Civic Intelligence

Lacey Rotary Foundation

990 • Fiscal year 2018 • EIN 91-1333657

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

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

0.07x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.80x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

15th percentile

-9.0%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Flat

$1,535,295

Flat from 2018

Net Assets

Flat

$1,430,295

Flat from 2018

Liabilities

Flat

$105,000

Flat from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin82nd percentile

Revenue

Flat

$130,695

Flat from 2018

Expenses

Flat

$96,533

Flat from 2018

Net Income

Flat

$34,162

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th 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 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

2018

Assets$1,535,295
Liabilities$105,000
Net Assets$1,430,295
Open 2018 Filing

Operations Trend

Revenue Growth66th 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 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

2018

Revenue$130,695
Expenses$96,533
Net Income$34,162
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$550,583
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$1,558,754$1,430,295▼ $128,459
Investments in Publicly Traded Securities$1,509,517$1,363,001▼ $146,516
Savings and Temporary Cash Investments$115,049$108,334▼ $6,715
Cash and Non-Interest-Bearing Accounts$62,176$63,960▲ $1,784
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,686,742$1,535,295▼ $151,447
Liabilities
Grants Payable$118,523$105,000▼ $13,523
Other Liabilities$9,465$0▼ $9,465
Total Liabilities$127,988$105,000▼ $22,988
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,558,754$1,430,295▼ $128,459
Total Liabilities and Net Assets / Fund Balance$1,686,742$1,535,295▼ $151,447
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Greg CuoioChair
Frank KirkbrideVice-chair
Del DetrayBoard Member
John MastersonBoard Member
Matt HargraveBoard Member
Cynthia PrattClub Representative (1/1-6/30)
Ken ParsonsClub Representative (7/1-12/31)
Clydia CuykendallSecretary
Chris HeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,023
Program Service Revenue
$0
Investment Income
$82,672
Other Revenue
$0
All Other Contributions
$48,023
Change in Net Assets
$34,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,500
Other Expenses$29,033
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$67,500--$67,500
Fees for Service Investment Mgmnt Fees-$14,884-$14,884
Fees for Services Accounting-$11,139-$11,139
Insurance-$1,693-$1,693
Other Expenses-$1,067-$1,067
Office Expenses-$250-$250
Total Functional Expenses$67,500$29,033$0$96,533
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
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
2019-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Cuoio
Formed
1985
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Vickerman CPA Group Inc Ps
Address
6945 LITTLEROCK ROAD SW SUITE B, TUMWATER, WA 98512
Preparer
Antonia Goh CPA
Phone
3605709933
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Reversal of scholarship expenses 26,523.”

Raw XML Appendix400 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/FactsAndCircumstancesTestTxt0THE LACEY ROTARY FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR 2018 IS 23.15% WHICH RECEIVES 10% OR MORE OF ITS TOTAL SUPPORT FROM PUBLIC SUPPORT. THE ORGANIZATION'S SUPPORT COMES FROM THE GENERAL PUBLIC AND THE INVESTMENT INCOME. THE INVESTMENT FUNDS WERE CONTRIBUTED FROM THE GENERAL PUBLIC. THE BOARD MEMBERS OR THE GOVERNING BODY ARE ALL VOLUNTEERS AND CONSIST OF DIFFERENT PROFESSIONALS FROM THE COMMUNITY AND THEY REPRESENT THE BROAD INTEREST OF THE PUBLIC. THE ROTARY FOUNDATION HAS EXISTED FOR OVER 30 YEARS. IT PROVIDES SCHOLARSHIPS FOR STUDENTS AND FUNDING FOR CIVIC PROJECTS THAT ARE DIRECTLY FOR THE BENEFIT OF THE PUBLIC ON AN ON-GOING BASIS. BASED ON THESE FACTS AND CIRCUMSTANCES, THE LACEY ROTARY FOUNDATION IS IN THE NATURE OF A PUBLICLY SUPPORTED ORGANIZATION.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024714
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0154445
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29350
IRS990ScheduleA/PublicSupportPY170Pct00.26740
IRS990ScheduleA/PublicSupportTotal170Amt071824
IRS990ScheduleA/SubstantialContributorsTotAmt018439
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04333
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt090263
IRS990ScheduleA/TotalSupportAmt0244708
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt067500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TUITION, BOOKS AND FEES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
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/ExplanationTxt3REVERSAL OF SCHOLARSHIP EXPENSES 26,523.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237149944
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOCIATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LACEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
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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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01686742
IRS990/TotalAssetsEOYAmt01535295
IRS990/TotalAssetsGrp/BOYAmt01686742
IRS990/TotalAssetsGrp/EOYAmt01535295
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt048023
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029033
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067500
IRS990/TotalFunctionalExpensesGrp/TotalAmt096533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0127988
IRS990/TotalLiabilitiesEOYAmt0105000
IRS990/TotalLiabilitiesGrp/BOYAmt0127988
IRS990/TotalLiabilitiesGrp/EOYAmt0105000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01558754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01430295
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt067500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt082672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0130695
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01686742
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01535295
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5850
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IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098509
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS HECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607549862
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
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/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.229.185
ReturnHeader/FilingSecurityInformation/IPDt02019-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:56:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822594290
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICKERMAN CPA GROUP INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06945 LITTLEROCK ROAD SW SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUMWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098512
ReturnHeader/PreparerPersonGrp/PhoneNum03605709933
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIA GOH CPA
ReturnHeader/ReturnTs02019-11-01T17:47:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,535,295
Liabilities
$105,000
Net assets
$1,430,295
Revenue
$130,695
Expenses
$96,533
Net income
$34,162
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
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.11$1.43$0.13$0.10$0.03
2018Summary only. Only limited summary data is available for this year.$1.54$0.11$1.43$0.13$0.10$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits