Civic Intelligence

The Rotary Club of Wenatchee Sunrise

990EZ • Fiscal year 2020 • EIN 91-1324166

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 14, 2021

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

91st percentile

0.49x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.85x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-151%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

13th percentile

-29%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-45%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$130,767

Down $52,436 (-29%) from 2019

Net Assets

Down

$66,499

Down $52,436 (-44%) from 2019

Liabilities

Flat

$64,268

Flat from 2019

Revenue

Down

$34,760

Down $28,029 (-45%) from 2019

Expenses

Up

$87,196

Up $9,887 (+13%) from 2019

Net Income

Down

-$52,436

Down $37,916 (-261%) from 2019

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

2020

Assets$130,767
Liabilities$64,268
Net Assets$66,499

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

2020

Revenue$34,760
Expenses$87,196
Net Income-$52,436
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 14, 2021
Return Version
2019v5.1
Gross Receipts
$38,184
Mission and Program Overview

Mission

Social Welfare Organization

Program Services

DescriptionGrantsExpenses
International Service in keeping with Rotary Mission$0$4,347
Funding of the Challenge Scholarship to encourage at-risk youth to continue their education$0$3,489
Providing community outreach through a variety of small hands-on projects.$0$1,031
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa ParksPast President-$0--
Taro MasudaPresident-$0--
Earl CrowePresident Elect-$0--
John SchapmanSecretary-$0--
Kathleen McNaltyTreasurer-$0--
Kevin LoveBoard Member-$0--
John McDarmentExecutive Secretary-$0--
Erik HolmbergVice President-$0--
Robin DeRockBoard Member-$0--
Craig ReeseBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Century Bike Ride$10,299$10,299$3,424$6,875
Gorge Events$3,071$3,071-$3,071
Total Events$15,835$15,835$3,424$12,411
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
2021-01-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: Interest Income. Amount: 403. Description: Dividend. Amount: 268. Total Included on Form 990-EZ, line 4: 671.

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

Description: Community/Club Service Expense. Amount: 1,031. Description: Administrative Expenses. Amount: 11,637. Description: International/Rotary Foundation Expense. Amount: 2,808. Description: Club expenses (meals, training). Amount: 9,788. Description: Youth exchange. Amount: 1,539. Description: Challenge Scholar. Amount: 3,488. Total to Form 990-EZ, line 16: 30,291.

Raw XML Appendix178 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
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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/BOYAmt0183203
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt050042
IRS990EZ/GrossReceiptsAmt038184
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt0671
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt013588
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118935
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066499
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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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/PersonNm0Lisa Parks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Taro Masuda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Earl Crowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Schapman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kathleen McNalty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kevin Love
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John McDarment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Erik Holmberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Robin DeRock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Craig Reese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030291
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Welfare Organization
IRS990EZ/PrintingPublicationsPostageAmt0182
IRS990EZ/ProgramServiceRevenueAmt07290
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/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03489
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11031
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24347
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt012411
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt064268
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt087196
IRS990EZ/TotalProgramServiceExpensesAmt08867
IRS990EZ/TotalRevenueAmt034760
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03424
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Century Bike Ride
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Gorge Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015835
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012411
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03424
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03424
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 403. Description: Dividend. Amount: 268. Total Included on Form 990-EZ, line 4: 671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Community/Club Service Expense. Amount: 1,031. Description: Administrative Expenses. Amount: 11,637. Description: International/Rotary Foundation Expense. Amount: 2,808. Description: Club expenses (meals, training). Amount: 9,788. Description: Youth exchange. Amount: 1,539. Description: Challenge Scholar. Amount: 3,488. Total to Form 990-EZ, line 16: 30,291.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen McNalty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07082095395
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-14
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/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/PreparerPersonNm0Jennifer Babcock CPA
ReturnHeader/ReturnTs02021-05-19T16:22:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings