Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
South Everett Mukilteo Rotary Club
EIN 91-1498747 • 501(c)4 • Everett, WA
Profile
The objective of rotary is to encourage and foster the ideal of service as a basis of worthy high ethical standards in business and professions, the recognition of worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; the application of the ideal of service in each rotarian's personal, business and community life; the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.11x
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
32nd percentile
Higher net margin than 32% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
Balance Sheet
Assets
Down$20,095
Down $4,784 (-19%) from 2024
Liabilities
Down$2,236
Down $986 (-31%) from 2024
Net Assets
$17,859
No earlier filing loaded for comparison.
Revenue
Up$47,444
Up $3,589 (+8.2%) from 2024
Expenses
Up$51,242
Up $267 (+0.5%) from 2024
Net Income
Up-$3,798
Up $3,322 (+47%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $20,095
- Liabilities
- $2,236
- Net assets
- $17,859
- Revenue
- $47,444
- Expenses
- $51,242
- Net income
- -$3,798
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 30, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $47,444
Mission and Program Overview
Mission
The objective of rotary is to encourage and foster the ideal of service as a basis of worthy high ethical standards in business and professions, the recognition of worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; the application of the ideal of service in each rotarian's personal, business and community life; the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CHARITABLE AND EDUCATION PROGRAM SERVICES ARE PROVIDED BY THE SOUTH EVERETT MUKILTEO ROTARY FOUNDATION. THE CLUB MEMBERS PROVIDE THE ORGANIZATION AND MANAGEMENT OF THE FOUNDATION PROGRAMS. | $0 | $44,623 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SANDY WILLIS | President | PT | $0 | - | - |
| CARRIE RADCLIFF | President Elect | - | $0 | - | - |
| JOE MARINE | Past President | - | $0 | - | - |
| SHANNON MCCARTY | President-Nominee | - | $0 | - | - |
| MARK FREDRICKSON | Treasurer | - | $0 | - | - |
| JENNIFER LOVGREN | Secretary | - | $0 | - | - |
| JOEL TAYLOR | Director | - | $0 | - | - |
| MARY BRUEGGEMAN | Director | - | $0 | - | - |
| ROSS HADDOW | Director | - | $0 | - | - |
| TERRI STEFNIK | Director | - | $0 | - | - |
| GARY KENNA | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- South Everett Mukilteo Rotary Club
- EIN
- 91-1498747
- Phone
- 4252571660
- Address
- PO BOX 3391, EVERETT, WA 98203-3391
Signing Officer
- Name
- Sandy Willis
- Title
- President
- Phone
- 4252571660
- Signed
- 2025-10-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Forbes Anderson Pllc
- Address
- 906 SE EVERETT MALL WAY STE 415, EVERETT, WA 98208
- Preparer
- Albert C Chang CPA
- Phone
- 4252583173
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: club meeting meals. Amount: 33,348. Description: other income. Amount: 612. Total to form 990-ez, line 8: 33,960.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: luncheon expense. Amount: 25,426. Description: meetings & conferences. Amount: 475. Description: dues expense. Amount: 9,856. Description: office expenses. Amount: 203. Description: credit card merchant fees. Amount: 1,546. Description: membership. Amount: 919. Description: social functions. Amount: 4,973. Description: other expenses. Amount: 2,376. Description: adminstrative support. Amount: 2,100. Total to form 990-ez, line 16: 47,874.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 458. End of year amount: 938.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: miscellaneous payables. Beg. Of year amount: 3,222. End of year amount: 2,236.”
Raw XML Appendix164 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SANDY WILLIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CARRIE RADCLIFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOE MARINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SHANNON MCCARTY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARK FREDRICKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JENNIFER LOVGREN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JOEL TAYLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARY BRUEGGEMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | ROSS HADDOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | TERRI STEFNIK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | GARY KENNA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT ELECT |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
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| IRS990EZ/Organization501cInd | 0 | X |
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| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
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| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 938 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47874 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 33960 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE OBJECTIVE OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITION OF WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE; THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 598 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CHARITABLE AND EDUCATION PROGRAM SERVICES ARE PROVIDED BY THE SOUTH EVERETT MUKILTEO ROTARY FOUNDATION. THE CLUB MEMBERS PROVIDE THE ORGANIZATION AND MANAGEMENT OF THE FOUNDATION PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 44623 |
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| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2236 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
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| IRS990EZ/TotalRevenueAmt | 0 | 47444 |
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| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SEMROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: CLUB MEETING MEALS. AMOUNT: 33,348. DESCRIPTION: OTHER INCOME. AMOUNT: 612. TOTAL TO FORM 990-EZ, LINE 8: 33,960. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: LUNCHEON EXPENSE. AMOUNT: 25,426. DESCRIPTION: MEETINGS & CONFERENCES. AMOUNT: 475. DESCRIPTION: DUES EXPENSE. AMOUNT: 9,856. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 203. DESCRIPTION: CREDIT CARD MERCHANT FEES. AMOUNT: 1,546. DESCRIPTION: MEMBERSHIP. AMOUNT: 919. DESCRIPTION: SOCIAL FUNCTIONS. AMOUNT: 4,973. DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,376. DESCRIPTION: ADMINSTRATIVE SUPPORT. AMOUNT: 2,100. TOTAL TO FORM 990-EZ, LINE 16: 47,874. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 458. END OF YEAR AMOUNT: 938. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 3,222. END OF YEAR AMOUNT: 2,236. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SANDY WILLIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4252571660 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTH EVERETT MUKILTEO ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 911498747 |
| ReturnHeader/Filer/PhoneNum | 0 | 4252571660 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 3391 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | EVERETT |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 982033391 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 475010417 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FORBES ANDERSON PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 906 SE EVERETT MALL WAY STE 415 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | EVERETT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98208 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4252583173 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ALBERT C CHANG CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T10:53:34-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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