Civic Intelligence

Rotary Club of Yakima Southwest

990EZ • Fiscal year 2018 • EIN 23-7001797

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$4,200

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

5.5%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$24,104

Up $3,305 (+16%) from 2017

Net Assets

Up

$24,104

Up $3,305 (+16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$70,843

Up $3,665 (+5.5%) from 2017

Expenses

Down

$67,538

Down $23,741 (-26%) from 2017

Net Income

Up

$3,305

Up $27,406 (+114%) from 2017

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

2018

Assets$24,104
Liabilities$0
Net Assets$24,104

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

2018

Revenue$70,843
Expenses$67,538
Net Income$3,305
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$70,843
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.$7,112$7,112
PROVIDE GRANT TO YAKIMA SOUTHWEST ROTARY CLUB CHARITIES TO PROMOTE THE CHARITIES ABILITY TO PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS.$6,147$6,147
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUSTY ST JOHNAssist SecretaryPT$4,200-$4,200
JOSH LOGSDONPresident-$0--
ANN BOWENVice President-$0--
CRAIG DWIGHTPresident Elect-$0--
AARON ERICKSONTreasurer-$0--
TOM SPARLINGSecretary-$0--
MARTIN STREICHDirector-$0--
MIKE HEITDirector-$0--
CHRIS CORRYDirector-$0--
FRANK ROWLANDDirector-$0--
CRYSTAL WOODSDirector-$0--
TONI BENETTI-FLABETICHDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Ann Bowen
Title
President
Phone
5095757463
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 NORTH 39TH AVENUE, YAKIMA, WA 98902
Preparer
Aaron J Erickson CPA
Phone
5098232910
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 49.

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

Description: bad debt. Amount: 460. Description: operating expenses. Amount: 20,936. Total to form 990-ez, line 16: 21,396.

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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt027692
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DUSTY ST JOHN
IRS990EZ/BooksInCareOfDetail/PhoneNum05095757463
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1624
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YAKIMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0989071624
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024104
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015266
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03305
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0441
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt013809
IRS990EZ/GrossReceiptsAmt070843
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
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IRS990EZ/InvestmentIncomeAmt049
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt055528
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024104
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024104
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt54200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSH LOGSDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANN BOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRAIG DWIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AARON ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM SPARLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DUSTY ST JOHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTIN STREICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MIKE HEIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS CORRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9FRANK ROWLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CRYSTAL WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TONI BENETTI-FLABETICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021396
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/GrantsAndAllocationsAmt07112
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16147
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07112
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16147
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt04200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt067538
IRS990EZ/TotalProgramServiceExpensesAmt013259
IRS990EZ/TotalRevenueAmt070843
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0YSWROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 49.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BAD DEBT. AMOUNT: 460. DESCRIPTION: OPERATING EXPENSES. AMOUNT: 20,936. TOTAL TO FORM 990-EZ, LINE 16: 21,396.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN BOWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05095757463
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YAKIMA SOUTHWEST ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0YAKI
ReturnHeader/Filer/EIN0237001797
ReturnHeader/Filer/PhoneNum05095757463
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1624
ReturnHeader/Filer/USAddress/CityNm0YAKIMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0989071624
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0809E54FA8C64BBE3CBB7CEA9C7808FE856DB1227
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01163F2703C142B8AEA81BE89D0CF340018EA0271
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:23:56
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/PreparationDt02019-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON J ERICKSON CPA
ReturnHeader/ReturnTs02019-05-14T12:12:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings