Civic Intelligence

Rotary International South Whidbey Island

EIN 91-1231078 • 501(c)4 • Freeland, WA

Profile

Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization and Promote Fellowship of Members

PO Box 444Freeland, WA 98249

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

32nd percentile

-8.4%

Higher net margin than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

41st percentile

-6.1%

Faster asset growth than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-52%

Faster revenue growth than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$7,479

Down $489 (-6.1%) from 2020

Liabilities

Flat

$92

Flat from 2020

Net Assets

Down

$7,387

Down $489 (-6.2%) from 2020

Operations
Liabilities / Revenue69th percentileNet Margin32nd percentile

Revenue

Down

$5,800

Down $6,402 (-52%) from 2020

Expenses

Down

$6,289

Down $10,559 (-63%) from 2020

Net Income

Up

-$489

Up $4,157 (+89%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $15,452Net Assets 2011: $15,4522011Assets 2012: $24,550Net Assets 2012: $24,5502012Assets 2013: $23,470Liabilities 2013: $4,150Net Assets 2013: $19,3202013Assets 2014: $23,989Liabilities 2014: $3,952Net Assets 2014: $20,0372014Assets 2015: $26,172Liabilities 2015: $6,208Net Assets 2015: $19,9642015Assets 2016: $30,366Liabilities 2016: $7,225Net Assets 2016: $23,1412016Assets 2017: $22,945Liabilities 2017: $407Net Assets 2017: $22,5382017Assets 2018: $19,755Liabilities 2018: $49Net Assets 2018: $19,7062018Assets 2019: $12,635Liabilities 2019: $113Net Assets 2019: $12,5222019Assets 2020: $7,968Liabilities 2020: $92Net Assets 2020: $7,8762020Assets 2021: $7,479Liabilities 2021: $92Net Assets 2021: $7,3872021

Highlighted filing

2021

Assets$7,479
Liabilities$92
Net Assets$7,387
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $54,244Expenses 2011: $39,882Net Income 2011: $14,3622011Revenue 2012: $37,864Expenses 2012: $28,766Net Income 2012: $9,0982012Revenue 2013: $26,014Expenses 2013: $20,591Net Income 2013: $5,4232013Revenue 2014: $34,193Expenses 2014: $33,066Net Income 2014: $1,1272014Revenue 2015: $22,760Expenses 2015: $22,784Net Income 2015: -$242015Revenue 2016: $30,239Expenses 2016: $27,062Net Income 2016: $3,1772016Revenue 2017: $24,223Expenses 2017: $24,826Net Income 2017: -$6032017Revenue 2018: $17,410Expenses 2018: $20,242Net Income 2018: -$2,8322018Revenue 2019: $13,597Expenses 2019: $20,781Net Income 2019: -$7,1842019Revenue 2020: $12,202Expenses 2020: $16,848Net Income 2020: -$4,6462020Revenue 2021: $5,800Expenses 2021: $6,289Net Income 2021: -$4892021

Highlighted filing

2021

Revenue$5,800
Expenses$6,289
Net Income-$489
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$7,479
Liabilities
$92
Net assets
$7,387
Revenue
$5,800
Expenses
$6,289
Net income
-$489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$7.48$0.09$7.39$5.80$6.29$0.49
2020Detailed filing. Detailed filing data is available for this year.$7.97$0.09$7.88$12.2$16.8$4.65
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.11$12.5$13.6$20.8$7.18
2018Detailed filing. Detailed filing data is available for this year.$19.8$0.05$19.7$17.4$20.2$2.83
2017Detailed filing. Detailed filing data is available for this year.$22.9$0.41$22.5$24.2$24.8$0.60
2016Detailed filing. Detailed filing data is available for this year.$30.4$7.23$23.1$30.2$27.1$3.18
2015Detailed filing. Detailed filing data is available for this year.$26.2$6.21$20.0$22.8$22.8$0.02
2014Detailed filing. Detailed filing data is available for this year.$24.0$3.95$20.0$34.2$33.1$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$4.15$19.3$26.0$20.6$5.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$24.6$37.9$28.8$9.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$15.5$54.2$39.9$14.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$5,800
Mission and Program Overview

Mission

Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization and Promote Fellowship of Members

Program Services

DescriptionGrantsExpenses
Payment of Dues and Training Expenses in support of Rotary International and Rotary District 5050$0$2,426
New Generations - Exchange Students/Leadership AcademyNone due to Covid-19$0$0
Holding weekly meetings & organized Social gatheringsNone due to Covid-19$0$0
Teacher Awards & Outdoor Classroom Support--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nick ZefferysPresidentPT$0--
Marie PlakosPresident ElectPT$0--
David LaBrequeSecretaryPT$0--
Raymond GreenTreasurerPT$0--
Linda SenffRotary FoundationPT$0--
Russ De WolfeClub ServicesPT$0--
Raymond GreenNew GenerationsPT$0--
Michelle MunroFund RaisingPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of South Whidbey Island
EIN
91-1231078
Phone
3609141052
Address
PO Box 444, Freeland, WA 98249

Signing Officer

Name
Raymond Green
Title
Treasurer
Phone
3609141052
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
B Heath Gunn CPA PS
Address
PO Box 328, Langley, WA 98260
Preparer
B Heath Gunn
Phone
3603215022
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Teacher Awards & Outdoor Classroom Support”

Form 990EZ, Part I, Line 16

“Public Relations 414.”

Form 990EZ, Part I, Line 16

“Rotary Dues & Training Expenses 2426.”

Form 990EZ, Part I, Line 16

“Club Service Expenses 911.”

Form 990EZ, Part I, Line 16

“New Generations Expense 157.”

Form 990EZ, Part I, Line 16

“Office Expense, Member Badges 841.”

Form 990EZ, Part I, Line 16

“Software Costs 326.”

Form 990EZ, Part II, Line 26

“Member Raffle Payable 92. 92.”

Raw XML Appendix169 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
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0140
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nick Zefferys
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marie Plakos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David LaBreque
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Raymond Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Senff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Russ De Wolfe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Raymond Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michelle Munro
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05075
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization and Promote Fellowship of Members
IRS990EZ/PrintingPublicationsPostageAmt0174
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Payment of Dues and Training Expenses in support of Rotary International and Rotary District 5050
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22426
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06289
IRS990EZ/TotalProgramServiceExpensesAmt02426
IRS990EZ/TotalRevenueAmt05800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Awards & Outdoor Classroom Support
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Public Relations 414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary Dues & Training Expenses 2426.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Club Service Expenses 911.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4New Generations Expense 157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expense, Member Badges 841.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Software Costs 326.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Member Raffle Payable 92. 92.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03609141052
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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ReturnHeader/Filer/EIN0911231078
ReturnHeader/Filer/PhoneNum03609141052
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098249
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 328
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ReturnHeader/PreparerPersonGrp/PhoneNum03603215022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B Heath Gunn
ReturnHeader/ReturnTs02021-11-14T20:44:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Raymond
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Green
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits