Civic Intelligence

Windward Rotary Education Foundation

990 • Fiscal year 2011 • EIN 99-0304856

Jul 01, 2010 to Jun 30, 2011 • Filed on Aug 22, 2011

Post Office Box 12296734
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

74th percentile

22%

Faster asset growth than 74% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$235,064

Up $41,617 (+22%) from 2010

Net Assets

Up

$235,064

Up $41,617 (+22%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,544

Down $2,225 (-23%) from 2010

Net Income

-

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.

$400K$300K$200K$100K$0Assets 2010: $193,447Liabilities 2010: $0Net Assets 2010: $193,4472010Assets 2011: $235,064Liabilities 2011: $0Net Assets 2011: $235,0642011Assets 2012: $240,944Liabilities 2012: $0Net Assets 2012: $240,9442012Assets 2013: $250,210Liabilities 2013: $0Net Assets 2013: $250,2102013Assets 2014: $259,536Liabilities 2014: $0Net Assets 2014: $259,5362014Assets 2015: $268,873Liabilities 2015: $0Net Assets 2015: $268,8732015Assets 2016: $286,373Liabilities 2016: $0Net Assets 2016: $286,3732016Assets 2017: $295,145Liabilities 2017: $0Net Assets 2017: $295,1452017Assets 2018: $345,362Liabilities 2018: $0Net Assets 2018: $345,3622018Assets 2019: $329,663Liabilities 2019: $0Net Assets 2019: $329,6632019Assets 2020: $313,611Liabilities 2020: $0Net Assets 2020: $313,6112020Assets 2021: $333,041Liabilities 2021: $0Net Assets 2021: $333,0412021Assets 2022: $325,696Liabilities 2022: $0Net Assets 2022: $325,6962022Assets 2023: $311,670Liabilities 2023: $0Net Assets 2023: $311,6702023Assets 2024: $323,157Liabilities 2024: $0Net Assets 2024: $323,1572024

Highlighted filing

2011

Assets$235,064
Liabilities$0
Net Assets$235,064

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $9,7692010Expenses 2011: $7,5442011Expenses 2012: $8,7292012Expenses 2013: $11,0132013Revenue 2014: $18,290Expenses 2014: $8,964Net Income 2014: $9,3262014Revenue 2015: $21,629Expenses 2015: $12,292Net Income 2015: $9,3372015Revenue 2016: $30,577Expenses 2016: $13,625Net Income 2016: $16,9522016Revenue 2017: $23,426Expenses 2017: $14,255Net Income 2017: $9,1712017Revenue 2018: $64,449Expenses 2018: $14,232Net Income 2018: $50,2172018Revenue 2019: $1,784Expenses 2019: $17,483Net Income 2019: -$15,6992019Revenue 2020: $3,533Expenses 2020: $19,585Net Income 2020: -$16,0522020Revenue 2021: $41,102Expenses 2021: $21,672Net Income 2021: $19,4302021Revenue 2022: $13,499Expenses 2022: $20,844Net Income 2022: -$7,3452022Revenue 2023: $10,248Expenses 2023: $24,274Net Income 2023: -$14,0262023Revenue 2024: $35,975Expenses 2024: $24,488Net Income 2024: $11,4872024

Highlighted filing

2011

Revenue-
Expenses$7,544
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Aug 22, 2011
Return Version
2010v3.2
Gross Receipts
$49,161
Mission and Program Overview

Mission

To Grant Scholarship Funds

Major Activities

Activity 2
Scholarship award granted fbo* aubree shipman (ss# xxx-xx-2651) attending university of san fransico. Two $1,000 grant awards were distributed september 2010 and january 2011 fbo = "for benefit of"
Activity 3
Scholarship award granted fbo* jill lima (ss# xxx-xx-4138) attending the university of northern colorado. Two $1,000 grant awards were distributed september 2010 and january 2011 fbo = "for benefit of"
Filing and Contact Details

Filer

EIN
99-0304856
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IRS990/Activity3/Description0SCHOLARSHIP AWARD GRANTED FBO* JILL LIMA (SS# XXX-XX-4138) ATTENDING THE UNIVERSITY OF NORTHERN COLORADO. TWO $1,000 GRANT AWARDS WERE DISTRIBUTED SEPTEMBER 2010 AND JANUARY 2011 FBO = "FOR BENEFIT OF"
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IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0College Scholarships
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0The Chairman of the Scholarship Committee receives a report from each school
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation1attended by the scholarship recipient, attesting to their academic standing each
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation2academic semester. Chairman then instructs the WREF Treasurer in writing to
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation3release the funds, directed to the "Office of Financial Aid" with notation
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation4"for the benefit of" followed by the student's name.
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IRS990ScheduleO/GeneralExplanation/Explanation1The current sitting President of the Rotary Club of Windward Oahu
IRS990ScheduleO/GeneralExplanation/Explanation2APPOINTS each member/trustee/director for a 3 year term.
IRS990ScheduleO/GeneralExplanation/Explanation3This Return was reviewed individually by each member of the
IRS990ScheduleO/GeneralExplanation/Explanation4Board of Directors at the Board Meeting scheduled and
IRS990ScheduleO/GeneralExplanation/Explanation5held on Monday, August 22, 2011 @ the First Hawaiian Bank
IRS990ScheduleO/GeneralExplanation/Explanation6Upon request
IRS990ScheduleO/GeneralExplanation/Explanation7The decisions of the trustee/directors aka Board of Directors
IRS990ScheduleO/GeneralExplanation/Explanation8are governed by the Articles of Incorporation and by the
IRS990ScheduleO/GeneralExplanation/Explanation9By Laws adopted May 24, 1993
IRS990ScheduleO/GeneralExplanation/Explanation10Minutes are recorded at each meeting of the Board approximately
IRS990ScheduleO/GeneralExplanation/Explanation11four times per fiscal year
IRS990ScheduleO/GeneralExplanation/Explanation12The Scholarship Committee of 6 members met 5 times, interviewed
IRS990ScheduleO/GeneralExplanation/Explanation1313 applicants, selected 1, retained the application of the
IRS990ScheduleO/GeneralExplanation/Explanation14awardee and runner-up and will retain that record and the
IRS990ScheduleO/GeneralExplanation/Explanation15scholarship transcript for the 4 year academic period for
IRS990ScheduleO/GeneralExplanation/Explanation16each student...records are held by the Scholarship Chairman.
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome05372
IRS990/TotalRevenue/TotalRevenueColumn049161
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01993
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0990304856
ReturnHeader/Filer/Name/BusinessNameLine10WINDWARD ROTARY ENDOWMENT FUND
ReturnHeader/Filer/NameControl0WIND
ReturnHeader/Filer/Phone08082352420
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 122
ReturnHeader/Filer/USAddress/City0KAILUA
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096734
ReturnHeader/Officer/DateSigned02011-08-22
ReturnHeader/Officer/Name0MICHAEL HOLLAND
ReturnHeader/Officer/Phone08082352420
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02011-08-24
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOLLAND TAX SERVICE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1045-209 PUALI KOA PLACE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0KANEOHE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0HI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0967442243
ReturnHeader/Preparer/Name0MICHAEL HOLLAND
ReturnHeader/Preparer/Phone08082352420
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$0.36$0.24$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.10$0.24$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.13$0.21$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$0.41$0.22$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.04$0.20$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.02$0.17$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.64$0.14$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.23$0.14$0.09
2016Summary only. Only limited summary data is available for this year.$2.86$0.00$2.86$0.31$0.14$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.22$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.09$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.10