Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Rotary Foundation of Whidbey Westside
EIN 45-4627816 • 501(c)3 • Freeland, WA
Profile
To serve as a philanthropic partner to charity, providing a critical source of funds, both community and worldwide.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.66x
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Balance Sheet
Assets
Up$29,811
Up $17,915 (+151%) from 2023
Liabilities
$19,734
No earlier filing loaded for comparison.
Net Assets
Down$10,077
Down $1,819 (-15%) from 2023
Revenue
Down$1,123
Down $3,641 (-76%) from 2023
Expenses
Down$2,942
Down $3,273 (-53%) from 2023
Net Income
Down-$1,819
Down $368 (-25%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $29,811
- Liabilities
- $19,734
- Net assets
- $10,077
- Revenue
- $1,123
- Expenses
- $2,942
- Net income
- -$1,819
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Oct 24, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $1,123
Mission and Program Overview
Mission
Beneficial aid worldwide and community
To serve as a philanthropic partner to charity, providing a critical source of funds, both community and worldwide.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ROTARY FOUNDATION | $1,400 | $1,400 |
| GUATEMALA LITERACY PROJECT | $1,000 | $1,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GWEN JONES | President | - | $0 | - | - |
| JAMES ROGERS | Vice President | - | $0 | - | - |
| GEORGE HENNY | Secretary | - | $0 | - | - |
| JAMES ROGERS | Treasurer | - | $0 | - | - |
| CLIFF RIDGWAY | Director At Large | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary Foundation of Whidbey Westside
- EIN
- 45-4627816
- Phone
- 2108467766
- Address
- PO BOX 862, FREELAND, WA 98249
Signing Officer
- Name
- James Rogers
- Title
- Treasurer
- Phone
- 2108467766
- Signed
- 2024-10-24
Preparer
- Firm
- Franklin Tax LLC
- Address
- 1200 LINCOLN ST UNIT 197, BELLINGHAM, WA 98229
- Preparer
- Karen Franklin
- Phone
- 4258180184
Supplemental Narrative
Additional Explanations
Form 990EZ, Part I, Line 8
“AWARDS AND GRANTS 78.”
Form 990EZ, Part I, Line 8
“OTHER INCOME 10.”
Form 990EZ, Part I, Line 10
“Grant; grant; Guatemala Literary Project: 2300 Montana Ave, Suite 401 , Cincinnati, OH 45211, , ; 3rd party organization, 1000.”
Form 990EZ, Part I, Line 10
“Donation; Donation; Rotary Foundation: One Rotary Center, 1560 Sherman Ave. , Evanston, IL 60201-3698, , ; Association, 1400.”
Form 990EZ, Part I, Line 16
“ACCOUNTING FEES 150.”
Form 990EZ, Part I, Line 16
“Paul harris quarterly drawing 150.”
Form 990EZ, Part I, Line 16
“Business registration fees 30.”
Form 990EZ, Part I, Line 16
“BUSINESS EXPENSES 212.”
Form 990EZ, Part II, Line 26
“Unrestricted net assets 15815.”
Form 990EZ, Part II, Line 26
“Change in prior year after 990 filed 3919.”
Raw XML Appendix175 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JAMES ROGERS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9072271918 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 862 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FREELAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 98249 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 11896 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 29811 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 605 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1819 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 11896 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 29811 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2400 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 1123 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 11896 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 10077 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 11896 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 10077 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GWEN JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAMES ROGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GEORGE HENNY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JAMES ROGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CLIFF RIDGWAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR AT LARGE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 542 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 88 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SERVE AS A PHILANTHROPIC PARTNER TO CHARITY, PROVIDING A CRITICAL SOURCE OF FUNDS, BOTH COMMUNITY AND WORLDWIDE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 430 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GUATEMALA LITERACY PROJECT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | ROTARY FOUNDATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd | 0 | X |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 1000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 1400 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 1000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 1400 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 19734 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 2942 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 2400 |
| IRS990EZ/TotalRevenueAmt | 0 | 1123 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 605 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5900 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1560 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 8065 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 8065 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 605 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5900 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1560 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 8065 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 8065 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AWARDS AND GRANTS 78. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OTHER INCOME 10. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Grant; grant; Guatemala Literary Project: 2300 Montana Ave, Suite 401 , Cincinnati, OH 45211, , ; 3rd party organization, 1000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Donation; Donation; Rotary Foundation: One Rotary Center, 1560 Sherman Ave. , Evanston, IL 60201-3698, , ; Association, 1400. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACCOUNTING FEES 150. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PAUL HARRIS QUARTERLY DRAWING 150. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | BUSINESS REGISTRATION FEES 30. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | BUSINESS EXPENSES 212. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | UNRESTRICTED NET ASSETS 15815. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | CHANGE IN PRIOR YEAR AFTER 990 FILED 3919. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES ROGERS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2108467766 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY FOUNDATION OF WHIDBEY WESTSIDE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 454627816 |
| ReturnHeader/Filer/PhoneNum | 0 | 2108467766 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 862 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FREELAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 98249 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 300935810 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FRANKLIN TAX LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1200 LINCOLN ST UNIT 197 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BELLINGHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98229 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4258180184 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-10-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Karen Franklin |
| ReturnHeader/ReturnTs | 0 | 2024-10-28T01:06:15-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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