Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 91-1231078

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

Organization ProfileN/A
PO Box 444Freeland, WA 98249

(360) 321-5022

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-28%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$19,755

Down $3,190 (-14%) from 2017

Net Assets

Down

$19,706

Down $2,832 (-13%) from 2017

Liabilities

Down

$49

Down $358 (-88%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Down

$17,410

Down $6,813 (-28%) from 2017

Expenses

Down

$20,242

Down $4,584 (-18%) from 2017

Net Income

Down

-$2,832

Down $2,229 (-370%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$19,755
Liabilities$49
Net Assets$19,706
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$17,410
Expenses$20,242
Net Income-$2,832
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$19,203
Mission and Program Overview

Mission

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

Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization

Program Services

DescriptionGrantsExpenses
NEW GENERATIONS - EXCHANGE STUDENTS/LEADERSHIP ACADEMY-$6,175
HOLDING WEEKLY MEETINGS & ORGANIZED SOCIAL GATHERINGS-$5,997
PAYMENT OF DUES AND TRAINING EXPENSES IN SUPPORT OF ROTARY INTERNATIONAL AND ROTARY DISTRICT 5050-$3,894
Teacher Awards-$591
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SENFFPresidentPT$0--
JOHN PLAKOSPresident ElectPT$0--
LEHAN RYANSecretaryPT$0--
B HEATH GUNNTreasurerPT$0--
LINDA SENFFRotary FoundationPT$0--
RUSS DE WOLFEClub ServicesPT$0--
RAY GREENNew GenerationsPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of South Whidbey Island
EIN
91-1231078
Phone
3603215022
Address
PO Box 444, Freeland, WA 98249

Signing Officer

Name
Heath Gunn
Title
Treasurer
Phone
3603215022
Signed
2018-10-11

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

“Charges for Social Events 1600.”

Form 990EZ, Part I, Line 16

“Public Relations 436.”

Form 990EZ, Part I, Line 16

“Fellowship Expense 263.”

Form 990EZ, Part I, Line 16

“Breakfast Expenses 4812.”

Form 990EZ, Part I, Line 16

“Social Event Expenses 1185.”

Form 990EZ, Part I, Line 16

“Rotary District Dues & Training Expenses 2150.”

Form 990EZ, Part I, Line 16

“Rotary International Dues 1744.”

Form 990EZ, Part I, Line 16

“Bank & Merchant Fees 1267.”

Form 990EZ, Part I, Line 16

“Club Service Expenses 592.”

Form 990EZ, Part I, Line 16

“New Generations Expense 6175.”

Form 990EZ, Part I, Line 16

“Depreciation 0.”

Form 990EZ, Part II, Line 24

“Dues & Fees Receivable 2845.”

Form 990EZ, Part II, Line 24

“Other Receivable - Related Foundation 4250.”

Form 990EZ, Part II, Line 26

“Raffle Payable 49.”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0B HEATH GUNN
IRS990EZ/BooksInCareOfDetail/PhoneNum03603215022
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05904 Maxwelton Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Langley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098260
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012660
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2832
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022945
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019755
IRS990EZ/FundraisingGrossIncomeAmt02292
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019203
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015311
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022538
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019706
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022538
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019706
IRS990EZ/OccupancyRentUtltsAndMaintAmt0900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA SENFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN PLAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEHAN RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3B HEATH GUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA SENFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RUSS DE WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RAY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Rotary Foundation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Club Services
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6New Generations
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01267
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07095
IRS990EZ/OtherExpensesTotalAmt018624
IRS990EZ/OtherRevenueTotalAmt01600
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization
IRS990EZ/PrintingPublicationsPostageAmt0718
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEW GENERATIONS - EXCHANGE STUDENTS/LEADERSHIP ACADEMY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOLDING WEEKLY MEETINGS & ORGANIZED SOCIAL GATHERINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PAYMENT OF DUES AND TRAINING EXPENSES IN SUPPORT OF ROTARY INTERNATIONAL AND ROTARY DISTRICT 5050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher Awards
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06175
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15997
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23894
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3591
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01793
IRS990EZ/SpecialEventsNetIncomeLossAmt0499
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0407
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt049
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020242
IRS990EZ/TotalProgramServiceExpensesAmt016657
IRS990EZ/TotalRevenueAmt017410
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Charges for Social Events 1600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Public Relations 436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fellowship Expense 263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Breakfast Expenses 4812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Social Event Expenses 1185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary District Dues & Training Expenses 2150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rotary International Dues 1744.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank & Merchant Fees 1267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Club Service Expenses 592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9New Generations Expense 6175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dues & Fees Receivable 2845.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Receivable - Related Foundation 4250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Raffle Payable 49.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATH GUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03603215022
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of South Whidbey Island
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0911231078
ReturnHeader/Filer/PhoneNum03603215022
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 444
ReturnHeader/Filer/USAddress/CityNm0Freeland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098249
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F339A33610D48B86578E2568174F152071B87820
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F339A33610D48B86578E2568174F152071B87820
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.235.65.217
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:20:24
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0B Heath Gunn CPA PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Langley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098260
ReturnHeader/PreparerPersonGrp/PhoneNum03603215022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B HEATH GUNN
ReturnHeader/ReturnTs02018-10-29T11:20:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,755
Liabilities
$49
Net assets
$19,706
Revenue
$17,410
Expenses
$20,242
Net income
-$2,832
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