Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 91-1231078

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 15, 2017

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

66th percentile

0.02x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.02x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-24%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$22,945

Down $7,421 (-24%) from 2016

Net Assets

Down

$22,538

Down $603 (-2.6%) from 2016

Liabilities

Down

$407

Down $6,818 (-94%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin35th percentile

Revenue

Down

$24,223

Down $6,016 (-20%) from 2016

Expenses

Down

$24,826

Down $2,236 (-8.3%) from 2016

Net Income

Down

-$603

Down $3,780 (-119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2017

Assets$22,945
Liabilities$407
Net Assets$22,538
Open 2017 Filing

Operations Trend

Revenue Growth20th 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

2017

Revenue$24,223
Expenses$24,826
Net Income-$603
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 15, 2017
Return Version
2016v3.0
Gross Receipts
$26,384
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
HOLDING WEEKLY MEETINGS & ORGANIZED SOCIAL GATHERINGS-$12,977
PAYMENT OF DUES IN SUPPORT OF ROTARY INTERNATIONAL AND ROTARY DISTRICT 5050-$4,328
RAISING MONEY/FUNDING FOR RELATED 501(C)(3) ORGANIZATION'S PROJECTS-$4,078
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE ENTERPresidentPT$0--
LINA SENFFPresident ElectPT$0--
LEHAN RYANSecretaryPT$0--
B HEATH GUNNTreasurerPT$0--
LINDA SENFFRotary FoundationPT$0--
TERRY ROSEClub 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
2017-07-15

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 5630.”

Form 990EZ, Part I, Line 16

“Public Relations 497.”

Form 990EZ, Part I, Line 16

“Fellowship Expense 453.”

Form 990EZ, Part I, Line 16

“Breakfast Expenses 6094.”

Form 990EZ, Part I, Line 16

“Social Event Expenses 6882.”

Form 990EZ, Part I, Line 16

“Rotary District Dues & Training Expenses 3303.”

Form 990EZ, Part I, Line 16

“Rotary International Dues 1025.”

Form 990EZ, Part I, Line 16

“Bank & Merchant Fees 668.”

Form 990EZ, Part I, Line 16

“Depreciation 140.”

Form 990EZ, Part I, Line 16

“Office Supplies 333.”

Form 990EZ, Part I, Line 16

“Club Service Expenses 1531.”

Form 990EZ, Part I, Line 16

“New Generations Expense 2547.”

Form 990EZ, Part II, Line 24

“Dues & Fees Receivable 580.”

Form 990EZ, Part II, Line 24

“Computer Net of Depreciation 140.”

Form 990EZ, Part II, Line 26

“Reserve for Club Projects 7225.”

Raw XML Appendix160 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/BOYAmt029646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021678
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-603
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0107
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030366
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022945
IRS990EZ/FundraisingGrossIncomeAmt03309
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026384
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017445
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023141
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022538
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023141
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022538
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/PersonNm0BRUCE ENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINA SENFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEHAN RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3B HEATH GUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA SENFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TERRY ROSE
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/BOYAmt0720
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01267
IRS990EZ/OtherExpensesTotalAmt023473
IRS990EZ/OtherRevenueTotalAmt05630
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization
IRS990EZ/PrintingPublicationsPostageAmt0346
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLDING WEEKLY MEETINGS & ORGANIZED SOCIAL GATHERINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISING MONEY/FUNDING FOR RELATED 501(C)(3) ORGANIZATION'S PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PAYMENT OF DUES IN SUPPORT OF ROTARY INTERNATIONAL AND ROTARY DISTRICT 5050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012977
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24328
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02161
IRS990EZ/SpecialEventsNetIncomeLossAmt01148
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07225
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0407
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024826
IRS990EZ/TotalProgramServiceExpensesAmt021383
IRS990EZ/TotalRevenueAmt024223
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Charges for Social Events 5630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Public Relations 497.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fellowship Expense 453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Breakfast Expenses 6094.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Social Event Expenses 6882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary District Dues & Training Expenses 3303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rotary International Dues 1025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank & Merchant Fees 668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Depreciation 140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Office Supplies 333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Club Service Expenses 1531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11New Generations Expense 2547.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Dues & Fees Receivable 580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Computer Net of Depreciation 140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Reserve for Club Projects 7225.
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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATH GUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03603215022
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-15
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/IPv4AddressTxt066.165.29.174
ReturnHeader/FilingSecurityInformation/IPDt02018-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:55:05
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/ReturnTs02018-05-13T19:55:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,945
Liabilities
$407
Net assets
$22,538
Revenue
$24,223
Expenses
$24,826
Net income
-$603
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