Civic Intelligence

The Edmonds Rotary Foundation

EIN 91-1683651 • 501(c)3 • Edmonds, WA

Profile

To raise and expend funds for charitable purposes in conjunction with the rotary club of edmonds, wa.

PO Box 115Edmonds, WA 98020

www.edmondsrotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

74%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$143,583

Up $60,880 (+74%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$143,583

Up $60,880 (+74%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$80,136

Up $14,912 (+23%) from 2023

Expenses

Down

$19,255

Down $130,362 (-87%) from 2023

Net Income

Up

$60,881

Up $145,274 (+172%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2021: $143,321Net Assets 2021: $143,3212021Assets 2022: $167,097Net Assets 2022: $167,0972022Assets 2023: $82,703Net Assets 2023: $82,7032023Assets 2024: $143,583Net Assets 2024: $143,5832024

Highlighted filing

2024

Assets$143,583
Liabilities-
Net Assets$143,583
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2021: $79,082Expenses 2021: $19,954Net Income 2021: $59,1282021Revenue 2022: $123,941Expenses 2022: $100,165Net Income 2022: $23,7762022Revenue 2023: $65,224Expenses 2023: $149,617Net Income 2023: -$84,3932023Revenue 2024: $80,136Expenses 2024: $19,255Net Income 2024: $60,8812024

Highlighted filing

2024

Revenue$80,136
Expenses$19,255
Net Income$60,881
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,583
Liabilities
-
Net assets
$143,583
Revenue
$80,136
Expenses
$19,255
Net income
$60,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.80$0.19$0.61
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.65$1.50$0.84
2022Detailed filing. Detailed filing data is available for this year.$1.67$1.67$1.24$1.00$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.79$0.20$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.0
Gross Receipts
$80,239
Mission and Program Overview

Mission

To raise and expend funds for charitable purposes in conjunction with the rotary club of edmonds, wa.

Program Services

DescriptionGrantsExpenses
IN 2024 THE FOUNDATION RAISED FUNDS FOR VARIOUS COMMUNITY PROJECTS IN THE VICINITY OF EDMONDS, WA, AND AROUND THE WORLD. DISASTER RELIEF PROGRAMS ARE SUPPORTED AS NEEDED. ADDITIONAL PROJECTS FOR 2024 INCLUDED HOLIDAY GIFTS AND BOOKS FOR CHILDREN WITH COURT-APPOINTED GUARDIANS, AND LITERACY PROGRAM IN GAMBIA.$15,000$18,407
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADRIENNE MILLERBoard Member-$0--
ELISE HEGRATTreasurer-$0--
BRIAN ALBRIGHTPresident-$0--
SUZANNE JAMESBoard Member-$0--
PATRICIA THORPETreasurer-$0--
DIANA BODENBoard Member-$0--
SHELLY ROGERSBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktoberfest$58,710-$103-
Total Events$58,710-$103$-103
Filing and Contact Details

Filer

Filer Name
The Edmonds Rotary Foundation
EIN
91-1683651
Address
PO BOX 115, EDMONDS, WA 98020

Signing Officer

Name
Patricia Thorpe
Title
Treasurer
Phone
4252151466
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
The Hagen Firm Pllc
Address
110 3RD AVE N STE 201, EDMONDS, WA 98020
Preparer
Brent W Hagen
Phone
4257715556
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: rotary club of edmonds address: po box 115 edmonds, wa 98020 cash contribution: 15,000”

Form 990-ez, Part I, Line 16

“Expenses accounting software 828 gambia travel 1,234 books 2,173 license renewals 20 total 4,255”

Form 990-ez, Part III

“To raise and expend funds for charitable purposes in conjunction with the rotary club of edmonds, wa.”

Form 990-ez, Part III, Line 28

“In 2024 the foundation raised funds for various community projects in the vicinity of edmonds, wa, and around the world. Disaster relief programs are supported as needed. Additional projects for 2024 included holiday gifts and books for children with court-appointed guardians, and literacy program in gambia.”

Raw XML Appendix160 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/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELLY ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE AND EXPEND FUNDS FOR CHARITABLE PURPOSES IN CONJUNCTION WITH THE ROTARY CLUB OF EDMONDS, WA.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018407
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0103
IRS990EZ/SpecialEventsNetIncomeLossAmt0-103
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt080136
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EDMONDSROTARY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt080239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079082
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90250
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0103
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ROTARY CLUB OF EDMONDS ADDRESS: PO BOX 115 EDMONDS, WA 98020 CASH CONTRIBUTION: 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ACCOUNTING SOFTWARE 828 GAMBIA TRAVEL 1,234 BOOKS 2,173 LICENSE RENEWALS 20 TOTAL 4,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO RAISE AND EXPEND FUNDS FOR CHARITABLE PURPOSES IN CONJUNCTION WITH THE ROTARY CLUB OF EDMONDS, WA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN 2024 THE FOUNDATION RAISED FUNDS FOR VARIOUS COMMUNITY PROJECTS IN THE VICINITY OF EDMONDS, WA, AND AROUND THE WORLD. DISASTER RELIEF PROGRAMS ARE SUPPORTED AS NEEDED. ADDITIONAL PROJECTS FOR 2024 INCLUDED HOLIDAY GIFTS AND BOOKS FOR CHILDREN WITH COURT-APPOINTED GUARDIANS, AND LITERACY PROGRAM IN GAMBIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04252151466
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
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ReturnHeader/Filer/EIN0911683651
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 115
ReturnHeader/Filer/USAddress/CityNm0EDMONDS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMONDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098020
ReturnHeader/PreparerPersonGrp/PhoneNum04257715556
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT W HAGEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-03T16:47:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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