Civic Intelligence

Shelton Skookum Rotary Club Foundation

EIN 91-1653548 • 501(c)3 • Shelton, WA

Profile

Established to extend the Shelton-Skookum Rotary Club's ability to serve community, vocational, educational and international charitable projects.

PO Box 849Shelton, WA 98584

oysterfest.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

58th percentile

6.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,149,484

Up $71,424 (+6.6%) from 2023

Liabilities

Up

$8,527

Up $3,034 (+55%) from 2023

Net Assets

Up

$1,140,957

Up $68,390 (+6.4%) from 2023

Revenue

Down

$145,259

Down $18,511 (-11%) from 2023

Expenses

Up

$111,033

Up $13,119 (+13%) from 2023

Net Income

Down

$34,226

Down $31,630 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $630,031Liabilities 2011: $0Net Assets 2011: $630,0312011Assets 2012: $645,155Liabilities 2012: $0Net Assets 2012: $645,1552012Assets 2013: $729,975Liabilities 2013: $0Net Assets 2013: $729,9752013Assets 2014: $819,969Liabilities 2014: $0Net Assets 2014: $819,9692014Assets 2015: $865,481Liabilities 2015: $0Net Assets 2015: $865,4812015Assets 2016: $949,465Liabilities 2016: $6,825Net Assets 2016: $942,6402016Assets 2017: $947,891Liabilities 2017: $11,545Net Assets 2017: $936,3462017Assets 2018: $1,015,111Liabilities 2018: $7,665Net Assets 2018: $1,007,4462018Assets 2019: $1,088,063Liabilities 2019: $4,627Net Assets 2019: $1,083,4362019Assets 2020: $1,160,431Liabilities 2020: $0Net Assets 2020: $1,160,4312020Assets 2021: $1,150,837Liabilities 2021: $0Net Assets 2021: $1,150,8372021Assets 2022: $982,134Liabilities 2022: $0Net Assets 2022: $982,1342022Assets 2023: $1,078,060Liabilities 2023: $5,493Net Assets 2023: $1,072,5672023Assets 2024: $1,149,484Liabilities 2024: $8,527Net Assets 2024: $1,140,9572024

Highlighted filing

2024

Assets$1,149,484
Liabilities$8,527
Net Assets$1,140,957

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $196,768Expenses 2011: $77,987Net Income 2011: $118,7812011Revenue 2012: $108,760Expenses 2012: $93,636Net Income 2012: $15,1242012Revenue 2013: $134,826Expenses 2013: $55,289Net Income 2013: $79,5372013Revenue 2014: $165,039Expenses 2014: $75,045Net Income 2014: $89,9942014Revenue 2015: $136,958Expenses 2015: $91,446Net Income 2015: $45,5122015Revenue 2016: $144,881Expenses 2016: $67,722Net Income 2016: $77,1592016Revenue 2017: $87,222Expenses 2017: $93,516Net Income 2017: -$6,2942017Revenue 2018: $150,182Expenses 2018: $79,082Net Income 2018: $71,1002018Revenue 2019: $151,905Expenses 2019: $75,915Net Income 2019: $75,9902019Revenue 2020: $153,975Expenses 2020: $76,980Net Income 2020: $76,9952020Revenue 2021: $119,877Expenses 2021: $129,471Net Income 2021: -$9,5942021Revenue 2022: $43,665Expenses 2022: $73,808Net Income 2022: -$30,1432022Revenue 2023: $163,770Expenses 2023: $97,914Net Income 2023: $65,8562023Revenue 2024: $145,259Expenses 2024: $111,033Net Income 2024: $34,2262024

Highlighted filing

2024

Revenue$145,259
Expenses$111,033
Net Income$34,226

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.15$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.16$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.08$0.15$0.08$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.09$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.14$0.07$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.14$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.17$0.08$0.09
2013Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.13$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.20$0.08$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$682,708
Mission and Program Overview

Mission

Established to extend the Shelton-

Established to extend the Shelton- Skookum Rotary Clubs ability to serve community, vocational, educational, and international charitable projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,072,567$1,140,957▲ $68,390
Investments in Publicly Traded Securities$844,507$951,667▲ $107,160
Savings and Temporary Cash Investments$199,978$161,493▼ $38,485
Prepaid Expenses and Deferred Charges$33,575$36,324▲ $2,749
Total Assets$1,078,060$1,149,484▲ $71,424
Liabilities
Deferred Revenue$5,493$8,460▲ $2,967
Accounts Payable and Accrued Expenses-$67-
Total Liabilities$5,493$8,527▲ $3,034
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,072,567$1,140,957▲ $68,390
Total Liabilities and Net Assets / Fund Balance$1,078,060$1,149,484▲ $71,424

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$534,098$8,543▲ $43,476-$586,117
2022$494,582$10,370▲ $29,146-$534,098
2021$558,724-▼ $64,142-$494,582
2020$490,595-▲ $68,129-$558,724
2019$468,129$11,000▲ $11,466-$490,595
Compensation and Service Providers

Board Members and Trustees

NameTitle
Don WelanderPresident
Mike BarnardVice President
Gary SchuytenBoard Member
Candace CahillSecretary
Dave SeveriedTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,466
Program Service Revenue
$0
Investment Income
$32,855
Other Revenue
$87,938
All Other Contributions
$24,466
Change in Net Assets
$34,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$107,894
Other Expenses$3,139
Total Fundraising Expense$504
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,644--$67,644
Grants to Domestic Individuals$40,250--$40,250
Fees for Services Accounting$0$1,440$0$1,440
Conferences and Meetings$0$950$0$950
Advertising$0$0$504$504
Information Technology$0$245$0$245
Total Functional Expenses$107,894$2,635$504$111,033
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Sound YMCAOlympia, WA-Building$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$398,129
Fundraising Direct Expenses$310,191
Professional Fundraising Fees$0
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
Backup withholding compliance
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Shelton Skookum Rotary Club Foundation
EIN
91-1653548
Phone
3604261681
Address
PO Box 849, Shelton, WA 98584

Signing Officer

Name
Dave Severeid
Title
Treasurer
Phone
3604261681
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Welander
Formed
1994
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
100

Preparer

Firm
Vander Wegen & Associates Inc Ps
Address
911 RAILROAD AVE, SHELTON, WA 98584
Preparer
Nancy G Kissner CPA
Phone
3604261681
Supplemental Narrative

Additional Explanations

Pt VI, Line 4

Attached updated ByLaws

Pt VI, Line 6

Members

Pt VI, Line 7A

Members elect new board members

Pt VI, Line 7B

Major decisions are approved by the membership

Pt VI, Line 11B

The 990 is provided to the Board for review

Pt VI, Line 18

Guidestar posts prior years, current available upon request

Financial Statement Notes

Pt V, Line 4

Intended use of Endowment Funds are to support the annual service club budget.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025736
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0120586
IRS990ScheduleA/TotalSupportAmt0372129
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0534098
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08543
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0586117
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt043476
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0494582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010370
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0534098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029146
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0558724
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0494582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-64142
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0490595
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0558724
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0468129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0490595
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011466
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Intended use of Endowment Funds are to support the annual service club budget.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt040250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Building
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0South Sound YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0911174940
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01530 Yelm Hwy
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Olympia
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A scholarship committee choses the recipients. Funds are sent to the student account at the college to be returned for non attendance.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Attached updated ByLaws
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members elect new board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Major decisions are approved by the membership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is provided to the Board for review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Guidestar posts prior years, current available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 18
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Shelton Skookum Rotary Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0910951433
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Rotary Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 849
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Shelton
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098584
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01078060
IRS990/TotalAssetsEOYAmt01149484
IRS990/TotalAssetsGrp/BOYAmt01078060
IRS990/TotalAssetsGrp/EOYAmt01149484
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024466
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0504
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02635
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107894
IRS990/TotalFunctionalExpensesGrp/TotalAmt0111033
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05493
IRS990/TotalLiabilitiesEOYAmt08527
IRS990/TotalLiabilitiesGrp/BOYAmt05493
IRS990/TotalLiabilitiesGrp/EOYAmt08527
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01072567
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01140957
IRS990/TotalProgramServiceExpensesAmt0107894
IRS990/TotalRevenueGrp/ExclusionAmt0120793
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145259
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01078060
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01149484
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0281 SE Cook Plant Farm RD
IRS990/USAddress/CityNm0Shelton
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098584
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0Oysterfest.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dave Severeid
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03604261681
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shelton Skookum Rotary Club Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0911653548
ReturnHeader/Filer/PhoneNum03604261681
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 849
ReturnHeader/Filer/USAddress/CityNm0Shelton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098584
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910965436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VANDER WEGEN & ASSOCIATES INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0911 RAILROAD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098584

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