Civic Intelligence

Bremerton Rotary Foundation

990 • Fiscal year 2018 • EIN 91-1228395

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 03, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$803,234

Up $67,200 (+9.1%) from 2017

Net Assets

Up

$803,234

Up $67,200 (+9.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

Down

$140,267

Down $27,755 (-17%) from 2017

Expenses

Up

$73,067

Up $9,076 (+14%) from 2017

Net Income

Down

$67,200

Down $36,831 (-35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2018

Assets$803,234
Liabilities$0
Net Assets$803,234
Open 2018 Filing

Operations Trend

Revenue Growth18th 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

2018

Revenue$140,267
Expenses$73,067
Net Income$67,200
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 3, 2018
Return Version
2017v2.2
Gross Receipts
$228,323
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$639,597$717,021▲ $77,424
Cash and Non-Interest-Bearing Accounts$88,304$78,080▼ $10,224
Inventories for Sale or Use$8,133$8,133→ $0
Total Assets$736,034$803,234▲ $67,200
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$736,034$803,234▲ $67,200
Total Net Assets Fund Balance$736,034$803,234▲ $67,200
Total Liabilities and Net Assets / Fund Balance$736,034$803,234▲ $67,200

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$31,433--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$639,597$18,013▲ $59,506-$717,021
2016$533,277$35,888▲ $70,553-$639,597
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
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
John MitchellPresident
Karen Mckay BeversVice President
Aaron LeavellDirector
Dennis TregerSec-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,575
Program Service Revenue
$0
Investment Income
$59,683
Other Revenue
$8,009
All Other Contributions
$63,026
Change in Net Assets
$67,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,752
Other Expenses$1,315
Total Fundraising Expense$1,090
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,777--$36,777
Grants to Domestic Individuals$34,975--$34,975
Payments to Affiliates$0$0$1,090$1,090
Office Expenses$0$130$0$130
Other Expenses$0$95$0$95
Total Functional Expenses$71,752$225$1,090$73,067
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Prince of Peace Catholic ChurchBelfair, WA-Humanitarian$8,000
Kitsap Historical SocietyBremerton, WA-Facilities$6,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$96,065
Fundraising Direct Expenses$88,056
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blackberry Festival$96,065$96,065$70,381$25,684
Total Events$96,065$96,065$88,056$8,009
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
Annual disclosure for covered persons
Yes
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
Yes
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
2018-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Treger
Formed
1995
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
130

Preparer

Firm
Kyle Kincaid CPA
Address
10715 Silverdale Way NW Ste 205B, Silverdale, WA 98383
Preparer
Kyle Kincaid
Phone
3607107793
Supplemental Narrative

Additional Explanations

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.”

Pt VI, Line 12C

“Bremerton rotary foundation treasurer and bremerton rotary club treasurer are both cpa's and boards meet regularly. Conflicts of interest, if any, are discussed and eliminated if necessary.”

Form 990, Part III, Line 4D

“Rotary youth leadership award scholarships 11088. 11088. 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.”

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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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TotalBookValueProgramRltdAmt0717021
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt088056
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt015400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt015400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLACKBERRY FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt096065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt096065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt096065
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08009
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt070381
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt070381
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02275
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02275
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt033500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt16200
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HUMANITARIAN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FACILITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PRINCE OF PEACE CATHOLIC CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KITSAP HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0910778147
IRS990ScheduleI/RecipientTable/RecipientEIN1916049044
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01171 NE SAND HILL RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1280 4TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BELFAIR
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BREMERTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098528
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198337
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COMMUNITY WELFARE COMMITTEE REQUIRES EXTENSIVE WRITTEN APPLICATION FROM POTENTIAL DONEES BEFORE GRANTING FUNDS. CLOSE ASSOCIATION WITH AND KNOWLEDGE OF DONEE ORGANIZATION'S BOARD & MANAGEMENT IS REQUIRED FOR GRANTS OVER $5,000. ANNUAL FINANCIAL STATEMENTS & FORM 990 ARE REQUIRED. FOLLOWUP WITH DONEE ORGANIZATION IS MAINTAINED THROUGH ANNUAL COMMUNICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BREMERTON ROTARY FOUNDATION TREASURER AND BREMERTON ROTARY CLUB TREASURER ARE BOTH CPA'S AND BOARDS MEET REGULARLY. CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED AND ELIMINATED IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY YOUTH LEADERSHIP AWARD SCHOLARSHIPS 11088. 11088. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0736034
IRS990/TotalAssetsEOYAmt0803234
IRS990/TotalAssetsGrp/BOYAmt0736034
IRS990/TotalAssetsGrp/EOYAmt0803234
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt072575
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01090
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071752
IRS990/TotalFunctionalExpensesGrp/TotalAmt073067
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0736034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0803234
IRS990/TotalOtherProgSrvcExpenseAmt011088
IRS990/TotalOtherProgSrvcGrantAmt011088
IRS990/TotalProgramServiceExpensesAmt071752
IRS990/TotalRevenueGrp/ExclusionAmt08009
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059683
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140267
IRS990/TotalVolunteersCnt0130
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0736034
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0803234
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0736034
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0803234
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04312 KITSAP WAY STE 102
IRS990/USAddress/CityNm0BREMERTON
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098312
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS TREGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607107793
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId037970F6142811C3F16F4123CF1833B4F43449CA4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037970F6142811C3F16F4123CF1833B4F43449CA4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.113.68.51
ReturnHeader/FilingSecurityInformation/IPDt02019-01-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:09:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KYLE KINCAID CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010715 Silverdale Way NW Ste 205B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Silverdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098383
ReturnHeader/PreparerPersonGrp/PhoneNum03607107793
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE KINCAID
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-12T13:09:38-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$803,234
Liabilities
$0
Net assets
$803,234
Revenue
$140,267
Expenses
$73,067
Net income
$67,200
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