Civic Intelligence

Bremerton Rotary Foundation

990 • Fiscal year 2021 • EIN 91-1228395

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

94th percentile

109%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

6166%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,763,299

Up $921,288 (+109%) from 2020

Net Assets

Up

$1,763,299

Up $921,288 (+109%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$962,920

Up $947,552 (+6166%) from 2020

Expenses

Up

$41,632

Up $14,396 (+53%) from 2020

Net Income

Up

$921,288

Up $933,156 (+7863%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2021

Assets$1,763,299
Liabilities$0
Net Assets$1,763,299
Open 2021 Filing

Operations Trend

Revenue Growth100th 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

2021

Revenue$962,920
Expenses$41,632
Net Income$921,288
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$983,880
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$773,193$1,643,006▲ $869,813
Cash and Non-Interest-Bearing Accounts$68,818$120,293▲ $51,475
Inventories for Sale or Use$0--
Total Assets$842,011$1,763,299▲ $921,288
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$842,011$1,763,299▲ $921,288
Total Net Assets Fund Balance$842,011$1,763,299▲ $921,288
Total Liabilities and Net Assets / Fund Balance$842,011$1,763,299▲ $921,288

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$38,413--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$773,193$494,493▲ $405,935-$1,643,006
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Aaron LeavellPresident
Doug BergerVice President
Brad MillerDirector
Dennis TregerSec-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$510,585
Program Service Revenue
$0
Investment Income
$406,010
Other Revenue
$46,325
All Other Contributions
$510,585
Change in Net Assets
$921,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,197
Other Expenses$6,435
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,197--$35,197
Other Expenses$0$5,615$0$5,615
Fees for Services Accounting$0$600$0$600
Office Expenses$0$120$0$120
Advertising$100$0$0$100
Total Functional Expenses$35,297$6,335$0$41,632
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,285
Fundraising Direct Expenses$20,960
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blackberry Festival$67,285$67,285$19,435$47,850
Total Events$67,285$67,285$20,960$46,325
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
2021-11-11
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
60

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.”

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/CYMinus3YrEndwmtFundGrp/ContributionsAmt018013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0717021
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059506
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0533277
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt035888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0639597
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070553
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01604593
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt138413
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MUTUAL FUNDS-MORGAN STANLEY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1MONEY FUND-MORGAN STANLEY
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
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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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020960
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067285
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046325
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019435
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019435
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01525
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01525
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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 TO ANYONE ONE ORGANIZATION IN 2020-21. 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0842011
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06335
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035297
IRS990/TotalFunctionalExpensesGrp/TotalAmt041632
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0842011
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01763299
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt035297
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt046325
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0406010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0962920
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0842011
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01763299
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
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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
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS TREGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607107793
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/AddressLine1Txt03212 NW Byron St Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Silverdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098383
ReturnHeader/PreparerPersonGrp/PhoneNum03607107793
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle Kincaid
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T16:54:37-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENNIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREGER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,763,299
Liabilities
$0
Net assets
$1,763,299
Revenue
$962,920
Expenses
$41,632
Net income
$921,288
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