Civic Intelligence

Lake Forest Park Rotary Charitable Foundation

990EZ • Fiscal year 2019 • EIN 86-1129290

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 14, 2019

Organization ProfileN/A
17440 Brookside NELake Forest Park, WA 98155

(206) 733-0740

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

0.6%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$145,122

Up $41,115 (+40%) from 2018

Net Assets

Up

$145,122

Up $41,115 (+40%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$124,477

Up $681 (+0.6%) from 2018

Expenses

Down

$83,362

Down $52,615 (-39%) from 2018

Net Income

Up

$41,115

Up $53,296 (+438%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2019

Assets$145,122
Liabilities-
Net Assets$145,122
Open 2019 Filing

Operations Trend

Revenue Growth49th 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

2019

Revenue$124,477
Expenses$83,362
Net Income$41,115
Open 2019 Filing
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
Top Officer Pay77th percentile

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
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,122
Liabilities
-
Net assets
$145,122
Revenue
$124,477
Expenses
$83,362
Net income
$41,115
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