Civic Intelligence

Rotary Club of Ballard 56304

990EZ • Fiscal year 2013 • EIN 91-6048914

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 19, 2014

PO Box 70472Seattle, WA 98127-0472

(425) 275-0554

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

27th percentile

-6.5%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Asset Growth

12th percentile

-25%

Faster asset growth than 12% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

57th percentile

3.4%

Faster revenue growth than 57% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$7,646

Down $2,538 (-25%) from 2012

Net Assets

Down

$7,646

Down $2,538 (-25%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$39,285

Up $1,277 (+3.4%) from 2012

Expenses

Down

$41,822

Down $1,273 (-3.0%) from 2012

Net Income

Up

-$2,537

Up $2,550 (+50%) from 2012

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $15,271Net Assets 2011: $15,2712011Assets 2012: $10,184Net Assets 2012: $10,1842012Assets 2013: $7,646Liabilities 2013: $0Net Assets 2013: $7,6462013Assets 2014: $12,495Liabilities 2014: $02014Assets 2015: $12,514Net Assets 2015: $12,5142015Assets 2016: $14,689Liabilities 2016: $0Net Assets 2016: $14,6892016Assets 2019: $16,057Liabilities 2019: $0Net Assets 2019: $16,0572019Assets 2020: $12,464Liabilities 2020: $0Net Assets 2020: $12,4642020Assets 2021: $20,338Liabilities 2021: $0Net Assets 2021: $20,3382021Assets 2022: $22,297Liabilities 2022: $0Net Assets 2022: $22,2972022Assets 2024: $15,928Liabilities 2024: $0Net Assets 2024: $15,9282024

Highlighted filing

2013

Assets$7,646
Liabilities$0
Net Assets$7,646

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $44,323Expenses 2011: $38,526Net Income 2011: $5,7972011Revenue 2012: $38,008Expenses 2012: $43,095Net Income 2012: -$5,0872012Revenue 2013: $39,285Expenses 2013: $41,822Net Income 2013: -$2,5372013Revenue 2014: $41,388Expenses 2014: $36,540Net Income 2014: $4,8482014Revenue 2015: $42,550Expenses 2015: $42,530Net Income 2015: $202015Revenue 2016: $27,330Expenses 2016: $25,155Net Income 2016: $2,1752016Revenue 2019: $35,474Expenses 2019: $39,862Net Income 2019: -$4,3882019Revenue 2020: $21,079Expenses 2020: $24,672Net Income 2020: -$3,5932020Revenue 2021: $18,564Expenses 2021: $10,690Net Income 2021: $7,8742021Revenue 2022: $21,132Expenses 2022: $19,175Net Income 2022: $1,9572022Revenue 2024: $29,157Expenses 2024: $38,935Net Income 2024: -$9,7782024

Highlighted filing

2013

Revenue$39,285
Expenses$41,822
Net Income-$2,537
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 19, 2014
Return Version
2013v3.1
Gross Receipts
$39,285
Mission and Program Overview

Mission

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
WEEKLY LUNCHEON MEETINGS AND SPECIAL EVENTS PROVIDE MEMBERS WITH THE OPPORTUNITY TO DEVELOP ACQUAINTENANCES IN THE BUSINESS COMMUNITY. THESE RELATIONSHIPS HELP FOSTER OPPORTUNITIES FOR SERVICE TO OTHERS, ENCOURAGE THE ACHIEVEMENT OF HIGH ETHICAL STANDARDS, AND PROMOTE AN APPRECIATION FOR THE WORTHINESS OF ALL OCCUPATIONS.-$38,908
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILEE FULLERPresident El-$0--
BRETT HAWLEYTreasurer-$0--
PAUL SIVESINDPresidentPT$0--
BEVERLY WASHBURNDirector-$0--
SHELLEY PUARIEADirector-$0--
DANIEL FOEDirector-$0--
Filing and Contact Details

Filer

EIN
91-6048914

Signing Officer

Name
Brett Hawley
Title
Treasurer
Signed
2014-06-19
Discuss with paid preparer
Yes

Preparer

Preparer
AMANDA O'ROURKECPA
Phone
2067821767
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Reimb, from breef 463 total 463

Form 990-ez, Part I, Line 16

Expenses advertising 1,169 office expense 124 conference expense 4,604 insurance expense 281 promotional materials 461 supplies 77 badges & plaques 609 club expense 181 bank charges 955 social events 965 postage 18 picnic expense 1,078 luncheon expense 23,559 meeting expense 1,130 printing 7 donations to bref 200 miscellaneous 656 dues 4,868 total 40,942

Form 990-ez, Part II, Line 24

Accounts receivable 275 1,008 loan to breef 2,022 0 total 2,297 1,008

Form 990-ez, Part III

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Form 990-ez, Part III, Line 28

Weekly luncheon meetings and special events provide members with the opportunity to develop acquaintenances in the business community. These relationships help foster opportunities for service to others, encourage the achievement of high ethical standards, and promote an appreciation for the worthiness of all occupations.

Raw XML Appendix123 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARILEE FULLER
CompensationExplanation/CompensationExplanationGrp/PersonNm1BRETT HAWLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2PAUL SIVESIND
CompensationExplanation/CompensationExplanationGrp/PersonNm3BEVERLY WASHBURN
CompensationExplanation/CompensationExplanationGrp/PersonNm4SHELLEY PUARIEA
CompensationExplanation/CompensationExplanationGrp/PersonNm5DANIEL FOE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRETT HAWLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04252750554
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 70472
IRS990EZ/BooksInCareOfDetail/USAddress/City0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06638
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01043
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2537
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0880
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010183
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07646
IRS990EZ/GrossReceiptsAmt039285
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt012507
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010183
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILEE FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRETT HAWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL SIVESIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEVERLY WASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHELLEY PUARIEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL FOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02297
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01008
IRS990EZ/OtherExpensesTotalAmt040942
IRS990EZ/OtherRevenueTotalAmt0463
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990EZ/ProgramServiceRevenueAmt025272
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY LUNCHEON MEETINGS AND SPECIAL EVENTS PROVIDE MEMBERS WITH THE OPPORTUNITY TO DEVELOP ACQUAINTENANCES IN THE BUSINESS COMMUNITY. THESE RELATIONSHIPS HELP FOSTER OPPORTUNITIES FOR SERVICE TO OTHERS, ENCOURAGE THE ACHIEVEMENT OF HIGH ETHICAL STANDARDS, AND PROMOTE AN APPRECIATION FOR THE WORTHINESS OF ALL OCCUPATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038908
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041822
IRS990EZ/TotalProgramServiceExpensesAmt038908
IRS990EZ/TotalRevenueAmt039285
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMB, FROM BREEF 463 TOTAL 463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 1,169 OFFICE EXPENSE 124 CONFERENCE EXPENSE 4,604 INSURANCE EXPENSE 281 PROMOTIONAL MATERIALS 461 SUPPLIES 77 BADGES & PLAQUES 609 CLUB EXPENSE 181 BANK CHARGES 955 SOCIAL EVENTS 965 POSTAGE 18 PICNIC EXPENSE 1,078 LUNCHEON EXPENSE 23,559 MEETING EXPENSE 1,130 PRINTING 7 DONATIONS TO BREF 200 MISCELLANEOUS 656 DUES 4,868 TOTAL 40,942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 275 1,008 LOAN TO BREEF 2,022 0 TOTAL 2,297 1,008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEEKLY LUNCHEON MEETINGS AND SPECIAL EVENTS PROVIDE MEMBERS WITH THE OPPORTUNITY TO DEVELOP ACQUAINTENANCES IN THE BUSINESS COMMUNITY. THESE RELATIONSHIPS HELP FOSTER OPPORTUNITIES FOR SERVICE TO OTHERS, ENCOURAGE THE ACHIEVEMENT OF HIGH ETHICAL STANDARDS, AND PROMOTE AN APPRECIATION FOR THE WORTHINESS OF ALL OCCUPATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRETT HAWLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF BALLARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2056304
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0916048914
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 70472
ReturnHeader/Filer/USAddress/City0SEATTLE
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode0981270472
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910873571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GREENWOOD OHLUND & CO LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101445 NW 56TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098107
ReturnHeader/PreparerPersonGrp/PhoneNum02067821767
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA O'ROURKECPA
ReturnHeader/ReturnTs02014-07-08T09:43:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)4 • <$500k nonprofits