Civic Intelligence

Oak Harbor Rotary Foundation

EIN 91-1685291 • 501(c)3 • Oak Harbor, WA

Profile

Fund community organization, scholarships, and other programs

PO Box 726Oak Harbor, WA 98277

ohrotary.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

58th percentile

1.9%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

59th percentile

5.5%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$339,531

Up $6,417 (+1.9%) from 2023

Liabilities

Down

$198

Down $284 (-59%) from 2023

Net Assets

Up

$339,333

Up $6,701 (+2.0%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin60th percentile

Revenue

Up

$92,818

Up $4,873 (+5.5%) from 2023

Expenses

Up

$86,117

Up $1,703 (+2.0%) from 2023

Net Income

Up

$6,701

Up $3,170 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2011: $233,244Liabilities 2011: $3,783Net Assets 2011: $229,4612011Assets 2012: $241,822Liabilities 2012: $0Net Assets 2012: $241,8222012Assets 2013: $240,869Liabilities 2013: $0Net Assets 2013: $240,8692013Assets 2022: $329,369Liabilities 2022: $268Net Assets 2022: $329,1012022Assets 2023: $333,114Liabilities 2023: $482Net Assets 2023: $332,6322023Assets 2024: $339,531Liabilities 2024: $198Net Assets 2024: $339,3332024

Highlighted filing

2024

Assets$339,531
Liabilities$198
Net Assets$339,333
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KRevenue 2011: $29,418Expenses 2011: $42,699Net Income 2011: -$13,2812011Revenue 2012: $50,241Expenses 2012: $38,329Net Income 2012: $11,9122012Revenue 2013: $40,124Expenses 2013: $41,077Net Income 2013: -$9532013Revenue 2022: $92,657Expenses 2022: $77,411Net Income 2022: $15,2462022Revenue 2023: $87,945Expenses 2023: $84,414Net Income 2023: $3,5312023Revenue 2024: $92,818Expenses 2024: $86,117Net Income 2024: $6,7012024

Highlighted filing

2024

Revenue$92,818
Expenses$86,117
Net Income$6,701
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$339,531
Liabilities
$198
Net assets
$339,333
Revenue
$92,818
Expenses
$86,117
Net income
$6,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.39$0.93$0.86$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$0.88$0.84$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.93$0.77$0.15
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.40$0.41$0.01
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.50$0.38$0.12
2011Summary only. Only limited summary data is available for this year.$2.33$0.04$2.29$0.29$0.43$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$111,496
Mission and Program Overview

Mission

Fund community organization, scholarships, and other programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$332,632$339,333▲ $6,701
Savings and Temporary Cash Investments$180,000$180,000→ $0
Cash and Non-Interest-Bearing Accounts$145,540$151,957▲ $6,417
Total Assets$333,114$339,531▲ $6,417
Other Assets Total$7,574$7,574→ $0
Liabilities
Accounts Payable and Accrued Expenses$482$198▼ $284
Total Liabilities$482$198▼ $284
Net Assets / Fund Balance
Total Net Assets Fund Balance$332,632$339,333▲ $6,701
Total Liabilities and Net Assets / Fund Balance$333,114$339,531▲ $6,417
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Cory GlachPast President
Matthew EricksonPresident
Jerry SandersPresident-Elect
Aaron SyringMember
Kenneth HulettMember
Reid SchwartzMember
Tony BartleyMember
Steve SchwalbeSecretary
Jordan KingmaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,247
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$60,558
All Other Contributions
$32,247
Change in Net Assets
$6,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$5,400--$5,400
Fees for Services Accounting-$513-$513
Office Expenses-$420-$420
Total Functional Expenses$85,184$933$0$86,117
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,236
Fundraising Direct Expenses$18,678
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fireworks$24,798$24,798$2,959$21,839
Luck of the Irish$23,021$23,021$15,118$7,903
Total Events$79,236$79,236$18,678$60,558
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“Organizations process to review Form 990 990 is reviewed by Treasurer prior to Filing”

Form 990, Part VI, Line 19

“Governing Documents Disclosure Explanation No Documents Available to the Public”

Filing and Contact Details

Filer

Filer Name
Oak Harbor Rotary Foundation
EIN
91-1685291
Phone
3606793434
Address
PO Box 726, Oak Harbor, WA 98277

Signing Officer

Name
Jordan J Kingma
Title
Treasurer
Phone
3606793434
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jordan J Kingma
Formed
1936
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Kingma CPA Firm PC
Address
PO Box 726, Oak Harbor, WA 98277
Preparer
Jordan J Kingma
Phone
3606793434
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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079236
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060558
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0601
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018678
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02959
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organizations process to review Form 990 990 is reviewed by Treasurer prior to Filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing Documents Disclosure Explanation No Documents Available to the Public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0333114
IRS990/TotalAssetsEOYAmt0339531
IRS990/TotalAssetsGrp/BOYAmt0333114
IRS990/TotalAssetsGrp/EOYAmt0339531
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032247
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0933
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085184
IRS990/TotalFunctionalExpensesGrp/TotalAmt086117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0482
IRS990/TotalLiabilitiesEOYAmt0198
IRS990/TotalLiabilitiesGrp/BOYAmt0482
IRS990/TotalLiabilitiesGrp/EOYAmt0198
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0332632
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0339333
IRS990/TotalProgramServiceExpensesAmt085184
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092818
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0333114
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0339531
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01676 SW Ulysses St
IRS990/USAddress/CityNm0Oak Harbor
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098277
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0ohrotary.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jordan J Kingma
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03606793434
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Harbor Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0911685291
ReturnHeader/Filer/PhoneNum03606793434
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 726
ReturnHeader/Filer/USAddress/CityNm0Oak Harbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098277
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911323115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kingma CPA Firm PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 726
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Harbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098277
ReturnHeader/PreparerPersonGrp/PhoneNum03606793434
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jordan J Kingma
ReturnHeader/ReturnTs02025-05-14T04:24:01-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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