Civic Intelligence

Rotary International

EIN 91-6033379 • 501(c)4 • Sumner, WA

Sumner, WA
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-31%

Higher net margin than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-38%

Faster asset growth than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-9.9%

Faster revenue growth than 38% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$121,537

Down $73,867 (-38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$121,537

Down $73,867 (-38%) from 2023

Revenue

Down

$235,598

Down $25,811 (-9.9%) from 2023

Expenses

Up

$309,465

Up $57,064 (+23%) from 2023

Net Income

Down

-$73,867

Down $82,875 (-920%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $86,372Liabilities 2011: $0Net Assets 2011: $86,3722011Assets 2012: $84,695Liabilities 2012: $0Net Assets 2012: $84,6952012Assets 2013: $70,415Liabilities 2013: $0Net Assets 2013: $70,4152013Assets 2014: $63,079Liabilities 2014: $0Net Assets 2014: $63,0792014Assets 2015: $105,292Liabilities 2015: $0Net Assets 2015: $105,2922015Assets 2016: $166,646Liabilities 2016: $0Net Assets 2016: $166,6462016Assets 2017: $213,203Liabilities 2017: $0Net Assets 2017: $213,2032017Assets 2018: $336,944Liabilities 2018: $0Net Assets 2018: $336,9442018Assets 2019: $319,764Liabilities 2019: $0Net Assets 2019: $319,7642019Assets 2020: $237,563Liabilities 2020: $0Net Assets 2020: $237,5632020Assets 2021: $182,828Liabilities 2021: $0Net Assets 2021: $182,8282021Assets 2022: $186,396Liabilities 2022: $0Net Assets 2022: $186,3962022Assets 2023: $195,404Liabilities 2023: $0Net Assets 2023: $195,4042023Assets 2024: $121,537Liabilities 2024: $0Net Assets 2024: $121,5372024

Highlighted filing

2024

Assets$121,537
Liabilities$0
Net Assets$121,537

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $88,952Expenses 2011: $84,727Net Income 2011: $4,2252011Revenue 2012: $108,803Expenses 2012: $110,480Net Income 2012: -$1,6772012Revenue 2013: $79,692Expenses 2013: $93,952Net Income 2013: -$14,2602013Revenue 2014: $69,013Expenses 2014: $76,349Net Income 2014: -$7,3362014Revenue 2015: $153,459Expenses 2015: $111,246Net Income 2015: $42,2132015Revenue 2016: $184,409Expenses 2016: $123,055Net Income 2016: $61,3542016Revenue 2017: $149,412Expenses 2017: $102,855Net Income 2017: $46,5572017Revenue 2018: $255,673Expenses 2018: $131,932Net Income 2018: $123,7412018Revenue 2019: $181,843Expenses 2019: $199,023Net Income 2019: -$17,1802019Revenue 2020: $139,807Expenses 2020: $222,008Net Income 2020: -$82,2012020Revenue 2021: $113,802Expenses 2021: $168,537Net Income 2021: -$54,7352021Revenue 2022: $197,848Expenses 2022: $194,280Net Income 2022: $3,5682022Revenue 2023: $261,409Expenses 2023: $252,401Net Income 2023: $9,0082023Revenue 2024: $235,598Expenses 2024: $309,465Net Income 2024: -$73,8672024

Highlighted filing

2024

Revenue$235,598
Expenses$309,465
Net Income-$73,867

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$2.36$3.09$0.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$2.61$2.52$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$1.98$1.94$0.04
2021Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$1.14$1.69$0.55
2020Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$1.40$2.22$0.82
2019Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$1.82$1.99$0.17
2018Summary only. Only limited summary data is available for this year.$3.37$0.00$3.37$2.56$1.32$1.24
2017Summary only. Only limited summary data is available for this year.$2.13$0.00$2.13$1.49$1.03$0.47
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$1.84$1.23$0.61
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$1.53$1.11$0.42
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.69$0.76$0.07
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.80$0.94$0.14
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$1.09$1.10$0.02
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.89$0.85$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$349,695
Mission and Program Overview

Mission

Charitable and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$195,404$121,537▼ $73,867
Savings and Temporary Cash Investments$190,106$116,239▼ $73,867
Land, Buildings, and Equipment, Net$5,298$5,298→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$195,404$121,537▼ $73,867
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$195,404$121,537▼ $73,867
Total Liabilities and Net Assets / Fund Balance$195,404$121,537▼ $73,867

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,298-$5,298
Compensation and Service Providers

Board Members and Trustees

NameTitle
Natasha GuniaPast president
David EidsaunePresident
Kristy PistilliPresident elect
Barbara RiskeDirector
Elizabeth RingerDirector
Jason BassDirector
Marilee Hill-AndersonDirector
Mark EversDirector
Barbara BitettoSecretary
Jeff RounceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,309
Program Service Revenue
$0
Investment Income
$24
Other Revenue
$141,265
All Other Contributions
$52,897
Change in Net Assets
$-73,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$269,958
Other Expenses$39,507
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$261,177--$261,177
Payments to Affiliates-$16,660-$16,660
Grants to Domestic Individuals$8,781--$8,781
Other Expenses-$7,811-$7,811
Office Expenses-$7,236-$7,236
Conferences and Meetings-$5,027-$5,027
Advertising-$1,783-$1,783
Fees for Services Accounting-$870-$870
Insurance-$120-$120
Total Functional Expenses$269,958$39,507$0$309,465
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pierce County LibraryTacoma, WA, Tu501(c)(3)capital building project$100,000
Team Agape - KenyaSumner, WA501(c)(3)orphanage & mobile medical team$31,225
Mission OutdoorsLake Tapps, WA501(c)(3)veterans rehab$21,000
The Considerate GroupAuburn, WA501(c)(3)veterans & sobriety rehab$21,000
Sumner Rotary Club FoundationSumner, WA501(c)(3)scholarships$17,030
Good Samartian HospitalPuyallup, WA501(c)(3)prenatal program$17,000
Sumner Bonney Lake Family CenterSumner, WA501(c)(3)low income program$8,500
Sumner Bonney Lake School DistrictSumner, WA501(c)(3)uniforms & student programs$6,929
Bonney Lake Food BankBuckley, WA501(c)(3)low income program$5,000
Camp PossiblePuyallup, WA501(c)(3)special needs kids summer camp$5,000
Gordon Family YMCASumner, WA501(c)(3)scholarships$5,000
Sumner Community Food BankSumner, WA501(c)(3)low income program$5,000
United Way of Pierce CountyTacoma, WA501(c)(3)literacy program$4,500
Pacific Harbors CouncilTacoma, WA501(c)(3)camp building project$2,500
Prairie Ridge of Bonney LakeBonney Lake, WA501(c)(4)community program$2,500
Potary International District 5000Honolulu, HI501(c)(4)wild fire relief$2,000
Rotary International District 2440Sumner, WA501(c)(6)disaster relief$1,096
Interact Club of SumnerEvanston, IL501(c)(4)program support$1,000
Rotary Youth Leadership AwardTacoma, WA501(c)(3)leadership program$880
LeMay FoundationBonney Lake, WA501(c)(3)low income program$750
Open Life ChurchWashington, DC501(c)(3)low income program$500
American Association of University Women--STEM program$250
Boy Scouts of AmericaTacoma, WA501(c)(3)facility use$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$255,362
Fundraising Direct Expenses$114,097
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala dinner$135,377$80,413-$80,413
Girls Night Out$65,112$29,542-$29,542
Total Events$255,362$141,265-$141,265
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

Before filing the tax return, an officer or director reviews the return and schedules. All members of the governing body reviews the return at the next board meeting.

Form 990, Part VI, Section C, line 19

If prepared, all documents are available for public inspection upon request or directly through the Secretary of the State of Washington or the Internal Revenue Service.

Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
91-6033379
Address
PO Box 272, Sumner, WA 98390-0050

Signing Officer

Name
Jeff Rounce
Title
Treasurer
Signed
2025-05-06

Organization Details

Principal Officer
David Eidsaune
Formed
1926
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Brent C Nalder CPA
Address
604 Wood Ave, Sumner, WA 98390-2325
Phone
2538638148
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6:

The organization does not track the number of volunteers. During the year, all functions of management of the organization were performed by uncompensated volunteers. No value has been assigned to the volunteer hours in this tax return.

Form 990, Part III, Line 4D, Other program services:

Expenses $ 117733. Including grants of $ 117733. Revenue $ 0.

Raw XML AppendixShowing 400 of 639 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Dictionary for students of Sumner Bonney Lake School District
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Academic awards dinner for students of Sumner Bonney Lake High School
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt04358
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0dictionary for 3rd and 4th grade students
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1orphanage & mobile medical team
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2veterans rehab
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3veterans & sobriety rehab
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4prenatal program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5scholarships
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6low income program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7uniforms & student programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8special needs kids summer camp
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9low income program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10low income program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11scholarships
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12literacy program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13facility use
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14camp building project
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15community program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16wild fire relief
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17disaster relief
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19leadership program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20low income program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21low income program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt22STEM program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Pierce County Library
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Team Agape - Kenya
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Mission Outdoors
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3The Considerate Group
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Good Samartian Hospital
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Sumner Rotary Club Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Sumner Bonney Lake Family Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Sumner Bonney Lake School District
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8Camp Possible
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Bonney Lake Food Bank
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Sumner Community Food Bank
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Gordon Family YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12United Way of Pierce County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13Boy Scouts of America
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14Pacific Harbors Council
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15Prairie Ridge of Bonney Lake
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16Potary International District 5000

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