Civic Intelligence

Kirkland Rotary Foundation

990EZ • Fiscal year 2021 • EIN 91-1518521

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

Organization ProfileN/A
PO Box 553Kirkland, WA 98083-0553

(425) 448-1818

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-163%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-76%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,078

Down $13,186 (-44%) from 2020

Net Assets

Down

$17,078

Down $13,186 (-44%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$8,106

Down $26,366 (-76%) from 2020

Expenses

Down

$21,292

Down $11,243 (-35%) from 2020

Net Income

Down

-$13,186

Down $15,123 (-781%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2021

Assets$17,078
Liabilities$0
Net Assets$17,078
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$8,106
Expenses$21,292
Net Income-$13,186
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$8,106
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
Scholarships for local high schools students$0$14,107
Holiday Party for under privledged youths$0$5,776
Other local expenditures for such as Cross Kirkland Corridor$0$409
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MutalPresident-$0--
Joanne PrimaveraSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kirkland Rotary Foundation
EIN
91-1518521
Phone
4254481818
Address
PO Box 553, Kirkland, WA 98083-0553

Signing Officer

Name
David Mutal
Title
President
Phone
4254481818
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Walter CPAs
Address
1407 116th Ave NE Suite 222, Bellevue, WA 98004-5210
Preparer
D Rick Walter
Phone
4254551620
Supplemental Narrative

Additional Explanations

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

“Description: Software. Amount: 1,000.”

Raw XML Appendix144 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/BooksInCareOfDetail/PhoneNum04254481818
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 553
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kirkland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098083
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030264
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-13186
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030264
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017078
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030264
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017078
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Mutal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joanne Primavera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sec/Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/DescriptionProgramSrvcAccomTxt0Holiday Party for under privledged youths
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships for local high schools students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other local expenditures for such as Cross Kirkland Corridor
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05776
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114107
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2409
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021292
IRS990EZ/TotalProgramServiceExpensesAmt020292
IRS990EZ/TotalRevenueAmt08106
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081111
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt081111
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011000
IRS990ScheduleA/Total509Grp/TotalAmt081111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Software. Amount: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04254481818
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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ReturnHeader/Filer/EIN0911518521
ReturnHeader/Filer/PhoneNum04254481818
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 553
ReturnHeader/Filer/USAddress/CityNm0Kirkland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
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ReturnHeader/PreparerPersonGrp/PhoneNum04254551620
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Rick Walter
ReturnHeader/ReturnTs02021-11-09T11:41:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mutal
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,078
Liabilities
$0
Net assets
$17,078
Revenue
$8,106
Expenses
$21,292
Net income
-$13,186
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