Civic Intelligence

Ballard Rotary Foundation

990EZ • Fiscal year 2020 • EIN 91-1433455

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 06, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-2.9%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

59%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$238,739

Up $39,961 (+20%) from 2019

Net Assets

Up

$238,739

Up $39,961 (+20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$37,658

Up $13,950 (+59%) from 2019

Expenses

Down

$38,735

Down $8,635 (-18%) from 2019

Net Income

Up

-$1,077

Up $22,585 (+95%) from 2019

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

2020

Assets$238,739
Liabilities$0
Net Assets$238,739

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

2020

Revenue$37,658
Expenses$38,735
Net Income-$1,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 6, 2021
Return Version
2020v4.1
Gross Receipts
$191,993
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.$35,857$38,735
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William RodgersPresident-$0--
Peter ScottSecretary-$0--
David RiceIncoming President-$0--
Chris DavisTreasurer-$0--
Daniel FoeBoard-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$21,503$21,503$8,636$12,867
Total Events$21,503$21,503$8,636$12,867
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
Chris Davis
Title
Treasurer
Phone
4252750554
Signed
2021-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Hingston Miller Hingston PLLC
Address
20700 44th Ave W 210, Lynnwood, WA 98036
Preparer
Philip D Hingston
Phone
2062852777
Supplemental Narrative

Additional Explanations

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

Description: Interest Income. Amount: 35. Description: Dividends . Amount: 3,136. Total Included on Form 990-EZ, line 4: 3,171.

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

Description: Bank Fees. Amount: 34. Description: Merchant Fees. Amount: 130. Description: Miscellaneous. Amount: 500. Description: Office Supplies. Amount: 45. Description: Professional Fees. Amount: 2,169. Total to Form 990-EZ, line 16: 2,878.

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

Description: Unrealized Gain. Amount: 41,038.

Raw XML Appendix195 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/PersonNm0William Rodgers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Peter Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Rice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chris Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Daniel Foe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Incoming President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt041038
IRS990EZ/OtherExpensesTotalAmt02878
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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/GrantsAndAllocationsAmt035857
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 35. Description: Dividends . Amount: 3,136. Total Included on Form 990-EZ, line 4: 3,171.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank Fees. Amount: 34. Description: Merchant Fees. Amount: 130. Description: Miscellaneous. Amount: 500. Description: Office Supplies. Amount: 45. Description: Professional Fees. Amount: 2,169. Total to Form 990-EZ, line 16: 2,878.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Unrealized Gain. Amount: 41,038.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04252750554
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-06
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/PreparerFirmGrp/PreparerFirmEIN0472803252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hingston Miller Hingston PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020700 44th Ave W 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lynnwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098036
ReturnHeader/PreparerPersonGrp/PhoneNum02062852777
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip D Hingston
ReturnHeader/ReturnTs02021-04-26T10:48:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Davis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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