Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 91-6064843

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 10, 2017

Organization ProfileN/A
PO Box 38Auburn, WA 98071

(800) 333-5514

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-7.7%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-11%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$24,435

Down $3,093 (-11%) from 2015

Net Assets

Down

$24,435

Down $3,093 (-11%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Down

$40,151

Down $6,305 (-14%) from 2015

Expenses

Up

$43,244

Up $3,531 (+8.9%) from 2015

Net Income

Down

-$3,093

Down $9,836 (-146%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$30K$20K$10K$0Assets 2011: $7,252Liabilities 2011: $2502011Assets 2012: $16,433Liabilities 2012: $02012Assets 2013: $16,953Net Assets 2013: $16,9532013Assets 2014: $24,127Liabilities 2014: $3,342Net Assets 2014: $20,7852014Assets 2015: $27,528Net Assets 2015: $27,5282015Assets 2016: $24,435Liabilities 2016: $0Net Assets 2016: $24,4352016Assets 2017: $22,738Net Assets 2017: $22,7382017Assets 2018: $11,035Net Assets 2018: $11,0352018Assets 2019: $8,788Net Assets 2019: $8,7882019Assets 2020: $13,275Net Assets 2020: $13,2752020Assets 2021: $12,010Net Assets 2021: $12,0102021

Highlighted filing

2016

Assets$24,435
Liabilities$0
Net Assets$24,435
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $45,587Expenses 2011: $46,767Net Income 2011: -$1,1802011Revenue 2012: $45,611Expenses 2012: $36,431Net Income 2012: $9,1802012Revenue 2013: $44,471Expenses 2013: $43,951Net Income 2013: $5202013Revenue 2014: $49,615Expenses 2014: $45,992Net Income 2014: $3,6232014Revenue 2015: $46,456Expenses 2015: $39,713Net Income 2015: $6,7432015Revenue 2016: $40,151Expenses 2016: $43,244Net Income 2016: -$3,0932016Revenue 2017: $39,890Expenses 2017: $41,586Net Income 2017: -$1,6962017Revenue 2018: $39,575Expenses 2018: $51,278Net Income 2018: -$11,7032018Revenue 2019: $37,483Expenses 2019: $39,730Net Income 2019: -$2,2472019Revenue 2020: $30,196Expenses 2020: $25,710Net Income 2020: $4,4862020Revenue 2021: $17,262Expenses 2021: $18,526Net Income 2021: -$1,2642021

Highlighted filing

2016

Revenue$40,151
Expenses$43,244
Net Income-$3,093
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$40,151
Mission and Program Overview

Mission

Raise funds for exempt organizations.

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICES TO HELP RAISE FUNDS FOR THE AUBURN ROTARY CHARITABLE FOUNDATION. ALL FUNDS RAISED BY THE AUBURN ROTARY CLUB ARE ATTRIBUTED TO THE CHARITABLE FOUNDATION AND ARE REPORTED ON THE FEDERAL RETURN FOR THE CHARITABLE FOUNDATION.-$43,244
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY CASSILLSecretaryPT$0--
KAREN SATTERBURGDirector-$0--
BRETT COWMANTrsr/PresidePT$0--
NANCY WYATTPast PresidePT$0--
TRISH BORDENVice PresidePT$0--
MARK HORASKIPresidentPT$0--
MATT WILLIAMSDirector-$0--
SHEILA COWARTDirector-$0--
ALICIA CHAPMANDirector-$0--
TOM HUGHESSergeant AtPT$0--
BILL PELOZADirector-$0--
HEATHER LONGHURSTDirector-$0--
JP RUPERTDirector-$0--
KATHY BUCKDirector-$0--
BOB HARDYDirector-$0--
RICHARD PICHLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Auburn Washington
EIN
91-6064843
Phone
8003335514
Address
PO BOX 38, AUBURN, WA 98071

Signing Officer

Name
Brett Cowman
Title
Trsr/president Elect
Phone
8003335514
Signed
2017-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Fbcpa Group Ps Inc
Address
PO BOX 490, AUBURN, WA 98071-0490
Preparer
Tammy L Opheim Ea
Phone
2538335304
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary international annual dues 4,285 one rotary center 1560 sherman ave evanston il 60201”

Form 990-ez, Part I, Line 16

“Expenses program parties & banquet 5,301 awards 899 conference,convention,mee 23,205 credit card processing 506 district dues 1,960 foundation 3,300 office expense 2,863 total 38,034”

Form 990-ez, Part III, Line 28

“Program services to help raise funds for the auburn rotary charitable foundation. All funds raised by the auburn rotary club are attributed to the charitable foundation and are reported on the federal return for the charitable foundation.”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRETT COWAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02533339339
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 38
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3093
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0925
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024435
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04285
IRS990EZ/GrossReceiptsAmt040151
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027459
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024435
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt123.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt133.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt143.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt153.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY CASSILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN SATTERBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRETT COWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRISH BORDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK HORASKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHEILA COWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALICIA CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TOM HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BILL PELOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HEATHER LONGHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JP RUPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13KATHY BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14BOB HARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15RICHARD PICHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRSR/PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SERGEANT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038034
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR EXEMPT ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt012683
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM SERVICES TO HELP RAISE FUNDS FOR THE AUBURN ROTARY CHARITABLE FOUNDATION. ALL FUNDS RAISED BY THE AUBURN ROTARY CLUB ARE ATTRIBUTED TO THE CHARITABLE FOUNDATION AND ARE REPORTED ON THE FEDERAL RETURN FOR THE CHARITABLE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043244
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043244
IRS990EZ/TotalProgramServiceExpensesAmt043244
IRS990EZ/TotalRevenueAmt040151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL ANNUAL DUES 4,285 ONE ROTARY CENTER 1560 SHERMAN AVE EVANSTON IL 60201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PROGRAM PARTIES & BANQUET 5,301 AWARDS 899 CONFERENCE,CONVENTION,MEE 23,205 CREDIT CARD PROCESSING 506 DISTRICT DUES 1,960 FOUNDATION 3,300 OFFICE EXPENSE 2,863 TOTAL 38,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICES TO HELP RAISE FUNDS FOR THE AUBURN ROTARY CHARITABLE FOUNDATION. ALL FUNDS RAISED BY THE AUBURN ROTARY CLUB ARE ATTRIBUTED TO THE CHARITABLE FOUNDATION AND ARE REPORTED ON THE FEDERAL RETURN FOR THE CHARITABLE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRETT COWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRSR/PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum08003335514
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF AUBURN WASHINGTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0916064843
ReturnHeader/Filer/PhoneNum08003335514
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 38
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911546396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FBCPA GROUP PS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 490
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980710490
ReturnHeader/PreparerPersonGrp/PhoneNum02538335304
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY L OPHEIM EA
ReturnHeader/ReturnTs02017-01-12T12:46:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,435
Liabilities
$0
Net assets
$24,435
Revenue
$40,151
Expenses
$43,244
Net income
-$3,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$12.0$17.3$18.5$1.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$13.3$30.2$25.7$4.49
2019Detailed filing. Detailed filing data is available for this year.$8.79$8.79$37.5$39.7$2.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$11.0$39.6$51.3$11.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$22.7$39.9$41.6$1.70
2016Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$40.2$43.2$3.09
2015Detailed filing. Detailed filing data is available for this year.$27.5$27.5$46.5$39.7$6.74
2014Detailed filing. Detailed filing data is available for this year.$24.1$3.34$20.8$49.6$46.0$3.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$17.0$44.5$44.0$0.52
2012Summary only. Only limited summary data is available for this year.$16.4$0.00$45.6$36.4$9.18
2011Summary only. Only limited summary data is available for this year.$7.25$0.25$45.6$46.8$1.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits