Civic Intelligence

West Olympia Rotary Charities Fund

990 • Fiscal year 2020 • EIN 91-1154673

Jul 01, 2019 to Jun 30, 2020 • Filed on May 20, 2021

Organization ProfileN/A
PO Box 1781Olympia, WA 98507

(360) 456-7751

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

57th percentile

10%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$525,799

Up $49,676 (+10%) from 2019

Net Assets

Up

$525,799

Up $49,676 (+10%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin81st percentile

Revenue

Up

$67,761

Up $32,947 (+95%) from 2019

Expenses

Up

$46,609

Up $13,322 (+40%) from 2019

Net Income

Up

$21,152

Up $19,625 (+1285%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$800K$600K$400K$200K$0Assets 2012: $187,827Liabilities 2012: $02012Assets 2013: $211,108Liabilities 2013: $02013Assets 2014: $230,643Liabilities 2014: $02014Assets 2015: $236,363Liabilities 2015: $02015Assets 2016: $244,475Liabilities 2016: $02016Assets 2017: $371,204Liabilities 2017: $02017Assets 2018: $403,390Net Assets 2018: $403,3902018Assets 2019: $476,123Net Assets 2019: $476,1232019Assets 2020: $525,799Liabilities 2020: $0Net Assets 2020: $525,7992020Assets 2021: $608,577Liabilities 2021: $0Net Assets 2021: $608,5772021Assets 2022: $514,376Liabilities 2022: $0Net Assets 2022: $514,3762022Assets 2023: $525,869Liabilities 2023: $0Net Assets 2023: $525,8692023Assets 2024: $584,968Liabilities 2024: $0Net Assets 2024: $584,9682024Assets 2025: $609,413Liabilities 2025: $0Net Assets 2025: $609,4132025

Highlighted filing

2020

Assets$525,799
Liabilities$0
Net Assets$525,799
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KRevenue 2012: $12,189Expenses 2012: $21,090Net Income 2012: -$8,9012012Revenue 2013: $28,786Expenses 2013: $13,038Net Income 2013: $15,7482013Revenue 2014: $27,226Expenses 2014: $22,381Net Income 2014: $4,8452014Revenue 2015: $42,895Expenses 2015: $13,590Net Income 2015: $29,3052015Revenue 2016: $32,693Expenses 2016: $18,898Net Income 2016: $13,7952016Revenue 2017: $158,385Expenses 2017: $31,281Net Income 2017: $127,1042017Revenue 2018: $39,756Expenses 2018: $27,687Net Income 2018: $12,0692018Revenue 2019: $34,814Expenses 2019: $33,287Net Income 2019: $1,5272019Revenue 2020: $67,761Expenses 2020: $46,609Net Income 2020: $21,1522020Revenue 2021: $68,452Expenses 2021: $61,418Net Income 2021: $7,0342021Revenue 2022: $73,927Expenses 2022: $168,128Net Income 2022: -$94,2012022Revenue 2023: $95,703Expenses 2023: $84,209Net Income 2023: $11,4942023Revenue 2024: $154,385Expenses 2024: $95,286Net Income 2024: $59,0992024Revenue 2025: $59,902Expenses 2025: $69,954Net Income 2025: -$10,0522025

Highlighted filing

2020

Revenue$67,761
Expenses$46,609
Net Income$21,152
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 20, 2021
Return Version
2019v5.0
Gross Receipts
$67,761
Mission and Program Overview

Mission

Provide funding for community youth programs, scholarships and community assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$476,123$525,799▲ $49,676
Investments in Publicly Traded Securities$420,791$450,689▲ $29,898
Cash and Non-Interest-Bearing Accounts$34,626$51,203▲ $16,577
Savings and Temporary Cash Investments$20,706$23,907▲ $3,201
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$476,123$525,799▲ $49,676
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$476,123$525,799▲ $49,676
Total Liabilities and Net Assets / Fund Balance$476,123$525,799▲ $49,676
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Roger JonesPresident
Katya MiltimoreTrustee
Mark FischerTrustee
Neil FalkenburgTrustee
Rocco TurpinTrustee
Shelley FoltzTrustee
Teresa DeanTrustee
Tom HendersonTrustee
John KeslerSec-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$53,610
Program Service Revenue
$0
Investment Income
$14,151
Other Revenue
$0
All Other Contributions
$53,610
Change in Net Assets
$21,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,157
Other Expenses$7,452
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,811--$24,811
Grants to Domestic Individuals$14,346--$14,346
Other Expenses$635--$635
Office Expenses$369--$369
Total Functional Expenses$46,609$0$0$46,609
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of West OlympiaOlympia, WA--$14,311
Family Education & SupportTumwater, WA--$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
West Olympia Rotary Charities Fund
EIN
91-1154673
Phone
3604567751
Address
PO Box 1781, Olympia, WA 98507

Signing Officer

Name
John Kesler
Title
Sec-Treasurer
Signed
2021-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Kesler
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
McSwain & Company
Address
612 Woodland Square Loop Ste 300 SE, Lacey, WA 98503
Preparer
G Scott Smerdon
Phone
3603579304
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023286
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt092557
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06629
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07752
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044577
IRS990ScheduleA/InvestmentIncomeCYPct00.14120
IRS990ScheduleA/InvestmentIncomePYPct00.16150
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0124733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027051
IRS990ScheduleA/Total509Grp/TotalAmt0271120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037098
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0315697
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt114311
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Family Education & Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Rotary Club of West Olympia
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06840 Capitol Blvd SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 1781
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tumwater
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Olympia
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098501
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198507
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0525799
IRS990/TotalAssetsGrp/BOYAmt0476123
IRS990/TotalAssetsGrp/EOYAmt0525799
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IRS990/TotalFunctionalExpensesGrp/TotalAmt046609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014151
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067761
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0476123
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0525799
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1781
IRS990/USAddress/CityNm0Olympia
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd0985071781
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Kesler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Olympia Rotary Charities Fund
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0911154673
ReturnHeader/Filer/PhoneNum03604567751
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1781
ReturnHeader/Filer/USAddress/CityNm0Olympia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$525,799
Liabilities
$0
Net assets
$525,799
Revenue
$67,761
Expenses
$46,609
Net income
$21,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.00$6.09$0.60$0.70$0.10
2024Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.54$0.95$0.59
2023Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.96$0.84$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.74$1.68$0.94
2021Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.68$0.61$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.68$0.47$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.76$4.76$0.35$0.33$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.03$4.03$0.40$0.28$0.12
2017Summary only. Only limited summary data is available for this year.$3.71$0.00$1.58$0.31$1.27
2016Summary only. Only limited summary data is available for this year.$2.44$0.00$0.33$0.19$0.14
2015Summary only. Only limited summary data is available for this year.$2.36$0.00$0.43$0.14$0.29
2014Summary only. Only limited summary data is available for this year.$2.31$0.00$0.27$0.22$0.05
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.29$0.13$0.16
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.12$0.21$0.09