Civic Intelligence

Okanogan-Omak Rotary Foundation

EIN 20-5977985 • 501(c)3 • Omak, WA

Profile

Local youth & business promotion

PO Box 2031Omak, WA 98841

www.okanogan-omakrotary.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

68th percentile

14%

Higher net margin than 68% 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 2022

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

90th percentile

86%

Faster revenue growth than 90% of similar nonprofits.

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

Assets

Up

$257,352

Up $24,158 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$257,352

Up $24,158 (+10%) from 2023

Revenue

Up

$132,616

Up $61,406 (+86%) from 2023

Expenses

Up

$114,071

Up $68,583 (+151%) from 2023

Net Income

Down

$18,545

Down $7,177 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $116,595Liabilities 2012: $0Net Assets 2012: $116,5952012Assets 2013: $133,433Liabilities 2013: $0Net Assets 2013: $133,4332013Assets 2014: $137,035Liabilities 2014: $0Net Assets 2014: $137,0352014Assets 2015: $161,100Liabilities 2015: $0Net Assets 2015: $161,1002015Assets 2016: $164,910Liabilities 2016: $0Net Assets 2016: $164,9102016Assets 2017: $178,308Liabilities 2017: $0Net Assets 2017: $178,3082017Assets 2018: $187,355Liabilities 2018: $0Net Assets 2018: $187,3552018Assets 2019: $228,482Liabilities 2019: $0Net Assets 2019: $228,4822019Assets 2020: $207,412Liabilities 2020: $0Net Assets 2020: $207,4122020Assets 2021: $220,351Liabilities 2021: $0Net Assets 2021: $220,3512021Assets 2022: $200,826Liabilities 2022: $0Net Assets 2022: $200,8262022Assets 2023: $233,194Liabilities 2023: $0Net Assets 2023: $233,1942023Assets 2024: $257,352Liabilities 2024: $0Net Assets 2024: $257,3522024

Highlighted filing

2024

Assets$257,352
Liabilities$0
Net Assets$257,352

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $52,957Expenses 2012: $79,560Net Income 2012: -$26,6032012Revenue 2013: $51,516Expenses 2013: $34,678Net Income 2013: $16,8382013Revenue 2014: $78,369Expenses 2014: $87,040Net Income 2014: -$8,6712014Revenue 2015: $78,847Expenses 2015: $48,270Net Income 2015: $30,5772015Revenue 2016: $138,175Expenses 2016: $128,902Net Income 2016: $9,2732016Revenue 2017: $108,135Expenses 2017: $94,737Net Income 2017: $13,3982017Revenue 2018: $119,793Expenses 2018: $117,843Net Income 2018: $1,9502018Revenue 2019: $171,193Expenses 2019: $133,551Net Income 2019: $37,6422019Revenue 2020: $108,199Expenses 2020: $126,560Net Income 2020: -$18,3612020Revenue 2021: $35,709Expenses 2021: $45,505Net Income 2021: -$9,7962021Revenue 2022: $75,139Expenses 2022: $65,611Net Income 2022: $9,5282022Revenue 2023: $71,210Expenses 2023: $45,488Net Income 2023: $25,7222023Revenue 2024: $132,616Expenses 2024: $114,071Net Income 2024: $18,5452024

Highlighted filing

2024

Revenue$132,616
Expenses$114,071
Net Income$18,545

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.33$1.14$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.71$0.45$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.75$0.66$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.36$0.46$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.08$1.27$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$1.71$1.34$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.20$1.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.08$0.95$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.38$1.29$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.79$0.48$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.78$0.87$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.52$0.35$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.53$0.80$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$162,100
Mission and Program Overview

Mission

Local youth & business promotion

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$176,904$192,014▲ $15,110
Cash and Non-Interest-Bearing Accounts$56,290$65,338▲ $9,048
Total Assets$233,194$257,352▲ $24,158
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$166,722$182,503▲ $15,781
Net Assets Without Donor Restrictions$66,472$74,849▲ $8,377
Total Net Assets Fund Balance$233,194$257,352▲ $24,158
Total Liabilities and Net Assets / Fund Balance$233,194$257,352▲ $24,158

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$166,722-▲ $12,048-$182,503
2022$140,013$6,275▲ $20,435-$166,722
2021$168,302$1,850▼ $20,025-$140,013
2020$134,257$1,500▲ $32,545-$168,302
2019$131,032$5,393▲ $832-$131,032
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eric SchneiderPresident
Greg HamiltonPresident-el
Lael DuncalClub Directo
Yusuf QuiwaiClub Directo
Yvvone KenedyClub Directo
Charles ArvidsonFoundation C
Cindy GagnePast Preside
Denis VarnerSecretary
Kendall IngrahamSergeant-at-
Jason AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,367
Program Service Revenue
$0
Investment Income
$11,054
Other Revenue
$91,195
All Other Contributions
$28,150
Change in Net Assets
$18,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,676
Other Expenses$22,395
Total Fundraising Expense$597
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$58,676--$58,676
Grants to Domestic Individuals$33,000--$33,000
Fees for Services Accounting-$5,828-$5,828
Office Expenses-$1,790$264$2,054
Fees for Service Investment Mgmnt Fees-$1,740-$1,740
Advertising-$622$333$955
Other Expenses$642$451-$451
Total Functional Expenses$103,043$10,431$597$114,071
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Underground Wrestlers---$28,055
Loup Loup Ski Patrol---$9,875
Omak Fccla & Omak Choir---$5,101
Club Polio Plus---$5,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$120,679
Fundraising Direct Expenses$29,484
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Steak Night$94,437$94,437$11,431$83,006
Business Week$13,950$13,950$13,483$467
Total Events$120,679$120,679$29,484$91,195
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
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, Page 6, Part VI, Line 11B

A draft of the return will be reviewed and approved prior to filing.

Form 990, Page 6, Part VI, Line 18

Forms are made available upon request

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Okanogan-omak Rotary Foundation
EIN
20-5977985
Phone
5094293308
Address
PO BOX 2031, OMAK, WA 98841

Signing Officer

Name
Jason Allen
Title
Treasurer
Phone
5094293308
Signed
2024-11-15

Organization Details

Principal Officer
Eric Schneider
Formed
2006
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
42

Preparer

Firm
Kp Accounting
Address
PO BOX 93, TWISP, WA 98856-9754
Preparer
Kyley Port CPA
Phone
5097608318
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOUP LOUP SKI PATROL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CLUB POLIO PLUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNDERGROUND WRESTLERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3OMAK FCCLA & OMAK CHOIR
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MAINTAINS RECEIPTS FOR ALL THE CHECKS WRITTEN TO GROUPS AND INDIVIDUALS THAT RECEIVE FUNDS FROM THE FOUNDATION. IF A GROUP OR INDIVIDUAL APPLIED FOR A SCHOLARSHIP, THE RECEIVE A LETTER INFORMING THEM OF WHAT THEY NEED TO DO TO REQUEST FUNDING. THE FOUNDATION RETAINS COPY OF THE TRANSCRIPTS THAT ARE SENT IN WITH THE SCHOLARSHIP REQUESTS. ALL AMOUNTS OVER 500 ARE APPROVED BY THE FOUNDATIONA ND ARE RECORDED BYT EH SECRETARY IN TEH MEETING MINUTES. THERE IS NOT A FORMAL PROCESS INW HICH THE FOUNDATION FOLLOWS UP TO SEE IF THE FUNDS REQUESTED ARE SPENT AND/OR HOW THEY ARE SPENT. LIVING IN A SMALL COMMUNITY, USUALLY SOME OF THE MEMBERS ARE INVOLVED IN ONE WAY OR ANOTHER IN THE ORGANIZATIONS THAT THE FOUNDATION GIVES FUNDS TO, SO THE MEMBERS KNOW THAT THE MONEY WAS SPENT AS INTENDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE RETURN WILL BE REVIEWED AND APPROVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORMS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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