Civic Intelligence

Ballard Rotary Foundation

990EZ • Fiscal year 2016 • EIN 91-1433455

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

PO Box 70472Seattle, WA 98107

(425) 275-0554

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

226%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$184,922

Up $30,746 (+20%) from 2015

Net Assets

Up

$184,922

Up $30,746 (+20%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$67,668

Up $46,935 (+226%) from 2015

Expenses

Up

$38,700

Up $17,083 (+79%) from 2015

Net Income

Up

$28,968

Up $29,852 (+3377%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $151,980Net Assets 2010: $151,9802010Assets 2011: $154,525Net Assets 2011: $154,5252011Assets 2012: $159,380Liabilities 2012: $2,023Net Assets 2012: $157,3572012Assets 2013: $159,404Liabilities 2013: $02013Assets 2014: $155,369Liabilities 2014: $02014Assets 2015: $154,176Net Assets 2015: $154,1762015Assets 2016: $184,922Liabilities 2016: $0Net Assets 2016: $184,9222016Assets 2017: $218,195Liabilities 2017: $0Net Assets 2017: $218,1952017Assets 2018: $203,773Liabilities 2018: $0Net Assets 2018: $203,7732018Assets 2019: $198,778Liabilities 2019: $0Net Assets 2019: $198,7782019Assets 2020: $238,739Liabilities 2020: $0Net Assets 2020: $238,7392020Assets 2021: $236,141Liabilities 2021: $0Net Assets 2021: $236,1412021Assets 2022: $161,146Liabilities 2022: $0Net Assets 2022: $161,1462022Assets 2023: $183,366Liabilities 2023: $02023Assets 2024: $167,628Liabilities 2024: $0Net Assets 2024: $167,6282024

Highlighted filing

2016

Assets$184,922
Liabilities$0
Net Assets$184,922

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $44,128Expenses 2010: $45,734Net Income 2010: -$1,6062010Revenue 2011: $31,227Expenses 2011: $28,682Net Income 2011: $2,5452011Revenue 2012: $31,155Expenses 2012: $28,323Net Income 2012: $2,8322012Revenue 2013: $20,428Expenses 2013: $26,005Net Income 2013: -$5,5772013Revenue 2014: $26,354Expenses 2014: $28,414Net Income 2014: -$2,0602014Revenue 2015: $20,733Expenses 2015: $21,617Net Income 2015: -$8842015Revenue 2016: $67,668Expenses 2016: $38,700Net Income 2016: $28,9682016Revenue 2017: $29,696Expenses 2017: $23,422Net Income 2017: $6,2742017Revenue 2018: $48,358Expenses 2018: $51,038Net Income 2018: -$2,6802018Revenue 2019: $23,708Expenses 2019: $47,370Net Income 2019: -$23,6622019Revenue 2020: $37,658Expenses 2020: $38,735Net Income 2020: -$1,0772020Revenue 2021: $34,168Expenses 2021: $52,971Net Income 2021: -$18,8032021Revenue 2022: $44,221Expenses 2022: $72,977Net Income 2022: -$28,7562022Revenue 2023: $61,274Expenses 2023: $47,191Net Income 2023: $14,0832023Revenue 2024: $11,647Expenses 2024: $37,298Net Income 2024: -$25,6512024

Highlighted filing

2016

Revenue$67,668
Expenses$38,700
Net Income$28,968
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$80,880
Mission and Program Overview

Mission

To make available scholarships for secondary and post-secondary education to students who have potential but may not fit the qualification for other programs; to provide special grants to individual teachers, departments, orschools for projects which will enhance the quality of education; to expend money for other charitable, educational or specific purposes, including the support of other charitable organizations of character and purpose consistent with these concepts and "SERVICE ABOVE SELF", and to provide opportunities for community members to participate in schools by sharing their expertise, energy or caring in ways which promote the purposes of the Fund

Program Services

DescriptionGrantsExpenses
Supported various community (local), vocational (local) and international organizations such as elementary school reading programs in Seattle Public Schools, Ballard Senior Center, Ballard Boys and Girls Club, Special Olympics, December holiday shopping spree for 30+ needy elementary school children, Vocational marine training, and Guatemala Water Project.$27,842$38,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilee FullerPresident-$0--
Peter ScottSecretary-$0--
Darwin RieckTreasurer-$0--
James RaptisClub President-$0--
Chris DavisIncoming Club President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$58,097$58,097$89$58,008
Total Events$58,097$58,097$13,212$44,885
Filing and Contact Details

Filer

Filer Name
Ballard Rotary Foundation
EIN
91-1433455
Phone
4252750554
Address
PO Box 70472, Seattle, WA 98107

Signing Officer

Name
Darwin Rieck
Title
Treasurer
Phone
4252750554
Signed
2017-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Hingston Fletcher & Associates PLLC
Address
1900 W Nickerson St Suite 213, Seattle, WA 98119
Preparer
Philip D Hingston
Phone
2062852777
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 58.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank Service Charges. Amount: 10. Description: Service Project Expense. Amount: 9,823. Total to Form 990-EZ, line 16: 9,833.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Unrealized Gain. Amount: 1,778.

Raw XML Appendix199 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/BooksInCareOfDetail/PhoneNum04252750554
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marilee Fuller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Peter Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Darwin Rieck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James Raptis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chris Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Club President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Incoming Club President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01778
IRS990EZ/OtherExpensesTotalAmt09833
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To make available scholarships for secondary and post-secondary education to students who have potential but may not fit the qualification for other programs; to provide special grants to individual teachers, departments, orschools for projects which will enhance the quality of education; to expend money for other charitable, educational or specific purposes, including the support of other charitable organizations of character and purpose consistent with these concepts and "SERVICE ABOVE SELF", and to provide opportunities for community members to participate in schools by sharing their expertise, energy or caring in ways which promote the purposes of the Fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported various community (local), vocational (local) and international organizations such as elementary school reading programs in Seattle Public Schools, Ballard Senior Center, Ballard Boys and Girls Club, Special Olympics, December holiday shopping spree for 30+ needy elementary school children, Vocational marine training, and Guatemala Water Project.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027842
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038700
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt044885
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt067668
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06430
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0211438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01836
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013538
IRS990ScheduleA/InvestmentIncomeCYPct00.05120
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94880
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IRS990ScheduleA/PublicSupportTotal509Amt0250631
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0125272
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IRS990ScheduleG/AgrmtProfFundraisingActyInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt089
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank Service Charges. Amount: 10. Description: Service Project Expense. Amount: 9,823. Total to Form 990-EZ, line 16: 9,833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Unrealized Gain. Amount: 1,778.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Darwin Rieck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04252750554
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ballard Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0911433455
ReturnHeader/Filer/PhoneNum04252750554
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 70472
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022C8052FDC4C30FE72FA2F453137CD256FE01816
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00A5DB394BBF787EEE2841BB28ADBB2E7F627E3AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.193.195.214
ReturnHeader/FilingSecurityInformation/IPDt02017-10-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:25:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472803252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hingston Fletcher & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 W Nickerson St Suite 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098119
ReturnHeader/PreparerPersonGrp/PhoneNum02062852777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip D Hingston
ReturnHeader/ReturnTs02017-10-10T10:45:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.12$0.37$0.26
2023Summary only. Only limited summary data is available for this year.$1.83$0.00$0.61$0.47$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.44$0.73$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.34$0.53$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.38$0.39$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.24$0.47$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.48$0.51$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.30$0.23$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.68$0.39$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.21$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$1.55$0.00$0.26$0.28$0.02
2013Summary only. Only limited summary data is available for this year.$1.59$0.00$0.20$0.26$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.02$1.57$0.31$0.28$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$1.55$0.31$0.29$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.52$0.44$0.46$0.02