Civic Intelligence

Port Townsend Rotary Charitable Fund

990EZ • Fiscal year 2015 • EIN 91-1334532

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

2023 E Sims WayPort Townsend, WA 98368

(360) 385-1040

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-5.9%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$70,507

Down $4,439 (-5.9%) from 2014

Net Assets

Down

$70,507

Down $4,439 (-5.9%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$101,143

Up $38,293 (+61%) from 2014

Expenses

Up

$105,582

Up $37,593 (+55%) from 2014

Net Income

Up

-$4,439

Up $700 (+14%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $39,506Net Assets 2010: $39,5062010Assets 2011: $87,709Net Assets 2011: $87,7092011Assets 2012: $84,236Liabilities 2012: $02012Assets 2013: $80,085Net Assets 2013: $80,0852013Assets 2014: $74,946Net Assets 2014: $74,9462014Assets 2015: $70,507Net Assets 2015: $70,5072015Assets 2016: $64,165Net Assets 2016: $64,1652016Assets 2017: $67,170Net Assets 2017: $67,1702017Assets 2018: $72,374Net Assets 2018: $72,3742018Assets 2019: $102,629Liabilities 2019: $24,242Net Assets 2019: $78,3872019Assets 2020: $103,039Liabilities 2020: $20,750Net Assets 2020: $82,2892020Assets 2021: $114,084Liabilities 2021: $20,769Net Assets 2021: $93,3152021Assets 2022: $116,737Liabilities 2022: $2,859Net Assets 2022: $113,8782022Assets 2023: $158,433Liabilities 2023: $02023Assets 2024: $139,273Liabilities 2024: $26,000Net Assets 2024: $113,2732024Assets 2025: $141,177Liabilities 2025: $17,000Net Assets 2025: $124,1772025

Highlighted filing

2015

Assets$70,507
Liabilities-
Net Assets$70,507

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $53,127Expenses 2010: $29,569Net Income 2010: $23,5582010Revenue 2011: $86,151Expenses 2011: $37,948Net Income 2011: $48,2032011Revenue 2012: $65,012Expenses 2012: $68,485Net Income 2012: -$3,4732012Revenue 2013: $73,788Expenses 2013: $77,939Net Income 2013: -$4,1512013Revenue 2014: $62,850Expenses 2014: $67,989Net Income 2014: -$5,1392014Revenue 2015: $101,143Expenses 2015: $105,582Net Income 2015: -$4,4392015Revenue 2016: $84,077Expenses 2016: $90,419Net Income 2016: -$6,3422016Revenue 2017: $66,011Expenses 2017: $63,006Net Income 2017: $3,0052017Revenue 2018: $62,100Expenses 2018: $56,896Net Income 2018: $5,2042018Revenue 2019: $73,527Expenses 2019: $67,514Net Income 2019: $6,0132019Revenue 2020: $44,338Expenses 2020: $40,436Net Income 2020: $3,9022020Revenue 2021: $61,351Expenses 2021: $50,325Net Income 2021: $11,0262021Revenue 2022: $42,570Expenses 2022: $22,007Net Income 2022: $20,5632022Revenue 2023: $81,707Expenses 2023: $38,362Net Income 2023: $43,3452023Revenue 2024: $42,792Expenses 2024: $90,792Net Income 2024: -$48,0002024Revenue 2025: $65,251Expenses 2025: $55,474Net Income 2025: $9,7772025

Highlighted filing

2015

Revenue$101,143
Expenses$105,582
Net Income-$4,439
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$152,878
Mission and Program Overview

Mission

Cultural and humanitarian aid

Program Services

DescriptionGrantsExpenses
SUPPORT FOR COMMUNITY SERVICES TO CHILDREN AND INDIGENT CITIZENS.$49,531-
SUPPORT FOR YOUTH SCHOLARSHIPS AND COMMUNITY SERVICE PROJECTS$10,200-
SUPPORT FOR INTERNATIONAL DEVELOPMENT, EDUCATION AND HUMANITARIAN PROGRAMS.$9,380-
SUPPORT FOR YOUTH CULTURAL EXCHANGE PROGRAMS.$4,621-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE FELLNERDirector-$0--
KAREN CLEMENSPres Elect-$0--
SUSAN WHITMIREDirector-$0--
PAT VAUGHNPres Elect Nom-$0--
SHELDON SPENCERDirector-$0--
ERIK FREDERICKSONSecretary-$0--
NATHANAEL O'HARATreasurer-$0--
LOREN KREIGERSgt At Arms-$0--
BOB SLATERDirector-$0--
RICH CICCARONEDirector-$0--
BROCK TIDBALLDirector-$0--
SUSAN JACOBDirector-$0--
LE HORNBECKPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$137,350$137,350$42,402$94,948
Fall Wreaths$15,528$15,528$9,333$6,195
Total Events$152,878$152,878$51,735$101,143
Filing and Contact Details

Filer

Filer Name
Port Townsend Rotary Charitable Fund
EIN
91-1334532
Phone
3603851040
Address
2023 E SIMS WAY, PORT TOWNSEND, WA 98368

Signing Officer

Name
NATHANAEL O'HARA
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Gooding OHara & Mackey PS CPAs
Address
242 Taylor Street, Port Townsend, WA 98368
Preparer
NATHANAEL O'HARA
Phone
3603851040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: PORT TOWNSEND HIGH SCHOOL SCHOLARSHIPS | Donee's Address: C/O 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $10200

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: JC MASH MEDICAL CLINIC | Donee's Address: C/O 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $6000

Grants and Similar Amounts Paid In Excess of $5,000.5

| Donee's Name: INTERNATIONAL DEVELOPMENT PROGRAMS | Donee's Address: 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $9380

Grants and Similar Amounts Paid In Excess of $5,000.6

| Donee's Name: LOCAL COMMUNITY DEVELOPMENT PROGRAMS | Donee's Address: 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $43531

Grants and Similar Amounts Paid In Excess of $5,000.7

| Donee's Name: FUND-A-CAUSE | Donee's Address: C/O 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $31800

Other Expenses.1

BANK FEES $40

Other Expenses.2

LICENSES AND PERMITS $10

Raw XML Appendix210 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/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE FELLNER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT VAUGHN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LOREN KREIGER
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CULTURAL AND HUMANITARIAN AID
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR COMMUNITY SERVICES TO CHILDREN AND INDIGENT CITIZENS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR YOUTH SCHOLARSHIPS AND COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT FOR INTERNATIONAL DEVELOPMENT, EDUCATION AND HUMANITARIAN PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SUPPORT FOR YOUTH CULTURAL EXCHANGE PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049531
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: PORT TOWNSEND HIGH SCHOOL SCHOLARSHIPS | Donee's Address: C/O 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $10200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: JC MASH MEDICAL CLINIC | Donee's Address: C/O 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: INTERNATIONAL DEVELOPMENT PROGRAMS | Donee's Address: 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $9380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: LOCAL COMMUNITY DEVELOPMENT PROGRAMS | Donee's Address: 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $43531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: FUND-A-CAUSE | Donee's Address: C/O 2023 E SIMS WAY #172 PORT TOWNSEND, WA 98368 | Relationship of Donee: NONE | Cash Amount Given: $31800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES AND PERMITS $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHANAEL O'HARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT TOWNSEND ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0911334532
ReturnHeader/Filer/PhoneNum03603851040
ReturnHeader/Filer/USAddress/AddressLine1Txt02023 E SIMS WAY
ReturnHeader/Filer/USAddress/CityNm0PORT TOWNSEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gooding OHara & Mackey PS CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0242 Taylor Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Townsend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098368
ReturnHeader/PreparerPersonGrp/PhoneNum03603851040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHANAEL O'HARA
ReturnHeader/ReturnTs02016-05-16T15:33:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.41$0.17$1.24$0.65$0.55$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.26$1.13$0.43$0.91$0.48
2023Summary only. Only limited summary data is available for this year.$1.58$0.00$0.82$0.38$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.03$1.14$0.43$0.22$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.21$0.93$0.61$0.50$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.21$0.82$0.44$0.40$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.24$0.78$0.74$0.68$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.62$0.57$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.67$0.66$0.63$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.84$0.90$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.01$1.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.63$0.68$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.80$0.74$0.78$0.04
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.65$0.68$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$0.86$0.38$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.40$0.53$0.30$0.24