Civic Intelligence

Rotary District 5080 Charitable Fund

990 • Fiscal year 2021 • EIN 81-3110856

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2022

Organization ProfileN/A
3833 E Eloika RdDeer Park, WA 99006

(509) 922-2693

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

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

Net Margin

15th percentile

-10%

Higher net margin than 15% 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

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

76th percentile

50%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,084,333

Up $145,434 (+15%) from 2020

Net Assets

Up

$1,079,089

Up $144,350 (+15%) from 2020

Liabilities

Up

$5,244

Up $1,084 (+26%) from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin15th percentile

Revenue

Up

$85,170

Up $28,292 (+50%) from 2020

Expenses

Down

$93,696

Down $14,806 (-14%) from 2020

Net Income

Up

-$8,526

Up $43,098 (+83%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2017: $11,764Liabilities 2017: $0Net Assets 2017: $11,7642017Assets 2018: $919,851Liabilities 2018: $11,395Net Assets 2018: $908,4562018Assets 2019: $1,008,338Liabilities 2019: $4,538Net Assets 2019: $1,003,8002019Assets 2020: $938,899Liabilities 2020: $4,160Net Assets 2020: $934,7392020Assets 2021: $1,084,333Liabilities 2021: $5,244Net Assets 2021: $1,079,0892021Assets 2022: $998,092Liabilities 2022: $4,265Net Assets 2022: $993,8272022Assets 2023: $1,060,037Liabilities 2023: $100Net Assets 2023: $1,059,9372023Assets 2024: $1,075,128Liabilities 2024: $285Net Assets 2024: $1,074,8432024Assets 2025: $1,142,863Liabilities 2025: $0Net Assets 2025: $1,142,8632025

Highlighted filing

2021

Assets$1,084,333
Liabilities$5,244
Net Assets$1,079,089
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $13,864Expenses 2017: $2,100Net Income 2017: $11,7642017Revenue 2018: $1,008,346Expenses 2018: $84,890Net Income 2018: $923,4562018Revenue 2019: $196,475Expenses 2019: $92,584Net Income 2019: $103,8912019Revenue 2020: $56,878Expenses 2020: $108,502Net Income 2020: -$51,6242020Revenue 2021: $85,170Expenses 2021: $93,696Net Income 2021: -$8,5262021Revenue 2022: $245,587Expenses 2022: $151,351Net Income 2022: $94,2362022Revenue 2023: $133,694Expenses 2023: $141,259Net Income 2023: -$7,5652023Revenue 2024: $117,801Expenses 2024: $174,371Net Income 2024: -$56,5702024Revenue 2025: $192,808Expenses 2025: $162,922Net Income 2025: $29,8862025

Highlighted filing

2021

Revenue$85,170
Expenses$93,696
Net Income-$8,526
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2022
Return Version
2020v4.0
Gross Receipts
$262,694
Mission and Program Overview

Mission

To support the local and worldwide charitable activities of the Rotary District 5080 and its participating local Rotary Clubs, as well as provide funding for community projects, scholarships, and other charitable projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$934,739$1,079,089▲ $144,350
Investments in Publicly Traded Securities$804,953$963,255▲ $158,302
Savings and Temporary Cash Investments$88,349$72,364▼ $15,985
Cash and Non-Interest-Bearing Accounts$44,554$48,470▲ $3,916
Prepaid Expenses and Deferred Charges$1,042$244▼ $798
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$938,899$1,084,333▲ $145,434
Other Assets Total$1$0▼ $1
Liabilities
Deferred Revenue$1,660$2,744▲ $1,084
Accounts Payable and Accrued Expenses$2,500$2,500→ $0
Total Liabilities$4,160$5,244▲ $1,084
Net Assets / Fund Balance
Total Net Assets Fund Balance$934,739$1,079,089▲ $144,350
Total Liabilities and Net Assets / Fund Balance$938,899$1,084,333▲ $145,434

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$773,498-▲ $162,602-$883,302
2020$821,192$1,500▲ $9,810-$773,498
2019$724,643$100,000▲ $34,932-$821,192
2018-$749,467▲ $15,018-$724,643
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Robert CarrollPresident
Bev ReedDirector
Dave LarsenDirector
Kyle NolteDirector
Carol CarrollSecretary
William RoeSecretary
Gary J BoweTreasurer
Robert QuayVice Pres/pres
Revenue and Support

Revenue Composition

Contributions and Grants
$36,173
Program Service Revenue
$0
Investment Income
$47,238
Other Revenue
$1,759
All Other Contributions
$29,668
Change in Net Assets
$-8,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,663
Other Expenses$6,033
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,923--$51,923
Grants to Domestic Individuals$19,215--$19,215
Foreign Grants$16,525--$16,525
Fees for Service Investment Mgmnt Fees-$5,998-$5,998
Other Expenses-$35-$35
Total Functional Expenses$87,663$6,033$0$93,696
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spokane Valley PartnersSpokane Valley, WA501(c)(3)Fund Senior Assistance Programs$10,000
Meals on Wheels - Spokane CoSpokane, WA501(c)(3)Meals for Homebound Seniors$9,000
Widows MightSpokane Valley, WA501(c)(3)Assistance to Elderly Widows$8,500

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$491
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“President and secretary are spouses.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“Minutes recorded of all board meetings”

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

“ROBERT CARROLL32518 N Ridge RdCHATTAROY, WA 99003CAROL CARROLL32518 N Ridge RdCHATTAROY, WA 99003Bev Reed1909 W WedgewoodSPOKANE, WA 99208Robert Quay4711 W 18th PlaceKennewick, WA 99338Paul Fletcher15125 E Ridge LaneVeradale, WA 99037William Roe1419 S Walnut StSpokane, WA 99203”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No formal review. The return is provided to all board member for review, and they are provided the opportunity to raise questions, if desired.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers and directors are required to acknowledge receipt of the conflict of interest policy. The policy is reviewed with the board at least annually and board members are required to indicate in writing whether any conflicts of interest exist.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and policies available on request. Financial statements distributed to all board members and participating rotary clubs”

Filing and Contact Details

Filer

Filer Name
Rotary District 5080 Charitable Fund
EIN
81-3110856
Phone
5099222693
Address
3833 E Eloika Rd, Deer Park, WA 99006

Signing Officer

Name
Gary J Bowe
Title
Treasurer
Phone
5099222693
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary J Bowe
Formed
2016
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
100

Preparer

Firm
Gary J Bowe EA
Address
3833 East Eloika Rd, Deer Park, WA 99006
Preparer
Gary J Bowe EA
Phone
5099222693
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Investment fund return of capital = $275”

Other Changes In Net Assets Or Fund Balances - Other Increases

“ROUNDING = $1”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized gain (loss) on securities held = $152600”

Amended Return Explanatory Statement

“The original return inadvertantly did not include schedule d reporting information regarding donor advised funds and endowment funds.explanatory note added to schedule i, part iv.”

Raw XML AppendixShowing 400 of 635 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02500
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To support the local and worldwide charitable activities of the Rotary District 5080 and its participating local Rotary Clubs, as well as provide funding for community projects, scholarships, and other charitable projects.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt029668
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Gary J Bowe EA
IRS990/BooksInCareOfDetail/PhoneNum05099222693
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03833 E Eloika Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Deer Park
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0990069127
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0934739
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01079089
IRS990/CashNonInterestBearingGrp/BOYAmt044554
IRS990/CashNonInterestBearingGrp/EOYAmt048470
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt06505
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt036173
IRS990/CYGrantsAndSimilarPaidAmt087663
IRS990/CYInvestmentIncomeAmt047238
IRS990/CYOtherExpensesAmt06033
IRS990/CYOtherRevenueAmt01759
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-8526
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt093696
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt085170
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01660
IRS990/DeferredRevenueGrp/EOYAmt02744
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE A STRUCTURE FOR LOCAL ROTARY CLUBS TO CONDUCT QUALIFIED FUNDRAISING PROGRAMS TO SUPPORT CHARITABLE ACTIVITIES DETERMINED BY THE ROTARY CLUBS. THE ROTARY CLUBS PROVIDE THE VOLUNTEER SUPPORT GENERATING FUNDS. THE ORGANIZATION PROVIDES OVERSIGHT TO ASSURE THAT ALL EXPENDITURES ARE FOR QUALIFIED CHARITABLE PURPOSES OR FUNDRAISING COSTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt040863
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05998
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05998
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt016525
IRS990/ForeignGrantsGrp/TotalAmt016525
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt38.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/PersonNm0Robert Carroll
IRS990/Form990PartVIISectionAGrp/PersonNm1KYLE NOLTE
IRS990/Form990PartVIISectionAGrp/PersonNm2Carol Carroll
IRS990/Form990PartVIISectionAGrp/PersonNm3Gary J Bowe
IRS990/Form990PartVIISectionAGrp/PersonNm4Bev Reed
IRS990/Form990PartVIISectionAGrp/PersonNm5Robert Quay
IRS990/Form990PartVIISectionAGrp/PersonNm6William Roe
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVE LARSEN
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRES/PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt06505
IRS990/FundraisingDirectExpensesAmt0491
IRS990/GainOrLossGrp/SecuritiesAmt025973
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt040863
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt019215
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt019215
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051923
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051923
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0203006
IRS990/GrossReceiptsAmt0262694
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt021265
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021265
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0804953
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0963255
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0177033
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To support the local and worldwide charitable activities of the Rotary District 5080 and its participating local Rotary Clubs, as well as provide funding for community projects, scholarships, and other charitable projects.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt0934739
IRS990/NetAssetsOrFundBalancesEOYAmt01079089
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt025973
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025973
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-491
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-491
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0152876
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherRevenueMiscGrp/Desc0RETURN OF PRIOR GRANT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02250
IRS990/OtherRevenueTotalAmt02250
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01042
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0244
IRS990/PrincipalOfficerNm0Gary J Bowe
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION ADMINISTERS A PERMANENT ENDOWMENT CREATED BY AN INDIVIDUAL TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS BENEFITING SENIORS IN THE GREATER SPOKANE VALLEY GEOGRAPHIC AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt030800
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt038669
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION ADMINISTERS PERMANENT ENDOWMENTS CREATED BY ROTARY CLUBS OR INDIVIDUALS TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt016000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03147
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt026635
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0102704
IRS990/PYInvestmentIncomeAmt028036
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05798
IRS990/PYOtherRevenueAmt02207
IRS990/PYRevenuesLessExpensesAmt0-51624
IRS990/PYTotalExpensesAmt0108502
IRS990/PYTotalRevenueAmt056878
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-8526
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt043354
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt088349
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0155578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0274100
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt053484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028215
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0135389
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66940
IRS990ScheduleA/PublicSupportTotal170Amt0274100
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0155578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045394
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0274100
IRS990ScheduleA/TotalSupportAmt0409489
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05998
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0773498
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0883302
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt046800
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05648
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0821192
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0773498
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt053356
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05769
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0724643
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0821192
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt032614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04073
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0749467
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0724643
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt035769
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015018
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt036173
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt087663
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01078989
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0100
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010725
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt15800
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0WATER DELIVERY
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1CHILDREN EDUCATION
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0AFRICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1HONDURAS
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0CASH BASIS. DONATIONS PAID THROUGH CANADIAN CHARITABLE ORGANIZATIONS ACTIVE WITH ROTARY CLUBS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 1 - Method of Accounting
IRS990ScheduleF/Total501c3OrgCnt02
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt019215
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt09000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt28500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEALS FOR HOMEBOUND SENIORS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUND SENIOR ASSISTANCE PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ASSISTANCE TO ELDERLY WIDOWS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Meals on Wheels - Spokane Co
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SPOKANE VALLEY PARTNERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WIDOWS MIGHT
IRS990ScheduleI/RecipientTable/RecipientEIN0911042546
IRS990ScheduleI/RecipientTable/RecipientEIN1911478830
IRS990ScheduleI/RecipientTable/RecipientEIN2010948768
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 14278
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt110814 E BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 14005
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Spokane

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
$1,084,333
Liabilities
$5,244
Net assets
$1,079,089
Revenue
$85,170
Expenses
$93,696
Net income
-$8,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.19$0.16$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.07$0.12$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$0.99$0.25$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.08$0.09$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$0.20$0.09$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$1.01$0.08$0.92
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.00$0.01