Civic Intelligence

Everett Rotary Youth Foundation

990 • Fiscal year 2020 • EIN 91-6032628

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 28, 2020

Organization ProfileEVTROTARY.COM
PO Box 1225Everett, WA 98206

(425) 344-1522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.10x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

1.27x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

42nd percentile

1.9%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

0.5%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$4,467,893

Up $24,386 (+0.5%) from 2019

Net Assets

Up

$4,031,392

Up $29,609 (+0.7%) from 2019

Liabilities

Down

$436,501

Down $5,223 (-1.2%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin42nd percentile

Revenue

Down

$344,738

Down $124,778 (-27%) from 2019

Expenses

Down

$338,074

Down $18,363 (-5.2%) from 2019

Net Income

Down

$6,664

Down $106,415 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,699,845Liabilities 2010: $355,523Net Assets 2010: $1,344,3222010Assets 2011: $2,210,816Liabilities 2011: $648,584Net Assets 2011: $1,562,2322011Assets 2012: $2,254,979Liabilities 2012: $310,134Net Assets 2012: $1,944,8452012Assets 2013: $2,449,778Liabilities 2013: $296,662Net Assets 2013: $2,153,1162013Assets 2014: $2,809,513Liabilities 2014: $323,161Net Assets 2014: $2,486,3522014Assets 2015: $3,544,164Liabilities 2015: $400,215Net Assets 2015: $3,143,9482015Assets 2016: $3,662,498Liabilities 2016: $480,331Net Assets 2016: $3,182,1672016Assets 2017: $4,080,686Liabilities 2017: $495,035Net Assets 2017: $3,585,6512017Assets 2018: $4,281,260Liabilities 2018: $392,720Net Assets 2018: $3,888,5402018Assets 2019: $4,443,507Liabilities 2019: $441,724Net Assets 2019: $4,001,7832019Assets 2020: $4,467,893Liabilities 2020: $436,501Net Assets 2020: $4,031,3922020Assets 2021: $5,967,517Liabilities 2021: $577,770Net Assets 2021: $5,389,7472021Assets 2022: $5,251,251Liabilities 2022: $643,056Net Assets 2022: $4,608,1952022Assets 2023: $5,768,131Liabilities 2023: $714,104Net Assets 2023: $5,054,0272023Assets 2024: $6,188,826Liabilities 2024: $800,165Net Assets 2024: $5,388,6612024

Highlighted filing

2020

Assets$4,467,893
Liabilities$436,501
Net Assets$4,031,392
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $274,1182010Expenses 2011: $273,5902011Revenue 2012: $631,511Expenses 2012: $246,989Net Income 2012: $384,5222012Revenue 2013: $440,605Expenses 2013: $232,334Net Income 2013: $208,2712013Revenue 2014: $579,860Expenses 2014: $246,648Net Income 2014: $333,2122014Revenue 2015: $924,974Expenses 2015: $267,378Net Income 2015: $657,5962015Revenue 2016: $362,003Expenses 2016: $275,644Net Income 2016: $86,3592016Revenue 2017: $892,040Expenses 2017: $483,533Net Income 2017: $408,5072017Revenue 2018: $682,738Expenses 2018: $309,761Net Income 2018: $372,9772018Revenue 2019: $469,516Expenses 2019: $356,437Net Income 2019: $113,0792019Revenue 2020: $344,738Expenses 2020: $338,074Net Income 2020: $6,6642020Revenue 2021: $1,761,190Expenses 2021: $337,436Net Income 2021: $1,423,7542021Revenue 2022: $570,441Expenses 2022: $1,397,860Net Income 2022: -$827,4192022Revenue 2023: $971,696Expenses 2023: $464,589Net Income 2023: $507,1072023Revenue 2024: $821,675Expenses 2024: $495,706Net Income 2024: $325,9692024

Highlighted filing

2020

Revenue$344,738
Expenses$338,074
Net Income$6,664
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 28, 2020
Return Version
2019v5.1
Gross Receipts
$344,738
Mission and Program Overview

Mission

To promote, honor and award youth in the everett area, to provide scholarships for worthy everett area students, to engage in charitable work for the benefit of the everett area and support rotary international projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,249,706$4,261,208▲ $11,502
Rtn Earn Endowment Incm Other Fnds$4,001,783$4,031,392▲ $29,609
Cash and Non-Interest-Bearing Accounts$187,626$198,710▲ $11,084
Accounts Receivable$6,175$7,975▲ $1,800
Total Assets$4,443,507$4,467,893▲ $24,386
Liabilities
Grants Payable$393,551$386,180▼ $7,371
Accounts Payable and Accrued Expenses$48,173$50,321▲ $2,148
Deferred Revenue$0$0→ $0
Total Liabilities$441,724$436,501▼ $5,223
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,001,783$4,031,392▲ $29,609
Total Liabilities and Net Assets / Fund Balance$4,443,507$4,467,893▲ $24,386

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,871,833$78,985▲ $103,720$5,000$3,861,660
2018$3,769,817$1,950▲ $313,816$37,687$3,871,833
2017$3,400,230$124,055▲ $384,232$0$3,769,817
2016$3,014,765$29,400▲ $537,765$0$3,400,230
2015$2,960,992$9,890▲ $188,683$0$3,014,765
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Deborah WrightPresident
Amy NormanBoard of Trustees
Ed PetersenBoard of Trustees
Eric AndersonBoard of Trustees
Jeff MitchellBoard of Trustees
Tom KozacznskiBoard of Trustees
Will McmahanBoard of Trustees
Richard ToyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240,912
Program Service Revenue
$0
Investment Income
$103,826
Other Revenue
$0
All Other Contributions
$165,605
Change in Net Assets
$6,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$281,257
Other Expenses$56,817
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$266,757--$266,757
All Other Expenses$0$27,175$0$27,175
Fees for Services Management$0$24,165$0$24,165
Grants to Domestic Orgs$14,500--$14,500
Insurance$0$1,963$0$1,963
Travel$0$500$0$500
Other Expenses$0$21$0$21
Total Functional Expenses$281,257$56,817$0$338,074
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Everett Rotary Youth Foundation
EIN
91-6032628
Phone
4253441522
Address
PO BOX 1225, EVERETT, WA 98206

Signing Officer

Name
Richard H Toyer
Title
Treasurer
Phone
4253441522
Signed
2020-08-28

Organization Details

Principal Officer
Richard H Toyer
Formed
1952
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
150

Preparer

Firm
Toyer Financial Corp
Address
3705 Colby Ave SUITE 3, Everett, WA 98201
Preparer
Richard Toyer
Phone
4253441522
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“Members of the everett rotary club having voting authority for the appointment of trustees along with the by-laws of the organization”

Pt VI, Line 7B

“The board of trustees of the everett rotary club make recommendations to the everett rotary club as to the charitable projects they should undertake and the board of directors of the everett rotary club make the final determination of the projects the members will under take.”

Pt VI, Line 11B

“Copies of the entire form 990 is provided to all members for review and comment before the board of trustees approval of its filing”

Pt VI, Line 12C

“Annually all trustees are required to provide a written statement to disclose if there are any conflicts.”

Financial Statement Notes

Pt V, Line 4

“SCHOLARSHIPS”

Raw XML AppendixShowing 400 of 427 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt048173
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt050321
IRS990/AccountsReceivableGrp/BOYAmt06175
IRS990/AccountsReceivableGrp/EOYAmt07975
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE, HONOR AND AWARD YOUTH IN THE EVERETT AREA, TO PROVIDE SCHOLARSHIPS FOR WORTHY EVERETT AREA STUDENTS, TO ENGAGE IN CHARITABLE WORK FOR THE BENEFIT OF THE EVERETT AREA AND SUPPORT ROTARY INTERNATIONAL PROJECTS.
IRS990/AllOtherContributionsAmt0165605
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt027175
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt027175
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0RICHARD H TOYER
IRS990/BooksInCareOfDetail/PhoneNum04253441522
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03705 COLBY AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EVERETT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098201
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0187626
IRS990/CashNonInterestBearingGrp/EOYAmt0198710
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt075307
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0240912
IRS990/CYGrantsAndSimilarPaidAmt0281257
IRS990/CYInvestmentIncomeAmt0103826
IRS990/CYOtherExpensesAmt056817
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06664
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0338074
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0344738
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIPS AWARDED TO STUDENTS OF THE EVERETT SCHOOL DISTRICT AGB RESTRICTED SCHOLARSHIPS 84,000 OTHER ENDOWMENT SCHOLARSHIPS 56,000 PARTNER SCHOLARSHIPS 50,500 AVID/NEXT GENERATION SCHOLARSHIPS 23,500 SCHOLARSHIP EXPENSES 29
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0214029
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt024165
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt024165
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBORAH WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm1WILL MCMAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD TOYER
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm5ED PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM KOZACZNSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7AMY NORMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF TRUSTEES
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt075307
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt0393551
IRS990/GrantsPayableGrp/EOYAmt0386180
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0266757
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0266757
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt014500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt014500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0344738
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01963
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt01963
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0103826
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04249706
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04261208
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE, HONOR AND AWARD YOUTH IN THE EVERETT AREA, TO PROVIDE SCHOLARSHIPS FOR WORTHY EVERETT AREA STUDENTS, TO ENGAGE IN CHARITABLE WORK FOR THE BENEFIT OF THE EVERETT AREA AND SUPPORT ROTARY INTERNATIONAL PROJECTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04001783
IRS990/NetAssetsOrFundBalancesEOYAmt04031392
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SUPLIES
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3BUSINESS REGISTRATION
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12919
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt321
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt038
IRS990/OtherExpensesGrp/TotalAmt12919
IRS990/OtherExpensesGrp/TotalAmt236
IRS990/OtherExpensesGrp/TotalAmt321
IRS990/OtherInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Richard H Toyer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0NEXT GENERATION PROJECT 1.631
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01631
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0DIRECT CONTRIBUTIONS MADE TO YOUTH ORGANIZATIONS, OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES; ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS: WORLD COMMUNITY SEVICE PROJECTS 16,718 LOCAL IMPACT COMMITTEE PROJECTS 14,500 PAUL HARRIS FELLOWSHIPS 24,035 EXCHANGE STUDENTS 2,050 OTHER CHARITABLE WORK 8,294
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt065597
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0161850
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0325503
IRS990/PYInvestmentIncomeAmt0307666
IRS990/PYOtherExpensesAmt030934
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0113079
IRS990/PYTotalExpensesAmt0356437
IRS990/PYTotalRevenueAmt0469516
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06664
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt035800
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04001783
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04031392
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910214882
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY INTERNATIONAL EVERETT ROTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01963
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03871833
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt078985
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03861660
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0185915
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0103720
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01963
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03769817
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01950
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03871833
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0174100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0313816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt037687
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03400230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0124055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03769817
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0138700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0384232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03014765
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt029400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03400230
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0181700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0537765
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02960992
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt09890
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03014765
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0144800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE EVERETT ROTARY CLUB HAVING VOTING AUTHORITY FOR THE APPOINTMENT OF TRUSTEES ALONG WITH THE BY-LAWS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES OF THE EVERETT ROTARY CLUB MAKE RECOMMENDATIONS TO THE EVERETT ROTARY CLUB AS TO THE CHARITABLE PROJECTS THEY SHOULD UNDERTAKE AND THE BOARD OF DIRECTORS OF THE EVERETT ROTARY CLUB MAKE THE FINAL DETERMINATION OF THE PROJECTS THE MEMBERS WILL UNDER TAKE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE ENTIRE FORM 990 IS PROVIDED TO ALL MEMBERS FOR REVIEW AND COMMENT BEFORE THE BOARD OF TRUSTEES APPROVAL OF ITS FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY ALL TRUSTEES ARE REQUIRED TO PROVIDE A WRITTEN STATEMENT TO DISCLOSE IF THERE ARE ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04443507
IRS990/TotalAssetsEOYAmt04467893
IRS990/TotalAssetsGrp/BOYAmt04443507
IRS990/TotalAssetsGrp/EOYAmt04467893
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0240912
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056817
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0281257
IRS990/TotalFunctionalExpensesGrp/TotalAmt0338074
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0441724
IRS990/TotalLiabilitiesEOYAmt0436501
IRS990/TotalLiabilitiesGrp/BOYAmt0441724
IRS990/TotalLiabilitiesGrp/EOYAmt0436501
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04001783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04031392
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0281257
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0103826
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0344738
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04443507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04467893
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0500
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt0500
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03705 COLBY AVENUE
IRS990/USAddress/CityNm0EVERETT
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098201
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0EVTROTARY.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard H Toyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04253441522
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-28

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,467,893
Liabilities
$436,501
Net assets
$4,031,392
Revenue
$344,738
Expenses
$338,074
Net income
$6,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.80$5.39$0.82$0.50$0.33
2023Detailed filing. Detailed filing data is available for this year.$5.77$0.71$5.05$0.97$0.46$0.51
2022Detailed filing. Detailed filing data is available for this year.$5.25$0.64$4.61$0.57$1.40$0.83
2021Detailed filing. Detailed filing data is available for this year.$5.97$0.58$5.39$1.76$0.34$1.42
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.44$4.03$0.34$0.34$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.44$0.44$4.00$0.47$0.36$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.28$0.39$3.89$0.68$0.31$0.37
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.50$3.59$0.89$0.48$0.41
2016Summary only. Only limited summary data is available for this year.$3.66$0.48$3.18$0.36$0.28$0.09
2015Summary only. Only limited summary data is available for this year.$3.54$0.40$3.14$0.92$0.27$0.66
2014Summary only. Only limited summary data is available for this year.$2.81$0.32$2.49$0.58$0.25$0.33
2013Summary only. Only limited summary data is available for this year.$2.45$0.30$2.15$0.44$0.23$0.21
2012Summary only. Only limited summary data is available for this year.$2.25$0.31$1.94$0.63$0.25$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.65$1.56$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.36$1.34$0.27