Civic Intelligence

Kirkland Rotary Foundation

990EZ • Fiscal year 2020 • EIN 91-1518521

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

Organization ProfileN/A
PO Box 553Kirkland, WA 98083

(425) 448-1818

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

51st percentile

5.6%

Higher net margin than 51% 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

54th percentile

6.8%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,264

Up $1,937 (+6.8%) from 2019

Net Assets

Up

$30,264

Up $1,937 (+6.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$34,472

Up $12,624 (+58%) from 2019

Expenses

Up

$32,535

Up $13,727 (+73%) from 2019

Net Income

Down

$1,937

Down $1,103 (-36%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$30,264
Liabilities-
Net Assets$30,264
Open 2020 Filing

Operations Trend

Revenue Growth89th 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

2020

Revenue$34,472
Expenses$32,535
Net Income$1,937
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$34,472
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.$32,535-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MutalPresident-$0--
Joanne PrimaveraTreasurer-$0--
Dave AubrySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Kirkland Rotary Foundation
EIN
91-1518521
Phone
4254481818
Address
PO Box 553, Kirkland, WA 98083

Signing Officer

Name
David Mutal
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Walter CPAs
Address
1407 116th Ave NE Suite 222, Bellevue, WA 98004
Preparer
D Rick Walter
Phone
4254551620
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Of the $32,535 grants to various charities in Kirkland, Washington none were in excess of $9,700. The one $9,700 expenditure was to the city of Kirkland Chamber to help the small businesses affected by Covid-19.”

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: $32535”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0David Mutal
IRS990EZ/BooksInCareOfDetail/PhoneNum04254481818
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 553
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kirkland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098083
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034472
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01937
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030264
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032535
IRS990EZ/GrossReceiptsAmt034472
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Mutal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joanne Primavera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dave Aubry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032535
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032535
IRS990EZ/TotalProgramServiceExpensesAmt032535
IRS990EZ/TotalRevenueAmt034472
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078005
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt078005
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt078005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078005
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Of the $32,535 grants to various charities in Kirkland, Washington none were in excess of $9,700. The one $9,700 expenditure was to the city of Kirkland Chamber to help the small businesses affected by Covid-19.
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: $32535
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Mutal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kirkland Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KIRK
ReturnHeader/Filer/EIN0911518521
ReturnHeader/Filer/PhoneNum04254481818
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 553
ReturnHeader/Filer/USAddress/CityNm0Kirkland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098083
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911004812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hutchinson & Walter CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01407 116th Ave NE Suite 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellevue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254551620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Rick Walter
ReturnHeader/ReturnTs02020-11-16T08:54:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,264
Liabilities
-
Net assets
$30,264
Revenue
$34,472
Expenses
$32,535
Net income
$1,937
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