Civic Intelligence

The Edmonds Rotary Foundation

990EZ • Fiscal year 2024 • EIN 91-1683651

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

Organization ProfileWWW.EDMONDSROTARY.COM
PO Box 115Edmonds, WA 98020

(425) 215-1466

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

89th percentile

74%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

71st percentile

23%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 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

Net Assets

Up

$143,583

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th 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

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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 Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay79th 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMONDS
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098020
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADRIENNE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELISE HEGRAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN ALBRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZANNE JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA THORPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DIANA BODEN
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018407
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0103
IRS990EZ/SpecialEventsNetIncomeLossAmt0-103
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019255
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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
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0399239
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90250
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt080239
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050753
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0399239
IRS990ScheduleA/TotalSupportAmt0399239
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058710
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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
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA THORPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04252151466
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDMONDS ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDMO
ReturnHeader/Filer/EIN0911683651
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 115
ReturnHeader/Filer/USAddress/CityNm0EDMONDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911942431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HAGEN FIRM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 3RD AVE N STE 201
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits