Civic Intelligence

West Olympia Rotary Charities Fund

EIN 91-1154673 • 501(c)3 • Olympia, WA

Profile

Provide community youth programs, scholarship programs, and community assistance.

PO Box 1781Olympia, WA 98507

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$609,413

Up $24,445 (+4.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$609,413

Up $24,445 (+4.2%) from 2024

Revenue

Down

$59,902

Down $94,483 (-61%) from 2024

Expenses

Down

$69,954

Down $25,332 (-27%) from 2024

Net Income

Down

-$10,052

Down $69,151 (-117%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $187,827Liabilities 2012: $02012Assets 2013: $211,108Liabilities 2013: $02013Assets 2014: $230,643Liabilities 2014: $02014Assets 2015: $236,363Liabilities 2015: $02015Assets 2016: $244,475Liabilities 2016: $02016Assets 2017: $371,204Liabilities 2017: $02017Assets 2018: $403,390Net Assets 2018: $403,3902018Assets 2019: $476,123Net Assets 2019: $476,1232019Assets 2020: $525,799Liabilities 2020: $0Net Assets 2020: $525,7992020Assets 2021: $608,577Liabilities 2021: $0Net Assets 2021: $608,5772021Assets 2022: $514,376Liabilities 2022: $0Net Assets 2022: $514,3762022Assets 2023: $525,869Liabilities 2023: $0Net Assets 2023: $525,8692023Assets 2024: $584,968Liabilities 2024: $0Net Assets 2024: $584,9682024Assets 2025: $609,413Liabilities 2025: $0Net Assets 2025: $609,4132025

Highlighted filing

2025

Assets$609,413
Liabilities$0
Net Assets$609,413

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $12,189Expenses 2012: $21,090Net Income 2012: -$8,9012012Revenue 2013: $28,786Expenses 2013: $13,038Net Income 2013: $15,7482013Revenue 2014: $27,226Expenses 2014: $22,381Net Income 2014: $4,8452014Revenue 2015: $42,895Expenses 2015: $13,590Net Income 2015: $29,3052015Revenue 2016: $32,693Expenses 2016: $18,898Net Income 2016: $13,7952016Revenue 2017: $158,385Expenses 2017: $31,281Net Income 2017: $127,1042017Revenue 2018: $39,756Expenses 2018: $27,687Net Income 2018: $12,0692018Revenue 2019: $34,814Expenses 2019: $33,287Net Income 2019: $1,5272019Revenue 2020: $67,761Expenses 2020: $46,609Net Income 2020: $21,1522020Revenue 2021: $68,452Expenses 2021: $61,418Net Income 2021: $7,0342021Revenue 2022: $73,927Expenses 2022: $168,128Net Income 2022: -$94,2012022Revenue 2023: $95,703Expenses 2023: $84,209Net Income 2023: $11,4942023Revenue 2024: $154,385Expenses 2024: $95,286Net Income 2024: $59,0992024Revenue 2025: $59,902Expenses 2025: $69,954Net Income 2025: -$10,0522025

Highlighted filing

2025

Revenue$59,902
Expenses$69,954
Net Income-$10,052

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.00$6.09$0.60$0.70$0.10
2024Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.54$0.95$0.59
2023Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.96$0.84$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.74$1.68$0.94
2021Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.68$0.61$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.68$0.47$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.76$4.76$0.35$0.33$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.03$4.03$0.40$0.28$0.12
2017Summary only. Only limited summary data is available for this year.$3.71$0.00$1.58$0.31$1.27
2016Summary only. Only limited summary data is available for this year.$2.44$0.00$0.33$0.19$0.14
2015Summary only. Only limited summary data is available for this year.$2.36$0.00$0.43$0.14$0.29
2014Summary only. Only limited summary data is available for this year.$2.31$0.00$0.27$0.22$0.05
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.29$0.13$0.16
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.12$0.21$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 17, 2025
Return Version
2024v5.2
Gross Receipts
$113,671
Mission and Program Overview

Mission

Provide funding for community youth programs, scholarships and community assistance

Provide community youth programs, scholarship programs, and community assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$509,231$531,186▲ $21,955
Savings and Temporary Cash Investments$75,737$78,227▲ $2,490
Total Assets$584,968$609,413▲ $24,445
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$584,968$609,413▲ $24,445
Total Net Assets Fund Balance$584,968$609,413▲ $24,445
Total Liabilities and Net Assets / Fund Balance$584,968$609,413▲ $24,445
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pam FarrPresident
Tom HendersonVice President
Brenda BurnsTrustee
Kelly CollinsTrustee
Neil FalkenburgTrustee
Roger JonesTrustee
Gayla GjertsenCo-treasurer
Vicki JovanovicCo-treasurer
Mariella CummingsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$13,806
Program Service Revenue
$0
Investment Income
$9,465
Other Revenue
$36,631
All Other Contributions
$13,284
Change in Net Assets
$-10,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,500
Other Expenses$6,454
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,000--$39,000
Grants to Domestic Individuals$24,500--$24,500
Fees for Service Investment Mgmnt Fees-$5,947-$5,947
Office Expenses-$387-$387
Other Expenses-$50-$50
Total Functional Expenses$63,500$6,454$0$69,954
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Grants--Community Outreach and Social Welfare$35,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$88,067
Fundraising Direct Expenses$53,769
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dueling Pianos$70,974$70,452$2,947$67,505
50 Year Anniversary$15,125$15,125$84$15,041
Total Events$88,589$88,067$53,769$34,298
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 B, Line 11B

A copy of form 990 is provided to and approved by the board prior to filing.

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

The conflict of interest policy is reviewed and approved by the board on an annual basis.

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
West Olympia Rotary Charities Fund
EIN
91-1154673
Phone
3604567751
Address
PO BOX 1781, OLYMPIA, WA 98507

Signing Officer

Name
Pam Farr
Title
President
Phone
3604567751
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Farr
Formed
1983
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Hayes Mccolloch & Vickerman CPA Group
Address
6945 LITTLEROCK ROAD SW SUITE B, TUMWATER, WA 98512
Preparer
Sally J Mccolloch
Phone
3605709933
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

PY ULD -2,715.

Raw XML AppendixShowing 400 of 405 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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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09465
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025479
IRS990ScheduleA/InvestmentIncomeCYPct00.07230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92770
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0327117
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073927
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061653
IRS990ScheduleA/Total509Grp/TotalAmt0327117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068452
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0352596
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0522
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0522
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053769
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt030000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt033750
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DUELING PIANOS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm050 YEAR ANNIVERSARY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014264
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088067
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034298
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03031
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02947
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt084
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02724
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02724
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0INDIVIDUAL SCHOLARSHIPS FOR HIGHER EDUCATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY OUTREACH AND SOCIAL WELFARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY GRANTS
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO AND APPROVED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED BY THE BOARD ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PY ULD -2,715.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0584968
IRS990/TotalAssetsEOYAmt0609413
IRS990/TotalAssetsGrp/BOYAmt0584968
IRS990/TotalAssetsGrp/EOYAmt0609413
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013806
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06454
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063500
IRS990/TotalFunctionalExpensesGrp/TotalAmt069954
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0584968
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0609413
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043763
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02333
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059902
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0584968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0609413
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1781
IRS990/USAddress/CityNm0OLYMPIA
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098507
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTPS://WESTOLYMPIAROTARY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM FARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03604567751
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST OLYMPIA ROTARY CHARITIES FUND
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0911154673
ReturnHeader/Filer/PhoneNum03604567751
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1781
ReturnHeader/Filer/USAddress/CityNm0OLYMPIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098507
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851448132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYES MCCOLLOCH & VICKERMAN CPA GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06945 LITTLEROCK ROAD SW SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUMWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098512
ReturnHeader/PreparerPersonGrp/PhoneNum03605709933
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SALLY J MCCOLLOCH

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