Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.24x
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
41st percentile
Higher net margin than 41% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
11th percentile
Faster revenue growth than 11% of similar nonprofits.
Balance Sheet
Assets
Up$26,172
Up $2,183 (+9.1%) from 2014
Net Assets
Down$19,964
Down $73 (-0.4%) from 2014
Liabilities
Up$6,208
Up $2,256 (+57%) from 2014
Revenue And Expenses
Revenue
Down$22,760
Down $11,433 (-33%) from 2014
Expenses
Down$22,784
Down $10,282 (-31%) from 2014
Net Income
Down-$24
Down $1,151 (-102%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Sep 7, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $22,760
Mission and Program Overview
Mission
Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization and Promote Fellowship of Members
OPERATE ROTARY CLUB
Program Services
| Description | Grants | Expenses |
|---|---|---|
| APPROXIMATELY 30 MEMBERS FORM A LOCAL CLUB OF ROTARY INTERNATIONAL. THE CLUB COLLECTS MEMBER DUES, HOLDS EDUCATIONAL MEETINGS AND PLANS FOR COMMUNITY OUTREACH. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RAY GREEN | President | PT | $0 | - | - |
| JACK NG | President Elect | PT | $0 | - | - |
| LEHAN RYAN | Secretary | PT | $0 | - | - |
| KAREN FRANKLIN | Treasurer | PT | $0 | - | - |
| JACK NG | Membership | PT | $0 | - | - |
| BRUCE ENTER | Public Relations | PT | $0 | - | - |
| LINDA SENFF | Rotary Foundation | PT | $0 | - | - |
| LOUIS MUNIZ | Club Administration | PT | $0 | - | - |
| TERRY ROSE | Club Services | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of South Whidbey Island
- EIN
- 91-1231078
- Phone
- 4258180184
- Address
- PO BOX 444, FREELAND, WA 98249
Signing Officer
- Name
- Karen L Franklin
- Title
- Treasurer
- Phone
- 4258180184
- Signed
- 2015-09-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Franklin Tax
- Address
- 6876 HELENA ST, CLINTON, WA 98236-9691
- Preparer
- Karen L Franklin
- Phone
- 4258180184
Supplemental Narrative
Additional Explanations
Form 990EZ, Part I, Line 8
“Fellowship 880. Youth exchange 2300.”
Form 990EZ, Part I, Line 16
“Fellowship 1345. Breakfast expenses 9902. Installation dinner expenses 2375. Conferences 1221. Rotary international dues 2145. Secretary expenses 598. Treasurer expenses 1459. President's supplies 159. Berry sales expenses 3281. Public relations 299.”
Form 990EZ, Part II, Line 24
“Dues receivable 625. 1405.”
Form 990EZ, Part II, Line 26
“Reserve for wine club startup 3952. 6208.”
Form 990, Part IX, Line 24F
“Fellowship expense:sunshine 130. Club activities expenses:installation dinner expenses 2375. Fellowship expense:christmas party 1026. Fellowship expense:fifth tuesday 54. Treasurer expense:treasurer supplies 34. Club activities expenses:berry expenses - pre-sales 49. Club activities expenses:breakfast expenses 9922.”
Raw XML Appendix136 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KAREN FRANKLIN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4258180184 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6876 Helena Street |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Clinton |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 98236 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 23035 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 24487 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -24 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 23940 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 26172 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 6124 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 22760 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 280 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 280 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 13456 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 19988 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 19964 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 19988 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 19964 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RAY GREEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JACK NG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LEHAN RYAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KAREN FRANKLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JACK NG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BRUCE ENTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LINDA SENFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LOUIS MUNIZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | TERRY ROSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PUBLIC RELATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | ROTARY FOUNDATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | CLUB ADMINISTRATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | CLUB SERVICES |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 625 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1405 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22784 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3180 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | OPERATE ROTARY CLUB |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | APPROXIMATELY 30 MEMBERS FORM A LOCAL CLUB OF ROTARY INTERNATIONAL. THE CLUB COLLECTS MEMBER DUES, HOLDS EDUCATIONAL MEETINGS AND PLANS FOR COMMUNITY OUTREACH. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 6124 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3952 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6208 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 22784 |
| IRS990EZ/TotalRevenueAmt | 0 | 22760 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FELLOWSHIP 880. YOUTH EXCHANGE 2300. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FELLOWSHIP 1345. BREAKFAST EXPENSES 9902. INSTALLATION DINNER EXPENSES 2375. CONFERENCES 1221. ROTARY INTERNATIONAL DUES 2145. SECRETARY EXPENSES 598. TREASURER EXPENSES 1459. PRESIDENT'S SUPPLIES 159. BERRY SALES EXPENSES 3281. PUBLIC RELATIONS 299. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DUES RECEIVABLE 625. 1405. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | RESERVE FOR WINE CLUB STARTUP 3952. 6208. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | FELLOWSHIP EXPENSE:SUNSHINE 130. CLUB ACTIVITIES EXPENSES:INSTALLATION DINNER EXPENSES 2375. FELLOWSHIP EXPENSE:CHRISTMAS PARTY 1026. FELLOWSHIP EXPENSE:FIFTH TUESDAY 54. TREASURER EXPENSE:TREASURER SUPPLIES 34. CLUB ACTIVITIES EXPENSES:BERRY EXPENSES - PRE-SALES 49. CLUB ACTIVITIES EXPENSES:BREAKFAST EXPENSES 9922. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part IX, Line 24f |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KAREN L FRANKLIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4258180184 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-09-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF SOUTH WHIDBEY ISLAND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 911231078 |
| ReturnHeader/Filer/PhoneNum | 0 | 4258180184 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 444 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FREELAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 98249 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FRANKLIN TAX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6876 HELENA ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CLINTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 982369691 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4258180184 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KAREN L FRANKLIN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-09-24T15:43:06-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $26,172
- Liabilities
- $6,208
- Net assets
- $19,964
- Revenue
- $22,760
- Expenses
- $22,784
- Net income
- -$24