Civic Intelligence

Aberdeen Rotary Foundation

990 • Fiscal year 2020 • EIN 94-3113061

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

PO Box 836Aberdeen, WA 98520

(360) 533-1153

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$2,520,412

Down $7,553 (-0.3%) from 2019

Net Assets

Down

$2,519,590

Down $7,560 (-0.3%) from 2019

Liabilities

Up

$822

Up $7 (+0.9%) from 2019

Revenue And Expenses

Revenue

Down

$78,255

Down $75,462 (-49%) from 2019

Expenses

Down

$112,038

Down $12,567 (-10%) from 2019

Net Income

Down

-$33,783

Down $62,895 (-216%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,435,597Liabilities 2013: $0Net Assets 2013: $1,435,5972013Assets 2014: $1,482,176Liabilities 2014: $0Net Assets 2014: $1,482,1762014Assets 2015: $2,083,627Liabilities 2015: $0Net Assets 2015: $2,083,6272015Assets 2016: $2,084,142Liabilities 2016: $0Net Assets 2016: $2,084,1422016Assets 2017: $2,323,536Liabilities 2017: $0Net Assets 2017: $2,323,5362017Assets 2018: $2,423,259Liabilities 2018: $0Net Assets 2018: $2,423,2592018Assets 2019: $2,527,965Liabilities 2019: $815Net Assets 2019: $2,527,1502019Assets 2020: $2,520,412Liabilities 2020: $822Net Assets 2020: $2,519,5902020Assets 2020: $2,531,437Liabilities 2020: $822Net Assets 2020: $2,530,6152020Assets 2021: $3,109,446Liabilities 2021: $448Net Assets 2021: $3,108,9982021Assets 2022: $664,253Liabilities 2022: $0Net Assets 2022: $664,2532022Assets 2023: $671,256Liabilities 2023: $0Net Assets 2023: $671,2562023Assets 2024: $533,215Liabilities 2024: $0Net Assets 2024: $533,2152024

Highlighted filing

2020

Assets$2,520,412
Liabilities$822
Net Assets$2,519,590

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2013: $51,9852013Revenue 2014: $101,438Expenses 2014: $54,859Net Income 2014: $46,5792014Revenue 2015: $535,620Expenses 2015: $64,611Net Income 2015: $471,0092015Revenue 2016: $156,859Expenses 2016: $74,175Net Income 2016: $82,6842016Revenue 2017: $121,568Expenses 2017: $69,499Net Income 2017: $52,0692017Revenue 2018: $203,210Expenses 2018: $103,504Net Income 2018: $99,7062018Revenue 2019: $153,717Expenses 2019: $124,605Net Income 2019: $29,1122019Revenue 2020: $78,255Expenses 2020: $112,038Net Income 2020: -$33,7832020Revenue 2020: $80,916Expenses 2020: $98,674Net Income 2020: -$17,7582020Revenue 2021: $107,924Expenses 2021: $63,120Net Income 2021: $44,8042021Revenue 2022: -$14,856Expenses 2022: $2,402,184Net Income 2022: -$2,417,0402022Revenue 2023: $103,094Expenses 2023: $114,369Net Income 2023: -$11,2752023Revenue 2024: $233,863Expenses 2024: $411,842Net Income 2024: -$177,9792024

Highlighted filing

2020

Revenue$78,255
Expenses$112,038
Net Income-$33,783
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$78,255
Mission and Program Overview

Mission

Charitable giving to support needy individuals and community organizations operating in the grays harbor and surrounding areas

Charitable giving to support needy individuals and community organizations operating in the grays harbor and surrounding areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,329,122$2,361,454▲ $32,332
Savings and Temporary Cash Investments$99,832$121,877▲ $22,045
Cash and Non-Interest-Bearing Accounts$99,011$37,081▼ $61,930
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,527,965$2,520,412▼ $7,553
Other Assets Total-$0-
Liabilities
Other Liabilities$815$822▲ $7
Total Liabilities$815$822▲ $7
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,449,604$2,519,590▲ $69,986
Net Assets Without Donor Restrictions$77,546--
Total Net Assets Fund Balance$2,527,150$2,519,590▼ $7,560
Total Liabilities and Net Assets / Fund Balance$2,527,965$2,520,412▼ $7,553
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy TaylorPast President
Lisa SmithPresident
Hunter LarsonPresident Elect
Tony EnzlerVice President
Joel ColeDirector
Kati KachmanDirector
Keith TwibellDirector
Susan LarsonDirector
Travis HoppeDirector
Alex KluhFoundation Director
Randy RossSecretary
Erin DenadelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,055
Program Service Revenue
$0
Investment Income
$73,241
Other Revenue
$959
All Other Contributions
$1,415
Change in Net Assets
$-33,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,212
Other Expenses$27,826
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$65,562--$65,562
Grants to Domestic Orgs$18,650--$18,650
Fees for Services Other$15,569--$15,569
Fees for Services Accounting-$4,718-$4,718
Insurance-$1,227-$1,227
Other Expenses$630$1,360-$630
Fees for Service Investment Mgmnt Fees-$150-$150
All Other Expenses-$20-$20
Total Functional Expenses$102,610$9,428$0$112,038
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aberdeen High SchoolAberdeen, WA-Food Ball, Business Week & Fbla$9,650
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$267
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board TreasurerAccounting FeesNo$4,718

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits Held in Trust$822
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Director susan larson is president elect hunter larson's grandmother.

Form 990, Part VI, Line 11B: Form 990 Review Process

Treasurer and board of directors review cpa-prepared form 990.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 is available upon request and through guidestar's website

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Aberdeen Rotary Foundation
EIN
94-3113061
Phone
3605331153
Address
PO BOX 836, ABERDEEN, WA 98520

Signing Officer

Name
Erin Denadel
Title
Treasurer
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Denadel
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
30

Preparer

Firm
Preszler Larner Mertz & Co Llp
Address
1310 SIMPSON AVE, ABERDEEN, WA 98520
Preparer
Gordon M Glasgow
Phone
3605326873
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

To provide scholarships to assist blind, deaf, and blind-deaf youth in becoming self-sufficient through higher education, vocational training, other appropriate schooling, and technology.

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IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3READING TREE SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01953
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11360
IRS990/OtherExpensesGrp/ProgramServicesAmt02199
IRS990/OtherExpensesGrp/ProgramServicesAmt1630
IRS990/OtherExpensesGrp/TotalAmt02199
IRS990/OtherExpensesGrp/TotalAmt11953
IRS990/OtherExpensesGrp/TotalAmt21360
IRS990/OtherExpensesGrp/TotalAmt3630
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0815
IRS990/OtherLiabilitiesGrp/EOYAmt0822
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0692
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0692
IRS990/OtherRevenueTotalAmt0692
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ERIN DENADEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt084589
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt085361
IRS990/PYInvestmentIncomeAmt093671
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt039244
IRS990/PYOtherRevenueAmt0-24543
IRS990/PYRevenuesLessExpensesAmt029112
IRS990/PYTotalExpensesAmt0124605
IRS990/PYTotalRevenueAmt0153717
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-33783
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt099832
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0121877
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOLLOWING CONTRIBUTIONS MADE TO THE ORGANIZATION DURING THE FIVE YEAR PERIOD ENDING JUNE 30, 2018 QUALIFY AS UNUSUAL BEQUESTS UNDER REGS. 1.170A-9(f)(6)(ii)AND 1.509(a)-3(c)(3):2ND INSTALLMENT ON BEQUEST FROM DISINTERESTED PARTY - $336,000 RECEIVED 10/02/14FINAL INSTALLMENT ON BEQUEST FROM DISINTERESTED PARTY - $ 67,455 RECEIVED 12/12/14 TOTAL BEQUEST FROM DISINTERESTED PARTY - $403,455
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0241485
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt043474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036358
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0216071
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/OtherIncome170Grp/TotalAmt032
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38860
IRS990ScheduleA/PublicSupportPY170Pct00.40130
IRS990ScheduleA/PublicSupportTotal170Amt0177832
IRS990ScheduleA/SubstantialContributorsTotAmt063653
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046112
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0241485
IRS990ScheduleA/TotalSupportAmt0457588
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0822
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deposits Held in Trust
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SCHOLARSHIPS TO ASSIST BLIND, DEAF, AND BLIND-DEAF YOUTH IN BECOMING SELF-SUFFICIENT THROUGH HIGHER EDUCATION, VOCATIONAL TRAINING, OTHER APPROPRIATE SCHOOLING, AND TECHNOLOGY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalLiabilityAmt0822
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014776
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt249086
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1YOUTH EXCHANGE PROGRAM ALLOWANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2ASSIST HEARING/VISION IMPAIRED
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3STUDENT OF THE MONTH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt24
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt33
IRS990ScheduleI/RecipientTable/CashGrantAmt09650
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0DICTIONARIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOOD BALL, BUSINESS WEEK & FBLA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ABERDEEN HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0916001546
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0410 NORTH G STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ABERDEEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098520
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation Chair monitors all grants.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0ERIN DENADELINSPIRE ADVI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt04718
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ACCOUNTING FEES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The Organization pays accounting fees to the Board Treasurer's CPA firm.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR SUSAN LARSON IS PRESIDENT ELECT HUNTER LARSON'S GRANDMOTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER AND BOARD OF DIRECTORS REVIEW CPA-PREPARED FORM 990.

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