Civic Intelligence

Rotary Club of Shelton

EIN 91-1153675 • 501(c)4 • Shelton, WA

Profile

COMMUNITY SERVICE

PO Box 633Shelton, WA 98584

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

38th percentile

-3.7%

Higher net margin than 38% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-4.6%

Faster asset growth than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-6.7%

Faster revenue growth than 42% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$29,327

Down $1,426 (-4.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

$29,327

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin38th percentile

Revenue

Down

$38,288

Down $2,764 (-6.7%) from 2017

Expenses

Up

$39,714

Up $10,362 (+35%) from 2017

Net Income

Down

-$1,426

Down $13,126 (-112%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$40K$30K$20K$10K$0Assets 2012: $19,617Liabilities 2012: $02012Assets 2013: $26,371Liabilities 2013: $02013Assets 2014: $16,956Liabilities 2014: $02014Assets 2015: $18,686Liabilities 2015: $02015Assets 2016: $19,053Liabilities 2016: $02016Assets 2017: $30,753Liabilities 2017: $02017Assets 2018: $29,327Liabilities 2018: $0Net Assets 2018: $29,3272018

Highlighted filing

2018

Assets$29,327
Liabilities$0
Net Assets$29,327
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $38,497Expenses 2012: $42,165Net Income 2012: -$3,6682012Revenue 2013: $49,771Expenses 2013: $43,017Net Income 2013: $6,7542013Revenue 2014: $38,889Expenses 2014: $48,304Net Income 2014: -$9,4152014Revenue 2015: $36,970Expenses 2015: $35,240Net Income 2015: $1,7302015Revenue 2016: $44,484Expenses 2016: $44,117Net Income 2016: $3672016Revenue 2017: $41,052Expenses 2017: $29,352Net Income 2017: $11,7002017Revenue 2018: $38,288Expenses 2018: $39,714Net Income 2018: -$1,4262018

Highlighted filing

2018

Revenue$38,288
Expenses$39,714
Net Income-$1,426
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,327
Liabilities
$0
Net assets
$29,327
Revenue
$38,288
Expenses
$39,714
Net income
-$1,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$38.3$39.7$1.43
2017Summary only. Only limited summary data is available for this year.$30.8$0.00$41.1$29.4$11.7
2016Summary only. Only limited summary data is available for this year.$19.1$0.00$44.5$44.1$0.37
2015Summary only. Only limited summary data is available for this year.$18.7$0.00$37.0$35.2$1.73
2014Summary only. Only limited summary data is available for this year.$17.0$0.00$38.9$48.3$9.42
2013Summary only. Only limited summary data is available for this year.$26.4$0.00$49.8$43.0$6.75
2012Summary only. Only limited summary data is available for this year.$19.6$0.00$38.5$42.2$3.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 7, 2019
Return Version
2017v2.3
Gross Receipts
$53,127
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
RAISE MONEY THROUGH SPECIAL PROJECTS/EVENTS TO PROVIDE SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS AND COMMUNITY CHARITABLE PROJECTS.-$39,714
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE HACKNEYPresident-$0--
SUE VANDERWALSecretary-$0--
CHERRY PENTONYTreasurer-$0--
CHRIS SWANSONPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$29,410$29,410$14,839$14,571
Total Events$29,410$29,410$14,839$14,571
Filing and Contact Details

Filer

Filer Name
Rotary Club of Shelton
EIN
91-1153675
Phone
3604265667
Address
PO BOX 633, SHELTON, WA 98584

Signing Officer

Name
Kyle Hackney
Title
President
Phone
3604265667
Signed
2019-01-07
Discuss with paid preparer
Yes

Preparer

Firm
Richard D Thornbrue CPA
Address
PO BOX 1156, SHELTON, WA 98584-1156
Preparer
Richard D Thornbrue CPA
Phone
3604265667
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Lunch/dinners 14,785 total 14,785”

Form 990-ez, Part I, Line 16

“Expenses rotary international dues 3,643 rotary district 520 dues 1,845 lunch/dinner expenses 14,776 office & administration 623 scholarships 7,875 community/rotary charties 8,537 postage 96 miscellaneous 744 corporate license renewal 10 rotary seminars & confere 800 total 38,949”

Raw XML Appendix118 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/PersonNm0CHERRY L PENTONY
IRS990EZ/BooksInCareOfDetail/PhoneNum03607895807
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 633
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098582
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1426
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030753
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029327
IRS990EZ/FundraisingGrossIncomeAmt029410
IRS990EZ/GrossReceiptsAmt053127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08930
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030753
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030753
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029327
IRS990EZ/OccupancyRentUtltsAndMaintAmt0765
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KYLE HACKNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE VANDERWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERRY PENTONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038949
IRS990EZ/OtherRevenueTotalAmt014785
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY THROUGH SPECIAL PROJECTS/EVENTS TO PROVIDE SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS AND COMMUNITY CHARITABLE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039714
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014839
IRS990EZ/SpecialEventsNetIncomeLossAmt014571
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039714
IRS990EZ/TotalProgramServiceExpensesAmt039714
IRS990EZ/TotalRevenueAmt038288
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014839
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029410
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014571
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014839
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCH/DINNERS 14,785 TOTAL 14,785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ROTARY INTERNATIONAL DUES 3,643 ROTARY DISTRICT 520 DUES 1,845 LUNCH/DINNER EXPENSES 14,776 OFFICE & ADMINISTRATION 623 SCHOLARSHIPS 7,875 COMMUNITY/ROTARY CHARTIES 8,537 POSTAGE 96 MISCELLANEOUS 744 CORPORATE LICENSE RENEWAL 10 ROTARY SEMINARS & CONFERE 800 TOTAL 38,949
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLE HACKNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03604265667
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SHELTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0911153675
ReturnHeader/Filer/PhoneNum03604265667
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 633
ReturnHeader/Filer/USAddress/CityNm0SHELTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098584
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE59CA04D9879625D0029F687603CE4977ABA95B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE59CA04D9879625D0029F687603CE4977ABA95B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.214.54.27
ReturnHeader/FilingSecurityInformation/IPDt02019-01-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:00:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911142244
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD D THORNBRUE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0985841156
ReturnHeader/PreparerPersonGrp/PhoneNum03604265667
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D THORNBRUE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-07T10:00:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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