Civic Intelligence

University Rotary Service Fund

990 • Fiscal year 2017 • EIN 91-1123239

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

Organization ProfileN/A
PO Box 31125Seattle, WA 98103

(206) 919-2865

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.0%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,615,472

Down $44 (-0.0%) from 2016

Net Assets

Down

$1,615,472

Down $44 (-0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin18th percentile

Revenue

Down

$140,251

Down $28,343 (-17%) from 2016

Expenses

Up

$157,251

Up $35,373 (+29%) from 2016

Net Income

Down

-$17,000

Down $63,716 (-136%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,118,548Liabilities 2011: $0Net Assets 2011: $1,118,5482011Assets 2012: $1,473,682Liabilities 2012: $0Net Assets 2012: $1,473,6822012Assets 2013: $1,413,506Liabilities 2013: $0Net Assets 2013: $1,413,5062013Assets 2014: $1,515,088Liabilities 2014: $0Net Assets 2014: $1,515,0882014Assets 2015: $1,501,596Liabilities 2015: $0Net Assets 2015: $1,501,5962015Assets 2016: $1,615,516Liabilities 2016: $0Net Assets 2016: $1,615,5162016Assets 2017: $1,615,472Liabilities 2017: $0Net Assets 2017: $1,615,4722017Assets 2018: $1,635,443Liabilities 2018: $0Net Assets 2018: $1,635,4432018Assets 2019: $1,755,995Liabilities 2019: $0Net Assets 2019: $1,755,9952019Assets 2020: $1,864,385Liabilities 2020: $0Net Assets 2020: $1,864,3852020Assets 2021: $2,020,318Liabilities 2021: $0Net Assets 2021: $2,020,3182021Assets 2022: $1,711,401Liabilities 2022: $0Net Assets 2022: $1,711,4012022Assets 2023: $2,145,816Liabilities 2023: $0Net Assets 2023: $2,145,8162023Assets 2024: $2,174,343Liabilities 2024: $0Net Assets 2024: $2,174,3432024

Highlighted filing

2017

Assets$1,615,472
Liabilities$0
Net Assets$1,615,472
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $113,853Expenses 2011: $66,480Net Income 2011: $47,3732011Expenses 2012: $109,0362012Expenses 2013: $137,6022013Revenue 2014: $272,957Expenses 2014: $171,375Net Income 2014: $101,5822014Revenue 2015: $133,836Expenses 2015: $132,736Net Income 2015: $1,1002015Revenue 2016: $168,594Expenses 2016: $121,878Net Income 2016: $46,7162016Revenue 2017: $140,251Expenses 2017: $157,251Net Income 2017: -$17,0002017Revenue 2018: $157,729Expenses 2018: $148,059Net Income 2018: $9,6702018Revenue 2019: $148,888Expenses 2019: $124,582Net Income 2019: $24,3062019Revenue 2020: $161,288Expenses 2020: $184,053Net Income 2020: -$22,7652020Revenue 2021: $202,554Expenses 2021: $195,349Net Income 2021: $7,2052021Revenue 2022: $140,450Expenses 2022: $171,090Net Income 2022: -$30,6402022Revenue 2023: $625,638Expenses 2023: $201,797Net Income 2023: $423,8412023Revenue 2024: $275,899Expenses 2024: $331,014Net Income 2024: -$55,1152024

Highlighted filing

2017

Revenue$140,251
Expenses$157,251
Net Income-$17,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$150,412
Mission and Program Overview

Mission

This service fund is a 501(c)(3) charitable organization affiliated with rotary international. Its mission is to support the rotary club of the university district by providing humanitarian service to local and global communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,455,048$1,487,217▲ $32,169
Cash and Non-Interest-Bearing Accounts$160,468$128,255▼ $32,213
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,615,516$1,615,472▼ $44
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$977,808$977,764▼ $44
Permanently Rstr Net Assets$635,708$635,708→ $0
Temporarily Rstr Net Assets$2,000$2,000→ $0
Total Net Assets Fund Balance$1,615,516$1,615,472▼ $44
Total Liabilities and Net Assets / Fund Balance$1,615,516$1,615,472▼ $44

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,455,048-▲ $51,322-$1,487,217
2015$1,388,071-▲ $110,977-$1,455,048
2014$1,370,767-▲ $59,304-$1,388,071
2013$1,295,128-▲ $115,639-$1,370,767
2012$1,342,495-▼ $10,368-$1,295,128
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Lael RossPresident
Dave WeaverVice President
Ed EmerickDirector
Ed SiderDirector
Elizabeth McCouryDirector
George MauerDirector
Julius DebrosDirector
Neale WeaverDirector
Tim GiacomettiDirector
Gary CorbettInvestment Comm
Vicki RobbinsSecretary
Brandon FlemingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,207
Program Service Revenue
$0
Investment Income
$34,366
Other Revenue
$2,678
All Other Contributions
$54,429
Change in Net Assets
$-17,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,512
Other Expenses$8,739
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,472--$114,472
Grants to Domestic Individuals$34,040--$34,040
Fees for Services Accounting-$5,326-$5,326
Conferences and Meetings$1,410--$1,410
Insurance-$465-$465
Information Technology-$349-$349
Other Expenses-$125-$125
Total Functional Expenses$149,922$7,329$0$157,251
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Fdn of Rotary InternlEvanston, IL501(c)(3)Various world-wide projects$52,955
New HorizonsSeattle, WA501(c)(3)Apprenticeship$6,200
Ronald McDonald HouseSeattle, WA501(c)(3)Food support and playground$5,800
United IndiansLabatayehSeattle, WA501(c)(3)Various projects$2,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,161
Fundraising Gross Income$5,427
Gaming Gross Income$1,190
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$51,699$3,315$1,834$1,481
Total Events$51,699$3,315$5,274$-1,959
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“All members of the University District Rotary Club are members of the Service Fund.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members elect the governing body.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members approve bylaw changes.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Board President and Treasurer will review the Form 990 prior to filing. The Form 990 is available to all members upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its documents and other policies available upon request.”

Filing and Contact Details

Filer

Filer Name
University Rotary Service Fund
EIN
91-1123239
Phone
2069192865
Address
PO Box 31125, Seattle, WA 98103

Signing Officer

Name
Lael Ross
Title
President
Signed
2017-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lael Ross
Formed
1980
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Jones & Associates LLC CPAS
Address
1701 NE 104th Street, Seattle, WA 98125-7646
Preparer
Judy C Jones CPA
Phone
2065255170
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Board designated endowment supports the activities of the University Rotary Service Fund, while distributions from the Bayles Scholarship Endowment Fund are used for youth scholarships.”

Raw XML AppendixShowing 400 of 562 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Lael Ross
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Investment Comm
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IRS990/MissionDesc0This Service Fund is a 501(c)(3) charitable organization affiliated with Rotary International. Its mission is to support the Rotary Club of the University District by providing humanitarian service to local and global communities.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1259
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2255
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3125
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IRS990/OtherExpensesGrp/TotalAmt1259
IRS990/OtherExpensesGrp/TotalAmt2255
IRS990/OtherExpensesGrp/TotalAmt3125
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lael Ross
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0110873
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IRS990/PYGrantsAndSimilarPaidAmt0113788
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IRS990/PYOtherExpensesAmt08090
IRS990/PYOtherRevenueAmt013803
IRS990/PYRevenuesLessExpensesAmt046716
IRS990/PYTotalExpensesAmt0121878
IRS990/PYTotalRevenueAmt0168594
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-17000
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt099935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt063350
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt043918
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033846
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033156
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0179457
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt07064
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013286
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IRS990ScheduleA/PublicSupportCY170Pct00.57820
IRS990ScheduleA/PublicSupportPY170Pct00.58220
IRS990ScheduleA/PublicSupportTotal170Amt0396173
IRS990ScheduleA/SubstantialContributorsTotAmt035617
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0431790
IRS990ScheduleA/TotalSupportAmt0685190
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt06739
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt026686
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt027232
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt060657
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01455048
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01487217
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt044000
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01295128
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10368
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.45500
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Board designated endowment supports the activities of the University Rotary Service Fund, while distributions from the Bayles Scholarship Endowment Fund are used for youth scholarships.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,615,472
Liabilities
$0
Net assets
$1,615,472
Revenue
$140,251
Expenses
$157,251
Net income
-$17,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.28$0.33$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.63$0.20$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.14$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.20$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.16$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.15$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.16$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.17$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.13$0.13$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.27$0.17$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.11
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.11$0.07$0.05