Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 91-1576731

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

Organization ProfileUSROTARY.ORG
PO Box 15131Seattle, WA 98115

(425) 941-8089

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

33rd percentile

-3.9%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-25%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-1.8%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$6,011

Down $1,979 (-25%) from 2015

Net Assets

$6,011

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin33rd percentile

Revenue

Down

$51,145

Down $955 (-1.8%) from 2015

Expenses

Up

$53,124

Up $992 (+1.9%) from 2015

Net Income

Down

-$1,979

Down $1,947 (-6084%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$30K$20K$10K$0Assets 2012: $9,064Liabilities 2012: $02012Assets 2013: $9,420Liabilities 2013: $02013Assets 2014: $8,022Liabilities 2014: $02014Assets 2015: $7,990Liabilities 2015: $02015Assets 2016: $6,011Liabilities 2016: $0Net Assets 2016: $6,0112016Assets 2017: $6,514Liabilities 2017: $02017Assets 2018: $13,802Liabilities 2018: $1282018Assets 2019: $12,721Liabilities 2019: $1282019Assets 2020: $14,726Liabilities 2020: $02020Assets 2021: $16,651Liabilities 2021: $02021Assets 2025: $20,040Liabilities 2025: $0Net Assets 2025: $20,0402025

Highlighted filing

2016

Assets$6,011
Liabilities$0
Net Assets$6,011
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $49,829Expenses 2012: $48,552Net Income 2012: $1,2772012Revenue 2013: $49,304Expenses 2013: $48,948Net Income 2013: $3562013Revenue 2014: $47,922Expenses 2014: $49,320Net Income 2014: -$1,3982014Revenue 2015: $52,100Expenses 2015: $52,132Net Income 2015: -$322015Revenue 2016: $51,145Expenses 2016: $53,124Net Income 2016: -$1,9792016Revenue 2017: $48,150Expenses 2017: $47,648Net Income 2017: $5022017Revenue 2018: $50,899Expenses 2018: $43,739Net Income 2018: $7,1602018Revenue 2019: $46,944Expenses 2019: $48,025Net Income 2019: -$1,0812019Revenue 2020: $30,965Expenses 2020: $29,251Net Income 2020: $1,7142020Revenue 2021: $11,342Expenses 2021: $9,417Net Income 2021: $1,9252021Revenue 2025: $45,546Expenses 2025: $37,842Net Income 2025: $7,7042025

Highlighted filing

2016

Revenue$51,145
Expenses$53,124
Net Income-$1,979
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$51,145
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
WEEKLY BREAKFEST MEETINGS TO ENABLE THE SCHEDULING AND COORDINATION OF COMMUNITY SERVICE PROJECTS AND FUND RAISING EVENTS FOR CHARITABLE BENEFICIARIES.$0$43,094
SUPPORT FOR ROTARACT CLUB AT UNIVERSITY OF WASHINGTON.$1,179$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM LENIHANPresidentPT$0--
STUART WEBBERTreasurer-$0--
ALAN HOVLANDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
University Sunrise Rotary Club
EIN
91-1576731
Phone
4259418089
Address
PO Box 15131, Seattle, WA 98115

Signing Officer

Name
Jim Horrigan
Title
President
Phone
2066321378
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Hingston Fletcher & Associates PLLC
Address
1900 W Nickerson St Suite 213, Seattle, WA 98119
Preparer
Jeffrey Danforth
Phone
2062852777
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: INTEREST INCOME. Amount: 1.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: ROTARY DISTRICT 5030 . Affiliate Address: PO BOX 40418 BELLEVUE, WA 98015. Purpose of Payment: DISTRICT DUES. Amount of Payment: 1,715.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: ROTARY INTERNATIONAL. Affiliate Address: 1560 SHERMAN AVE EVANSTON, IL 60201. Purpose of Payment: INTERNATIONAL DUES. Amount of Payment: 3,656.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: UW ROTARACT CLUB. Affiliate Address: PO BOX 355852 SEATTLE, WA 98195. Purpose of Payment: CASH. Amount of Payment: 1,179. Total included on Form 990-EZ, line 10: 6,550.”

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

“Description: ADMINISTRATIVE. Amount: 605. Description: BANK FEES. Amount: 923. Description: BREAKFEST EXPENSE. Amount: 43,094. Description: CLUB SERVICE/FELLOWSHIP. Amount: 1,355. Description: P.E.T.S.. Amount: 550. Total to Form 990-EZ, line 16: 46,527.”

Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF DANFORTH
IRS990EZ/BooksInCareOfDetail/PhoneNum02062852777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 W NICKERSON ST 213
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07990
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06011
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1979
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07990
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06011
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06550
IRS990EZ/GrossReceiptsAmt051145
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt023182
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07990
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06011
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07990
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06011
IRS990EZ/OccupancyRentUtltsAndMaintAmt047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM LENIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STUART WEBBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALAN HOVLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt046527
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramServiceRevenueAmt027962
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY BREAKFEST MEETINGS TO ENABLE THE SCHEDULING AND COORDINATION OF COMMUNITY SERVICE PROJECTS AND FUND RAISING EVENTS FOR CHARITABLE BENEFICIARIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR ROTARACT CLUB AT UNIVERSITY OF WASHINGTON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11179
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043094
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053124
IRS990EZ/TotalProgramServiceExpensesAmt043094
IRS990EZ/TotalRevenueAmt051145
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0USROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Affiliate Name: ROTARY DISTRICT 5030 . Affiliate Address: PO BOX 40418 BELLEVUE, WA 98015. Purpose of Payment: DISTRICT DUES. Amount of Payment: 1,715.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Affiliate Name: ROTARY INTERNATIONAL. Affiliate Address: 1560 SHERMAN AVE EVANSTON, IL 60201. Purpose of Payment: INTERNATIONAL DUES. Amount of Payment: 3,656.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Affiliate Name: UW ROTARACT CLUB. Affiliate Address: PO BOX 355852 SEATTLE, WA 98195. Purpose of Payment: CASH. Amount of Payment: 1,179. Total included on Form 990-EZ, line 10: 6,550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: ADMINISTRATIVE. Amount: 605. Description: BANK FEES. Amount: 923. Description: BREAKFEST EXPENSE. Amount: 43,094. Description: CLUB SERVICE/FELLOWSHIP. Amount: 1,355. Description: P.E.T.S.. Amount: 550. Total to Form 990-EZ, line 16: 46,527.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Horrigan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02066321378
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0University Sunrise Rotary Club
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Stuart Weber
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0911576731
ReturnHeader/Filer/PhoneNum04259418089
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 15131
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472803252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hingston Fletcher & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 W Nickerson St Suite 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098119
ReturnHeader/PreparerPersonGrp/PhoneNum02062852777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Danforth
ReturnHeader/ReturnTs02017-02-10T09:21:12-06:00
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
$6,011
Liabilities
$0
Net assets
$6,011
Revenue
$51,145
Expenses
$53,124
Net income
-$1,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$45.5$37.8$7.70
2021Summary only. Only limited summary data is available for this year.$16.7$0.00$11.3$9.42$1.93
2020Summary only. Only limited summary data is available for this year.$14.7$0.00$31.0$29.3$1.71
2019Summary only. Only limited summary data is available for this year.$12.7$0.13$46.9$48.0$1.08
2018Summary only. Only limited summary data is available for this year.$13.8$0.13$50.9$43.7$7.16
2017Summary only. Only limited summary data is available for this year.$6.51$0.00$48.2$47.6$0.50
2016Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$51.1$53.1$1.98
2015Summary only. Only limited summary data is available for this year.$7.99$0.00$52.1$52.1$0.03
2014Summary only. Only limited summary data is available for this year.$8.02$0.00$47.9$49.3$1.40
2013Summary only. Only limited summary data is available for this year.$9.42$0.00$49.3$48.9$0.36
2012Summary only. Only limited summary data is available for this year.$9.06$0.00$49.8$48.6$1.28