Civic Intelligence

Shoreline Rotary Foundation

990EZ • Fiscal year 2023 • EIN 91-1614940

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 03, 2023

15811 11th Ave NEShoreline, WA 98155

(206) 362-5129

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

34th percentile

-4.8%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.4%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$254,350

Flat from 2023

Net Assets

$254,350

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$64,927

Flat from 2023

Expenses

Flat

$68,050

Flat from 2023

Net Income

Flat

-$3,123

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $198,155Net Assets 2012: $198,1552012Assets 2014: $197,808Net Assets 2014: $197,8082014Assets 2015: $253,777Net Assets 2015: $253,7772015Assets 2016: $210,741Liabilities 2016: $02016Assets 2017: $234,664Liabilities 2017: $02017Assets 2018: $173,241Liabilities 2018: $02018Assets 2020: $199,261Liabilities 2020: $02020Assets 2021: $257,398Net Assets 2021: $257,3982021Assets 2022: $248,379Net Assets 2022: $248,3792022Assets 2023: $254,350Net Assets 2023: $254,3502023Assets 2023: $254,350Liabilities 2023: $02023Assets 2024: $262,477Liabilities 2024: $02024Assets 2025: $271,221Net Assets 2025: $271,2212025

Highlighted filing

2023

Assets$254,350
Liabilities-
Net Assets$254,350

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $68,214Expenses 2012: $26,384Net Income 2012: $41,8302012Revenue 2014: $66,591Expenses 2014: $54,353Net Income 2014: $12,2382014Revenue 2015: $106,364Expenses 2015: $49,568Net Income 2015: $56,7962015Revenue 2016: $43,345Expenses 2016: $89,578Net Income 2016: -$46,2332016Revenue 2017: $69,514Expenses 2017: $36,591Net Income 2017: $32,9232017Revenue 2018: $74,829Expenses 2018: $99,281Net Income 2018: -$24,4522018Revenue 2020: $62,789Expenses 2020: $62,443Net Income 2020: $3462020Revenue 2021: $92,529Expenses 2021: $85,193Net Income 2021: $7,3362021Revenue 2022: $50,503Expenses 2022: $58,012Net Income 2022: -$7,5092022Revenue 2023: $64,927Expenses 2023: $68,050Net Income 2023: -$3,1232023Revenue 2023: $64,927Expenses 2023: $68,050Net Income 2023: -$3,1232023Revenue 2024: $27,627Expenses 2024: $43,224Net Income 2024: -$15,5972024Revenue 2025: $38,284Expenses 2025: $38,862Net Income 2025: -$5782025

Highlighted filing

2023

Revenue$64,927
Expenses$68,050
Net Income-$3,123
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 3, 2023
Return Version
2022v5.0
Gross Receipts
$76,457
Mission and Program Overview

Mission

To provide local, national and international public service

Community & Education Scholarships Grants

Program Services

DescriptionGrantsExpenses
Scholarships to Shoreline and Lake Forest Park Students$0$21,000
Floresser Childrens Home Project$0$20,000
Various small grants not exceeding 2,000 each .$0$17,630
Canopy Scholars$0$6,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kalrika CsakyPresident-$0--
Richard L NicholsonTreasurer-$0--
Leonid KisselevSecretary-$0--
Harley O'Neil JrBoard Member-$0--
Scott SaundersBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$36,183$36,183$8,080$28,103
Event 2$0$0$0$0
Total Events$36,183$36,183$11,530$24,653
Filing and Contact Details

Filer

Filer Name
Shoreline Rotary Foundation
EIN
91-1614940
In Care Of
% Richard L Nicholson
Address
15811 11th Ave NE, Shoreline, WA 98155

Signing Officer

Name
Richard L Nicholson
Title
Treasurer
Signed
2023-10-03
Supplemental Narrative

Additional Explanations

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Community & education Scholarships Grants, $64730|

Part I, line 16

| Other Expenses:, Amount:| Other Expenses various including Investment ., $3320|

Part I, line 20

| Explanation:, Amount:| Edward Jones Investments Change in Value, $9094|

Raw XML Appendix200 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/PersonNm0Richard L Nicholson
IRS990EZ/BooksInCareOfDetail/PhoneNum02063625129
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 60062
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0981600062
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0248379
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0254350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040252
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3123
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0248379
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0254350
IRS990EZ/FundraisingGrossIncomeAmt036183
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064730
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt076457
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0248379
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0254350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0248379
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0254350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kalrika Csaky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard L Nicholson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leonid Kisselev
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Harley O'Neil Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Scott Saunders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt09094
IRS990EZ/OtherExpensesTotalAmt03320
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community & Education Scholarships Grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to Shoreline and Lake Forest Park Students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Floresser Childrens Home Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Canopy Scholars
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Various small grants not exceeding 2,000 each .
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt317630
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011530
IRS990EZ/SpecialEventsNetIncomeLossAmt024653
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068050
IRS990EZ/TotalProgramServiceExpensesAmt064730
IRS990EZ/TotalRevenueAmt064927
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt015811 11th Ave NE Shoreline Wa 98155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0264822
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06344
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06389
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98
IRS990ScheduleA/PublicSupportPY170Pct00.94
IRS990ScheduleA/PublicSupportTotal170Amt0264822
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054139
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053245
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0264822
IRS990ScheduleA/TotalSupportAmt0271211
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011530
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02950
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036183
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024653
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08080
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08080
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Community & education Scholarships Grants, $64730|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Other Expenses various including Investment ., $3320|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| Edward Jones Investments Change in Value, $9094|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard L Nicholson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHORELINE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHOR
ReturnHeader/Filer/EIN0911614940
ReturnHeader/Filer/ForeignPhoneNum02063625129
ReturnHeader/Filer/InCareOfNm0% Richard L Nicholson
ReturnHeader/Filer/USAddress/AddressLine1Txt015811 11th Ave NE
ReturnHeader/Filer/USAddress/CityNm0Shoreline
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098155
ReturnHeader/ReturnTs02023-10-03T08:51:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings