Civic Intelligence

Rotary Club of Yakima Southwest

990EZ • Fiscal year 2017 • EIN 23-7001797

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

PO Box 1624Yakima, WA 98907-1624

(509) 575-7463

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$20,799

No earlier filing loaded for comparison.

Net Assets

$20,799

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$67,178

No earlier filing loaded for comparison.

Expenses

$91,279

No earlier filing loaded for comparison.

Net Income

-$24,101

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.

$80K$60K$40K$20K$0Assets 2017: $20,799Liabilities 2017: $0Net Assets 2017: $20,7992017Assets 2018: $24,104Liabilities 2018: $0Net Assets 2018: $24,1042018Assets 2019: $41,777Liabilities 2019: $0Net Assets 2019: $41,7772019Assets 2020: $40,179Liabilities 2020: $3,730Net Assets 2020: $36,4492020Assets 2022: $61,213Liabilities 2022: $0Net Assets 2022: $61,2132022Assets 2023: $42,683Liabilities 2023: $0Net Assets 2023: $42,6832023Assets 2024: $50,637Liabilities 2024: $314Net Assets 2024: $50,3232024Assets 2025: $44,226Net Assets 2025: $44,2262025

Highlighted filing

2017

Assets$20,799
Liabilities$0
Net Assets$20,799

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $67,178Expenses 2017: $91,279Net Income 2017: -$24,1012017Revenue 2018: $70,843Expenses 2018: $67,538Net Income 2018: $3,3052018Revenue 2019: $92,313Expenses 2019: $74,640Net Income 2019: $17,6732019Revenue 2020: $76,157Expenses 2020: $84,879Net Income 2020: -$8,7222020Revenue 2022: $85,278Expenses 2022: $77,802Net Income 2022: $7,4762022Revenue 2023: $94,600Expenses 2023: $113,130Net Income 2023: -$18,5302023Revenue 2024: $94,762Expenses 2024: $87,122Net Income 2024: $7,6402024Revenue 2025: $93,366Expenses 2025: $99,463Net Income 2025: -$6,0972025

Highlighted filing

2017

Revenue$67,178
Expenses$91,279
Net Income-$24,101
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$67,178
Mission and Program Overview

Mission

ROTARY SERVICE CLUB.

Program Services

DescriptionGrantsExpenses
TO PROMOTE CLUB ACTIVITES, FELLOWSHIP AND GOALS OF ROTARY. PROVIDE MEETINGS, PROGRAMS AND ACTIVITES TO PROMOTE MEMBER KNOWLEDGE OF COMMUNITY AND BUILD GOODWILL.$7,210$64,906
PROVIDE GRANT TO YAKIMA SOUTHWEST ROTARY CLUB CHARITIES TO PROMOTE THE CHARITIES ABILITY TO PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS.$26,373$26,373
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN BOWENPresident-$0--
TOM SPARLINGVice President-$0--
JOSH LOGSDONPresident Elect-$0--
BILL GILMORESecretary-$0--
AARON ERICKSONTresurer-$0--
DUSTY ST JOHNAssist SecretaryPT$0--
MARK YOUNGDirector-$0--
CORDAY TRICKDirector-$0--
MARTIN STREICHDirector-$0--
MIKE HEITDirector-$0--
LYNN HARLINGTONDirector-$0--
CRAIG DWIGHTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Yakima Southwest
EIN
23-7001797
Phone
5095757463
Address
PO BOX 1624, YAKIMA, WA 98907-1624

Signing Officer

Name
Ann Bowen
Title
President
Phone
5095757463
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 NORTH 39TH AVENUE, YAKIMA, WA 98902
Preparer
Ralph a Conner CPA
Phone
5098232910
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 100.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bad debt. Amount: 500. Description: operating expenses. Amount: 24,255. Description: miscellaneous expenses. Amount: 2,446. Total to form 990-ez, line 16: 27,201.

Form 990-ez, Part II, Line 24 - Other Assets

Description: . Beg. Of year amount: 15,650. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 13,180. End of year amount: 0.

Raw XML Appendix181 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YAKIMA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN BOWEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL GILMORE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK YOUNG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARTIN STREICH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CRAIG DWIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRESURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSIST SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027201
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY SERVICE CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE CLUB ACTIVITES, FELLOWSHIP AND GOALS OF ROTARY. PROVIDE MEETINGS, PROGRAMS AND ACTIVITES TO PROMOTE MEMBER KNOWLEDGE OF COMMUNITY AND BUILD GOODWILL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE GRANT TO YAKIMA SOUTHWEST ROTARY CLUB CHARITIES TO PROMOTE THE CHARITIES ABILITY TO PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07210
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt091279
IRS990EZ/TotalProgramServiceExpensesAmt091279
IRS990EZ/TotalRevenueAmt067178
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0YSWROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BAD DEBT. AMOUNT: 500. DESCRIPTION: OPERATING EXPENSES. AMOUNT: 24,255. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 2,446. TOTAL TO FORM 990-EZ, LINE 16: 27,201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: . BEG. OF YEAR AMOUNT: 15,650. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 13,180. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN BOWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05095757463
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF YAKIMA SOUTHWEST
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237001797
ReturnHeader/Filer/PhoneNum05095757463
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1624
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0989071624
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:10:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 NORTH 39TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YAKIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098902
ReturnHeader/PreparerPersonGrp/PhoneNum05098232910
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH A CONNER CPA
ReturnHeader/ReturnTs02018-05-15T16:29:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings