Civic Intelligence

Tacoma Narrows Rotary Charities Fund

EIN 91-1088289 • 501(c)3 • University Place, WA

Profile

The Organization is dedicated to conducting cultural, historical and educational activities.

PO Box 64301University Place, WA 98464

www.tacomanarrowsrotary.org

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 2018

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

40th percentile

-2.3%

Higher net margin than 40% of similar nonprofits.

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

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 2018

Asset Growth

62nd percentile

4.7%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$264,859

Up $11,948 (+4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$264,859

Up $11,948 (+4.7%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin40th percentile

Revenue

Down

$29,298

Down $19,010 (-39%) from 2017

Expenses

Down

$29,984

Down $6,189 (-17%) from 2017

Net Income

Down

-$686

Down $12,821 (-106%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2012: $215,923Liabilities 2012: $0Net Assets 2012: $215,9232012Assets 2013: $277,726Liabilities 2013: $0Net Assets 2013: $277,7262013Assets 2014: $228,779Liabilities 2014: $0Net Assets 2014: $228,7792014Assets 2015: $214,720Liabilities 2015: $0Net Assets 2015: $214,7202015Assets 2016: $224,610Liabilities 2016: $0Net Assets 2016: $224,6102016Assets 2017: $252,911Liabilities 2017: $0Net Assets 2017: $252,9112017Assets 2018: $264,859Liabilities 2018: $0Net Assets 2018: $264,8592018

Highlighted filing

2018

Assets$264,859
Liabilities$0
Net Assets$264,859
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $57,781Expenses 2012: $36,397Net Income 2012: $21,3842012Revenue 2013: $100,792Expenses 2013: $38,989Net Income 2013: $61,8032013Revenue 2014: $23,220Expenses 2014: $92,186Net Income 2014: -$68,9662014Revenue 2015: $26,370Expenses 2015: $42,546Net Income 2015: -$16,1762015Revenue 2016: $44,707Expenses 2016: $35,431Net Income 2016: $9,2762016Revenue 2017: $48,308Expenses 2017: $36,173Net Income 2017: $12,1352017Revenue 2018: $29,298Expenses 2018: $29,984Net Income 2018: -$6862018

Highlighted filing

2018

Revenue$29,298
Expenses$29,984
Net Income-$686
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$264,859
Liabilities
$0
Net assets
$264,859
Revenue
$29,298
Expenses
$29,984
Net income
-$686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.29$0.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.48$0.36$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.45$0.35$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.26$0.43$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.23$0.92$0.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.00$2.78$1.01$0.39$0.62
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$0.58$0.36$0.21
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$72,992
Mission and Program Overview

Mission

The Organization is dedicated to conducting cultural, historical and educational activities.

Program Services

DescriptionGrantsExpenses
Community Services.$19,241$19,241
International services$8,864$8,864
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matt BrownPresident-$0--
Mandon FoleyPresident Elect-$0--
Ken BakerDirector-$0--
Jim GarrisonSecretary-$0--
Paul WinebrennerTreasurer-$0--
Scott SeitzDirector-$0--
Mitch SagersDirector-$0--
Katie MorrowDirector-$0--
Karl WilliamsDirector-$0--
Suzie Stephens-FukiyamaDirector-$0--
Leigh Ann StemmDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Polo$21,618$14,510$14,510$0
Crab Feed$17,150$4,758$4,758$0
Total Events$50,462$21,384$21,384-
Filing and Contact Details

Filer

Filer Name
Tacoma Narrows Rotary Charities Fund
EIN
91-1088289
Phone
2532792517
Address
PO Box 64301, University Place, WA 98464

Signing Officer

Name
Scott Seitz
Title
Director
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Mary Jane Dubbs CPA
Address
5000 Bridgeport Way West, University Place, WA 98467
Preparer
Mary Jane Dubbs CPA
Phone
2535669671
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Bank charges/Licenses $1368”

Raw XML Appendix197 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/PersonNm0Lorri Davis
IRS990EZ/BooksInCareOfDetail/PhoneNum02532792517
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 64301
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0University Place
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0984640301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0224610
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0252911
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037842
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012135
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0224610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0252911
IRS990EZ/FundraisingGrossIncomeAmt021384
IRS990EZ/GamingGrossIncomeAmt07095
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032605
IRS990EZ/GrossReceiptsAmt072992
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06671
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0224610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0252911
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0224610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0252911
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Matt Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mandon Foley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ken Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jim Garrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Paul Winebrenner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Scott Seitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mitch Sagers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Katie Morrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Karl Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Suzie Stephens-Fukiyama
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Leigh Ann Stemm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt016166
IRS990EZ/OtherExpensesTotalAmt01368
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Organization is dedicated to conducting cultural, historical and educational activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1International services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019241
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18864
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019241
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18864
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024684
IRS990EZ/SpecialEventsNetIncomeLossAmt03795
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036173
IRS990EZ/TotalProgramServiceExpensesAmt028105
IRS990EZ/TotalRevenueAmt048308
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tacomanarrowsrotary.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0186980
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01554
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04935
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019101
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034867
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03795
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02534
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06206
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012535
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79780
IRS990ScheduleA/PublicSupportPY170Pct00.84200
IRS990ScheduleA/PublicSupportTotal170Amt0186980
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077176
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0186980
IRS990ScheduleA/TotalSupportAmt0234382
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029078
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07108
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt012392
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt09578
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021384
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Polo
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Crab Feed
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021618
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021384
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02116
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021384
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014510
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank charges/Licenses $1368
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Seitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tacoma Narrows Rotary Charities Fund
ReturnHeader/Filer/BusinessNameControlTxt0TACO
ReturnHeader/Filer/EIN0911088289
ReturnHeader/Filer/PhoneNum02532792517
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 64301
ReturnHeader/Filer/USAddress/CityNm0University Place
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mary Jane Dubbs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 Bridgeport Way West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0University Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098467
ReturnHeader/PreparerPersonGrp/PhoneNum02535669671
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Dubbs CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-28T16:16:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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