Civic Intelligence

Lake Forest Park Rotary Charitable Foundation

EIN 86-1129290 • 501(c)3 • Lake Forest Park, WA

Profile

To develop a local free RotoCare facility for the medical needs of the homeless, disadvantaged and those low income individuals without medical insurance.

17440 Brookside NELake Forest Park, WA 98155

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

58th percentile

5.8%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

44th percentile

-6.1%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

100%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$114,990

Down $13,801 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$114,990

No earlier filing loaded for comparison.

Revenue

Up

$196,048

Up $98,054 (+100%) from 2023

Expenses

Down

$184,654

Down $3,076 (-1.6%) from 2023

Net Income

Up

$11,394

Up $101,130 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $18,346Liabilities 2011: $02011Assets 2012: $21,049Net Assets 2012: $21,0492012Assets 2013: $42,583Net Assets 2013: $42,5832013Assets 2014: $71,774Net Assets 2014: $71,7742014Assets 2015: $95,762Net Assets 2015: $95,7622015Assets 2016: $89,369Liabilities 2016: $02016Assets 2017: $116,188Net Assets 2017: $116,1882017Assets 2018: $104,007Net Assets 2018: $104,0072018Assets 2019: $145,122Net Assets 2019: $145,1222019Assets 2020: $174,416Liabilities 2020: $11,436Net Assets 2020: $162,9802020Assets 2021: $230,240Liabilities 2021: $32,7382021Assets 2022: $230,240Liabilities 2022: $5,4632022Assets 2023: $128,791Liabilities 2023: $02023Assets 2025: $114,990Liabilities 2025: $0Net Assets 2025: $114,9902025

Highlighted filing

2025

Assets$114,990
Liabilities$0
Net Assets$114,990

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $27,035Expenses 2011: $26,997Net Income 2011: $382011Revenue 2012: $2,7032012Revenue 2013: $54,691Expenses 2013: $33,157Net Income 2013: $21,5342013Revenue 2014: $97,718Expenses 2014: $68,527Net Income 2014: $29,1912014Revenue 2015: $74,242Expenses 2015: $41,507Net Income 2015: $32,7352015Revenue 2016: $85,593Expenses 2016: $91,986Net Income 2016: -$6,3932016Revenue 2017: $120,025Expenses 2017: $93,206Net Income 2017: $26,8192017Revenue 2018: $123,796Expenses 2018: $135,977Net Income 2018: -$12,1812018Revenue 2019: $124,477Expenses 2019: $83,362Net Income 2019: $41,1152019Revenue 2020: $137,490Expenses 2020: $119,632Net Income 2020: $17,8582020Revenue 2021: $152,610Expenses 2021: $117,959Net Income 2021: $34,6512021Revenue 2022: $116,336Expenses 2022: $121,799Net Income 2022: -$5,4632022Revenue 2023: $97,994Expenses 2023: $187,730Net Income 2023: -$89,7362023Revenue 2025: $196,048Expenses 2025: $184,654Net Income 2025: $11,3942025

Highlighted filing

2025

Revenue$196,048
Expenses$184,654
Net Income$11,394

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$1.96$1.85$0.11
2023Summary only. Only limited summary data is available for this year.$1.29$0.00$0.98$1.88$0.90
2022Summary only. Only limited summary data is available for this year.$2.30$0.05$1.16$1.22$0.05
2021Summary only. Only limited summary data is available for this year.$2.30$0.33$1.53$1.18$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.11$1.63$1.37$1.20$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.24$0.83$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.24$1.36$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$1.16$1.20$0.93$0.27
2016Summary only. Only limited summary data is available for this year.$0.89$0.00$0.86$0.92$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.74$0.42$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.98$0.69$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.55$0.33$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.03
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.27$0.27$0.00
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 14, 2019
Return Version
2018v3.1
Gross Receipts
$152,570
Mission and Program Overview

Mission

The organization's primary pupose is to fund projects that will benefit citizens of King County, including those in the cities of Lake Forest Park, Kenmore and Shoreline; regional or national emergency aid projects; projects supported by Rotary International and other Charitable Projects.

The organization's primary purpose is to fund projects that will benefit the citizens of King County, including those in the cities of Lake Forest Park, Shoreline and Kenmore; regional or national emergency aid projects; projects supported by Rotary International and other international charitable projects.

Program Services

DescriptionGrantsExpenses
Community Services$28,516-
Educational/Vocational Services$21,000-
International Services$16,250-
Youth Services$8,134-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claire ConwayPresident-$0--
Ed PearsonTreasurer-$0--
Allison ReaganSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine and Auction Event$91,963$91,963$28,093$63,870
Total Events$91,963$91,963$28,093$63,870
Filing and Contact Details

Filer

Filer Name
Lake Forest Park Rotary
EIN
86-1129290
Address
17440 Brookside NE, Lake Forest Park, WA 98155

Signing Officer

Name
Edward Belcher
Title
Temp Treasurer
Signed
2019-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernest Jonson & Company PS
Address
216 Queen Anne Avenue N, Seattle, WA 98109
Preparer
Theresa J Christianson
Phone
2062852100
Supplemental Narrative

Additional Explanations

Other Revenue.1

Raise the Paddle $37525

Other Revenue.2

Non-Catalog income $15853

Other Expenses.1

Community Service $28516

Other Expenses.2

Educational\Vocational Service $21000

Other Expenses.3

International Service $16250

Other Expenses.4

Youth Services $8134

Other Expenses.5

Misc. Foundation expenses $6197

Other Expenses.6

Other misc. expenses $3265

Raw XML Appendix176 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/PersonNm0Ed Pearson
IRS990EZ/BooksInCareOfDetail/PhoneNum02067330740
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017440 Brookside NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Forest Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098155
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104007
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0145122
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05141
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt041115
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104007
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0145122
IRS990EZ/FundraisingGrossIncomeAmt091963
IRS990EZ/GrossReceiptsAmt0152570
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104007
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0145122
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104007
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0145122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Claire Conway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ed Pearson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allison Reagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083362
IRS990EZ/OtherRevenueTotalAmt055466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary purpose is to fund projects that will benefit the citizens of King County, including those in the cities of Lake Forest Park, Shoreline and Kenmore; regional or national emergency aid projects; projects supported by Rotary International and other international charitable projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Youth Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Educational/Vocational Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3International Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028516
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18134
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt221000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt316250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028093
IRS990EZ/SpecialEventsNetIncomeLossAmt063870
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083362
IRS990EZ/TotalProgramServiceExpensesAmt073900
IRS990EZ/TotalRevenueAmt0124477
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0176245
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt093206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0381038
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0557283
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0138052
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093712
IRS990ScheduleA/Total509Grp/TotalAmt0557283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0138052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093713
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0557287
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028093
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wine and Auction Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt091963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091963
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Raise the Paddle $37525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Non-Catalog income $15853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Service $28516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Educational\Vocational Service $21000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4International Service $16250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Youth Services $8134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc. Foundation expenses $6197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other misc. expenses $3265
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Belcher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Temp Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE FOREST PARK ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0861129290
ReturnHeader/Filer/USAddress/AddressLine1Txt017440 Brookside NE
ReturnHeader/Filer/USAddress/CityNm0Lake Forest Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098155
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911036494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ernest Jonson & Company PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 Queen Anne Avenue N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098109
ReturnHeader/PreparerPersonGrp/PhoneNum02062852100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa J Christianson
ReturnHeader/ReturnTs02019-08-14T09:20:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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