Civic Intelligence

Lake Forest Park Rotary Charitable Foundation

990EZ • Fiscal year 2014 • EIN 86-1129290

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 25, 2014

Organization ProfileN/A
17440 Brookside NE98155

(206) 365-7607

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

79%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$71,774

Up $29,191 (+69%) from 2013

Net Assets

Up

$71,774

Up $29,191 (+69%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$97,718

Up $43,027 (+79%) from 2013

Expenses

Up

$68,527

Up $35,370 (+107%) from 2013

Net Income

Up

$29,191

Up $7,657 (+36%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2014

Assets$71,774
Liabilities-
Net Assets$71,774
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$97,718
Expenses$68,527
Net Income$29,191
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 25, 2014
Return Version
2013v3.1
Gross Receipts
$115,362
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.

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

Program Services

DescriptionGrantsExpenses
Community Services$37,285-
Youth Services$11,784-
International Services$9,732-
Educational/Vocational Services$8,426-
Grants issued for the medical needs of the homeless, disadvantaged and those low income individuals without medical insurance.-$1,300
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank MichielsPresident-$0--
Craig SternagelClub Pres-$0--
David HolbrookSecretary-$0--
Chuck PaulsenTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$77,028$77,028$17,644$59,384
Total Events$77,028$77,028$17,644$59,384
Filing and Contact Details

Filer

EIN
86-1129290

Signing Officer

Name
Chuck Paulsen
Title
Treasurer
Signed
2014-11-25
Discuss with paid preparer
Yes

Preparer

Preparer
Theresa J Christianson
Phone
2062852100
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Community Service $37285”

Other Expenses.2

“Youth Services $11784”

Other Expenses.3

“International Service $9732”

Other Expenses.4

“Educational\Vocational Service $8426”

Other Expenses.5

“Grant expenses $1300”

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chuck Paulsen
IRS990EZ/BooksInCareOfDetail/PhoneNum02063657607
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1016273 - 38th Ave NE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Lake Forest Park
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098155
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071774
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IRS990EZ/ContributionsGiftsGrantsEtcAmt038334
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029191
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042583
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071774
IRS990EZ/FundraisingGrossIncomeAmt077028
IRS990EZ/GrossReceiptsAmt0115362
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Frank Michiels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Craig Sternagel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Holbrook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chuck Paulsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Club Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To develop a local free RotoCare facility for the medical needs of the homeless, disadvantaged and those low income individuals without medical insurance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants issued for the medical needs of the homeless, disadvantaged and those low income individuals without medical insurance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Youth Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Educational/Vocational Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4International Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037285
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111784
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28426
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt39732
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017644
IRS990EZ/SpecialEventsNetIncomeLossAmt059384
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068527
IRS990EZ/TotalProgramServiceExpensesAmt067227
IRS990EZ/TotalRevenueAmt097718
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073945
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0235942
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0309887
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027402
IRS990ScheduleA/Total509Grp/TotalAmt0309887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0115362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309887
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt077028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077028
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Wine and Auction Event
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059384
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017644
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Community Service $37285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Youth Services $11784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2International Service $9732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Educational\Vocational Service $8426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grant expenses $1300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chuck Paulsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKE FOREST PARK ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0861129290
ReturnHeader/Filer/USAddress/AddressLine1017440 Brookside NE
ReturnHeader/Filer/USAddress/City0Lake Forest Park
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Ernest Jonson & Company PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10216 Queen Anne Avenue N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098109
ReturnHeader/PreparerPersonGrp/PhoneNum02062852100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa J Christianson
ReturnHeader/ReturnTs02014-11-26T08:53:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,774
Liabilities
-
Net assets
$71,774
Revenue
$97,718
Expenses
$68,527
Net income
$29,191
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