Civic Intelligence

Rotary International DBA Lake Forest Park Rotary

990EZ • Fiscal year 2016 • EIN 91-1355719

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileN/A
PO Box 55983Seattle, WA 98155

(206) 285-2101

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-12%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$15,730

Down $2,191 (-12%) from 2015

Net Assets

Down

$15,730

Down $2,191 (-12%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$15,399

Down $3,119 (-17%) from 2015

Expenses

Down

$17,590

Down $4,224 (-19%) from 2015

Net Income

Up

-$2,191

Up $1,105 (+34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$40K$30K$20K$10K$0Assets 2012: $39,830Liabilities 2012: $02012Assets 2013: $38,097Net Assets 2013: $38,0972013Assets 2014: $21,217Liabilities 2014: $02014Assets 2015: $17,921Net Assets 2015: $17,9212015Assets 2016: $15,730Net Assets 2016: $15,7302016Assets 2017: $18,168Net Assets 2017: $18,1682017Assets 2018: $18,566Liabilities 2018: $02018Assets 2019: $18,359Net Assets 2019: $18,3592019Assets 2020: $18,938Net Assets 2020: $18,9382020

Highlighted filing

2016

Assets$15,730
Liabilities-
Net Assets$15,730
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$40K$20K$0-$20KRevenue 2012: $18,445Expenses 2012: $17,534Net Income 2012: $9112012Revenue 2013: $19,326Expenses 2013: $21,059Net Income 2013: -$1,7332013Revenue 2014: $18,878Expenses 2014: $35,758Net Income 2014: -$16,8802014Revenue 2015: $18,518Expenses 2015: $21,814Net Income 2015: -$3,2962015Revenue 2016: $15,399Expenses 2016: $17,590Net Income 2016: -$2,1912016Revenue 2017: $27,835Expenses 2017: $25,397Net Income 2017: $2,4382017Revenue 2018: $22,224Expenses 2018: $21,826Net Income 2018: $3982018Revenue 2019: $22,411Expenses 2019: $22,618Net Income 2019: -$2072019Revenue 2020: $15,278Expenses 2020: $14,699Net Income 2020: $5792020

Highlighted filing

2016

Revenue$15,399
Expenses$17,590
Net Income-$2,191
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$36,423
Mission and Program Overview

Mission

To provide service to those in need both within the community and around the world.

Program Services

DescriptionGrantsExpenses
Provides service to those in need both within the community and around the world.$15,767-
Rotary International Foundation matching program$107-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ed PearsonPresident-$0--
Claire ConwayPresident-Elect-$0--
Edward BelcherTreasurer-$0--
Norman J LiebermanSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Members Breakfast$19,772$19,772$19,052$720
Total Events$19,772$19,772$19,052$720
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
91-1355719
Address
PO Box 55983, Seattle, WA 98155

Signing Officer

Name
Ed Pearson
Title
President
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernest Jonson & Company PS
Address
216 Queen Anne Avenue N, Seattle, WA 98109
Preparer
Theresa J Christianson
Phone
2062852100
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Guest Breakfast $627”

Other Revenue.2

“Miscellaneous $122”

Other Expenses.1001

“Advertising and Promotion $2203”

Other Expenses.1

“Dues $5533”

Other Expenses.2

“Supplies $3420”

Other Expenses.3

“Changing of the Guard - adv $2212”

Other Expenses.4

“Other $1545”

Other Expenses.5

“Conference registration $1000”

Other Expenses.6

“Technology support $883”

Other Expenses.7

“Thank you gifts $485”

Other Expenses.8

“5th Wednesday social $309”

Raw XML Appendix132 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/PersonNm0Ed Belcher
IRS990EZ/BooksInCareOfDetail/PhoneNum02062852101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 55983
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Forest Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098155
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017921
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2191
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017921
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015730
IRS990EZ/FundraisingGrossIncomeAmt021612
IRS990EZ/GrossReceiptsAmt036423
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014062
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017921
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017921
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ed Pearson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Claire Conway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edward Belcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Norman J Lieberman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017590
IRS990EZ/OtherRevenueTotalAmt0749
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide service to those in need both within the community and around the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary International Foundation matching program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provides service to those in need both within the community and around the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0107
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115767
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021024
IRS990EZ/SpecialEventsNetIncomeLossAmt0588
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017590
IRS990EZ/TotalProgramServiceExpensesAmt015874
IRS990EZ/TotalRevenueAmt015399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019052
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Members Breakfast
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019772
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0720
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019052
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Guest Breakfast $627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous $122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $2203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $5533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $3420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Changing of the Guard - adv $2212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other $1545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conference registration $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Technology support $883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Thank you gifts $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt105th Wednesday social $309
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ed Pearson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0dba Lake Forest Park Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0911355719
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 55983
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ernest Jonson & Company PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 Queen Anne Avenue N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098109
ReturnHeader/PreparerPersonGrp/PhoneNum02062852100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa J Christianson
ReturnHeader/ReturnTs02017-05-11T11:45:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,730
Liabilities
-
Net assets
$15,730
Revenue
$15,399
Expenses
$17,590
Net income
-$2,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$18.9$15.3$14.7$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$18.4$22.4$22.6$0.21
2018Summary only. Only limited summary data is available for this year.$18.6$0.00$22.2$21.8$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$18.2$27.8$25.4$2.44
2016Detailed filing. Detailed filing data is available for this year.$15.7$15.7$15.4$17.6$2.19
2015Detailed filing. Detailed filing data is available for this year.$17.9$17.9$18.5$21.8$3.30
2014Summary only. Only limited summary data is available for this year.$21.2$0.00$18.9$35.8$16.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$38.1$19.3$21.1$1.73
2012Summary only. Only limited summary data is available for this year.$39.8$0.00$18.4$17.5$0.91
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits