Civic Intelligence

Lacey Rotary Foundation

990 • Fiscal year 2017 • EIN 91-1333657

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileN/A
PO Box 5850Lacey, WA 98509

(360) 754-9862

Siviq Scores

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

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

1.09x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

8.4%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

272%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$1,686,742

Up $130,223 (+8.4%) from 2016

Net Assets

Up

$1,558,754

Up $120,173 (+8.4%) from 2016

Liabilities

Up

$127,988

Up $10,050 (+8.5%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin75th percentile

Revenue

Up

$116,984

Up $85,503 (+272%) from 2016

Expenses

Up

$97,511

Up $8,470 (+9.5%) from 2016

Net Income

Up

$19,473

Up $77,033 (+134%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $961,324Liabilities 2011: $0Net Assets 2011: $961,3242011Assets 2012: $1,036,865Liabilities 2012: $0Net Assets 2012: $1,036,8652012Assets 2013: $1,213,689Liabilities 2013: $0Net Assets 2013: $1,213,6892013Assets 2014: $1,632,744Liabilities 2014: $0Net Assets 2014: $1,632,7442014Assets 2015: $1,521,260Liabilities 2015: $0Net Assets 2015: $1,521,2602015Assets 2016: $1,556,519Liabilities 2016: $117,938Net Assets 2016: $1,438,5812016Assets 2017: $1,686,742Liabilities 2017: $127,988Net Assets 2017: $1,558,7542017Assets 2018: $1,535,295Liabilities 2018: $105,000Net Assets 2018: $1,430,2952018Assets 2019: $1,819,279Liabilities 2019: $127,500Net Assets 2019: $1,691,7792019Assets 2020: $1,964,595Liabilities 2020: $97,500Net Assets 2020: $1,867,0952020Assets 2021: $2,222,994Liabilities 2021: $145,700Net Assets 2021: $2,077,2942021Assets 2022: $1,791,667Liabilities 2022: $190,200Net Assets 2022: $1,601,4672022Assets 2023: $2,129,149Liabilities 2023: $193,200Net Assets 2023: $1,935,9492023

Highlighted filing

2017

Assets$1,686,742
Liabilities$127,988
Net Assets$1,558,754
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $49,692Expenses 2011: $64,646Net Income 2011: -$14,9542011Revenue 2012: $34,653Expenses 2012: $50,042Net Income 2012: -$15,3892012Revenue 2013: $104,449Expenses 2013: $59,309Net Income 2013: $45,1402013Revenue 2014: $429,047Expenses 2014: $76,273Net Income 2014: $352,7742014Revenue 2015: $49,087Expenses 2015: $70,607Net Income 2015: -$21,5202015Revenue 2016: $31,481Expenses 2016: $89,041Net Income 2016: -$57,5602016Revenue 2017: $116,984Expenses 2017: $97,511Net Income 2017: $19,4732017Revenue 2018: $130,695Expenses 2018: $96,533Net Income 2018: $34,1622018Revenue 2019: $49,749Expenses 2019: $96,050Net Income 2019: -$46,3012019Revenue 2020: $70,101Expenses 2020: $54,057Net Income 2020: $16,0442020Revenue 2021: $278,022Expenses 2021: $145,149Net Income 2021: $132,8732021Revenue 2022: $126,869Expenses 2022: $124,057Net Income 2022: $2,8122022Revenue 2023: $166,735Expenses 2023: $109,845Net Income 2023: $56,8902023

Highlighted filing

2017

Revenue$116,984
Expenses$97,511
Net Income$19,473
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$595,553
Mission and Program Overview

Mission

The lacey rotary foundation enhances the club's ability to provide education scholarships and special civic projects for our local community. As a 501(c)(3) charitable organization, the foundation expands the club's resources to serve the community at a higher level and allows the broad community to participate. Scholarships are awarded to local graduating high school students who exemplify the rotary ideal of "service above self". Civic projects are selected by the lacey rotary club board of directors. The foundation provides a number of opportunities for community participation via trusts, planned giving, annual member contributions and grants.

Lacey rotary foundation provides educational scholarships & funding for special civic projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,438,581$1,558,754▲ $120,173
Investments in Publicly Traded Securities$1,379,276$1,509,517▲ $130,241
Savings and Temporary Cash Investments$122,017$115,049▼ $6,968
Cash and Non-Interest-Bearing Accounts$55,226$62,176▲ $6,950
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,556,519$1,686,742▲ $130,223
Liabilities
Grants Payable$106,523$118,523▲ $12,000
Other Liabilities$11,415$9,465▼ $1,950
Total Liabilities$117,938$127,988▲ $10,050
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,438,581$1,558,754▲ $120,173
Total Liabilities and Net Assets / Fund Balance$1,556,519$1,686,742▲ $130,223
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Heather BurgessChair
Celia NightingaleVice-chair
Bruce StuweBoard Member
Dan WeissBoard Member
Del DetrayBoard Member
Greg CuoioBoard Member
Matt HargraveBoard Member
Cynthia PrattClub Representative
Dave SchneiderEx-officio Member
Patrick HolmSecretary
Chris HeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,000
Program Service Revenue
$0
Investment Income
$110,984
Other Revenue
$0
All Other Contributions
$6,000
Change in Net Assets
$19,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,500
Other Expenses$37,011
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$60,500--$60,500
Fees for Services Accounting-$21,677-$21,677
Fees for Service Investment Mgmnt Fees-$13,402-$13,402
Insurance-$1,669-$1,669
Office Expenses-$263-$263
Total Functional Expenses$60,500$37,011$0$97,511
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Rotary Club of Lacey$9,465
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 was distributed to board members in conjunction with a board meeting before return was filed.”

Form 990, Part VI, Section B, Line 12C

“The board of directors is covered by the policy. The board has a practice that it is the responsibility of all board members to continually monitor and disclose any new or potential conflict of interest concerns on an ongoing basis. When a conflict of interest occurs, the board determines if there is a conflict of interest, reviews it, and determines if the member(s) involved should be excluded from the particular conversation or vote.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lacey Rotary Foundation
EIN
91-1333657
Phone
3607549862
Address
PO BOX 5850, LACEY, WA 98509

Signing Officer

Name
Chris Heck
Title
Treasurer
Phone
3607549862
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Burgess
Formed
1985
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Vickerman CPA Group Inc Ps
Address
6945 LITTLEROCK ROAD SW SUITE B, TUMWATER, WA 98512
Preparer
Antonia Goh CPA
Phone
3605709933
Raw XML AppendixShowing 400 of 410 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.

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IRS990/MissionDesc0THE LACEY ROTARY FOUNDATION ENHANCES THE CLUB'S ABILITY TO PROVIDE EDUCATION SCHOLARSHIPS AND SPECIAL CIVIC PROJECTS FOR OUR LOCAL COMMUNITY. AS A 501(C)(3) CHARITABLE ORGANIZATION, THE FOUNDATION EXPANDS THE CLUB'S RESOURCES TO SERVE THE COMMUNITY AT A HIGHER LEVEL AND ALLOWS THE BROAD COMMUNITY TO PARTICIPATE. SCHOLARSHIPS ARE AWARDED TO LOCAL GRADUATING HIGH SCHOOL STUDENTS WHO EXEMPLIFY THE ROTARY IDEAL OF "SERVICE ABOVE SELF". CIVIC PROJECTS ARE SELECTED BY THE LACEY ROTARY CLUB BOARD OF DIRECTORS. THE FOUNDATION PROVIDES A NUMBER OF OPPORTUNITIES FOR COMMUNITY PARTICIPATION VIA TRUSTS, PLANNED GIVING, ANNUAL MEMBER CONTRIBUTIONS AND GRANTS.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0144262
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/OtherIncome170Grp/TotalAmt021
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26740
IRS990ScheduleA/PublicSupportPY170Pct00.52280
IRS990ScheduleA/PublicSupportTotal170Amt052665
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt052665
IRS990ScheduleA/TotalSupportAmt0196948
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ROTARY CLUB OF LACEY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt09465
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt060500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TUITION, BOOKS AND FEES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE PAID TO THE COLLEGE OR UNIVERSITY WHEN PROOF OF ENROLLMENT IS RECEIVED DIRECTLY FROM THE INSTITUTION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS DISTRIBUTED TO BOARD MEMBERS IN CONJUNCTION WITH A BOARD MEETING BEFORE RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS COVERED BY THE POLICY. THE BOARD HAS A PRACTICE THAT IT IS THE RESPONSIBILITY OF ALL BOARD MEMBERS TO CONTINUALLY MONITOR AND DISCLOSE ANY NEW OR POTENTIAL CONFLICT OF INTEREST CONCERNS ON AN ONGOING BASIS. WHEN A CONFLICT OF INTEREST OCCURS, THE BOARD DETERMINES IF THERE IS A CONFLICT OF INTEREST, REVIEWS IT, AND DETERMINES IF THE MEMBER(S) INVOLVED SHOULD BE EXCLUDED FROM THE PARTICULAR CONVERSATION OR VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 3301
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LACEY
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF LACEY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01686742
IRS990/TotalAssetsGrp/BOYAmt01556519
IRS990/TotalAssetsGrp/EOYAmt01686742
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037011
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060500
IRS990/TotalFunctionalExpensesGrp/TotalAmt097511
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0127988
IRS990/TotalLiabilitiesGrp/BOYAmt0117938
IRS990/TotalLiabilitiesGrp/EOYAmt0127988
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd098509
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS HECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607549862
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LACEY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LACE
ReturnHeader/Filer/EIN0911333657
ReturnHeader/Filer/PhoneNum03607549862
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5850
ReturnHeader/Filer/USAddress/CityNm0LACEY
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ReturnHeader/Filer/USAddress/ZIPCd098509
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:25:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822594290
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICKERMAN CPA GROUP INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06945 LITTLEROCK ROAD SW SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUMWATER

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,686,742
Liabilities
$127,988
Net assets
$1,558,754
Revenue
$116,984
Expenses
$97,511
Net income
$19,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.13$0.19$1.94$0.17$0.11$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.19$1.60$0.13$0.12$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.15$2.08$0.28$0.15$0.13
2020Summary only. Only limited summary data is available for this year.$1.96$0.10$1.87$0.07$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.13$1.69$0.05$0.10$0.05
2018Summary only. Only limited summary data is available for this year.$1.54$0.11$1.43$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.13$1.56$0.12$0.10$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.12$1.44$0.03$0.09$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.05$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.43$0.08$0.35
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.03$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.05$0.06$0.01