Civic Intelligence

Shelton Rotary Foundation

EIN 46-4616324 • 501(c)3 • Shelton, WA

Pub. 78 Eligible990-N Coverage

Profile

The purpose of the shelton rotary foundation is to identify the funding plan, financial goals and charitable beneficiaries to be derived from the the fundraising efforts of the rotary club of shelton, washington.

PO Box 633Shelton, WA 98584

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-19%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$111,529

Up $12,047 (+12%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$111,529

Up $12,047 (+12%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$45,105

Down $10,354 (-19%) from 2024

Expenses

Down

$33,058

Down $6,971 (-17%) from 2024

Net Income

Down

$12,047

Down $3,383 (-22%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2014: $14,341Liabilities 2014: $0Net Assets 2014: $14,3412014Assets 2015: $21,785Liabilities 2015: $0Net Assets 2015: $21,7852015Assets 2016: $17,064Liabilities 2016: $0Net Assets 2016: $17,0642016Assets 2017: $87,184Liabilities 2017: $0Net Assets 2017: $87,1822017Assets 2018: $86,079Liabilities 2018: $0Net Assets 2018: $86,0792018Assets 2024: $99,482Net Assets 2024: $99,4822024Assets 2025: $111,529Net Assets 2025: $111,5292025

Highlighted filing

2025

Assets$111,529
Liabilities-
Net Assets$111,529
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $15,855Expenses 2014: $1,514Net Income 2014: $14,3412014Revenue 2015: $18,497Expenses 2015: $11,053Net Income 2015: $7,4442015Revenue 2016: $6,350Expenses 2016: $11,071Net Income 2016: -$4,7212016Revenue 2017: $81,178Expenses 2017: $11,058Net Income 2017: $70,1202017Revenue 2018: $12,031Expenses 2018: $13,134Net Income 2018: -$1,1032018Revenue 2024: $55,459Expenses 2024: $40,029Net Income 2024: $15,4302024Revenue 2025: $45,105Expenses 2025: $33,058Net Income 2025: $12,0472025

Highlighted filing

2025

Revenue$45,105
Expenses$33,058
Net Income$12,047
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,529
Liabilities
-
Net assets
$111,529
Revenue
$45,105
Expenses
$33,058
Net income
$12,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.45$0.33$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.55$0.40$0.15
2018Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.12$0.13$0.01
2017Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.81$0.11$0.70
2016Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.06$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.18$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.16$0.02$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 17, 2026
Return Version
2025v4.0
Gross Receipts
$73,766
Mission and Program Overview

Mission

The purpose of the shelton rotary foundation is to identify the funding plan, financial goals and charitable beneficiaries to be derived from the the fundraising efforts of the rotary club of shelton, washington.

Program Services

DescriptionGrantsExpenses
SUPPORT OF ROTARY CLUB OF SHELTON, WA.$29,021$32,203
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIE MCKAIGPresident-$0--
KRISTY BUCKTreasurer-$0--
PAM WARDSecretary-$0--
KYLE HACKNEYBoard Member-$0--
ANGELA BARNESBoard Member-$0--
KRISTIN FRENCHBoard Member-$0--
GARY BAUDERBoard Member-$0--
RICK HOSSBoard Member-$0--
TAMRE REEDBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oysterfunk$32,035$24,285$5,050$19,235
Oysterfest$11,642$11,642$6,550$5,092
Total Events$43,677$35,927$19,606$16,321
Filing and Contact Details

Filer

Filer Name
Shelton Rotary Foundation
EIN
46-4616324
Phone
3604276117
Address
PO BOX 633, SHELTON, WA 98584

Signing Officer

Name
Kristy Buck
Title
Treasurer
Phone
3604276117
Signed
2026-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Dnm & Associates Ps
Address
PO BOX 1156, SHELTON, WA 98584
Preparer
Daniel Mortensen CPA
Phone
3604265667
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: skookum rotary club foundation address: po box 849 shelton, wa 98584 cash contribution: 7,500”

Form 990-ez, Part I, Line 16

“Expenses office 5 memorial project 3,182 total 3,187”

Form 990-ez, Part III

“The purpose of the shelton rotary foundation is to identify the funding plan, financial goals and charitable beneficiaries to be derived from the the fundraising efforts of the rotary club of shelton, washington.”

Raw XML Appendix205 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SKOOKUM ROTARY CLUB FOUNDATION ADDRESS: PO BOX 849 SHELTON, WA 98584 CASH CONTRIBUTION: 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 5 MEMORIAL PROJECT 3,182 TOTAL 3,187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE SHELTON ROTARY FOUNDATION IS TO IDENTIFY THE FUNDING PLAN, FINANCIAL GOALS AND CHARITABLE BENEFICIARIES TO BE DERIVED FROM THE THE FUNDRAISING EFFORTS OF THE ROTARY CLUB OF SHELTON, WASHINGTON.
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ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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