Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Rotary International
EIN 23-7001797 • 501(c)4 • Yakima, WA
Profile
To serve as a mebership body for participants in Yakima Southwest Rotary
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 5.1% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
Balance Sheet
Assets
Down$44,226
Down $6,411 (-13%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$44,226
Down $6,097 (-12%) from 2024
Revenue
Down$93,366
Down $1,396 (-1.5%) from 2024
Expenses
Up$99,463
Up $12,341 (+14%) from 2024
Net Income
Down-$6,097
Down $13,737 (-180%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $44,226
- Liabilities
- -
- Net assets
- $44,226
- Revenue
- $93,366
- Expenses
- $99,463
- Net income
- -$6,097
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 13, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $93,366
Mission and Program Overview
Mission
ROTARY SERVICE CLUB.
To serve as a membership body for participants in Yakima Southwest Rotary.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Contribution to clubs within the community which uphold service to community. | $14,873 | $14,873 |
| Contribution to the Paul Harris Foundation to further the goals of Rotary International locally and around the world. | $9,990 | $9,990 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Matt Reed | President | PT | $0 | - | - |
| Tammy Granados | President Elect | - | $0 | - | - |
| Lynn Harlington | Vice President | - | $0 | - | - |
| Dirk Bernd | Secretary | - | $0 | - | - |
| Dave Lemon | Treasurer | - | $0 | - | - |
| Tony Klein | Director | - | $0 | - | - |
| Lisa Bergman | Director | - | $0 | - | - |
| Mark Hummel | Director | - | $0 | - | - |
| Elliot Ries | Director | - | $0 | - | - |
| Nicole Britt | Director | - | $0 | - | - |
| Jason Kildall | Director | - | $0 | - | - |
| Liberty McLean | Director | - | $0 | - | - |
| Brittanie Vaughn | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International
- EIN
- 23-7001797
- Phone
- 5095757463
- Address
- PO BOX 1624, YAKIMA, WA 98907
Signing Officer
- Name
- Dave Lemon
- Title
- Treasurer
- Signed
- 2025-11-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Petersen CPAs & Advisors PLLC
- Address
- 3702 Kern Way, Yakima, WA 98902
- Preparer
- Jessica R Walkenhauer CPA
- Phone
- 5095751040
Supplemental Narrative
Additional Explanations
Other Revenue.1
“Other Revenue $322”
Grants and Similar Amounts Paid In Excess of $5,000.1
“| Donee's Name: Rotary Foundation | Donee's Address: 1560 Sherman Ave Evanston IL 60201 | Cash Amount Given: $9990”
Grants and Similar Amounts Paid In Excess of $5,000.2
“| Donee's Name: The Eagles Club | Donee's Address: 307 W chestnut ave yakima wa 98902 | Cash Amount Given: $10000”
Other Expenses.1001
“Advertising and Promotion $2170”
Other Expenses.1002
“Office Expenses $5244”
Other Expenses.1003
“Information Technology $4871”
Other Expenses.1007
“Conferences, Conventions, and Meetings $4972”
Other Expenses.1
“Other $1066”
Other Expenses.2
“Bad Debt $800”
Other Expenses.3
“Member Care $425”
Other Assets.1005
“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $559”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $314 Accounts Payable and Accrued Expenses - Ending $0”
Raw XML Appendix176 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Matt Reed |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Tammy Granados |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lynn Harlington |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Dirk Bernd |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Dave Lemon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Tony Klein |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Lisa Bergman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Mark Hummel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Elliot Ries |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Nicole Britt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Jason Kildall |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Liberty McLean |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Brittanie Vaughn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 559 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 19548 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 322 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To serve as a membership body for participants in Yakima Southwest Rotary. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Contribution to clubs within the community which uphold service to community. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Contribution to the Paul Harris Foundation to further the goals of Rotary International locally and around the world. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 14873 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 9990 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 14873 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 9990 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 140 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 314 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 99463 |
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| IRS990EZ/TotalRevenueAmt | 0 | 93366 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | YSWROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Other Revenue $322 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Donee's Name: Rotary Foundation | Donee's Address: 1560 Sherman Ave Evanston IL 60201 | Cash Amount Given: $9990 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Donee's Name: The Eagles Club | Donee's Address: 307 W chestnut ave yakima wa 98902 | Cash Amount Given: $10000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Advertising and Promotion $2170 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Office Expenses $5244 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Information Technology $4871 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Conferences, Conventions, and Meetings $4972 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Other $1066 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Bad Debt $800 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Member Care $425 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Accounts Receivable - Beginning $0 Accounts Receivable - Ending $559 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $314 Accounts Payable and Accrued Expenses - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Dave Lemon |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | aka Yakima Southwest Rotary Club |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 237001797 |
| ReturnHeader/Filer/PhoneNum | 0 | 5095757463 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1624 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | YAKIMA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 98907 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261262413 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Petersen CPAs & Advisors PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3702 Kern Way |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Yakima |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98902 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5095751040 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jessica R Walkenhauer CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T14:21:50-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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