Civic Intelligence

Rotary International Edmonds Rotary Club

990EZ • Fiscal year 2017 • EIN 91-6059620

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 21, 2017

PO Box 115Edmonds, WA 98020

(425) 771-1744

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-6.5%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$122,470

Down $8,539 (-6.5%) from 2016

Net Assets

Down

$122,071

Down $8,938 (-6.8%) from 2016

Liabilities

$399

No earlier filing loaded for comparison.

Revenue

Up

$75,906

Up $8,578 (+13%) from 2016

Expenses

Up

$84,844

Up $24,363 (+40%) from 2016

Net Income

Down

-$8,938

Down $15,785 (-231%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $109,523Net Assets 2011: $109,5232011Assets 2012: $113,376Net Assets 2012: $113,3762012Assets 2013: $116,843Liabilities 2013: $50Net Assets 2013: $116,7932013Assets 2014: $116,675Liabilities 2014: $50Net Assets 2014: $116,6252014Assets 2015: $124,162Net Assets 2015: $124,1622015Assets 2016: $131,009Net Assets 2016: $131,0092016Assets 2017: $122,470Liabilities 2017: $399Net Assets 2017: $122,0712017Assets 2018: $135,904Net Assets 2018: $135,9042018Assets 2019: $99,005Liabilities 2019: $673Net Assets 2019: $98,3322019Assets 2020: $80,472Liabilities 2020: $678Net Assets 2020: $79,7942020Assets 2021: $84,020Liabilities 2021: $678Net Assets 2021: $83,3422021Assets 2022: $92,118Net Assets 2022: $92,1182022Assets 2023: $102,381Liabilities 2023: $300Net Assets 2023: $102,0812023Assets 2024: $102,234Liabilities 2024: $2,193Net Assets 2024: $100,0412024

Highlighted filing

2017

Assets$122,470
Liabilities$399
Net Assets$122,071

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $79,518Expenses 2011: $77,603Net Income 2011: $1,9152011Revenue 2012: $49,642Expenses 2012: $45,788Net Income 2012: $3,8542012Revenue 2013: $64,611Expenses 2013: $61,194Net Income 2013: $3,4172013Revenue 2014: $69,782Expenses 2014: $69,952Net Income 2014: -$1702014Revenue 2015: $75,672Expenses 2015: $68,135Net Income 2015: $7,5372015Revenue 2016: $67,328Expenses 2016: $60,481Net Income 2016: $6,8472016Revenue 2017: $75,906Expenses 2017: $84,844Net Income 2017: -$8,9382017Revenue 2018: $70,564Expenses 2018: $78,081Net Income 2018: -$7,5172018Revenue 2019: $42,115Expenses 2019: $79,687Net Income 2019: -$37,5722019Revenue 2020: $29,400Expenses 2020: $47,939Net Income 2020: -$18,5392020Revenue 2021: $31,917Expenses 2021: $28,367Net Income 2021: $3,5502021Revenue 2022: $66,231Expenses 2022: $57,457Net Income 2022: $8,7742022Revenue 2023: $84,521Expenses 2023: $74,558Net Income 2023: $9,9632023Revenue 2024: $97,002Expenses 2024: $99,042Net Income 2024: -$2,0402024

Highlighted filing

2017

Revenue$75,906
Expenses$84,844
Net Income-$8,938
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$188,850
Mission and Program Overview

Mission

To provide direct and indirect support, through other non- profit organizations, to our community, and especially our youth.

To provide direct and indirect support, through other non- profit organizaitons, to our community, and especially our youth.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICES: THE EDMONDS ROTARY CLUB PROVIDES ADDITIONAL FUNDS TO OTHER COMMUNITY SERVICE AND NON-PROFIT PROGRAMS THAT FURTHER OUR MISSION OF "SERVICE ABOVE SELF" IN OUR COMMUNITY AND OUR COUNTRY.$13,672$30,327
SCHOLARSHIPS: THE EDMONDS ROTARY CLUB PROVIDES ANNUAL COLLEGE SCHOLARSHIP FUNDS TO OUR LOCAL HIGH SCHOOL YOUTH WHO DEMONSTRATE THROUGH THEIR SCHOOL AND COMMUNITY ACTIVITIES THE ROTARY MISSION OF SERVICE ABOVE SELF. WE FUND AN ENDOWED SCHOLARSHIP FUND AT THE LOCAL COMMUNITY COLLEGE AND WE FUND SCHOLARSHIPS FOR YOUTH TO ATTEND THE ROTARY YOUTH LEADERSHIP EXCHANGE AND OTHER RELEVANT CONFERENCES.$8,750$9,810
VOCATIONAL SERVICE: THE EDMONDS ROTARY CLUB SUPPORTS THE PROMOTION OF VOCATIONAL SERVICE PROJECTS THAT ENHANCE THE COMMUNITY AND THE EDUCATION OF YOUNG ADULTS IN RELATION TO VARIOUS VOCATIONAL OPPORTUNITIES. INTERNATIONAL SERVICE: THE EDMONDS ROTARY CLUB PARTICIPATES WITH OTHER ROTARY CLUBS AND SERVICE ORGANIZATIONS TO SUPPORT INTERNATIONAL DISASTER RELIEF PROGRAMS AND OTHER SERVICES TO DEVELOPING AND NEEDY NATIONS.$1,000$8,383
PAUL HARRIS FOUNDATION: THE EDMONDS ROTARY CLUB PROVIDES A MATCHING CONTRIBUTION TO EACH MEMBERS' CONTRIBUTION TO ROTARY INTERNATIONAL'S PAUL HARRIS FOUNDATION. THIS FOUNDATION PROVIDES DIRECT TOTAL OR MATCHING FUNDS TO HUMANITARIAN CAUSES BOTH DOMESTICALLY AND THROUGHOUT THE WORLD.$1,955$1,955
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH KEALYPast-Preside-$0--
ROBERT JORGENSENMembership C-$0--
DOUG LOFSTROMPresidentPT$0--
TONYA DRAKEVice Preside-$0--
RANDY HUTCHINSCommunity Se-$0--
RICHARD OKIMOTOYouth Svc. C-$0--
SCOTT JAMESPresident El-$0--
DAVID KAUFERPublic Relat-$0--
BRENT HAGENTreasurer-$0--
CAROL KINNEYSecretary-$0--
VALERIE CLAYPOOLClub Adminis-$0--
LAMIN MANNEHFound./Int'L-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Waterfront Fest$136,212$136,212$26,680$109,532
Art Festival Gr$8,367$8,367$192$8,175
Total Events$144,579$144,579$111,367$33,212
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
91-6059620
Phone
4257711744
Address
PO BOX 115, EDMONDS, WA 98020

Signing Officer

Name
Scott James
Title
President Elect
Phone
4257711744
Signed
2017-09-21
Discuss with paid preparer
Yes

Preparer

Firm
The Hagen Firm Pllc
Address
110 THIRD AVENUE NORTH SUITE 201, EDMONDS, WA 98020
Preparer
Brent W Hagen
Phone
4257715556
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Lunches 27,879 total 27,879

Form 990-ez, Part I, Line 10

Rotary internat'l international dues 4,186 one rotary center 1560 sherman ave. Evanston il 60201 rotary district 5030 district dues 1,938 7834 se 32nd st. Suite 201 mercer island wa 98040

Form 990-ez, Part I, Line 10

None scholarships 8,750 0 0

Form 990-ez, Part I, Line 10

Washington kids in transition 3204 ne 198th pl. Lake forest park, wa 98155 6,312 0 0

Form 990-ez, Part I, Line 16

Expenses postage 160 telephone 458 district conferences 3,900 demotion party 976 club retreat 2,870 ryla/world affairs 1,060 president elect training 831 rotary international conf. 1,259 rotary academy 360 club meetings 4,794 bank fees 340 community membership dues 236 general supplies 2,171 lunch costs 28,384 program supplies 210 public relations supplies 212 software 689 student of the month gift 400 trinity place supplies 4,033 total 53,343

Form 990-ez, Part II, Line 24

Accounts receivable 3,893 0 due from edmonds rotary foundation 0 275 total 3,893 275

Form 990-ez, Part II, Line 26

Due to ri foundation 0 399

Form 990-ez, Part III

To provide direct and indirect support, through other non- profit organizaitons, to our community, and especially our youth.

Form 990-ez, Part III, Line 28

Community services: the edmonds rotary club provides additional funds to other community service and non-profit programs that further our mission of "service above self" in our community and our country.

Form 990-ez, Part III, Line 29

Scholarships: the edmonds rotary club provides annual college scholarship funds to our local high school youth who demonstrate through their school and community activities the rotary mission of service above self. We fund an endowed scholarship fund at the local community college and we fund scholarships for youth to attend the rotary youth leadership exchange and other relevant conferences.

Form 990-ez, Part III, Line 30

Paul harris foundation: the edmonds rotary club provides a matching contribution to each members' contribution to rotary international's paul harris foundation. This foundation provides direct total or matching funds to humanitarian causes both domestically and throughout the world.

Form 990-ez, Part III, Line 31

Vocational service: the edmonds rotary club supports the promotion of vocational service projects that enhance the community and the education of young adults in relation to various vocational opportunities. International service: the edmonds rotary club participates with other rotary clubs and service organizations to support international disaster relief programs and other services to developing and needy nations.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS: THE EDMONDS ROTARY CLUB PROVIDES ANNUAL COLLEGE SCHOLARSHIP FUNDS TO OUR LOCAL HIGH SCHOOL YOUTH WHO DEMONSTRATE THROUGH THEIR SCHOOL AND COMMUNITY ACTIVITIES THE ROTARY MISSION OF SERVICE ABOVE SELF. WE FUND AN ENDOWED SCHOLARSHIP FUND AT THE LOCAL COMMUNITY COLLEGE AND WE FUND SCHOLARSHIPS FOR YOUTH TO ATTEND THE ROTARY YOUTH LEADERSHIP EXCHANGE AND OTHER RELEVANT CONFERENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PAUL HARRIS FOUNDATION: THE EDMONDS ROTARY CLUB PROVIDES A MATCHING CONTRIBUTION TO EACH MEMBERS' CONTRIBUTION TO ROTARY INTERNATIONAL'S PAUL HARRIS FOUNDATION. THIS FOUNDATION PROVIDES DIRECT TOTAL OR MATCHING FUNDS TO HUMANITARIAN CAUSES BOTH DOMESTICALLY AND THROUGHOUT THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VOCATIONAL SERVICE: THE EDMONDS ROTARY CLUB SUPPORTS THE PROMOTION OF VOCATIONAL SERVICE PROJECTS THAT ENHANCE THE COMMUNITY AND THE EDUCATION OF YOUNG ADULTS IN RELATION TO VARIOUS VOCATIONAL OPPORTUNITIES. INTERNATIONAL SERVICE: THE EDMONDS ROTARY CLUB PARTICIPATES WITH OTHER ROTARY CLUBS AND SERVICE ORGANIZATIONS TO SUPPORT INTERNATIONAL DISASTER RELIEF PROGRAMS AND OTHER SERVICES TO DEVELOPING AND NEEDY NATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCHES 27,879 TOTAL 27,879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNAT'L INTERNATIONAL DUES 4,186 ONE ROTARY CENTER 1560 SHERMAN AVE. EVANSTON IL 60201 ROTARY DISTRICT 5030 DISTRICT DUES 1,938 7834 SE 32ND ST. SUITE 201 MERCER ISLAND WA 98040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONE SCHOLARSHIPS 8,750 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WASHINGTON KIDS IN TRANSITION 3204 NE 198TH PL. LAKE FOREST PARK, WA 98155 6,312 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPENSES POSTAGE 160 TELEPHONE 458 DISTRICT CONFERENCES 3,900 DEMOTION PARTY 976 CLUB RETREAT 2,870 RYLA/WORLD AFFAIRS 1,060 PRESIDENT ELECT TRAINING 831 ROTARY INTERNATIONAL CONF. 1,259 ROTARY ACADEMY 360 CLUB MEETINGS 4,794 BANK FEES 340 COMMUNITY MEMBERSHIP DUES 236 GENERAL SUPPLIES 2,171 LUNCH COSTS 28,384 PROGRAM SUPPLIES 210 PUBLIC RELATIONS SUPPLIES 212 SOFTWARE 689 STUDENT OF THE MONTH GIFT 400 TRINITY PLACE SUPPLIES 4,033 TOTAL 53,343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS RECEIVABLE 3,893 0 DUE FROM EDMONDS ROTARY FOUNDATION 0 275 TOTAL 3,893 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUE TO RI FOUNDATION 0 399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TO PROVIDE DIRECT AND INDIRECT SUPPORT, THROUGH OTHER NON- PROFIT ORGANIZAITONS, TO OUR COMMUNITY, AND ESPECIALLY OUR YOUTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMUNITY SERVICES: THE EDMONDS ROTARY CLUB PROVIDES ADDITIONAL FUNDS TO OTHER COMMUNITY SERVICE AND NON-PROFIT PROGRAMS THAT FURTHER OUR MISSION OF "SERVICE ABOVE SELF" IN OUR COMMUNITY AND OUR COUNTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOLARSHIPS: THE EDMONDS ROTARY CLUB PROVIDES ANNUAL COLLEGE SCHOLARSHIP FUNDS TO OUR LOCAL HIGH SCHOOL YOUTH WHO DEMONSTRATE THROUGH THEIR SCHOOL AND COMMUNITY ACTIVITIES THE ROTARY MISSION OF SERVICE ABOVE SELF. WE FUND AN ENDOWED SCHOLARSHIP FUND AT THE LOCAL COMMUNITY COLLEGE AND WE FUND SCHOLARSHIPS FOR YOUTH TO ATTEND THE ROTARY YOUTH LEADERSHIP EXCHANGE AND OTHER RELEVANT CONFERENCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAUL HARRIS FOUNDATION: THE EDMONDS ROTARY CLUB PROVIDES A MATCHING CONTRIBUTION TO EACH MEMBERS' CONTRIBUTION TO ROTARY INTERNATIONAL'S PAUL HARRIS FOUNDATION. THIS FOUNDATION PROVIDES DIRECT TOTAL OR MATCHING FUNDS TO HUMANITARIAN CAUSES BOTH DOMESTICALLY AND THROUGHOUT THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11VOCATIONAL SERVICE: THE EDMONDS ROTARY CLUB SUPPORTS THE PROMOTION OF VOCATIONAL SERVICE PROJECTS THAT ENHANCE THE COMMUNITY AND THE EDUCATION OF YOUNG ADULTS IN RELATION TO VARIOUS VOCATIONAL OPPORTUNITIES. INTERNATIONAL SERVICE: THE EDMONDS ROTARY CLUB PARTICIPATES WITH OTHER ROTARY CLUBS AND SERVICE ORGANIZATIONS TO SUPPORT INTERNATIONAL DISASTER RELIEF PROGRAMS AND OTHER SERVICES TO DEVELOPING AND NEEDY NATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum04257711744
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDMONDS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0916059620
ReturnHeader/Filer/PhoneNum04257711744
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 115
ReturnHeader/Filer/USAddress/CityNm0EDMONDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B44270D29573665E0F651872049659F1C08C1AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03DD5D0FADC5FD3038290D493CF907AC3BA83F794
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911942431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HAGEN FIRM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 THIRD AVENUE NORTH SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMONDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098020
ReturnHeader/PreparerPersonGrp/PhoneNum04257715556
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT W HAGEN
ReturnHeader/ReturnTs02017-09-28T12:59:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$0.97$0.99$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.85$0.75$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.66$0.57$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.32$0.28$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.80$0.29$0.48$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.98$0.42$0.80$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.71$0.78$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.76$0.85$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.67$0.60$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.76$0.68$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.70$0.70$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.65$0.61$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.13$0.50$0.46$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$1.10$0.80$0.78$0.02