Civic Intelligence

Vancouver Rotary Foundation

990 • Fiscal year 2021 • EIN 23-7305250

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

Organization ProfileN/A
PO Box 1000Vancouver, WA 98666

(360) 695-0068

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,719,335

Up $816,509 (+28%) from 2020

Net Assets

Up

$3,719,335

Up $816,509 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin74th percentile

Revenue

Down

$215,483

Down $310,654 (-59%) from 2020

Expenses

Down

$150,650

Down $487,027 (-76%) from 2020

Net Income

Up

$64,833

Up $176,373 (+158%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,826,630Liabilities 2010: $350Net Assets 2010: $1,826,2802010Assets 2012: $1,866,446Liabilities 2012: $6,787Net Assets 2012: $1,859,6592012Assets 2013: $2,097,567Liabilities 2013: $0Net Assets 2013: $2,097,5672013Assets 2014: $2,339,055Liabilities 2014: $1,695Net Assets 2014: $2,337,3602014Assets 2015: $2,398,449Liabilities 2015: $0Net Assets 2015: $2,398,4492015Assets 2017: $2,676,980Liabilities 2017: $0Net Assets 2017: $2,676,9802017Assets 2018: $2,974,958Liabilities 2018: $607Net Assets 2018: $2,974,3512018Assets 2019: $3,014,366Liabilities 2019: $0Net Assets 2019: $3,014,3662019Assets 2020: $2,902,826Liabilities 2020: $0Net Assets 2020: $2,902,8262020Assets 2021: $3,719,335Liabilities 2021: $0Net Assets 2021: $3,719,3352021Assets 2022: $2,576,191Liabilities 2022: $0Net Assets 2022: $2,576,1912022Assets 2023: $2,812,251Liabilities 2023: $0Net Assets 2023: $2,812,2512023Assets 2024: $3,016,489Liabilities 2024: $0Net Assets 2024: $3,016,4892024Assets 2025: $3,332,022Liabilities 2025: $0Net Assets 2025: $3,332,0222025

Highlighted filing

2021

Assets$3,719,335
Liabilities$0
Net Assets$3,719,335
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $165,4212010Expenses 2012: $360,0302012Expenses 2013: $152,6572013Revenue 2014: $422,750Expenses 2014: $182,957Net Income 2014: $239,7932014Revenue 2015: $262,790Expenses 2015: $201,701Net Income 2015: $61,0892015Revenue 2017: $460,170Expenses 2017: $105,493Net Income 2017: $354,6772017Revenue 2018: $441,265Expenses 2018: $149,840Net Income 2018: $291,4252018Revenue 2019: $405,092Expenses 2019: $365,077Net Income 2019: $40,0152019Revenue 2020: $526,137Expenses 2020: $637,677Net Income 2020: -$111,5402020Revenue 2021: $215,483Expenses 2021: $150,650Net Income 2021: $64,8332021Revenue 2022: $190,916Expenses 2022: $703,771Net Income 2022: -$512,8552022Revenue 2023: $415,163Expenses 2023: $179,103Net Income 2023: $236,0602023Revenue 2024: $385,169Expenses 2024: $180,931Net Income 2024: $204,2382024Revenue 2025: $493,766Expenses 2025: $178,233Net Income 2025: $315,5332025

Highlighted filing

2021

Revenue$215,483
Expenses$150,650
Net Income$64,833
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$220,483
Mission and Program Overview

Mission

The organization's mission is to enable rotarians to advance world understanding, goodwill and peace through the improvement of health, education and alleviation of poverty. The foundation is supported solely by voluntary contributions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,886,711$3,698,182▲ $811,471
Cash and Non-Interest-Bearing Accounts$16,115$21,153▲ $5,038
Total Assets$2,902,826$3,719,335▲ $816,509
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$2,657,158-
Net Assets Without Donor Restrictions$2,902,826$1,062,177▼ $1,840,649
Total Net Assets Fund Balance$2,902,826$3,719,335▲ $816,509
Total Liabilities and Net Assets / Fund Balance$2,902,826$3,719,335▲ $816,509

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,698,182--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,820,695-▼ $2,469-$1,722,226
2019$1,802,025-▲ $106,670-$1,820,695
2018$1,638,660-▲ $259,365-$1,802,025
2017$1,487,134-▲ $247,526-$1,638,660
2016$1,581,534-▼ $10,400-$1,487,134
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bruce ParisPresident
Adam RoselliBoard Member
Bob KnightBoard Member
Bob StepsisBoard Member
David HorowitzBoard Member
Karey ShoenfeldBoard Member
Lori HawkinsBoard Member
Preston SeuBoard Member
Wayne ClemetsonBoard Member
Barbara JohnsonSecretary
Holly WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,732
Program Service Revenue
$0
Investment Income
$157,751
Other Revenue
$0
All Other Contributions
$57,732
Change in Net Assets
$64,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$124,808
Other Expenses$25,842
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$96,000--$96,000
Grants to Domestic Orgs$28,808--$28,808
Fees for Services Accounting-$4,116-$4,116
Other Expenses-$354-$354
Office Expenses-$118-$118
Total Functional Expenses$124,808$25,842$0$150,650
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Education Across BordersSeattle, WA501(c)(3)Dominican Republic Water Project$8,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“All members of the vancouver rotary club are vancouver rotary foundation members.”

Form 990, Part VI, Section A, Line 7A

“Board members are elected annually by the foundation members at a december rotary meeting. Board members conduct the foundation's activities.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act without the board approving the action.”

Form 990, Part VI, Section B, Line 11B

“The 990 was drafted by an outside cpa firm, distributed to the full board for review, and then finalized and submitted to the irs.”

Form 990, Part VI, Section B, Line 12C

“An interested person must disclose the transaction or relationship that results in a conflict of interest. The remaining board members decide whether a conflict exists. The member with a conflict may enter into discussion, but may not vote on that issue. The remaining board members determine by a majority vote whether the transaction is in the foundation's best interest, fair and reasonable and vote accordingly.”

Form 990, Part VI, Section C, Line 18

“The foundation's 990 is available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public by contacting the foundation's officers.”

Filing and Contact Details

Filer

Filer Name
Vancouver Rotary Foundation
EIN
23-7305250
Phone
3606950068
Address
PO BOX 1000, VANCOUVER, WA 98666

Signing Officer

Name
Howard Marshack
Title
Treasurer
Phone
3606950068
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Marshack
Formed
1972
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Plymale & Gillespie Cpas Pllc
Address
PO BOX 765, VANCOUVER, WA 98666-0765
Preparer
Michael Gillespie
Phone
3606950068
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used for scholarships”

Raw XML AppendixShowing 400 of 455 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, EDUCATION AND ALLEVIATION OF POVERTY. THE FOUNDATION IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt057732
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03606950068
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1000
IRS990/BooksInCareOfDetail/USAddress/CityNm0VANCOUVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098666
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt016115
IRS990/CashNonInterestBearingGrp/EOYAmt021153
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057732
IRS990/CYGrantsAndSimilarPaidAmt0124808
IRS990/CYInvestmentIncomeAmt0157751
IRS990/CYOtherExpensesAmt025842
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt064833
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0150650
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0215483
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION AWARDED $96,000 IN COLLEGE SCHOLARSHIPS TO SOUTHWEST WASHINGTON HIGH SCHOOL AND COLLEGE STUDENTS, WHICH WERE MADE POSSIBLE THROUGH ENDOWMENTS AND THE SUPPORT OF COMMUNITY MEMBERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02657158
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt096000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04116
IRS990/FeesForServicesAccountingGrp/TotalAmt04116
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE PARIS
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2HOLLY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3LORI HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm4PRESTON SEU
IRS990/Form990PartVIISectionAGrp/PersonNm5WAYNE CLEMETSON
IRS990/Form990PartVIISectionAGrp/PersonNm6BOB STEPSIS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID HOROWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm8KAREY SHOENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM ROSELLI
IRS990/Form990PartVIISectionAGrp/PersonNm10BOB KNIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0867
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt096000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt096000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt096000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028808
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028808
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05867
IRS990/GrossReceiptsAmt0220483
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0156884
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0156884
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02886711
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03698182
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05000
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, EDUCATION AND ALLEVIATION OF POVERTY. THE FOUNDATION IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02902826
IRS990/NetAssetsOrFundBalancesEOYAmt03719335
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0867
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0867
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0751676
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02902826
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01062177
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0118
IRS990/OfficeExpensesGrp/TotalAmt0118
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COMMUNITY TREE LIGHTING
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019334
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2354
IRS990/OtherExpensesGrp/TotalAmt019334
IRS990/OtherExpensesGrp/TotalAmt11920
IRS990/OtherExpensesGrp/TotalAmt2354
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HOWARD MARSHACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO LOCAL CHARITIES AND MATCHING ROTARY GRANTS TO AN INTERNATIONAL PROJECT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028808
IRS990/ProgSrvcAccomActy2Grp/GrantAmt028808
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0155532
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0260071
IRS990/PYInvestmentIncomeAmt0396588
IRS990/PYOtherExpensesAmt0377606
IRS990/PYOtherRevenueAmt0-25983
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-111540
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0637677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0526137
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt064833
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0155532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0181323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0499035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0157751
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0136015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0181380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0112892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt095310
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0683348
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42210
IRS990ScheduleA/PublicSupportPY170Pct00.41950
IRS990ScheduleA/PublicSupportTotal170Amt0499035
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0155532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0181323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0499035
IRS990ScheduleA/TotalSupportAmt01182383
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01820695
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01722226
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt096000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2469
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01802025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01820695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt088000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0106670
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01638660
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01802025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt096000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0259365
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01487134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01638660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt096000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0247526
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01581534
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01487134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt084000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10400
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03698182
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SCHWAB MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03698182
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt096000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt032
IRS990ScheduleI/RecipientTable/CashGrantAmt08600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DOMINICAN REPUBLIC WATER PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDUCATION ACROSS BORDERS
IRS990ScheduleI/RecipientTable/RecipientEIN0810590067
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03153 NE 82ND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098115
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE DIRECTLY TO SCHOOLS FOR SCHOLARSHIPS. THE COMMUNITY FOUNDATION OF SW WASHINGTON (A 501(C)(3) ORGANIZATION) HANDLES THE FINANCES FOR SCHOLARSHIPS AND IF THE FUNDS ARE NOT USED FOR EDUCATIONAL EXPENSES, THEY ARE RETURNED. SCHOLARSHIPS ARE MADE ONLY TO SCHOOLS IN WASHINGTON AND OREGON.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE VANCOUVER ROTARY CLUB ARE VANCOUVER ROTARY FOUNDATION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE ELECTED ANNUALLY BY THE FOUNDATION MEMBERS AT A DECEMBER ROTARY MEETING. BOARD MEMBERS CONDUCT THE FOUNDATION'S ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT WITHOUT THE BOARD APPROVING THE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 WAS DRAFTED BY AN OUTSIDE CPA FIRM, DISTRIBUTED TO THE FULL BOARD FOR REVIEW, AND THEN FINALIZED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN INTERESTED PERSON MUST DISCLOSE THE TRANSACTION OR RELATIONSHIP THAT RESULTS IN A CONFLICT OF INTEREST. THE REMAINING BOARD MEMBERS DECIDE WHETHER A CONFLICT EXISTS. THE MEMBER WITH A CONFLICT MAY ENTER INTO DISCUSSION, BUT MAY NOT VOTE ON THAT ISSUE. THE REMAINING BOARD MEMBERS DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION IS IN THE FOUNDATION'S BEST INTEREST, FAIR AND REASONABLE AND VOTE ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION'S 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY CONTACTING THE FOUNDATION'S OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE ROTARY CLUB OF VANCOUVER WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0916031780
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO ENCOURAGE, EXTEND AND PROMOTE THE OBJECTIVES OF ROTARY INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0VANCOUVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098666
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02902826
IRS990/TotalAssetsEOYAmt03719335
IRS990/TotalAssetsGrp/BOYAmt02902826
IRS990/TotalAssetsGrp/EOYAmt03719335
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt057732
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025842
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124808
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150650
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02902826
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03719335
IRS990/TotalOtherCompensationAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,719,335
Liabilities
$0
Net assets
$3,719,335
Revenue
$215,483
Expenses
$150,650
Net income
$64,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.49$0.18$0.32
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.39$0.18$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.42$0.18$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.19$0.70$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.22$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.53$0.64$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.41$0.37$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.44$0.15$0.29
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.46$0.11$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.26$0.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.42$0.18$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.01$1.86$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$0.17