Civic Intelligence

University Sunrise Rotary Service Foundation

990EZ • Fiscal year 2016 • EIN 94-3101155

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

PO Box 15131Seattle, WA 98115

(206) 366-0250

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$30,136

No earlier filing loaded for comparison.

Net Assets

$30,136

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$44,271

No earlier filing loaded for comparison.

Expenses

$36,699

No earlier filing loaded for comparison.

Net Income

$7,572

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $30,136Liabilities 2016: $0Net Assets 2016: $30,1362016Assets 2017: $88,766Liabilities 2017: $0Net Assets 2017: $88,7662017Assets 2018: $105,201Liabilities 2018: $0Net Assets 2018: $105,2012018Assets 2019: $130,188Liabilities 2019: $0Net Assets 2019: $130,1882019Assets 2020: $95,891Liabilities 2020: $0Net Assets 2020: $95,8912020Assets 2021: $61,573Liabilities 2021: $0Net Assets 2021: $61,5732021Assets 2022: $59,621Liabilities 2022: $0Net Assets 2022: $59,6212022Assets 2023: $71,888Liabilities 2023: $0Net Assets 2023: $71,8882023Assets 2024: $83,679Liabilities 2024: $0Net Assets 2024: $83,6792024Assets 2025: $103,703Liabilities 2025: $0Net Assets 2025: $103,7032025

Highlighted filing

2016

Assets$30,136
Liabilities$0
Net Assets$30,136

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $44,271Expenses 2016: $36,699Net Income 2016: $7,5722016Revenue 2017: $70,087Expenses 2017: $11,457Net Income 2017: $58,6302017Revenue 2018: $79,768Expenses 2018: $63,333Net Income 2018: $16,4352018Revenue 2019: $95,637Expenses 2019: $70,650Net Income 2019: $24,9872019Revenue 2020: $21,914Expenses 2020: $56,211Net Income 2020: -$34,2972020Revenue 2021: $18,540Expenses 2021: $52,858Net Income 2021: -$34,3182021Revenue 2022: $37,566Expenses 2022: $39,518Net Income 2022: -$1,9522022Revenue 2023: $47,894Expenses 2023: $35,627Net Income 2023: $12,2672023Revenue 2024: $38,039Expenses 2024: $26,248Net Income 2024: $11,7912024Revenue 2025: $67,605Expenses 2025: $47,581Net Income 2025: $20,0242025

Highlighted filing

2016

Revenue$44,271
Expenses$36,699
Net Income$7,572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$76,610
Mission and Program Overview

Mission

Community Service

Program Services

DescriptionGrantsExpenses
Technology and Information for All - TINFA empowers teachers through technology and collaboration, to bring 21st century skills to K-12 students in under-served areas of the world.$16,500$0
Outdoors for All- The Outdoors for All Foundation transforms lives through outdoor recreation. Founded in 1979 in the Pacific Northwest, Outdoors for All is a national leader in delivering adaptive and therapeutic recreation for children and adults with disabilities. Each year more than 2,400 individuals exercise their abilities thanks to the training and support of more than 700 volunteers. Outdoors for All enriches the lives of individuals with disabilities and families and helps them to get out and enjoy the great outdoors. Outdoors for All's programs includes snowboarding, snowshoeing, cross country and downhill skiing, cycling, hiking, yoga, kayaking, day camps, rock-climbing, camping and custom events.$10,000$0
Additional small grants were paid to dictionary project, Rotary Youth Leadership Awards and Rotaract-Tutor project.$4,454$0
Bright Future Dollars for Scholars-Bright Future is a program to support high school students to graduate and to complete an industry certificate program at a community college. The $2,500 was added to a fund to cover the expense of expanding the Bright Future program to another college campus. Bright Future Dollars for Scholars is sponsoring the expansion as well as providing funds to support students currently enrolled in the program.$2,500$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald EspirituTreasurer-$0--
Hallock BealsPresident-$0--
Tim LenihanSecretary-$0--
Michael MaddenVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Debuts & Discoveries$42,281$42,281$9,742$32,539
Presidents Auction$13,182$13,182$5,551$7,631
Total Events$66,259$66,259$32,339$33,920
Filing and Contact Details

Filer

Filer Name
University Sunrise Rotary Service Founda
EIN
94-3101155
Phone
2063660250
Address
PO Box 15131, Seattle, WA 98115

Signing Officer

Name
Ronald Espiritu
Title
Treasurer
Phone
2063660250
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Hingston Fletcher & Associates PLLC
Address
1900 W Nickerson St Suite 213, Seattle, WA 98119
Preparer
Jeffrey Danforth
Phone
2062852777
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Interest Income. Amount: 2.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Technology and Information for All. Grantee Address: 333 18th Ave E Seattle, WA 98112. Property Description: Cash. Amount Given: 16,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Outdoors for All. Grantee Address: 6344 NE 74th St #102 Seattle, WA 98115. Property Description: Cash. Amount Given: 10,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Bright Futures. Grantee Address: PO Box 1057 Mercer Island, WA 98040. Property Description: Cash. Amount Given: 2,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Dictionary Project. Grantee Address: PO Box 15131 Seattle, WA 98115. Property Description: Dictonaries. Amount Given: 1,554.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Rotary Youth Leadership Awards. Grantee Address: 1560 Sherman Ave. Evanston, IL 60201. Property Description: Cash. Amount Given: 650.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Rotaract - Tutor. Grantee Address: PO Box 15131 Seattle, WA 98115. Property Description: Cash. Amount Given: 750.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Other Grants. Grantee Address: PO Box 15131 Seattle, WA 98115. Property Description: Cash. Amount Given: 1,500. Total included on Form 990-EZ, line 10: 33,454.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Administration. Amount: 135. Description: Bank Service Fees. Amount: 393. Description: Community Service. Amount: 2,717. Total to Form 990-EZ, line 16: 3,245.

Raw XML Appendix186 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Madden
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Technology and Information for All - TINFA empowers teachers through technology and collaboration, to bring 21st century skills to K-12 students in under-served areas of the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Outdoors for All- The Outdoors for All Foundation transforms lives through outdoor recreation. Founded in 1979 in the Pacific Northwest, Outdoors for All is a national leader in delivering adaptive and therapeutic recreation for children and adults with disabilities. Each year more than 2,400 individuals exercise their abilities thanks to the training and support of more than 700 volunteers. Outdoors for All enriches the lives of individuals with disabilities and families and helps them to get out and enjoy the great outdoors. Outdoors for All's programs includes snowboarding, snowshoeing, cross country and downhill skiing, cycling, hiking, yoga, kayaking, day camps, rock-climbing, camping and custom events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Bright Future Dollars for Scholars-Bright Future is a program to support high school students to graduate and to complete an industry certificate program at a community college. The $2,500 was added to a fund to cover the expense of expanding the Bright Future program to another college campus. Bright Future Dollars for Scholars is sponsoring the expansion as well as providing funds to support students currently enrolled in the program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Additional small grants were paid to dictionary project, Rotary Youth Leadership Awards and Rotaract-Tutor project.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt34454
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0USROTARY.ORG
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Technology and Information for All. Grantee Address: 333 18th Ave E Seattle, WA 98112. Property Description: Cash. Amount Given: 16,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: . Grantee Name: Outdoors for All. Grantee Address: 6344 NE 74th St #102 Seattle, WA 98115. Property Description: Cash. Amount Given: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: . Grantee Name: Bright Futures. Grantee Address: PO Box 1057 Mercer Island, WA 98040. Property Description: Cash. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: . Grantee Name: Dictionary Project. Grantee Address: PO Box 15131 Seattle, WA 98115. Property Description: Dictonaries. Amount Given: 1,554.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: . Grantee Name: Rotary Youth Leadership Awards. Grantee Address: 1560 Sherman Ave. Evanston, IL 60201. Property Description: Cash. Amount Given: 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Activity Classification: . Grantee Name: Rotaract - Tutor. Grantee Address: PO Box 15131 Seattle, WA 98115. Property Description: Cash. Amount Given: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Activity Classification: . Grantee Name: Other Grants. Grantee Address: PO Box 15131 Seattle, WA 98115. Property Description: Cash. Amount Given: 1,500. Total included on Form 990-EZ, line 10: 33,454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: Administration. Amount: 135. Description: Bank Service Fees. Amount: 393. Description: Community Service. Amount: 2,717. Total to Form 990-EZ, line 16: 3,245.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Espiritu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02063660250
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0University Sunrise Rotary Service Founda
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0943101155
ReturnHeader/Filer/PhoneNum02063660250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 15131
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911546703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hingston Fletcher & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 W Nickerson St Suite 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098119
ReturnHeader/PreparerPersonGrp/PhoneNum02062852777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Danforth
ReturnHeader/ReturnTs02017-02-10T09:19:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits