Civic Intelligence

Bremerton Rotary Foundation

990 • Fiscal year 2020 • EIN 91-1228395

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 07, 2020

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.

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

5th percentile

-77%

Higher net margin than 5% 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

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

2nd percentile

-88%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

Down

$842,011

Down $11,868 (-1.4%) from 2019

Net Assets

Down

$842,011

Down $11,868 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$15,368

Down $109,006 (-88%) from 2019

Expenses

Down

$27,236

Down $46,493 (-63%) from 2019

Net Income

Down

-$11,868

Down $62,513 (-123%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$842,011
Liabilities$0
Net Assets$842,011

Operations Trend

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

2020

Revenue$15,368
Expenses$27,236
Net Income-$11,868
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 7, 2020
Return Version
2019v5.1
Gross Receipts
$115,386
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$760,979$773,193▲ $12,214
Cash and Non-Interest-Bearing Accounts$85,230$68,818▼ $16,412
Inventories for Sale or Use$7,670$0▼ $7,670
Total Assets$853,879$842,011▼ $11,868
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$853,879$842,011▼ $11,868
Total Net Assets Fund Balance$853,879$842,011▼ $11,868
Total Liabilities and Net Assets / Fund Balance$853,879$842,011▼ $11,868

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$6,661--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$760,979$6,716▲ $5,648-$773,193
2018$717,021$7,980▲ $36,073-$760,979
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$0$533,277
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen Mckay BeversPresident
Aaron LeavellVice President
Doug BergerDirector
Dennis TregerSec-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,725
Program Service Revenue
$0
Investment Income
$5,775
Other Revenue
$-29,132
All Other Contributions
$36,754
Change in Net Assets
$-11,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,762
Other Expenses$474
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,298--$22,298
Foreign Grants$4,464--$4,464
Occupancy$0$164$0$164
Office Expenses$0$160$0$160
Other Expenses$0$150$0$150
Total Functional Expenses$26,762$474$0$27,236
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$100,018
Fundraising Gross Income$70,886
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blackberry Festival$70,886$70,886$81,706$-10,820
Total Events$70,886$70,886$100,018$-29,132
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 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
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
2020-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Treger
Formed
1983
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
130

Preparer

Firm
Kyle Kincaid CPA
Address
3212 NW Byron St Ste 110, 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 $575 8075. 8075. 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 Appendix400 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COMMUNITY SERVICE: THE FOUNDATION PROVIDES GRANTS TO COMMUNITY WELFARE AGENCIES AND SCHOLARSHIPS TO HIGH SCHOOL STUDENTS, AND GRANTS
IRS990/AllOtherContributionsAmt036754
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DENNIS TREGER
IRS990/BooksInCareOfDetail/PhoneNum03604796868
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04312 KITSAP WAY STE 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0BREMERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098312
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt085230
IRS990/CashNonInterestBearingGrp/EOYAmt068818
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt038725
IRS990/CYGrantsAndSimilarPaidAmt026762
IRS990/CYInvestmentIncomeAmt05775
IRS990/CYOtherExpensesAmt0474
IRS990/CYOtherRevenueAmt0-29132
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-11868
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt027236
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015368
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIPS PAID TO COLLEGES ON BEHALF OF BREMERTON HIGH SCHOOL STUDENTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt04464
IRS990/ForeignGrantsGrp/TotalAmt04464
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN MCKAY BEVERS
IRS990/Form990PartVIISectionAGrp/PersonNm1AARON LEAVELL
IRS990/Form990PartVIISectionAGrp/PersonNm2DENNIS TREGER
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUG BERGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SEC-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt0100018
IRS990/FundraisingGrossIncomeAmt070886
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt022298
IRS990/GrantsToDomesticOrgsGrp/TotalAmt022298
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0115386
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07670
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05775
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0760979
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0773193
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COMMUNITY SERVICE: THE FOUNDATION PROVIDES GRANTS TO COMMUNITY WELFARE AGENCIES AND SCHOLARSHIPS TO HIGH SCHOOL STUDENTS, AND GRANTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0853879
IRS990/NetAssetsOrFundBalancesEOYAmt0842011
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-29132
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-29132
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0853879
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0842011
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0164
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt0164
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0160
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0160
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0BROKERAGE FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0150
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt0150
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DENNIS TREGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO BREMERTON SCHOOL DISTRICT FOR YOUTH LITERACY AND AVID PROGRAM AND FOR FACILITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010037
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010037
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0100
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS TO COMMUNITY WELFARE ORGANIZATIONS FOR HUMAN SERVICES IN BREMERTON & KITSAP COUNTY, WASHINGTON
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08650
IRS990/ProgSrvcAccomActy3Grp/GrantAmt08650
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ROTARY YOUTH LEADERSHIP AWARD SCHOLARSHIPS $575 INTERNATIONAL HUMANITARIAN GRANTS $7,500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt08075
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt08075
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt047157
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt073458
IRS990/PYInvestmentIncomeAmt036235
IRS990/PYOtherExpensesAmt0271
IRS990/PYOtherRevenueAmt040982
IRS990/PYRevenuesLessExpensesAmt050645
IRS990/PYTotalExpensesAmt073729
IRS990/PYTotalRevenueAmt0124374
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-11868
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt01971
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0277151
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05775
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036234
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt059683
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt070708
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0172400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0122141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0133776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0527827
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt059683
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070708
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0172400
IRS990ScheduleA/InvestmentIncomeCYPct00.17640
IRS990ScheduleA/InvestmentIncomePYPct00.19330
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.82360
IRS990ScheduleA/PublicSupportPY509Pct00.80670
IRS990ScheduleA/PublicSupportTotal509Amt0804978
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0169299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0166181
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0167984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0191903
IRS990ScheduleA/Total509Grp/TotalAmt0804978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0977378
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0150
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0760979
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06716
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0773193
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05648
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0717021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07980
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0760979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036073
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0639597
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt018013
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0717021
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0121
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0533277
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt035888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0639597
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070553
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0509598
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt033517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0533277
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9838
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0766532
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt16661
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MUTUAL FUNDS-MORGAN STANLEY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1MONEY FUND-MORGAN STANLEY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
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/TotalBookValueProgramRltdAmt0773193
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0100018
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt015687
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt015687
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLACKBERRY FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070886
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-29132
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt081706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt081706
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02625
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02625
IRS990ScheduleI/GrantRecordsMaintainedInd0true
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. NO GRANTS WERE MADE OF $5,000 OR MORE IN 2019-20. 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 $575 8075. 8075. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0853879
IRS990/TotalAssetsEOYAmt0842011
IRS990/TotalAssetsGrp/BOYAmt0853879
IRS990/TotalAssetsGrp/EOYAmt0842011
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt038725
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0474
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026762
IRS990/TotalFunctionalExpensesGrp/TotalAmt027236
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0853879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0842011
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt08075
IRS990/TotalOtherProgSrvcGrantAmt08075
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt026762
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-29132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05775
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015368
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0130
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0853879
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0842011
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS TREGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607107793
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-07
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/IPv4AddressTxt024.19.99.177
ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:13:27
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kyle Kincaid CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03212 NW Byron St Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Silverdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098383
ReturnHeader/PreparerPersonGrp/PhoneNum03607107793
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle Kincaid
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-14T12:13:34-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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