Civic Intelligence

East Jefferson County Rotary

EIN 94-3027895 • 501(c)3 • Port Hadlock, WA

Profile

Provide scholarships to students, community and international servicee projects

P O Box 654Port Hadlock, WA 98339

www.eastjeffersonrotary.org

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)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-3.7%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$187,936

Down $7,294 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$187,936

Down $7,294 (-3.7%) from 2023

Revenue

Up

$53,816

Up $11,207 (+26%) from 2023

Expenses

Down

$61,110

Down $7,105 (-10%) from 2023

Net Income

Up

-$7,294

Up $18,312 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $91,899Liabilities 2010: $20,000Net Assets 2010: $71,8992010Assets 2011: $108,669Liabilities 2011: $29,137Net Assets 2011: $79,5322011Assets 2012: $93,107Liabilities 2012: $15,635Net Assets 2012: $77,4722012Assets 2013: $127,417Liabilities 2013: $8,4952013Assets 2014: $149,391Liabilities 2014: $0Net Assets 2014: $149,3912014Assets 2015: $186,178Liabilities 2015: $0Net Assets 2015: $186,1782015Assets 2016: $251,176Liabilities 2016: $0Net Assets 2016: $251,1762016Assets 2017: $266,616Liabilities 2017: $0Net Assets 2017: $266,6162017Assets 2018: $251,499Liabilities 2018: $0Net Assets 2018: $251,4992018Assets 2019: $155,061Liabilities 2019: $0Net Assets 2019: $155,0612019Assets 2020: $164,836Liabilities 2020: $0Net Assets 2020: $164,8362020Assets 2021: $234,117Liabilities 2021: $0Net Assets 2021: $234,1172021Assets 2022: $220,836Liabilities 2022: $0Net Assets 2022: $220,8362022Assets 2023: $195,230Liabilities 2023: $0Net Assets 2023: $195,2302023Assets 2024: $187,936Liabilities 2024: $0Net Assets 2024: $187,9362024

Highlighted filing

2024

Assets$187,936
Liabilities$0
Net Assets$187,936

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $49,818Expenses 2010: $46,253Net Income 2010: $3,5652010Revenue 2011: $56,347Expenses 2011: $48,714Net Income 2011: $7,6332011Revenue 2012: $34,000Expenses 2012: $36,060Net Income 2012: -$2,0602012Revenue 2013: $34,712Expenses 2013: $34,178Net Income 2013: $5342013Revenue 2014: $48,673Expenses 2014: $18,204Net Income 2014: $30,4692014Revenue 2015: $70,324Expenses 2015: $33,537Net Income 2015: $36,7872015Revenue 2016: $189,297Expenses 2016: $124,299Net Income 2016: $64,9982016Revenue 2017: $82,651Expenses 2017: $67,211Net Income 2017: $15,4402017Revenue 2018: $56,690Expenses 2018: $71,807Net Income 2018: -$15,1172018Revenue 2019: $57,883Expenses 2019: $154,321Net Income 2019: -$96,4382019Revenue 2020: $57,531Expenses 2020: $47,756Net Income 2020: $9,7752020Revenue 2021: $88,632Expenses 2021: $27,684Net Income 2021: $60,9482021Revenue 2022: $31,753Expenses 2022: $45,034Net Income 2022: -$13,2812022Revenue 2023: $42,609Expenses 2023: $68,215Net Income 2023: -$25,6062023Revenue 2024: $53,816Expenses 2024: $61,110Net Income 2024: -$7,2942024

Highlighted filing

2024

Revenue$53,816
Expenses$61,110
Net Income-$7,294

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.54$0.61$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.43$0.68$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.32$0.45$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.89$0.28$0.61
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.58$0.48$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.58$1.54$0.96
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.57$0.72$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.83$0.67$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.89$1.24$0.65
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.70$0.34$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.49$0.18$0.30
2013Summary only. Only limited summary data is available for this year.$1.27$0.08$0.35$0.34$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.16$0.77$0.34$0.36$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.29$0.80$0.56$0.49$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.20$0.72$0.50$0.46$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 12, 2024
Return Version
2023v5.1
Gross Receipts
$53,816
Mission and Program Overview

Mission

Provide scholarships to students, community and international servicee projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$195,230$187,936▼ $7,294
Investments in Publicly Traded Securities$173,076$179,573▲ $6,497
Cash and Non-Interest-Bearing Accounts$22,154$8,363▼ $13,791
Total Assets$195,230$187,936▼ $7,294
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$195,230$187,936▼ $7,294
Total Liabilities and Net Assets / Fund Balance$195,230$187,936▼ $7,294
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul RogersPast President
Micale CavettPresident Elect
Ian GauldDirector at large
Rick SmithDirector at large
T J PlastowDirector at large
Terry UmbrettDirector at large
Diane JohnsonPreslident
Nelson L AtkinSecretary
Ned LuceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,420
Program Service Revenue
$8,812
Investment Income
$20,584
Other Revenue
$0
Change in Net Assets
$-7,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$-1$15,311-$15,310
Payments to Affiliates$6,460--$6,460
Fees for Service Investment Mgmnt Fees-$1,869-$1,869
Other Expenses$310--$310
Total Functional Expenses$43,930$17,180$0$61,110
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Project$15,119$15,119$1,088$14,031
Car Show$3,169$3,169-$3,169
Total Events$24,420$24,420$5,729$18,691
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
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The Board reviews and discusss this tax return at one of there monthly meetings before it is e filed with the IRS

Conflict of interest policy compliance Part VI line 12C

The Board reviews and conflict of interest items at their monthly meeting, if needed.

Governing documents etc available to public Part VI line 19

The Board reviews and requests for information from the public during their Board Meeting and acts accordingly

Filing and Contact Details

Filer

Filer Name
East Jefferson County Rotary
EIN
94-3027895
Address
P O Box 654, Port Hadlock, WA 98339
Doing Business As
Charitable Trust

Signing Officer

Name
Ned Luce
Title
Treasurer
Phone
3604371392
Signed
2024-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Johnson
Formed
1987
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
25

Preparer

Firm
Duane E Anderson CPA
Address
261 Margaret Street, Port Ludlow, WA 98365
Preparer
Duane E Anderson
Phone
3604371392
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

To balance to year end Net assets total

List of other expenses Part IX line 24E

Other expenses are listed as part of this return preperation

Raw XML Appendix393 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0201801
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020584
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt048859
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020584
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt048859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069449
IRS990ScheduleA/InvestmentIncomeCYPct00.26000
IRS990ScheduleA/InvestmentIncomePYPct00.20000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74470
IRS990ScheduleA/PublicSupportPY509Pct00.79830
IRS990ScheduleA/PublicSupportTotal509Amt0202551
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055190
IRS990ScheduleA/Total509Grp/TotalAmt0202551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055190
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0272000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05729
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Flag Project
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Car Show
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024420
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018691
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04641
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05729
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01088
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board reviews and discusss this tax return at one of there monthly meetings before it is e filed with the IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board reviews and conflict of interest items at their monthly meeting, if needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board reviews and requests for information from the public during their Board Meeting and acts accordingly
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3To balance to year end Net assets total
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other expenses are listed as part of this return preperation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0195230
IRS990/TotalAssetsEOYAmt0187936
IRS990/TotalAssetsGrp/BOYAmt0195230
IRS990/TotalAssetsGrp/EOYAmt0187936
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024420
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017180
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043930
IRS990/TotalFunctionalExpensesGrp/TotalAmt061110
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0195230
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187936
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt043930
IRS990/TotalProgramServiceRevenueAmt08812
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029396
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053816
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0195230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0187936
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.eastjeffersonrotary.org
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ned Luce
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03604371392
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0East Jefferson County Rotary
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0943027895
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 654
ReturnHeader/Filer/USAddress/CityNm0Port Hadlock
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098339
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911829654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duane E Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 Margaret Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Ludlow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098365
ReturnHeader/PreparerPersonGrp/PhoneNum03604371392
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Duane E Anderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-12T18:27:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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