Civic Intelligence

Rotary Club of Yakima Southwest

990EZ • Fiscal year 2022 • EIN 23-7001797

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 14, 2023

PO Box 1624Yakima, WA 98907-1624

(509) 945-2840

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

57th percentile

8.8%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$4,800

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

46th percentile

5.8%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Up

$61,213

Up $21,034 (+52%) from 2020

Net Assets

Up

$61,213

Up $24,764 (+68%) from 2020

Liabilities

Down

$0

Down $3,730 (-100%) from 2020

Revenue

Up

$85,278

Up $9,121 (+12%) from 2020

Expenses

Down

$77,802

Down $7,077 (-8.3%) from 2020

Net Income

Up

$7,476

Up $16,198 (+186%) from 2020

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

2022

Assets$61,213
Liabilities$0
Net Assets$61,213

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

2022

Revenue$85,278
Expenses$77,802
Net Income$7,476
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 14, 2023
Return Version
2021v4.0
Gross Receipts
$86,762
Mission and Program Overview

Mission

ROTARY SERVICE CLUB.

ToserveasamebershipbodyforparticipantsinYakimaSouthwestRotary

Program Services

DescriptionGrantsExpenses
RotaryInternationalPaulHarrisContributionstocontinuetheRotaryInternationalprojectsaroundtheworld$9,350$9,350
YakimaRotaryTrust1granttofurthertheTrustsabilitytoprovidecommunityprojects$5,000$5,000
Rotarct To support younger Rotarians in the Community$500$0
Student Stipend To support Ratary Youth exchange$400$0
CampHopeYakimahomelessorganizedcamp$50$50
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Noel MoxleyAssistant SecretaryPT$4,800-$4,800
Kristine GordonAssistant SecretaryPT$400-$400
Taylor StormoPresident-$0--
Dirk BerndPresident Elect-$0--
Martin StreichVice President-$0--
Craig DwightSecretary-$0--
Bill FosterTreasurer-$0--
Dusty DoreDirector-$0--
Claudia GonzalezDirector-$0--
Dave LemonDirector-$0--
Angie SainsburyDirector-$0--
Mary Lynne BrewingtonDirector-$0--
Josh MunsonDirector-$0--
Steve PilgerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
23-7001797
In Care Of
% Bill Foster
Address
PO BOX 1624, YAKIMA, WA 98907-1624

Signing Officer

Name
Bill Foster
Title
Treasurer
Signed
2023-01-14
Supplemental Narrative

Additional Explanations

Doing Business As Names

Yakima Sothwest Rotary

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Roatary International Paul Harris, $9350| Rotaract, $500| Yakima Rotary Trust, $5000| Camp Hope, $50| Student Stipend, $400|

Part I, line 16

| Other Expenses:, Amount:| Conferences coventions and meetings, $589| Bad debt, $1175| Miscellaneous, $5696| Social Events Member Care, $5016| Supplies, $5944|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $5189, $619| Undeposited Funds, $2174, $185|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $3700, $|

Raw XML Appendix162 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/BooksInCareOfDetail/USAddress/CityNm0Yakima
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Noel Moxley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristine Gordon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Taylor Stormo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dirk Bernd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Martin Streich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Craig Dwight
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bill Foster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dusty Dore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Claudia Gonzalez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Dave Lemon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Angie Sainsbury
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Mary Lynne Brewington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Josh Munson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Steve Pilger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Assistant Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Assistant Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07363
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0804
IRS990EZ/OtherExpensesTotalAmt018420
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt01419
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CampHopeYakimahomelessorganizedcamp
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YakimaRotaryTrust1granttofurthertheTrustsabilitytoprovidecommunityprojects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Rotarct To support younger Rotarians in the Community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Student Stipend To support Ratary Youth exchange
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09350
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3500
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IRS990EZ/SpecialEventsNetIncomeLossAmt02092
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077802
IRS990EZ/TotalProgramServiceExpensesAmt014400
IRS990EZ/TotalRevenueAmt085278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0yswrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Yakima Sothwest Rotary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Roatary International Paul Harris, $9350| Rotaract, $500| Yakima Rotary Trust, $5000| Camp Hope, $50| Student Stipend, $400|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Conferences coventions and meetings, $589| Bad debt, $1175| Miscellaneous, $5696| Social Events Member Care, $5016| Supplies, $5944|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $5189, $619| Undeposited Funds, $2174, $185|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $3700, $|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, line 26
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Foster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237001797
ReturnHeader/Filer/ForeignPhoneNum05099452840
ReturnHeader/Filer/InCareOfNm0% Bill Foster
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1624
ReturnHeader/Filer/USAddress/CityNm0YAKIMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0989071624
ReturnHeader/ReturnTs02023-01-14T05:47:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings