Civic Intelligence

Gig Harbor Rotary Foundation C/O Association Management Inc

990 • Fiscal year 2020 • EIN 91-1447031

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 08, 2021

PO Box 342Gig Harbor, WA 98335

(253) 857-0869

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

86th percentile

51%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

418%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,250,485

Up $1,096,151 (+51%) from 2019

Net Assets

Up

$3,248,300

Up $1,093,966 (+51%) from 2019

Liabilities

Up

$2,185

Up $2,185 from 2019

Revenue

Up

$1,028,102

Up $829,703 (+418%) from 2019

Expenses

Up

$79,575

Up $13,740 (+21%) from 2019

Net Income

Up

$948,527

Up $815,963 (+616%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,892,329Liabilities 2015: $0Net Assets 2015: $1,892,3292015Assets 2018: $2,021,770Liabilities 2018: $0Net Assets 2018: $2,021,7702018Assets 2019: $2,154,334Liabilities 2019: $0Net Assets 2019: $2,154,3342019Assets 2020: $3,250,485Liabilities 2020: $2,185Net Assets 2020: $3,248,3002020Assets 2021: $3,834,422Liabilities 2021: $0Net Assets 2021: $3,834,4222021Assets 2022: $3,231,745Liabilities 2022: $0Net Assets 2022: $3,231,7452022Assets 2023: $3,450,927Liabilities 2023: $0Net Assets 2023: $3,450,9272023Assets 2024: $3,970,865Liabilities 2024: $0Net Assets 2024: $3,970,8652024

Highlighted filing

2020

Assets$3,250,485
Liabilities$2,185
Net Assets$3,248,300

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $153,504Expenses 2015: $162,407Net Income 2015: -$8,9032015Revenue 2018: $312,648Expenses 2018: $109,610Net Income 2018: $203,0382018Revenue 2019: $198,399Expenses 2019: $65,835Net Income 2019: $132,5642019Revenue 2020: $1,028,102Expenses 2020: $79,575Net Income 2020: $948,5272020Revenue 2021: $116,082Expenses 2021: $105,273Net Income 2021: $10,8092021Revenue 2022: $362,677Expenses 2022: $96,978Net Income 2022: $265,6992022Revenue 2023: $173,989Expenses 2023: $147,954Net Income 2023: $26,0352023Revenue 2024: $422,696Expenses 2024: $78,181Net Income 2024: $344,5152024

Highlighted filing

2020

Revenue$1,028,102
Expenses$79,575
Net Income$948,527
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 8, 2021
Return Version
2019v5.2
Gross Receipts
$2,582,724
Mission and Program Overview

Mission

Through principles of "service above self" we strengthen our community by encouranging generosity and connecting people who care with causes that matter, particularly in areas of education, community , vocational and youth.

To fund and support charitable projects within our rotary club's areas of service: education, community, vocational and youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,154,334$3,248,300▲ $1,093,966
Investments in Publicly Traded Securities$2,043,809$2,524,394▲ $480,585
Other Notes and Loans Receivable, Net-$428,828-
Cash and Non-Interest-Bearing Accounts$110,525$297,263▲ $186,738
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,154,334$3,250,485▲ $1,096,151
Liabilities
Accounts Payable and Accrued Expenses-$2,185-
Total Liabilities$0$2,185▲ $2,185
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,154,334$3,248,300▲ $1,093,966
Total Liabilities and Net Assets / Fund Balance$2,154,334$3,250,485▲ $1,096,151

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$888,398$848,444▲ $86,328-$1,806,812
2018$614,273$239,880▲ $34,245-$888,398
2017$608,766-▲ $23,007-$614,273
2016$556,863-▲ $53,282$59$608,766
2015$569,270-▼ $806-$556,863
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott JungePresident
Dave GordonVice President
Christopher MyersBoard Member
Dorothy WimberlyBoard Member
Ed LindstromBoard Member
John WinslowBoard Member
Richard VanbergBoard Member
Peter StanleySecretary
Bob DraggooTreasurer
Timothy E WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$900,037
Program Service Revenue
$0
Investment Income
$128,065
Other Revenue
$0
All Other Contributions
$900,037
Change in Net Assets
$948,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,700
Other Expenses$18,875
Total Fundraising Expense$331
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$47,500--$47,500
Grants to Domestic Orgs$13,200--$13,200
Fees for Service Investment Mgmnt Fees-$8,207-$8,207
Fees for Services Accounting-$4,876-$4,876
All Other Expenses-$4,418-$4,418
Office Expenses-$1,043$331$1,374
Total Functional Expenses$60,700$18,544$331$79,575
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of Gig HarborGig Harbor, WA501(c)(4)Funding for an Anti-bullying Seminar to Be Held at Three Local High Schools$13,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of the foundation are the members of the rotary club of gig harbor, the supported organization.

Form 990, Part VI, Section A, Line 7A

The organization's board is elected by the members of the rotary club of gig harbor, the supported organization. One member of the organization's board is a memeber of the board of the rotary club of gig harbor, which is also a position elected by the membership of the rotary club of gig harbor.

Form 990, Part VI, Section B, Line 11B

Pursuant to the foundation's procedure for review and filing of irs form 990, a copy of the draft form 990 is distributed to all foundation trustees for review. Within 5 business days of receipt, the trustees submit questions or concerns they have, if any, to the foundation president or treasurer. Thereafter, the form 990 is finalized and filed.

Form 990, Part VI, Section B, Line 12C

Pursuant to the written conflict of interest policy, every trustee completes a conflict of interest disclosure form upon election or appointment to the board and annually thereafter (every july). Further, the policy is reveiwed at the board's regular meetings on a quarterly basis, including a discussion of the obligations of all trustees, officers and committee members and the enforcement provisions and procedures. The reviews are reflected in the board's meeting minutes.

Form 990, Part VI, Section C, Line 19

Relevant documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Gig Harbor Rotary Foundation
EIN
91-1447031
Phone
2538570869
Address
PO BOX 342, GIG HARBOR, WA 98335

Signing Officer

Name
Ed Lindstrom
Title
President
Phone
2538570869
Signed
2021-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Lindstrom
Formed
1989
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Ryan Jorgenson & Limoli Ps
Address
7525 PIONEER WAY SUITE 201, GIG HARBOR, WA 98335
Preparer
Julie Curtis
Phone
2538513425
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The foundation has two permanent endowments and one board-designated endowment. One endowment is to be used for educational puposes in the gig harbor peninsula area. The second endowment is to be used for capital projects of the great peninsula conservancy, the gig harbor historical society, or other charitable organizations requesting funding for improvements to real property. The board-designated endowment is intended to fund larger charitable projects put on by the rotary club of gig harbor.

Raw XML AppendixShowing 400 of 458 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02185
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND AND SUPPORT CHARITABLE PROJECTS WITHIN OUR ROTARY CLUB'S AREAS OF SERVICE: EDUCATION, COMMUNITY, VOCATIONAL AND YOUTH.
IRS990/AllOtherContributionsAmt0900037
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04418
IRS990/AllOtherExpensesGrp/TotalAmt04418
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02538570869
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 342
IRS990/BooksInCareOfDetail/USAddress/CityNm0GIG HARBOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098335
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0110525
IRS990/CashNonInterestBearingGrp/EOYAmt0297263
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0900037
IRS990/CYGrantsAndSimilarPaidAmt060700
IRS990/CYInvestmentIncomeAmt0128065
IRS990/CYOtherExpensesAmt018875
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0948527
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt079575
IRS990/CYTotalFundraisingExpenseAmt0331
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01028102
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS TO PROVIDE EDUCATIONAL SUPPORT FOR STUDENTS IN THE GIG HARBOR AND GREATER KEY PENINSULA AREA. IN THE CURRENT YEAR THIS INCLUDED SCHOLARSHIPS FOR 22 STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt047500
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04876
IRS990/FeesForServicesAccountingGrp/TotalAmt04876
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08207
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08207
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT JUNGE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY E WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB DRAGGOO
IRS990/Form990PartVIISectionAGrp/PersonNm4PETER STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ED LINDSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN WINSLOW
IRS990/Form990PartVIISectionAGrp/PersonNm7DOROTHY WIMBERLY
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD VANBERG
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTOPHER MYERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029889
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt047500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt047500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt047500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt013200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt013200
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01584511
IRS990/GrossReceiptsAmt02582724
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt098176
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt098176
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02043809
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02524394
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01554622
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THROUGH PRINCIPLES OF "SERVICE ABOVE SELF" WE STRENGTHEN OUR COMMUNITY BY ENCOURAGING GENEROSITY AND CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER, PARTICULARLY IN AREAS OF EDUCATION, COMMUNITY, VOCATIONAL AND YOUTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02154334
IRS990/NetAssetsOrFundBalancesEOYAmt03248300
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029889
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029889
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0145439
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0331
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01043
IRS990/OfficeExpensesGrp/TotalAmt01374
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0428828
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ED LINDSTROM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0A GRANT TO THE SUPPORTED ORGANIZATION, ROTARY CLUB OF GIG HARBOR, TO FUND AN ANTI-BULLYING SEMINAR IN THREE LOCAL HIGH SCHOOLS, TO EDUCATE AND TRAIN APPROXIMATELY 800 STUDENTS AND 200 SCHOOL STAFF AND COMMUNITY MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013200
IRS990/ProgSrvcAccomActy2Grp/GrantAmt013200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07234
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt045307
IRS990/PYInvestmentIncomeAmt0172623
IRS990/PYOtherExpensesAmt020528
IRS990/PYOtherRevenueAmt018542
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0132564
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt065835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0198399
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0948527
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02154334
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03248300
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION WAS LOCATED USING THE IRS TAX EXEMPT ORGANIZATION SEARCH, AND THE MOST RECENT LISTED 990 WAS REVIEWED TO VERIFY THAT THERE HAS BEEN NO CHANGE IN PUBLIC SUPPORT STATUS SINCE THE PRIOR REVIEW.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION MAKES GRANTS TO INDIVIDUALS IN THE BENEFITTED CLASS SERVED BY THE SUPPORTED ORGANIZATION, WITHOUT FUNDS FLOWING DIRECTLY TO THE SUPPORTED ORGANIZATION, ISSUING CHECKS DIRECTLY TO A VENDOR OR THE QUALIFIED CHARITY OR EDUCATIONAL INSTITUTION. THE FOUNDATION MAY ALSO REIMBURSE THE SUPPORTED ORGANIZATION TO FUND OR HELP FUND QUALIFIED CHARITABLE PROJECTS ALL QUALIFIED PROJECTS SEEKING GRANTS THROUGH THE FOUNDATION, AFTER APPROVAL BY THE BOARD OF THE SUPPORTED ORGANIZATION, ARE REVIEWED BY THE FOUNDATION BOARD. THE FOUNDATION BOARD REVIEWS THE PROPOSED GRANT DESCRIPTION, INVOICES, CONTRACTS AND ANY OTHER RELATED DOCUMENTS TO ASSURE IT IS A QUALIFIED PROJECT, THE AVAILABILITY OF FUNDS, AND THAT THE GRANT IS CONSISTENT WITH FUND OR DONOR RESTRICTIONS. AFTER APPROVAL AND ISSUANCE OF CHECKS, THE PROJECT COMPLETION CONSISTENT WITH THE DISBURSEMENT IS CONFIRMED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0911226150
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060700
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF GIG HARBOR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt060700
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13930
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04858
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0888398
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0848444
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01806812
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt011500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt086328
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0614273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0239880
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0888398
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0608766
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0614273
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt017500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023007
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0556863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0608766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053282
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt059
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0569270
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0556863
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-806
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0848444
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0887784
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86070
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS TWO PERMANENT ENDOWMENTS AND ONE BOARD-DESIGNATED ENDOWMENT. ONE ENDOWMENT IS TO BE USED FOR EDUCATIONAL PUPOSES IN THE GIG HARBOR PENINSULA AREA. THE SECOND ENDOWMENT IS TO BE USED FOR CAPITAL PROJECTS OF THE GREAT PENINSULA CONSERVANCY, THE GIG HARBOR HISTORICAL SOCIETY, OR OTHER CHARITABLE ORGANIZATIONS REQUESTING FUNDING FOR IMPROVEMENTS TO REAL PROPERTY. THE BOARD-DESIGNATED ENDOWMENT IS INTENDED TO FUND LARGER CHARITABLE PROJECTS PUT ON BY THE ROTARY CLUB OF GIG HARBOR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt047500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR LOCAL HIGH-SCHOOL GRADUATES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt022
IRS990ScheduleI/RecipientTable/CashGrantAmt013200
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(4)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING FOR AN ANTI-BULLYING SEMINAR TO BE HELD AT THREE LOCAL HIGH SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY CLUB OF GIG HARBOR
IRS990ScheduleI/RecipientTable/RecipientEIN0911226150
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 342
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GIG HARBOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098335
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE FOUNDATION ARE THE MEMBERS OF THE ROTARY CLUB OF GIG HARBOR, THE SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD IS ELECTED BY THE MEMBERS OF THE ROTARY CLUB OF GIG HARBOR, THE SUPPORTED ORGANIZATION. ONE MEMBER OF THE ORGANIZATION'S BOARD IS A MEMEBER OF THE BOARD OF THE ROTARY CLUB OF GIG HARBOR, WHICH IS ALSO A POSITION ELECTED BY THE MEMBERSHIP OF THE ROTARY CLUB OF GIG HARBOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PURSUANT TO THE FOUNDATION'S PROCEDURE FOR REVIEW AND FILING OF IRS FORM 990, A COPY OF THE DRAFT FORM 990 IS DISTRIBUTED TO ALL FOUNDATION TRUSTEES FOR REVIEW. WITHIN 5 BUSINESS DAYS OF RECEIPT, THE TRUSTEES SUBMIT QUESTIONS OR CONCERNS THEY HAVE, IF ANY, TO THE FOUNDATION PRESIDENT OR TREASURER. THEREAFTER, THE FORM 990 IS FINALIZED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PURSUANT TO THE WRITTEN CONFLICT OF INTEREST POLICY, EVERY TRUSTEE COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM UPON ELECTION OR APPOINTMENT TO THE BOARD AND ANNUALLY THEREAFTER (EVERY JULY). FURTHER, THE POLICY IS REVEIWED AT THE BOARD'S REGULAR MEETINGS ON A QUARTERLY BASIS, INCLUDING A DISCUSSION OF THE OBLIGATIONS OF ALL TRUSTEES, OFFICERS AND COMMITTEE MEMBERS AND THE ENFORCEMENT PROVISIONS AND PROCEDURES. THE REVIEWS ARE REFLECTED IN THE BOARD'S MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RELEVANT DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF GIG HARBOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911226150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 342
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GIG HARBOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098335
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt013200
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF GIG HARBOR
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02154334
IRS990/TotalAssetsEOYAmt03250485
IRS990/TotalAssetsGrp/BOYAmt02154334
IRS990/TotalAssetsGrp/EOYAmt03250485
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0900037
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0331
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018544
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060700

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits