Civic Intelligence

Rotary International DBA Lake Forest Park Rotary

990EZ • Fiscal year 2017 • EIN 91-1355719

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 26, 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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

81%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,168

Up $2,438 (+15%) from 2016

Net Assets

Up

$18,168

Up $2,438 (+15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$27,835

Up $12,436 (+81%) from 2016

Expenses

Up

$25,397

Up $7,807 (+44%) from 2016

Net Income

Up

$2,438

Up $4,629 (+211%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2017

Assets$18,168
Liabilities-
Net Assets$18,168
Open 2017 Filing

Operations Trend

Revenue Growth94th 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

2017

Revenue$27,835
Expenses$25,397
Net Income$2,438
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 26, 2017
Return Version
2016v3.0
Gross Receipts
$46,196
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Transfer funds to Foundation$4,357-
Rotary International Foundation matching program--
Provides service to those in need both within the community and around the world.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Members Breakfast$21,420$21,420-$21,420
Total Events$21,420$21,420$15,620$5,800
Filing and Contact Details

Filer

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

Signing Officer

Name
Edward Belcher
Title
Treasurer
Signed
2017-07-26
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

“Miscellaneous $2814”

Other Revenue.2

“Happy Bucks Cash $2442”

Other Revenue.3

“Guest Breakfast $545”

Other Expenses.1001

“Advertising and Promotion $576”

Other Expenses.1

“Dues $5913”

Other Expenses.2

“Other $5056”

Other Expenses.3

“Donation to LFP Foundation $4357”

Other Expenses.4

“Strategic Planning Session $3057”

Other Expenses.5

“Changing of the Guard - adv $2319”

Other Expenses.6

“Supplies $1339”

Other Expenses.7

“Thank you gifts $514”

Other Expenses.8

“Bank and credit card fees $466”

Other Expenses.9

“Technology support $300”

Raw XML Appendix138 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/BOYAmt015730
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018168
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02438
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015730
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018168
IRS990EZ/FundraisingGrossIncomeAmt023499
IRS990EZ/GrossReceiptsAmt046196
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016895
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015730
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018168
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015730
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018168
IRS990EZ/OccupancyRentUtltsAndMaintAmt01500
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/PersonNm0Claire Conway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Norman Lieberman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edward Belcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Norman J Lieberman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Pres-Elect/Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023897
IRS990EZ/OtherRevenueTotalAmt05801
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/DescriptionProgramSrvcAccomTxt2Transfer funds to Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04357
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt018361
IRS990EZ/SpecialEventsNetIncomeLossAmt05138
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025397
IRS990EZ/TotalProgramServiceExpensesAmt04357
IRS990EZ/TotalRevenueAmt027835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015620
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Members Breakfast
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015620
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021420
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $2814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Happy Bucks Cash $2442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Guest Breakfast $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues $5913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other $5056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Donation to LFP Foundation $4357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Strategic Planning Session $3057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Changing of the Guard - adv $2319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $1339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Thank you gifts $514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank and credit card fees $466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Technology support $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Belcher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-26
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/ReturnTs02017-07-28T07:33:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,168
Liabilities
-
Net assets
$18,168
Revenue
$27,835
Expenses
$25,397
Net income
$2,438
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)4 • <$500k nonprofits