Civic Intelligence

Lewis County Rotary Foundation

EIN 91-1913685 • 501(c)3 • Chehalis, WA

Profile

To coordinate major fund raising events for three local rotary clubs

PO Box 1011Chehalis, WA 98532

n/A

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

33rd percentile

-7.8%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

36th percentile

-15%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-54%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,619

Down $1,157 (-15%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,619

Down $1,157 (-15%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$14,752

Down $17,051 (-54%) from 2021

Expenses

Down

$15,909

Down $19,786 (-55%) from 2021

Net Income

Up

-$1,157

Up $2,735 (+70%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$15K$10K$5.0K$0Assets 2014: $3,774Net Assets 2014: $3,7742014Assets 2018: $10,054Net Assets 2018: $10,0542018Assets 2019: $10,752Net Assets 2019: $10,7522019Assets 2020: $11,668Liabilities 2020: $02020Assets 2021: $7,776Net Assets 2021: $7,7762021Assets 2022: $6,619Net Assets 2022: $6,6192022

Highlighted filing

2022

Assets$6,619
Liabilities-
Net Assets$6,619
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $43,518Expenses 2014: $43,848Net Income 2014: -$3302014Revenue 2018: $46,440Expenses 2018: $46,200Net Income 2018: $2402018Revenue 2019: $67,698Expenses 2019: $67,000Net Income 2019: $6982019Revenue 2020: $28,383Expenses 2020: $27,467Net Income 2020: $9162020Revenue 2021: $31,803Expenses 2021: $35,695Net Income 2021: -$3,8922021Revenue 2022: $14,752Expenses 2022: $15,909Net Income 2022: -$1,1572022

Highlighted filing

2022

Revenue$14,752
Expenses$15,909
Net Income-$1,157
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,619
Liabilities
-
Net assets
$6,619
Revenue
$14,752
Expenses
$15,909
Net income
-$1,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.62$6.62$14.8$15.9$1.16
2021Detailed filing. Detailed filing data is available for this year.$7.78$7.78$31.8$35.7$3.89
2020Summary only. Only limited summary data is available for this year.$11.7$0.00$28.4$27.5$0.92
2019Detailed filing. Detailed filing data is available for this year.$10.8$10.8$67.7$67.0$0.70
2018Detailed filing. Detailed filing data is available for this year.$10.1$10.1$46.4$46.2$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.77$3.77$43.5$43.8$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 2, 2023
Return Version
2022v5.0
Gross Receipts
$14,752
Mission and Program Overview

Mission

To coordinate major fund raising events for three local rotary clubs

To coordinate major fundraising events for three local Rotary clubs.

Program Services

DescriptionGrantsExpenses
Dolly Parton Imagination Library to United Way-$15,457
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anil PuriTreasurer-$0--
Kahle JenningsPresident-$0--
Debbie FruitmanVice President-$0--
Martha HuntSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lewis County Rotary Foundation
EIN
91-1913685
Phone
3607488857
Address
PO Box 1011, Chehalis, WA 98532

Signing Officer

Name
Anil Puri
Title
Treasurer
Signed
2023-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Rebecca A Towner
Address
415 Stadium Loop, Napavine, WA 98532
Preparer
Rebecca Towner
Phone
3608270782
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Tax Exempt | Donee's Name: United Way of Lewis County | Donee's Address: 450 NW Pacific Ave Chehalis WA 98532 | Relationship of Donee: None | Cash Amount Given: $15457”

Other Expenses.1

“Mail Box Rental $332”

Other Expenses.2

“SOS Annual Reports $60”

Raw XML Appendix155 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/BooksInCareOfDetail/USAddress/CityNm0Chehalis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098532
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anil Puri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kahle Jennings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debbie Fruitman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Martha Hunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0392
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To coordinate major fundraising events for three local Rotary clubs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Dolly Parton Imagination Library to United Way
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015457
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015909
IRS990EZ/TotalProgramServiceExpensesAmt015457
IRS990EZ/TotalRevenueAmt014752
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115219
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0107817
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0223036
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064474
IRS990ScheduleA/Total509Grp/TotalAmt0223036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031803
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064474
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Tax Exempt | Donee's Name: United Way of Lewis County | Donee's Address: 450 NW Pacific Ave Chehalis WA 98532 | Relationship of Donee: None | Cash Amount Given: $15457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Mail Box Rental $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOS Annual Reports $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-02
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ReturnHeader/Filer/EIN0911913685
ReturnHeader/Filer/PhoneNum03607488857
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1011
ReturnHeader/Filer/USAddress/CityNm0Chehalis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098532
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 Stadium Loop
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098532
ReturnHeader/PreparerPersonGrp/PhoneNum03608270782
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca Towner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-06-04T13:26:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anil
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Puri
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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