Civic Intelligence

Lake Forest Park Rotary Charitable Foundation

990EZ • Fiscal year 2021 • EIN 86-1129290

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 05, 2022

PO Box 55983Lk Forest Pk, WA 98155

(206) 465-5980

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.21x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

68th percentile

23%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$230,240

Flat from 2021

Net Assets

$197,502

No earlier filing loaded for comparison.

Liabilities

Flat

$32,738

Flat from 2021

Revenue

Flat

$152,610

Flat from 2021

Expenses

Flat

$117,959

Flat from 2021

Net Income

Flat

$34,651

Flat from 2021

Historical Trend

Balance Sheet Trend

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: $32,738Net Assets 2021: $197,5022021Assets 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

2021

Assets$230,240
Liabilities$32,738
Net Assets$197,502

Operations Trend

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 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

2021

Revenue$152,610
Expenses$117,959
Net Income$34,651
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 5, 2022
Return Version
2020v4.2
Gross Receipts
$172,973
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 purpose 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.

Program Services

DescriptionGrantsExpenses
Shorecrest High School senior student scholarships of $1000 each$9,000$0
Community Service food support for local families through local charitable agencies such as Market Bucks Popy's Cafe and others$8,500$0
Educational support in Africa various organizations$8,200$0
Medical care for non-insured individuals through the Rotacare Free Clinic in Lake City Seattle WA$5,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dwight ThompsonTreasurer Until 2-1-21-$0--
JP MaharPresident-$0--
Allison ReaganSecretary-$0--
Ed SternerTrustee-$0--
Linda HolmanTrustee-$0--
Karen EdwardsonTrustee-$0--
Heidi ShephardTrustee-$0--
Edward PearsonTreasurer 2-1-21 To 6-30-21-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$87,581$23,670$19,363$4,307
Total Events$87,581$23,670$20,363$3,307
Filing and Contact Details

Filer

Filer Name
Lake Forest Park Rotary Charitable Foundation
EIN
86-1129290
In Care Of
% Allison Reagan
Address
PO Box 55983, LK FOREST PK, WA 98155

Signing Officer

Name
Allison Reagan
Title
Treasurer
Signed
2022-09-05
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Doing Business As Names

Lake Forest Park Rotary Foundation

Part I, line 10

| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Support a free health clinic, Rotacare Free Clinic, "12736 - 33rd Ave NE Seattle WA 98125", $5000.00, None| support local community service organizations, Community Service, "various", $26898.00, None| support local youth in need, Youth Service, "various", $15642.00, None| support education and vocation scholarships and school programs, Education-Vocation Service, "various", $15879.00, None| support international health and wellbeing, International Service, "various", $22700.00, None| disburse funds collected at the holiday sharing tree, various, "various", $3286.00, None| support youth in need, various, "various", $1054.00, None| support youth in crisis, Youth Resource Center, "17171 Bothell Way NE Lake Forest Park WA 98155", $7026.00, None|

Part I, line 16

| Other Expenses:, Amount:| Government filing fees, $101.00| bank fees, $20.00| Direct expenses for fundraiser, $20263.00|

Part II, line 26

| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, 0, $389| Grants Payable, 0, $32349|

Raw XML Appendix206 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/USAddress/CityNm0LK FOREST PK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0981555528
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dwight Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JP Mahar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allison Reagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ed Sterner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Holman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Edwardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heidi Shephard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Edward Pearson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer until 2-1-21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer 2-1-21 to 6-30-21
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020384
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0The organization's purpose 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.
IRS990EZ/PrintingPublicationsPostageAmt090
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Service food support for local families through local charitable agencies such as Market Bucks Popy's Cafe and others
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Shorecrest High School senior student scholarships of $1000 each
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Educational support in Africa various organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Medical care for non-insured individuals through the Rotacare Free Clinic in Lake City Seattle WA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt35000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020363
IRS990EZ/SpecialEventsNetIncomeLossAmt03307
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032738
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117959
IRS990EZ/TotalRevenueAmt0152610
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0http: lakeforestparkrotary.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0149303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0119628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138052
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138052
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138052
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0532233
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03307
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019363
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lake Forest Park Rotary Foundation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Support a free health clinic, Rotacare Free Clinic, "12736 - 33rd Ave NE Seattle WA 98125", $5000.00, None| support local community service organizations, Community Service, "various", $26898.00, None| support local youth in need, Youth Service, "various", $15642.00, None| support education and vocation scholarships and school programs, Education-Vocation Service, "various", $15879.00, None| support international health and wellbeing, International Service, "various", $22700.00, None| disburse funds collected at the holiday sharing tree, various, "various", $3286.00, None| support youth in need, various, "various", $1054.00, None| support youth in crisis, Youth Resource Center, "17171 Bothell Way NE Lake Forest Park WA 98155", $7026.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Government filing fees, $101.00| bank fees, $20.00| Direct expenses for fundraiser, $20263.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, 0, $389| Grants Payable, 0, $32349|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReasonableCauseExplanation/ExplanationTxt0Our longtime treasurer fell and sustained injuries that precluded him from performing his duties. We asked another member to assume treasurer duties until the end of the fiscal year. However he was unaware that the tax forms were filed on time.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Allison Reagan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE FOREST PARK ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0861129290
ReturnHeader/Filer/ForeignPhoneNum02064655980
ReturnHeader/Filer/InCareOfNm0% Allison Reagan
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 55983
ReturnHeader/Filer/USAddress/CityNm0LK FOREST PK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098155
ReturnHeader/ReturnTs02022-09-05T03:32:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.33$1.98$1.53$1.18$0.35
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