Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 91-1231078

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization ProfileN/A
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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.02x

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

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

Net Margin

27th percentile

-8.4%

Higher net margin than 27% of similar nonprofits.

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

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.

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

Asset Growth

29th percentile

-6.1%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$7,479

Down $489 (-6.1%) from 2020

Net Assets

Down

$7,387

Down $489 (-6.2%) from 2020

Liabilities

Flat

$92

Flat from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin27th 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

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

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

Operations Trend

Revenue Growth16th 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

2021

Revenue$5,800
Expenses$6,289
Net Income-$489
Open 2021 Filing
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 Pay86th 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/BooksInCareOfDetail/PhoneNum03609141052
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Langley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098260
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07968
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-489
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0140
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05800
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07876
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07387
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
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
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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/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
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/OtherExpensesTotalAmt05075
IRS990EZ/PrimaryExemptPurposeTxt0Operate a Rotary Club to Oversee Functions of Related 501 c 3 Organization and Promote Fellowship of Members
IRS990EZ/PrintingPublicationsPostageAmt0174
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0New Generations - Exchange Students/Leadership AcademyNone due to Covid-19
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Holding weekly meetings & organized Social gatheringsNone due to Covid-19
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Payment of Dues and Training Expenses in support of Rotary International and Rotary District 5050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher Awards & Outdoor Classroom Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22426
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt092
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt092
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond Green
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03609141052
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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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/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/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.

Filings

Displayed 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