Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 91-1231078

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

PO Box 444Freeland, WA 98249

(360) 914-1052

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-38%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-37%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-10%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$7,968

Down $4,667 (-37%) from 2019

Net Assets

Down

$7,876

Down $4,646 (-37%) from 2019

Liabilities

Down

$92

Down $21 (-19%) from 2019

Revenue

Down

$12,202

Down $1,395 (-10%) from 2019

Expenses

Down

$16,848

Down $3,933 (-19%) from 2019

Net Income

Up

-$4,646

Up $2,538 (+35%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$7,968
Liabilities$92
Net Assets$7,876

Operations Trend

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

2020

Revenue$12,202
Expenses$16,848
Net Income-$4,646
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$12,202
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
Holding weekly meetings & organized Social gatherings$0$5,846
New Generations - Exchange Students/Leadership Academy$0$3,812
Payment of Dues and Training Expenses in support of Rotary International and Rotary District 5050$0$3,292
Teacher Awards & Classroom Support$0$1,117
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay RyanPresidentPT$0--
Nick ZefferysPresident ElectPT$0--
David LaBrequeSecretaryPT$0--
Raymond GreenTreasurerPT$0--
Linda SenffRotary FoundationPT$0--
Russ De WolfeClub ServicesPT$0--
Raymond GreenNew GenerationsPT$0--
Jack NgFund 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
2020-11-05

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 8

Charges for Social Events 1300.

Form 990EZ, Part I, Line 16

Public Relations 394.

Form 990EZ, Part I, Line 16

Breakfast Expenses 2936.

Form 990EZ, Part I, Line 16

Social Event Expenses 2910.

Form 990EZ, Part I, Line 16

Rotary Dues & Training Expenses 3292.

Form 990EZ, Part I, Line 16

Bank & Merchant Fees 521.

Form 990EZ, Part I, Line 16

Club Service Expenses 1538.

Form 990EZ, Part I, Line 16

New Generations Expense 3812.

Form 990EZ, Part I, Line 16

Office Expense, Postage, Member Badges 417.

Form 990EZ, Part I, Line 16

Depreciation 0.

Form 990EZ, Part II, Line 26

Member Raffle Payable 113. 92.

Raw XML Appendix180 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/PersonNm0Ray Green
IRS990EZ/BooksInCareOfDetail/PhoneNum03609141052
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02863 Hi Crest Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Langley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098260
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07968
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0720
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4646
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0128
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07968
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt012202
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010182
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07876
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07876
IRS990EZ/OccupancyRentUtltsAndMaintAmt0900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jay Ryan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nick Zefferys
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David LaBreque
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Raymond Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Senff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Russ De Wolfe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Raymond Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jack Ng
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/OfficerDirectorTrusteeEmplGrp/TitleTxt7Fund Raising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015820
IRS990EZ/OtherRevenueTotalAmt01300
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization and Promote Fellowship of Members
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 & Classroom Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03812
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15846
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23292
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31117
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0113
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt092
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016848
IRS990EZ/TotalProgramServiceExpensesAmt014067
IRS990EZ/TotalRevenueAmt012202
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Awards & Outdoor Classroom Support
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Charges for Social Events 1300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Public Relations 394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Breakfast Expenses 2936.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Social Event Expenses 2910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary Dues & Training Expenses 3292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank & Merchant Fees 521.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club Service Expenses 1538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8New Generations Expense 3812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Office Expense, Postage, Member Badges 417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Member Raffle Payable 113. 92.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
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 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond Green
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03609141052
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of South Whidbey Island
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0911231078
ReturnHeader/Filer/PhoneNum03609141052
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/IPv4AddressTxt0209.166.71.120
ReturnHeader/FilingSecurityInformation/IPDt02020-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:15:09
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/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B Heath Gunn
ReturnHeader/ReturnTs02020-11-08T18:15:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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No mirrored PDF or thumbnail assets are attached yet.

Filings