Civic Intelligence

Windward Rotary Education Foundation

990 • Fiscal year 2013 • EIN 99-0304856

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 09, 2013

Post Office Box 12296734
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

54th percentile

3.8%

Faster asset growth than 54% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$250,210

Up $9,266 (+3.8%) from 2012

Net Assets

Up

$250,210

Up $9,266 (+3.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$11,013

Up $2,284 (+26%) from 2012

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

2013

Assets$250,210
Liabilities$0
Net Assets$250,210

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

2013

Revenue-
Expenses$11,013
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 9, 2013
Return Version
2012v2.0
Gross Receipts
$44,594
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 2012 and january 2013 fbo = "for benefit of"
Activity 3
Scholarship award granted fbo* jill lima (ss# xxx-xx-4138) attending the university of northern colorado. One $1,000 grant awards was distributed september 2012 fbo = "for benefit of"
Filing and Contact Details

Filer

EIN
99-0304856
Raw XML AppendixShowing 400 of 433 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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IRS990/Activity2/Description0SCHOLARSHIP AWARD GRANTED FBO* AUBREE SHIPMAN (SS# XXX-XX-2651) ATTENDING UNIVERSITY OF SAN FRANSICO. TWO $1,000 GRANT AWARDS WERE DISTRIBUTED SEPTEMBER 2012 AND JANUARY 2013 FBO = "FOR BENEFIT OF"
IRS990/Activity2/Expense02000
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IRS990/Activity3/Description0SCHOLARSHIP AWARD GRANTED FBO* JILL LIMA (SS# XXX-XX-4138) ATTENDING THE UNIVERSITY OF NORTHERN COLORADO. ONE $1,000 GRANT AWARDS WAS DISTRIBUTED SEPTEMBER 2012 FBO = "FOR BENEFIT OF"
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IRS990/ActivityOther/Description0Scholarship Award granted FBO* Britney Ching (SS# xxx-xx-2235) attending the University of Hawaii. Two $1,500 attending the University of Hawaii. Two $1,500 attending the University of Hawaii. Two $1,500
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The intended use of the organization's endowment fund
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1IS TO PROVIDE SCHOLARSHIPS TO RESIDENT STUDENTS GRADUATING FROM HIGH SCHOOLS IN THE WINDWARD OAHU ROTARY DISTRICT.
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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, January 13, 2014 @ Lanikai, Kailua, HI
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 4 members met twice on Feb 16, 2013;
IRS990ScheduleO/GeneralExplanation/Explanation13interviewed 7 applicants, selected 1, retained the application
IRS990ScheduleO/GeneralExplanation/Explanation14of the awardee and will retain that record and the
IRS990ScheduleO/GeneralExplanation/Explanation15scholarship transcript for the 4 year academic period of
IRS990ScheduleO/GeneralExplanation/Explanation16the student...records are held by the Scholarship Chairman.
IRS990ScheduleO/GeneralExplanation/Explanation17SCHOLARSHIP AWARD GRANTED FBO* BRITNEY CHING (SS# XXX-XX-2235) 3000. 3000. 0.
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IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10ROTARY INTERN'L
IRS990ScheduleR/Form990ScheduleRPartII/EIN0996009024
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IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10ROTARY CLUB OF WINDWARD OAHU - GIFTING
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11ROTARY CLUB OF WINDWARD OAHU - FUNDRAISING
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IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType11m
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0HI
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0true
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1045-209 PUALI KOA PLACE
IRS990/TheBooksAreInCareOf/AddressUS/City0KANEOHE
IRS990/TheBooksAreInCareOf/AddressUS/State0HI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0967442243
IRS990/TheBooksAreInCareOf/NamePerson0MICHAEL HOLLAND
IRS990/TheBooksAreInCareOf/TelephoneNumber08082352420
IRS990/TotalAssets/BOY0240944
IRS990/TotalAssetsBOY0240944
IRS990/TotalAssets/EOY0250210
IRS990/TotalAssetsEOY0250210
IRS990/TotalCompGT150K0false
IRS990/TotalContributions06259
IRS990/TotalExpensesCurrentYear011013
IRS990/TotalExpensesPriorYear08729
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral02013
IRS990/TotalFunctionalExpenses/ProgramServices09000
IRS990/TotalFunctionalExpenses/Total011013
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0240944
IRS990/TotalLiabNetAssetsFundBalances/EOY0250210
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers036
IRS990/TotalNetAssetsFundBalances/BOY0240944
IRS990/TotalNetAssetsFundBalances/EOY0250210
IRS990/TotalOfOtherProgramServiceExp03000
IRS990/TotalOfOtherProgramServiceGrnt03000
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense09000
IRS990/TotalRevenueCurrentYear020279
IRS990/TotalRevenuePriorYear014609
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome014020
IRS990/TotalRevenue/TotalRevenueColumn020279
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X

Document Assets

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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