Civic Intelligence

Bremerton Rotary Foundation

990 • Fiscal year 2016 • EIN 91-1228395

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 2016

Organization ProfileN/A
P O Box 242Bremerton, WA 98337

(360) 710-7793

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

63rd percentile

8.4%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

3.9%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$632,003

Up $139,389 (+28%) from 2015

Net Assets

$632,003

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin63rd percentile

Revenue

Up

$112,698

Up $4,222 (+3.9%) from 2015

Expenses

Up

$103,198

Up $18,363 (+22%) from 2015

Net Income

Down

$9,500

Down $14,141 (-60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $450,885Liabilities 2012: $02012Assets 2013: $403,419Liabilities 2013: $02013Assets 2014: $468,974Liabilities 2014: $02014Assets 2015: $492,614Liabilities 2015: $02015Assets 2016: $632,003Liabilities 2016: $0Net Assets 2016: $632,0032016Assets 2017: $736,034Liabilities 2017: $0Net Assets 2017: $736,0342017Assets 2018: $803,234Liabilities 2018: $0Net Assets 2018: $803,2342018Assets 2019: $853,879Liabilities 2019: $0Net Assets 2019: $853,8792019Assets 2020: $842,011Liabilities 2020: $0Net Assets 2020: $842,0112020Assets 2021: $1,763,299Liabilities 2021: $0Net Assets 2021: $1,763,2992021Assets 2022: $1,198,738Liabilities 2022: $0Net Assets 2022: $1,198,7382022Assets 2023: $1,322,383Liabilities 2023: $0Net Assets 2023: $1,322,3832023Assets 2024: $1,371,124Liabilities 2024: $0Net Assets 2024: $1,371,1242024Assets 2025: $1,498,718Liabilities 2025: $600Net Assets 2025: $1,498,1182025

Highlighted filing

2016

Assets$632,003
Liabilities$0
Net Assets$632,003
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.0M$500K$0-$500KRevenue 2012: $96,258Expenses 2012: $29,419Net Income 2012: $66,8392012Revenue 2013: $65,273Expenses 2013: $103,483Net Income 2013: -$38,2102013Revenue 2014: $161,016Expenses 2014: $95,461Net Income 2014: $65,5552014Revenue 2015: $108,476Expenses 2015: $84,835Net Income 2015: $23,6412015Revenue 2016: $112,698Expenses 2016: $103,198Net Income 2016: $9,5002016Revenue 2017: $168,022Expenses 2017: $63,991Net Income 2017: $104,0312017Revenue 2018: $140,267Expenses 2018: $73,067Net Income 2018: $67,2002018Revenue 2019: $124,374Expenses 2019: $73,729Net Income 2019: $50,6452019Revenue 2020: $15,368Expenses 2020: $27,236Net Income 2020: -$11,8682020Revenue 2021: $962,920Expenses 2021: $41,632Net Income 2021: $921,2882021Revenue 2022: $141,923Expenses 2022: $76,710Net Income 2022: $65,2132022Revenue 2023: $51,505Expenses 2023: $113,077Net Income 2023: -$61,5722023Revenue 2024: $894Expenses 2024: $100,621Net Income 2024: -$99,7272024Revenue 2025: $35,104Expenses 2025: $121,666Net Income 2025: -$86,5622025

Highlighted filing

2016

Revenue$112,698
Expenses$103,198
Net Income$9,500
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v3.0
Gross Receipts
$190,218
Mission and Program Overview

Mission

Community service: the foundation provides grants to community welfare agencies, scholarships to high school students,& international grants

Community service: the foundation provides grants to community welfare agencies and scholarships to high school students, and grants to rotary international service projects around the world

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$509,598$533,277▲ $23,679
Cash and Non-Interest-Bearing Accounts$102,187$90,133▼ $12,054
Inventories for Sale or Use$10,718$8,593▼ $2,125
Total Assets$622,503$632,003▲ $9,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$622,503$632,003▲ $9,500
Total Net Assets Fund Balance$622,503$632,003▲ $9,500
Total Liabilities and Net Assets / Fund Balance$622,503$632,003▲ $9,500

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$28,291--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$509,598$33,517▼ $9,838-$533,277
2014$486,278$7,734▲ $15,586-$509,598
2013$384,645$31,539▲ $70,094-$486,278
2012$333,990$7,265▲ $43,390-$384,645
2011$334,686$10,095▼ $10,791-$333,990
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Chris HenricksonPresident
Dale HoldrenVice President
Andrea SpencerDirector
Dave AndersonDirector
Scott HendersonDirector
Dennis TregerSec-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,210
Program Service Revenue
$0
Investment Income
$-9,768
Other Revenue
$56,256
All Other Contributions
$35,788
Change in Net Assets
$9,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,911
Other Expenses$287
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,307--$58,307
Grants to Domestic Orgs$35,604--$35,604
Foreign Grants$9,000--$9,000
Office Expenses$0$287$0$287
Total Functional Expenses$102,911$287$0$103,198
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$133,776
Fundraising Direct Expenses$77,520
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Bremerton Rotary Foundation
EIN
91-1228395
Phone
3607107793
Address
P O BOX 242, BREMERTON, WA 98337

Signing Officer

Name
Dennis Treger
Title
Treasurer
Phone
3607107793
Signed
2016-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Treger
Formed
1995
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
80

Preparer

Firm
Kyle Kincaid CPA
Address
2021 NW MYHRE RD SUITE 215C, SILVERDALE, WA 98383
Preparer
Kyle Kincaid
Phone
3607107793
Supplemental Narrative

Additional Explanations

Pt X

“Adjustments made to correct beginning balances”

Pt VI, Line 11B

“The form 990 tax return is given to the board and board treasurer to review prior to filing. The cpa who prepared the form 990 is at the board meeting to answer questions.”

Form 990, Part III, Line 4D

“Youth dictionaries, literacy grants, rotary global 15136. 15136. 0.”

Financial Statement Notes

Pt V, Line 4

“The intended purpose of the bremerton rotary foundation endowment is to generate income for high school student scholarships to secondary colleges and trade schools.”

Raw XML Appendix321 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED PURPOSE OF THE BREMERTON ROTARY FOUNDATION ENDOWMENT IS TO GENERATE INCOME FOR HIGH SCHOOL STUDENT SCHOLARSHIPS TO SECONDARY COLLEGES AND TRADE SCHOOLS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADJUSTMENTS MADE TO CORRECT BEGINNING BALANCES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 TAX RETURN IS GIVEN TO THE BOARD AND BOARD TREASURER TO REVIEW PRIOR TO FILING. THE CPA WHO PREPARED THE FORM 990 IS AT THE BOARD MEETING TO ANSWER QUESTIONS.
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0632003
IRS990/TotalOtherProgSrvcExpenseAmt015136
IRS990/TotalOtherProgSrvcGrantAmt015136
IRS990/TotalProgramServiceExpensesAmt0102911
IRS990/TotalRevenueGrp/ExclusionAmt056256
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-9768
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0112698
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0622503
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0632003
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0622503
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0632003
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04312 KITSAP WAY STE 102
IRS990/USAddress/CityNm0BREMERTON
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098312
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS TREGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607107793
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREMERTON ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BREM
ReturnHeader/Filer/EIN0911228395
ReturnHeader/Filer/PhoneNum03607107793
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 242
ReturnHeader/Filer/USAddress/CityNm0BREMERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KYLE KINCAID CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 NW MYHRE RD SUITE 215C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SILVERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098383
ReturnHeader/PreparerPersonGrp/PhoneNum03607107793
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE KINCAID
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-28T16:28:25-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$632,003
Liabilities
$0
Net assets
$632,003
Revenue
$112,698
Expenses
$103,198
Net income
$9,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04$0.12$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.00$0.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.14$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.96$0.04$0.92
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.02$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.12$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.14$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.17$0.06$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.11$0.10$0.01
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.11$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.16$0.10$0.07
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.07$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.10$0.03$0.07