Civic Intelligence

The Rotary Club of Wenatchee Sunrise

990EZ • Fiscal year 2018 • EIN 91-1324166

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 25, 2019

PO Box 1702Wenatchee, WA 98807

(708) 209-5395

Siviq Scores

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

Liabilities / Assets

87th percentile

0.33x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.97x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

3.8%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

-0.4%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$197,723

Up $7,302 (+3.8%) from 2017

Net Assets

$133,455

No earlier filing loaded for comparison.

Liabilities

Up

$64,268

Up $294 (+0.5%) from 2017

Revenue

Down

$66,551

Down $286 (-0.4%) from 2017

Expenses

Up

$59,543

Up $2,351 (+4.1%) from 2017

Net Income

Down

$7,008

Down $2,637 (-27%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $169,439Liabilities 2012: $58,9732012Assets 2013: $169,074Liabilities 2013: $57,8692013Assets 2014: $167,501Liabilities 2014: $62,8292014Assets 2015: $190,056Liabilities 2015: $64,2682015Assets 2016: $203,529Liabilities 2016: $65,4172016Assets 2017: $190,421Liabilities 2017: $63,9742017Assets 2018: $197,723Liabilities 2018: $64,268Net Assets 2018: $133,4552018Assets 2019: $183,203Liabilities 2019: $64,268Net Assets 2019: $118,9352019Assets 2020: $130,767Liabilities 2020: $64,268Net Assets 2020: $66,4992020Assets 2022: $150,792Liabilities 2022: $64,268Net Assets 2022: $86,5242022Assets 2023: $113,466Liabilities 2023: $02023Assets 2024: $109,565Liabilities 2024: $1,8502024Assets 2025: $110,683Liabilities 2025: $600Net Assets 2025: $110,0832025

Highlighted filing

2018

Assets$197,723
Liabilities$64,268
Net Assets$133,455

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $70,859Expenses 2012: $46,014Net Income 2012: $24,8452012Revenue 2013: $67,578Expenses 2013: $68,248Net Income 2013: -$6702013Revenue 2014: $72,265Expenses 2014: $81,325Net Income 2014: -$9,0602014Revenue 2015: $116,879Expenses 2015: $95,632Net Income 2015: $21,2472015Revenue 2016: $97,887Expenses 2016: $84,335Net Income 2016: $13,5522016Revenue 2017: $66,837Expenses 2017: $57,192Net Income 2017: $9,6452017Revenue 2018: $66,551Expenses 2018: $59,543Net Income 2018: $7,0082018Revenue 2019: $62,789Expenses 2019: $77,309Net Income 2019: -$14,5202019Revenue 2020: $34,760Expenses 2020: $87,196Net Income 2020: -$52,4362020Revenue 2022: $63,468Expenses 2022: $39,011Net Income 2022: $24,4572022Revenue 2023: $59,648Expenses 2023: $96,787Net Income 2023: -$37,1392023Revenue 2024: $57,904Expenses 2024: $63,655Net Income 2024: -$5,7512024Revenue 2025: $32,052Expenses 2025: $29,684Net Income 2025: $2,3682025

Highlighted filing

2018

Revenue$66,551
Expenses$59,543
Net Income$7,008
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 25, 2019
Return Version
2017v2.3
Gross Receipts
$92,654
Mission and Program Overview

Mission

Social Welfare Organization

Program Services

DescriptionGrantsExpenses
International Service in keeping with Rotary Mission$0$13,569
Providing community outreach through a variety of small hands-on projects.$8,396$2,026
Funding of the Challenge Scholarship to encourage at-risk youth to continue their education$0$4,178
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry KarneyFoundation Chair-$0--
Leslie ColemanTreasurer-$0--
John McDarmentSecretary-$0--
Taro MasudaVice President-$0--
Jim HuffmanBoard Of Directors-$0--
Kathleen McNaltyBoard Of Directors-$0--
Earl CroweBoard Of Directors-$0--
Patty RushBoard Of Directors-$0--
Lisa ParksPresident Elect-$0--
Erin McCoolPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Century Bike Ride$70,267$70,267$26,103$44,164
Total Events$70,267$70,267$26,103$44,164
Filing and Contact Details

Filer

Filer Name
Wenatchee Sunrise Rotary
EIN
91-1324166
Phone
7082095395
Address
PO Box 1702, Wenatchee, WA 98807

Signing Officer

Name
Kathleen McNalty
Title
Officer
Phone
7082095395
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Cordell Neher & Company PLLC
Address
PO Box 3068, Wenatchee, WA 98807-3068
Preparer
Kristine S Loomis CPA
Phone
5096631661
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 779.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Community/Club Service Expense. Amount: 2,026. Description: Administrative expenses. Amount: 9,562. Description: International/Rotary Foundation Expense. Amount: 9,744. Description: Club expenses (meals, training). Amount: 16,635. Description: Youth exchange. Amount: 3,825. Description: Challenge Scholar. Amount: 4,178. Total to Form 990-EZ, line 16: 45,970.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Other assets. Beg. of Year Amount: 2,821. End of Year Amount: 0.

Raw XML Appendix184 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt02700
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Wenatchee Sunrise Rotary
IRS990EZ/BooksInCareOfDetail/PhoneNum07082095395
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1702
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wenatchee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0187600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0197723
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07008
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02365
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0190421
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0197723
IRS990EZ/FundraisingGrossIncomeAmt070267
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08396
IRS990EZ/GrossReceiptsAmt092654
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0779
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09355
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126447
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133455
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133455
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jerry Karney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leslie Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John McDarment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Taro Masuda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jim Huffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathleen McNalty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Earl Crowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Patty Rush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lisa Parks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Erin McCool
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Foundation Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02821
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt045970
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Welfare Organization
IRS990EZ/PrintingPublicationsPostageAmt0112
IRS990EZ/ProgramServiceRevenueAmt09522
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding of the Challenge Scholarship to encourage at-risk youth to continue their education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Providing community outreach through a variety of small hands-on projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2International Service in keeping with Rotary Mission
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18396
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04178
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12026
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213569
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026103
IRS990EZ/SpecialEventsNetIncomeLossAmt044164
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt063974
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt064268
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059543
IRS990EZ/TotalProgramServiceExpensesAmt019773
IRS990EZ/TotalRevenueAmt066551
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026103
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Century Bike Ride
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070267
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044164
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026103
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Community/Club Service Expense. Amount: 2,026. Description: Administrative expenses. Amount: 9,562. Description: International/Rotary Foundation Expense. Amount: 9,744. Description: Club expenses (meals, training). Amount: 16,635. Description: Youth exchange. Amount: 3,825. Description: Challenge Scholar. Amount: 4,178. Total to Form 990-EZ, line 16: 45,970.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Other assets. Beg. of Year Amount: 2,821. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen McNalty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07082095395
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wenatchee Sunrise Rotary
ReturnHeader/Filer/BusinessNameControlTxt0WENA
ReturnHeader/Filer/EIN0911324166
ReturnHeader/Filer/PhoneNum07082095395
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1702
ReturnHeader/Filer/USAddress/CityNm0Wenatchee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098807
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CA4212821BD50D87F5A2C3C427D4BD4BFF98A407
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.172.121.47
ReturnHeader/FilingSecurityInformation/IPDt02019-04-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:26:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910950793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cordell Neher & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3068
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wenatchee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988073068
ReturnHeader/PreparerPersonGrp/PhoneNum05096631661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristine S Loomis CPA
ReturnHeader/ReturnTs02019-05-01T10:36:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings