Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
EIN 20-8721928 • 501(c)3 • Anacortes, WA
Profile
As the charitable arm of the fidalgo island rotary club, we utilize a global network of rotarians who invest their time, money and expertise into charitable projects. The foundation transforms charitable gifts into projects that change lives both close to home and around the world. Global work includes projects such as eradicating polio and promoting peace. Foundation grants assist rotarians to approach challenges such as poverty, illiteracy and malnutrition with sustainable solutions that leave a lasting impact. Local projects and grants are focused on enhancement of our community and its members.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Liabilities / Revenue
64th percentile
Higher debt load relative to revenue than 64% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Up$447,038
Up $93,426 (+26%) from 2023
Liabilities
Up$703
Up $703 from 2023
Net Assets
Up$446,335
Up $92,723 (+26%) from 2023
Revenue
Up$242,654
Up $77,859 (+47%) from 2023
Expenses
Down$220,628
Down $157 (-0.1%) from 2023
Net Income
Up$22,026
Up $78,016 (+139%) from 2023
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
Our foundation transforms your gifts into projects that change lives both close to home and around the world. As the charitable arm of the fidalgo island rotary, we tap into a global network of rotarians who invest their time, money, and expertise into our charitable projects, such as eradicating polio and promoting peace. Foundation grants empower rotarians to approach challenges such as poverty, illiteracy, and malnutrition with sustainable solutions that leave a lasting impact.
As the charitable arm of the fidalgo island rotary club, we utilize a global network of rotarians who invest their time, money and expertise into charitable projects. The foundation transforms charitable gifts into projects that change lives both close to home and around the world. Global work includes projects such as eradicating polio and promoting peace. Foundation grants assist rotarians to approach challenges such as poverty, illiteracy and malnutrition with sustainable solutions that leave a lasting impact. Local projects and grants are focused on enhancement of our community and its members.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $279,541 | $264,792 | ▼ $14,749 |
| Savings and Temporary Cash Investments | $96,184 | $102,569 | ▲ $6,385 |
| Cash and Non-Interest-Bearing Accounts | $35,875 | $71,993 | ▲ $36,118 |
| Total Assets | $419,285 | $447,038 | ▲ $27,753 |
| Other Assets Total | $7,685 | $7,684 | ▼ $1 |
| Liabilities | |||
| Other Liabilities | $543 | $703 | ▲ $160 |
| Total Liabilities | $543 | $703 | ▲ $160 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $236,201 | $271,125 | ▲ $34,924 |
| Net Assets With Donor Restrictions | $182,541 | $175,210 | ▼ $7,331 |
| Total Net Assets Fund Balance | $418,742 | $446,335 | ▲ $27,593 |
| Total Liabilities and Net Assets / Fund Balance | $419,285 | $447,038 | ▲ $27,753 |
| Name | Title |
|---|---|
| Sarah Davies | President |
| Dave Sem | President El |
| Anna Connelly | Director |
| Bill French | Director |
| Kurt Nelson | Director |
| Madelyn Case | Director |
| Rodney Mott | Director |
| Val Tibbetts | Secretary |
| Kandy Dubuque | Treasurer |
| Diana Jordan | Vice Preside |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $211,512 |
| Other Expenses | $9,116 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Foreign Grants | $95,159 | - | - | $95,159 |
| Grants to Domestic Orgs | $62,712 | - | - | $62,712 |
| Grants to Domestic Individuals | $53,641 | - | - | $53,641 |
| Office Expenses | - | $5,286 | - | $5,286 |
| Fees for Services Accounting | - | $3,700 | - | $3,700 |
| Fees for Services Legal | - | $130 | - | $130 |
| Total Functional Expenses | $211,512 | $9,116 | $0 | $220,628 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Ipa Foundation | Bellingham, WA | - | Projects in Latin Am | $27,699 |
| Sunflower Fund | Anacortes, WA | - | Aid to Ukraine | $5,124 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Latin America | Program Services | Medical & Other Aid | - | - | $136,751 |
| Eastern Europe | Direct Aid | - | - | - | $12,050 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $84,780 |
| Fundraising Direct Expenses | $9,949 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction | $50,020 | $50,020 | $441 | $49,579 |
| Shipwreck Days | $34,760 | $34,760 | $3,844 | $30,916 |
| Total Events | $84,780 | $84,780 | $9,949 | $74,831 |
| Liability | Amount |
|---|---|
| Payable to Rotary Intl Foundation | $703 |
“The organization's tax return is presented to the board of directors for approval before filing.”
“The organization's governing documents are available for public viewing upon request.”
“As the charitable arm of the fidalgo island rotary club, we utilize a global network of rotarians who invest their time, money and expertise into charitable projects. The foundation transforms charitable gifts into projects that change lives both close to home and around the world. Global work includes projects such as eradicating polio and promoting peace. Foundation grants assist rotarians to approach challenges such as poverty, illiteracy and malnutrition with sustainable solutions that leave a lasting impact. Local projects and grants are focused on enhancement of our community and its members.”
“The foundation made grants to one domestic and one foreign organization that support humaniarian efforts in ukraine.”
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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|---|---|---|
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| IRS990/ActivityOrMissionDesc | 0 | AS THE CHARITABLE ARM OF THE FIDALGO ISLAND ROTARY CLUB, WE UTILIZE A GLOBAL NETWORK OF ROTARIANS WHO INVEST THEIR TIME, MONEY AND EXPERTISE INTO CHARITABLE PROJECTS. THE FOUNDATION TRANSFORMS CHARITABLE GIFTS INTO PROJECTS THAT CHANGE LIVES BOTH CLOSE TO HOME AND AROUND THE WORLD. GLOBAL WORK INCLUDES PROJECTS SUCH AS ERADICATING POLIO AND PROMOTING PEACE. FOUNDATION GRANTS ASSIST ROTARIANS TO APPROACH CHALLENGES SUCH AS POVERTY, ILLITERACY AND MALNUTRITION WITH SUSTAINABLE SOLUTIONS THAT LEAVE A LASTING IMPACT. LOCAL PROJECTS AND GRANTS ARE FOCUSED ON ENHANCEMENT OF OUR COMMUNITY AND ITS MEMBERS. |
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| IRS990/MissionDesc | 0 | AS THE CHARITABLE ARM OF THE FIDALGO ISLAND ROTARY CLUB, WE UTILIZE A GLOBAL NETWORK OF ROTARIANS WHO INVEST THEIR TIME, MONEY AND EXPERTISE INTO CHARITABLE PROJECTS. THE FOUNDATION TRANSFORMS CHARITABLE GIFTS INTO PROJECTS THAT CHANGE LIVES BOTH CLOSE TO HOME AND AROUND THE WORLD. GLOBAL WORK INCLUDES PROJECTS SUCH AS ERADICATING POLIO AND PROMOTING PEACE. FOUNDATION GRANTS ASSIST ROTARIANS TO APPROACH CHALLENGES SUCH AS POVERTY, ILLITERACY AND MALNUTRITION WITH SUSTAINABLE SOLUTIONS THAT LEAVE A LASTING IMPACT. LOCAL PROJECTS AND GRANTS ARE FOCUSED ON ENHANCEMENT OF OUR COMMUNITY AND ITS MEMBERS. |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE FOUNDATION SUPPORTS PROJECTS IN LATIN AMERICA IN MOST ASPECTS OF INTERNATIONAL AID, INCLUDING EDUCATION, HEALTH, WATER, CONSTRUCTION, ECONOMIC DEVELOPMENT AND DISASTER RELIEF. EDUCATION SEEKING TECHNICAL DEGREES. |
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| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | THE FOUNDATION MADE GRANTS TO ONE DOMESTIC AND ONE FOREIGN ORGANIZATION THAT SUPPORT HUMANIARIAN EFFORTS IN UKRAINE. |
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| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 447730 |
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| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 7756 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 8849 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 175427 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 101613 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 273608 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 965661 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 109369 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 282457 |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PAYABLE TO ROTARY INTL FOUNDATION |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 703 |
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| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 1 | 12050 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | LATIN AMERICA |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 1 | EASTERN EUROPE |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 0 | MEDICAL & OTHER AID |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | PROGRAM SERVICES |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 1 | DIRECT AID |
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| IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt | 1 | 12050 |
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| IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt | 1 | UKRANIAN AID |
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| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | false |
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| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION, THROUGH ITS GLOBAL GRANT COMMITTEE, PARTNERS WITH ROTARY CLUBS IN THE FOREIGN COUNTRY TO PLAN AND CARRYOUT THE PROJECTS FOR WHICH THE GRANTS ARE INTENDED. IN MANY CASES OUR ROTARY MEMBERS VOLUNTEER THEIR TIME AND TRAVEL TO THE FOREIGN COUNTRY TO ASSESS THE NEEDS OF THE AREA IN PERSON, PLAN PROJECTS, AND ASSIST THE LOCAL ROTARY CLUB TO CARRY OUT THE PROJECTS. THESE VOLUNTEERS ALSO FOLLOW UP TO ENSURE THAT THE GRANTS AND OTHER ASSISTANCE ARE USED AS THEY ARE INTENDED. |
| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 1 | LATIN AMERICA 136,751 0 EASTERN EUROPE 12,050 0 |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE F, PAGE 1, PART I, LINE 2 |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE F, PAGE 1, PART I, LINE 3 |
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| IRS990ScheduleF/TotalOtherOrgCnt | 0 | 3 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 84780 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 84780 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 74831 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 5664 |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 27699 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 5124 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | PROJECTS IN LATIN AM |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | AID TO UKRAINE |
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| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | SUNFLOWER FUND |
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| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 5 |
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| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AS THE CHARITABLE ARM OF THE FIDALGO ISLAND ROTARY CLUB, WE UTILIZE A GLOBAL NETWORK OF ROTARIANS WHO INVEST THEIR TIME, MONEY AND EXPERTISE INTO CHARITABLE PROJECTS. THE FOUNDATION TRANSFORMS CHARITABLE GIFTS INTO PROJECTS THAT CHANGE LIVES BOTH CLOSE TO HOME AND AROUND THE WORLD. GLOBAL WORK INCLUDES PROJECTS SUCH AS ERADICATING POLIO AND PROMOTING PEACE. FOUNDATION GRANTS ASSIST ROTARIANS TO APPROACH CHALLENGES SUCH AS POVERTY, ILLITERACY AND MALNUTRITION WITH SUSTAINABLE SOLUTIONS THAT LEAVE A LASTING IMPACT. LOCAL PROJECTS AND GRANTS ARE FOCUSED ON ENHANCEMENT OF OUR COMMUNITY AND ITS MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FOUNDATION MADE GRANTS TO ONE DOMESTIC AND ONE FOREIGN ORGANIZATION THAT SUPPORT HUMANIARIAN EFFORTS IN UKRAINE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION'S TAX RETURN IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC VIEWING UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990/TotalLiabilitiesBOYAmt | 0 | 543 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 703 |
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| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 703 |
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| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
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| IRS990/USAddress/CityNm | 0 | ANACORTES |
| IRS990/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990/USAddress/ZIPCd | 0 | 98122 |
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| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVE SEM |
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