Civic Intelligence

Rotary International DBA Lake Forest Park Rotary

990EZ • Fiscal year 2020 • EIN 91-1355719

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 07, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

50th percentile

3.8%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-32%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,938

Up $579 (+3.2%) from 2019

Net Assets

Up

$18,938

Up $579 (+3.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$15,278

Down $7,133 (-32%) from 2019

Expenses

Down

$14,699

Down $7,919 (-35%) from 2019

Net Income

Up

$579

Up $786 (+380%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$18,938
Liabilities-
Net Assets$18,938
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$15,278
Expenses$14,699
Net Income$579
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 7, 2020
Return Version
2019v5.0
Gross Receipts
$28,180
Mission and Program Overview

Mission

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

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin RoatPresident-$0--
J P MaharPres-Elect/Sec-$0--
Edward BelcherTreasurer-$0--
Larry FrenchSecretary-$0--
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
2020-08-07
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

“Happy Bucks Cash $962”

Other Revenue.2

“Guest Breakfast $657”

Other Revenue.3

“Miscellaneous $350”

Other Expenses.1001

“Advertising and Promotion $470”

Other Expenses.1

“Dues $5980”

Other Expenses.2

“Changing of the Guard - adv $2500”

Other Expenses.3

“Discretionary exp. & training $1283”

Other Expenses.4

“Technology support $815”

Other Expenses.5

“Thank you gifts $500”

Other Expenses.6

“Secret Garden Tour $500”

Other Expenses.7

“Community Events $410”

Other Expenses.8

“Square fees $360”

Other Expenses.9

“Supplies $199”

Other Expenses.10

“Other $182”

Raw XML Appendix130 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/BOYAmt018359
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018938
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0579
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018359
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018938
IRS990EZ/FundraisingGrossIncomeAmt012584
IRS990EZ/GrossReceiptsAmt028180
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013627
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018938
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/PersonNm0Robin Roat
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1J P Mahar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edward Belcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Larry French
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Pres-Elect/Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013199
IRS990EZ/OtherRevenueTotalAmt01969
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt012902
IRS990EZ/SpecialEventsNetIncomeLossAmt0-318
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014699
IRS990EZ/TotalRevenueAmt015278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Happy Bucks Cash $962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Guest Breakfast $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues $5980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Changing of the Guard - adv $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Discretionary exp. & training $1283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Technology support $815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Thank you gifts $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Secret Garden Tour $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Community Events $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Square fees $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other $182
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Belcher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-07
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/PreparerFirmEIN0911036494
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/ReturnTs02020-08-10T13:15:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,938
Liabilities
-
Net assets
$18,938
Revenue
$15,278
Expenses
$14,699
Net income
$579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)4 • <$500k nonprofits