Civic Intelligence

Kirkland Rotary Foundation

990EZ • Fiscal year 2016 • EIN 91-1518521

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 09, 2016

Organization ProfileN/A
PO Box 553Kirkland, WA 98083

(206) 714-5604

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

3rd percentile

-176%

Higher net margin than 3% 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

5th percentile

-71%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,115

Down $19,462 (-71%) from 2015

Net Assets

Down

$8,115

Down $19,462 (-71%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$11,088

Down $2,711 (-20%) from 2015

Expenses

Up

$30,550

Up $27,172 (+804%) from 2015

Net Income

Down

-$19,462

Down $29,883 (-287%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$40K$30K$20K$10K$0Assets 2012: $20,686Liabilities 2012: $02012Assets 2013: $18,787Liabilities 2013: $02013Assets 2014: $17,156Liabilities 2014: $02014Assets 2015: $27,577Net Assets 2015: $27,5772015Assets 2016: $8,115Net Assets 2016: $8,1152016Assets 2018: $25,287Net Assets 2018: $25,2872018Assets 2019: $28,327Net Assets 2019: $28,3272019Assets 2020: $30,264Net Assets 2020: $30,2642020Assets 2021: $17,078Liabilities 2021: $0Net Assets 2021: $17,0782021Assets 2022: $17,220Liabilities 2022: $0Net Assets 2022: $17,2202022Assets 2023: $22,664Liabilities 2023: $0Net Assets 2023: $22,6642023Assets 2024: $19,162Liabilities 2024: $0Net Assets 2024: $19,1622024

Highlighted filing

2016

Assets$8,115
Liabilities-
Net Assets$8,115
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$40K$20K$0-$20KRevenue 2012: $11,059Expenses 2012: $7,000Net Income 2012: $4,0592012Revenue 2013: $1,105Expenses 2013: $3,004Net Income 2013: -$1,8992013Revenue 2014: $9,518Expenses 2014: $11,149Net Income 2014: -$1,6312014Revenue 2015: $13,799Expenses 2015: $3,378Net Income 2015: $10,4212015Revenue 2016: $11,088Expenses 2016: $30,550Net Income 2016: -$19,4622016Revenue 2018: $10,685Expenses 2018: $17,500Net Income 2018: -$6,8152018Revenue 2019: $21,848Expenses 2019: $18,808Net Income 2019: $3,0402019Revenue 2020: $34,472Expenses 2020: $32,535Net Income 2020: $1,9372020Revenue 2021: $8,106Expenses 2021: $21,292Net Income 2021: -$13,1862021Revenue 2022: $3,366Expenses 2022: $3,224Net Income 2022: $1422022Revenue 2023: $11,356Expenses 2023: $5,912Net Income 2023: $5,4442023Revenue 2024: $19,647Expenses 2024: $23,149Net Income 2024: -$3,5022024

Highlighted filing

2016

Revenue$11,088
Expenses$30,550
Net Income-$19,462
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 9, 2016
Return Version
2015v2.0
Gross Receipts
$11,647
Mission and Program Overview

Mission

This Foundation is a 501(c)(3)charitable organization affiliated with Rotary. Its mission is to support Rotary Club of Kirkland by providing humanitarian service to local & global communities.

Program Services

DescriptionGrantsExpenses
This Foundation is a 501(c)(3)charitable organization affiliated with Rotary. Its mission is to support Rotary Club of Kirkland by providing humanitarian service to local & global communities.$29,550-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John WoodbeyPresident-$0--
Joanne PrimaveraDirector-$0--
Ben PremackDirector-$0--
Dave AubryDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kirkland Rotary Foundation
EIN
91-1518521
Phone
2067145604
Address
PO Box 553, Kirkland, WA 98083

Signing Officer

Name
John Woodbery
Title
Director
Signed
2016-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Bashey Hutchinson & Walter CPAs
Address
11033 NE 24th Street Suite 100, Bellevue, WA 98004
Preparer
D Rick Walter
Phone
4254551620
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Of the $29,550 in grants to various charities in Kirkland, Washington none were in excess of $5,000.”

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Program Services | Donee's Name: Various Organizations in Kirkland WA | Donee's Address: Locations in Kirkland Kirkland WA 98033 | Relationship of Donee: None | Cash Amount Given: $30550”

Raw XML Appendix143 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This Foundation is a 501(c)(3)charitable organization affiliated with Rotary. Its mission is to support Rotary Club of Kirkland by providing humanitarian service to local & global communities.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029550
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0559
IRS990EZ/SpecialEventsNetIncomeLossAmt06081
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt011088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014228
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Of the $29,550 in grants to various charities in Kirkland, Washington none were in excess of $5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Program Services | Donee's Name: Various Organizations in Kirkland WA | Donee's Address: Locations in Kirkland Kirkland WA 98033 | Relationship of Donee: None | Cash Amount Given: $30550
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/Filer/BusinessNameControlTxt0KIRK
ReturnHeader/Filer/EIN0911518521
ReturnHeader/Filer/PhoneNum02067145604
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 553
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011033 NE 24th Street Suite 100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254551620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Rick Walter
ReturnHeader/ReturnTs02016-12-09T08:49:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,115
Liabilities
-
Net assets
$8,115
Revenue
$11,088
Expenses
$30,550
Net income
-$19,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$19.6$23.1$3.50
2023Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$11.4$5.91$5.44
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$3.37$3.22$0.14
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$8.11$21.3$13.2
2020Detailed filing. Detailed filing data is available for this year.$30.3$30.3$34.5$32.5$1.94
2019Detailed filing. Detailed filing data is available for this year.$28.3$28.3$21.8$18.8$3.04
2018Detailed filing. Detailed filing data is available for this year.$25.3$25.3$10.7$17.5$6.82
2016Detailed filing. Detailed filing data is available for this year.$8.12$8.12$11.1$30.6$19.5
2015Detailed filing. Detailed filing data is available for this year.$27.6$27.6$13.8$3.38$10.4
2014Summary only. Only limited summary data is available for this year.$17.2$0.00$9.52$11.1$1.63
2013Summary only. Only limited summary data is available for this year.$18.8$0.00$1.11$3.00$1.90
2012Summary only. Only limited summary data is available for this year.$20.7$0.00$11.1$7.00$4.06