Civic Intelligence

Wenatchee Confluence Rotary Foundation

990EZ • Fiscal year 2017 • EIN 81-2373307

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization ProfileN/A
7 N Wenatchee AveWenatchee, WA 98801

(509) 662-1211

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

100th percentile

36636%

Faster asset growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

38303%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$73,472

Up $73,272 (+36636%) from 2016

Net Assets

$73,472

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$76,806

Up $76,606 (+38303%) from 2016

Expenses

Up

$3,534

Up $3,534 from 2016

Net Income

Up

$73,272

Up $73,072 (+36536%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$300K$200K$100K$0Assets 2016: $200Liabilities 2016: $02016Assets 2017: $73,472Net Assets 2017: $73,4722017Assets 2018: $86,016Liabilities 2018: $02018Assets 2019: $101,547Net Assets 2019: $101,5472019Assets 2020: $105,074Net Assets 2020: $105,0742020Assets 2021: $118,319Net Assets 2021: $118,3192021Assets 2022: $94,639Net Assets 2022: $94,6392022Assets 2023: $113,750Liabilities 2023: $02023Assets 2024: $259,094Net Assets 2024: $259,0942024

Highlighted filing

2017

Assets$73,472
Liabilities-
Net Assets$73,472
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $200Expenses 2016: $0Net Income 2016: $2002016Revenue 2017: $76,806Expenses 2017: $3,534Net Income 2017: $73,2722017Revenue 2018: $29,050Expenses 2018: $8,466Net Income 2018: $20,5842018Revenue 2019: $14,525Expenses 2019: $10,121Net Income 2019: $4,4042019Revenue 2020: $12,534Expenses 2020: $19,307Net Income 2020: -$6,7732020Revenue 2021: $23,305Expenses 2021: $20,424Net Income 2021: $2,8812021Revenue 2022: $19,540Expenses 2022: $22,857Net Income 2022: -$3,3172022Revenue 2023: $24,055Expenses 2023: $17,039Net Income 2023: $7,0162023Revenue 2024: $154,361Expenses 2024: $15,781Net Income 2024: $138,5802024

Highlighted filing

2017

Revenue$76,806
Expenses$3,534
Net Income$73,272
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$76,856
Mission and Program Overview

Mission

To carry out charitable activities consistent with the Rotary International motto of "Service Above Self," including, without limitation, to promote education, disaster relief, housing, nutrition, health care, essential public infrastructure, and humanitarian causes within the City of Wenatchee, Counties of Chelan and Douglas, State of Washington, and internationally.

Program Services

DescriptionGrantsExpenses
DONATIONS TO RECIPIENTS THROUGH COMMUNITY FOUNDATION OF NCW.-$724
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J BENTSENPresident-$0--
BOB BULLISPresident Elect-$0--
DAVID A KAZEMBASecretary-$0--
AUDREY L BESSONETTETreasurer-$0--
SHANNON MCMANUSDirector-$0--
KELLEN PARTONDirector-$0--
ROB TIDDDirector-$0--
EARL TILLYDirector-$0--
RANDY ZIELINSKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wenatchee North Rotary Foundation
EIN
81-2373307
Phone
5096621211
Address
7 N Wenatchee Ave, Wenatchee, WA 98801

Signing Officer

Name
David J Bentsen
Title
President
Phone
5096621211
Signed
2018-05-09

Preparer

Firm
Tidd Tax & Accounting LLC
Address
918 College Street, Wenatchee, WA 98801-1686
Preparer
Steve Tidd CPA
Phone
5096625951
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Realized Gains 2514.”

Form 990EZ, Part I, Line 8

“Unrealized Gains 4020.”

Form 990EZ, Part I, Line 10

“Skate assist program; donor gifts; town toyota center: 1300 walla walla ave, wenatchee, wa, 98801; d”

Form 990EZ, Part I, Line 10

“Spirit award; donor gifts; western washington university: 516 high street, bellingham, wa, 98225; do”

Form 990EZ, Part I, Line 16

“Administration Fees Expense 500.”

Form 990EZ, Part I, Line 16

“Investment Management Fees 221.”

Form 990EZ, Part I, Line 16

“Miscellaneous Expense 3.”

Form 990EZ, Part I, Line 16

“State of WA LLC Annual Renewal 60.”

Form 990EZ, Part II, Line 24

“Community Foundation Fund Balance 56797.”

Raw XML Appendix175 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AUDREY BESSONETTE
IRS990EZ/BooksInCareOfDetail/PhoneNum05096302288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06890 Pioneer Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cashmere
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098815
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069300
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt073272
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0200
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073472
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0135
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02750
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt076856
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0887
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073472
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0200
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073472
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID J BENTSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB BULLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID A KAZEMBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AUDREY L BESSONETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON MCMANUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLEN PARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROB TIDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7EARL TILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RANDY ZIELINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt056797
IRS990EZ/OtherExpensesTotalAmt0784
IRS990EZ/OtherRevenueTotalAmt06534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To carry out charitable activities consistent with the Rotary International motto of "Service Above Self," including, without limitation, to promote education, disaster relief, housing, nutrition, health care, essential public infrastructure, and humanitarian causes within the City of Wenatchee, Counties of Chelan and Douglas, State of Washington, and internationally.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO RECIPIENTS THROUGH COMMUNITY FOUNDATION OF NCW.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0724
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050
IRS990EZ/SpecialEventsNetIncomeLossAmt085
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03534
IRS990EZ/TotalProgramServiceExpensesAmt0724
IRS990EZ/TotalRevenueAmt076806
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Gaming 2017: 85.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0887
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0887
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt085
IRS990ScheduleA/OtherIncome170Grp/TotalAmt085
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98620
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt069500
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069500
IRS990ScheduleA/TotalSupportAmt070472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Realized Gains 2514.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Unrealized Gains 4020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SKATE ASSIST PROGRAM; DONOR GIFTS; TOWN TOYOTA CENTER: 1300 WALLA WALLA AVE, WENATCHEE, WA, 98801; D
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPIRIT AWARD; DONOR GIFTS; WESTERN WASHINGTON UNIVERSITY: 516 HIGH STREET, BELLINGHAM, WA, 98225; DO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Administration Fees Expense 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Investment Management Fees 221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous Expense 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State of WA LLC Annual Renewal 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Community Foundation Fund Balance 56797.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J BENTSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05096621211
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wenatchee North Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WENA
ReturnHeader/Filer/EIN0812373307
ReturnHeader/Filer/PhoneNum05096621211
ReturnHeader/Filer/USAddress/AddressLine1Txt07 N Wenatchee Ave
ReturnHeader/Filer/USAddress/CityNm0Wenatchee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04F58CD53F8193930CB212E9E60503A66C0AF1C33
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04F58CD53F8193930CB212E9E60503A66C0AF1C33
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.142.218.137
ReturnHeader/FilingSecurityInformation/IPDt02018-05-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:56:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tidd Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0918 College Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wenatchee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988011686
ReturnHeader/PreparerPersonGrp/PhoneNum05096625951
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE TIDD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-30T14:56:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,472
Liabilities
-
Net assets
$73,472
Revenue
$76,806
Expenses
$3,534
Net income
$73,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$2.59$1.54$0.16$1.39
2023Summary only. Only limited summary data is available for this year.$1.14$0.00$0.24$0.17$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.20$0.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$1.18$0.23$0.20$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.13$0.19$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.15$0.10$0.04
2018Summary only. Only limited summary data is available for this year.$0.86$0.00$0.29$0.08$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.77$0.04$0.73
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00