022: $15,000Net Assets 2022: $128,3952022Assets 2023: $132,202Liabilities 2023: $3,365Net Assets 2023: $128,8372023Assets 2024: $178,201Liabilities 2024: $1,811Net Assets 2024: $176,3902024Assets 2025: $148,865Net Assets 2025: $148,8652025

Highlighted filing

2025

Assets$148,865
Liabilities-
Net Assets$148,865
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $45,818Expenses 2011: $50,278Net Income 2011: -$4,4602011Revenue 2022: $70,690Expenses 2022: $69,070Net Income 2022: $1,6202022Revenue 2023: $59,398Expenses 2023: $58,956Net Income 2023: $4422023Revenue 2024: $66,097Expenses 2024: $53,433Net Income 2024: $12,6642024Revenue 2025: $80,764Expenses 2025: $108,289Net Income 2025: -$27,5252025

Highlighted filing

2025

Revenue$80,764
Expenses$108,289
Net Income-$27,525
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,865
Liabilities
-
Net assets
$148,865
Revenue
$80,764
Expenses
$108,289
Net income
-$27,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.81$1.08$0.28
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.66$0.53$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.03$1.29$0.59$0.59$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.15$1.28$0.71$0.69$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.13$0.04$0.46$0.50$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$111,226
Mission and Program Overview

Mission

To provide service and support to local community organizations and international projects

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE PROJECTS$35,442$35,442
SCHOLARSHIPS$30,099$30,099
LAKE STEVENS FOOD BANK$11,000$11,000
ROTARY INTL PROJECTS$3,528$3,528
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAIN REWISPresident-$0--
GARY ORIELLYSecretary-$0--
LAURIE WESTOVERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Corks and Kegs Auction$67,947$67,947$8,816$59,131
Aquafest$5,243$5,243$3,411$1,832
Total Events$73,190$73,190$19,784$53,406
Filing and Contact Details

Filer

Filer Name
Lake Stevens Rotary Club Foundation
EIN
31-1633811
Address
PO BOX 908, LAKE STEVENS, WA 98258

Signing Officer

Name
Laurie Westover
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
CBS Tax Service
Address
18516 Engebretsen Road, Granite Falls, WA 98252
Preparer
John Thornton
Phone
7074625070
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $86954”

Other Expenses.1

“Investment funds value adj $15488”

Other Expenses.2

“STORAGE $4736”

Other Expenses.3

“SCHOLARSHIP HELP $829”

Other Expenses.4

“BANK FEES $282”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Total Liabilities.2

“- Beginning $0 - Ending $0”

Raw XML Appendix186 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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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAIN REWIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021335
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE AND SUPPORT TO LOCAL COMMUNITY ORGANIZATIONS AND INTERNATIONAL PROJECTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035442
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13528
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt230099
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt311000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035442
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13528
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt230099
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt311000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt022860
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019784
IRS990EZ/SpecialEventsNetIncomeLossAmt053406
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01811
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0108289
IRS990EZ/TotalProgramServiceExpensesAmt080069
IRS990EZ/TotalRevenueAmt080764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://portal.clubrunner.ca/274
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022319
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081617
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0282
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt081617
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019784
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CORKS AND KEGS AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AQUAFEST
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073190
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053406
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08816
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03411
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07557
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $86954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FUNDS VALUE ADJ $15488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE $4736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIP HELP $829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE WESTOVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0311633811
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 908
ReturnHeader/Filer/USAddress/CityNm0LAKE STEVENS
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ReturnHeader/Filer/USAddress/ZIPCd098258
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ReturnHeader/ReturnTs02025-11-11T08:45:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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