Civic Intelligence

Sammamish Rotary Foundation

990 • Fiscal year 2018 • EIN 56-2416468

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 29, 2019

Organization ProfileN/A
3020 Issaquah Pine Lake Rd S ESammamish, WA 98075

(626) 422-6300

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.61x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

88th percentile

70%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$260,358

Up $107,110 (+70%) from 2017

Net Assets

Up

$150,285

Up $31,287 (+26%) from 2017

Liabilities

Up

$110,073

Up $75,823 (+221%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin73rd percentile

Revenue

Up

$179,002

Up $64,798 (+57%) from 2017

Expenses

Up

$147,719

Up $41,314 (+39%) from 2017

Net Income

Up

$31,283

Up $23,484 (+301%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$400K$300K$200K$100K$0Assets 2012: $124,818Liabilities 2012: $33,4182012Assets 2013: $133,098Liabilities 2013: $33,460Net Assets 2013: $99,6382013Assets 2014: $189,532Liabilities 2014: $63,613Net Assets 2014: $125,9192014Assets 2015: $189,895Liabilities 2015: $46,494Net Assets 2015: $143,4012015Assets 2016: $172,721Liabilities 2016: $61,522Net Assets 2016: $111,1992016Assets 2017: $153,248Liabilities 2017: $34,250Net Assets 2017: $118,9982017Assets 2018: $260,358Liabilities 2018: $110,073Net Assets 2018: $150,2852018Assets 2019: $307,490Liabilities 2019: $40,647Net Assets 2019: $266,8432019Assets 2020: $325,127Liabilities 2020: $129,147Net Assets 2020: $195,9802020Assets 2021: $258,226Liabilities 2021: $96,447Net Assets 2021: $161,7792021Assets 2022: $212,937Liabilities 2022: $57,619Net Assets 2022: $155,3182022Assets 2023: $343,427Liabilities 2023: $171,419Net Assets 2023: $172,0082023Assets 2024: $197,956Liabilities 2024: $32,292Net Assets 2024: $165,6642024Assets 2025: $206,667Liabilities 2025: $30,338Net Assets 2025: $176,3292025

Highlighted filing

2018

Assets$260,358
Liabilities$110,073
Net Assets$150,285
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $76,209Expenses 2012: $58,389Net Income 2012: $17,8202012Revenue 2013: $73,115Expenses 2013: $64,877Net Income 2013: $8,2382013Revenue 2014: $113,635Expenses 2014: $87,354Net Income 2014: $26,2812014Revenue 2015: $75,005Expenses 2015: $57,524Net Income 2015: $17,4812015Revenue 2016: $101,370Expenses 2016: $133,572Net Income 2016: -$32,2022016Revenue 2017: $114,204Expenses 2017: $106,405Net Income 2017: $7,7992017Revenue 2018: $179,002Expenses 2018: $147,719Net Income 2018: $31,2832018Revenue 2019: $190,941Expenses 2019: $114,956Net Income 2019: $75,9852019Revenue 2020: $133,707Expenses 2020: $204,570Net Income 2020: -$70,8632020Revenue 2021: $9,650Expenses 2021: $43,850Net Income 2021: -$34,2002021Revenue 2022: $9,557Expenses 2022: $16,018Net Income 2022: -$6,4612022Revenue 2023: $29,825Expenses 2023: $13,135Net Income 2023: $16,6902023Revenue 2024: $29,780Expenses 2024: $36,124Net Income 2024: -$6,3442024Revenue 2025: $32,652Expenses 2025: $26,441Net Income 2025: $6,2112025

Highlighted filing

2018

Revenue$179,002
Expenses$147,719
Net Income$31,283
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 29, 2019
Return Version
2017v2.3
Gross Receipts
$333,331
Mission and Program Overview

Mission

To alleviate suffering and encourage health and welfare internationally, and provide support and assistance to the students and citizens of our community.

To alleviate suffering and encourage health and welfare internationally, and provide support and assistance to the students and citizens of our community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$142,722$245,928▲ $103,206
Prepaid Expenses and Deferred Charges$10,526$12,416▲ $1,890
Total Assets$153,248$260,358▲ $107,110
Other Assets Total-$2,014-
Liabilities
Escrow Account Liability-$75,073-
Grants Payable$34,000$35,000▲ $1,000
Accounts Payable and Accrued Expenses$250--
Total Liabilities$34,250$110,073▲ $75,823
Net Assets / Fund Balance
Unrestricted Net Assets$118,998$150,285▲ $31,287
Total Net Assets Fund Balance$118,998$150,285▲ $31,287
Total Liabilities and Net Assets / Fund Balance$153,248$260,358▲ $107,110
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Paul PattersonChair/president
Lisa KennedyNon-paid Development Director
Bruce BenchTrustee
Christie MalchowTrustee
Clint ScottTrustee
Joyce BottenbergTrustee
Kristina WilliamsTrustee
Norm BottenbergTrustee
Ramiro ValderramaTrustee
Steve DanzeyTrustee
Katy BoehmSecretary
Bernie LuckingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,548
Program Service Revenue
$0
Investment Income
$89
Other Revenue
$152,365
All Other Contributions
$26,548
Change in Net Assets
$31,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,969
Other Expenses$750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,969--$146,969
Advertising-$497-$497
Other Expenses-$253-$253
Total Functional Expenses$146,969$750$0$147,719
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary International FoundationEvanston, IL501(c)(3)General Support$40,573
Agros InternationalSeattle, WA501(c)(3)General Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$306,694
Fundraising Direct Expenses$154,329
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“4 of the 12 trustees are related as husband and wife”

Form 990, Part VI, Section B, Line 11B

“The board members all review form 990 and acknowledged the same”

Form 990, Part VI, Section B, Line 12C

“Each member is required to submit a conflict of interest statement each year at the beginning of the year”

Form 990, Part VI, Section C, Line 19

“Available upon request no requests were made”

Filing and Contact Details

Filer

Filer Name
Sammamish Rotary Foundation
EIN
56-2416468
Phone
6264226300
Address
3020 ISSAQUAH PINE LAKE RD S E, SAMMAMISH, WA 98075

Signing Officer

Name
Bernie Lucking
Title
Treasurer
Phone
6264226300
Signed
2019-04-29

Organization Details

Principal Officer
Bernie Lucking
Formed
2003
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 4.”

Raw XML Appendix399 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0473
IRS990ScheduleA/InvestmentIncomeCYPct00.00620
IRS990ScheduleA/InvestmentIncomePYPct00.00840
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99380
IRS990ScheduleA/PublicSupportPY509Pct00.99160
IRS990ScheduleA/PublicSupportTotal509Amt075398
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028983
IRS990ScheduleA/Total509Grp/TotalAmt075398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029070
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt075871
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt040573
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AGROS INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientEIN0911276578
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12225 4TH AVE 2 FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198121
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH SERVICE COMMITTEE FOLLOWS GUIDLINES THAT HAVE BEEN ESTABLISH TO MONITOR THE GRANTS THAT ARE APPROVED BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt04 OF THE 12 TRUSTEES ARE RELATED AS HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS ALL REVIEW FORM 990 AND ACKNOWLEDGED THE SAME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER IS REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT EACH YEAR AT THE BEGINNING OF THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST NO REQUESTS WERE MADE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 4.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0153248
IRS990/TotalAssetsEOYAmt0260358
IRS990/TotalAssetsGrp/BOYAmt0153248
IRS990/TotalAssetsGrp/EOYAmt0260358
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt026548
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0750
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0146969
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147719
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034250
IRS990/TotalLiabilitiesEOYAmt0110073
IRS990/TotalLiabilitiesGrp/BOYAmt034250
IRS990/TotalLiabilitiesGrp/EOYAmt0110073
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0118998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150285
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt016930
IRS990/TotalProgramServiceExpensesAmt0146969
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0152365
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179002
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0153248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0260358
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0118998
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0150285
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03020 ISSAQUAH PINE LAKE RD S E
IRS990/USAddress/CityNm0SAMMAMISH
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098075
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNIE LUCKING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06264226300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMMAMISH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMM
ReturnHeader/Filer/EIN0562416468
ReturnHeader/Filer/PhoneNum06264226300
ReturnHeader/Filer/USAddress/AddressLine1Txt03020 ISSAQUAH PINE LAKE RD S E
ReturnHeader/Filer/USAddress/CityNm0SAMMAMISH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098075
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04428E86DDF38B11892D55A842C8E6C6C31EC54D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04428E86DDF38B11892D55A842C8E6C6C31EC54D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.79.135.50
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:38:15
ReturnHeader/ReturnTs02019-04-29T17:40:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,358
Liabilities
$110,073
Net assets
$150,285
Revenue
$179,002
Expenses
$147,719
Net income
$31,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.07$0.30$1.76$0.33$0.26$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.32$1.66$0.30$0.36$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.43$1.71$1.72$0.30$0.13$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.58$1.55$0.10$0.16$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.96$1.62$0.10$0.44$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$1.29$1.96$1.34$2.05$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.41$2.67$1.91$1.15$0.76
2018Detailed filing. Detailed filing data is available for this year.$2.60$1.10$1.50$1.79$1.48$0.31
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.34$1.19$1.14$1.06$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.62$1.11$1.01$1.34$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.46$1.43$0.75$0.58$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.64$1.26$1.14$0.87$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.33$1.00$0.73$0.65$0.08
2012Summary only. Only limited summary data is available for this year.$1.25$0.33$0.76$0.58$0.18