Civic Intelligence

Spokane Rotary Foundation

990 • Fiscal year 2022 • EIN 91-1663352

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization ProfileN/A
1020 W Riverside Ave P O Box 9046Spokane, WA 99209

(509) 731-4289

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,524,408

Flat from 2022

Net Assets

Flat

$2,524,408

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Flat

$245,117

Flat from 2022

Expenses

Flat

$96,446

Flat from 2022

Net Income

Flat

$148,671

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,186,391Liabilities 2011: $0Net Assets 2011: $1,186,3912011Assets 2012: $1,254,818Liabilities 2012: $0Net Assets 2012: $1,254,8182012Assets 2013: $1,377,688Liabilities 2013: $0Net Assets 2013: $1,377,6882013Assets 2014: $1,492,815Liabilities 2014: $0Net Assets 2014: $1,492,8152014Assets 2015: $1,639,082Liabilities 2015: $0Net Assets 2015: $1,639,0822015Assets 2016: $1,734,172Liabilities 2016: $0Net Assets 2016: $1,734,1722016Assets 2017: $1,889,116Liabilities 2017: $0Net Assets 2017: $1,889,1162017Assets 2018: $2,050,164Liabilities 2018: $0Net Assets 2018: $2,050,1642018Assets 2019: $2,155,592Liabilities 2019: $0Net Assets 2019: $2,155,5922019Assets 2020: $2,090,305Liabilities 2020: $0Net Assets 2020: $2,090,3052020Assets 2021: $2,896,182Liabilities 2021: $0Net Assets 2021: $2,896,1822021Assets 2022: $2,524,408Liabilities 2022: $0Net Assets 2022: $2,524,4082022Assets 2022: $2,524,408Liabilities 2022: $0Net Assets 2022: $2,524,4082022Assets 2023: $2,715,213Liabilities 2023: $0Net Assets 2023: $2,715,2132023Assets 2024: $3,014,447Liabilities 2024: $0Net Assets 2024: $3,014,4472024Assets 2025: $3,282,544Liabilities 2025: $0Net Assets 2025: $3,282,5442025

Highlighted filing

2022

Assets$2,524,408
Liabilities$0
Net Assets$2,524,408
Open 2022 Filing

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2011: $139,511Expenses 2011: $51,737Net Income 2011: $87,7742011Revenue 2012: $120,160Expenses 2012: $51,733Net Income 2012: $68,4272012Revenue 2013: $181,778Expenses 2013: $58,908Net Income 2013: $122,8702013Revenue 2014: $177,685Expenses 2014: $62,558Net Income 2014: $115,1272014Revenue 2015: $216,135Expenses 2015: $69,868Net Income 2015: $146,2672015Revenue 2016: $170,957Expenses 2016: $75,867Net Income 2016: $95,0902016Revenue 2017: $235,803Expenses 2017: $80,859Net Income 2017: $154,9442017Revenue 2018: $248,471Expenses 2018: $87,423Net Income 2018: $161,0482018Revenue 2019: $198,464Expenses 2019: $93,036Net Income 2019: $105,4282019Revenue 2020: $122,341Expenses 2020: $99,137Net Income 2020: $23,2042020Revenue 2021: $766,793Expenses 2021: $97,546Net Income 2021: $669,2472021Revenue 2022: $245,117Expenses 2022: $96,446Net Income 2022: $148,6712022Revenue 2022: $245,117Expenses 2022: $96,446Net Income 2022: $148,6712022Revenue 2023: $107,110Expenses 2023: $100,144Net Income 2023: $6,9662023Revenue 2024: $135,201Expenses 2024: $108,476Net Income 2024: $26,7252024Revenue 2025: $184,230Expenses 2025: $110,067Net Income 2025: $74,1632025

Highlighted filing

2022

Revenue$245,117
Expenses$96,446
Net Income$148,671
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$333,309
Mission and Program Overview

Mission

Spokane rotary foundation accepts contributions and then invests and manages these contributions which are distributed to rotary community services, inc.(rcs). Rcs then distributes the money through committees to the handicap and youth of the inland northwest.

Spokane rotary foundation accepts contributions and then invests and manages these contributions in perpetuity. A percentage of the fair market value (3 year average)is distributed to rotary community services, inc.on a quarterly basis. Rotary community services, inc. Then distributes the money through its charitable committees including youth services, disabilities, civic affairs, vocational services (including scholarships) and international services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,862,641$2,487,532▼ $375,109
Savings and Temporary Cash Investments$33,541$36,876▲ $3,335
Total Assets$2,896,182$2,524,408▼ $371,774
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,170,747$1,867,883▼ $302,864
Net Assets Without Donor Restrictions$725,435$656,525▼ $68,910
Total Net Assets Fund Balance$2,896,182$2,524,408▼ $371,774
Total Liabilities and Net Assets / Fund Balance$2,896,182$2,524,408▼ $371,774

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,896,182$36,775▼ $317,011-$2,524,408
2020$2,090,305$19,705▲ $883,718-$2,896,182
2019$2,246,983$21,417▼ $78,958-$2,090,305
2018$2,238,684$23,603▲ $77,732-$2,246,983
2017$2,132,720$56,250▲ $137,137-$2,238,684
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lawrence StanleyPresident
Gary StokesTrustee
Kyle WeirTrustee
Mark SonderenTrustee
Murray HuppinTrustee
Robin CorkeryTrustee
William PapeshTrustee
Thomas M PatrickSecretary /t
Jack ReevesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$36,775
Program Service Revenue
$0
Investment Income
$208,342
Other Revenue
$0
All Other Contributions
$36,775
Change in Net Assets
$148,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,446
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,446--$96,446
Total Functional Expenses$96,446$0$0$96,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Community Services IncSpokane, WA501c3-$96,446
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The return is reviewed by the treasurer and then approved by the trustees and filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Spokane Rotary Foundation
EIN
91-1663352
Phone
5097314289
Address
1020 W RIVERSIDE AVE P O BOX 9046, SPOKANE, WA 99209

Signing Officer

Name
Thomas M Patrick
Title
Secretary /treasurer
Phone
5097314289
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas M Patrick
Formed
2003
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Schwartzer Tax and Accounting Pllc
Address
10405 E MCDOWELL MTN RANCH RD STE 2, SCOTTSDALE, AZ 85255-7532
Preparer
Thomas M Patrick CPA
Phone
4807884222
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Form 990, schedule a, part iv, section e responses have been changed to reflect the correct relationship between the organization (spokane rotary foundation) and the its supported organization (rotarycommunity service inc.)”

FORM 990 - ORGANIZATION'S MISSION

“Spokane rotary foundation accepts contributions and then invests and manages these contributions which are distributed to rotary community services, inc.(rcs). Rcs then distributes the money through committees to the handicap and youth of the inland northwest.”

Form 990, Page 1, Part I, Line 6

“The board of trustees is maded up of nine active rotarian members of spokane rotary club 21. Each trustee serves for a term of 3 years except for the immediate past president of spokane rotary club 21 who serves for a one year term. Trustees receive no compensation or benefits for their service.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OFFICERS IN THE SUPPORTING ORGANIZATION HAVE ALL BEEN PRIOR BOARD MEMBERS AND / OR OFFICERS OF THE SUPPORTED ORGANIZATION (ROTARY COMMUNITY SERVICE INC.) AND ITS 501(C)(4) AFFILIATE ROTARY CLUB OF SPOKANE 21.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION (ROTARY COMMUNITY SERICE INC) DOES NOT HAVE AN ACTIVE ROLL IN INVESTMENT MANAGEMENT. HOWEVER THE SUPPORTED ORGANIZATION DOES CONTROL THE ALLOCATION OF FUNDS IT RECEIVES FROM THE SUPPORTING ORGANIATION TO IT'S COMMITTEES SUBJECT TO RESTRICTIONS IMPOSED BY DONORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SOLE BENEFICIARY OF THE SPOKANE ROTARY FOUNDATION IS ROTARY COMMUNITY SERVICE, INC. THE SPOKANE ROTARY FOUNDATION INVESTS ITS CORPUS FOR THE PURPOSE OF GENERATING A RETURN. THE SPOKANE ROTARY FOUNDATION DISTRIBUTES A PORTION OF ITS RETURN (CURRENTLY 4% OF THE AVERAGE 3 YEARS FAIR MARKET VALUE) TO ROTARY COMMUNITY SERVICE INC TO SUPPLEMENT THAT ORGANIZATION'S CHARITABLE PURPOSE. THESE FUNDS ARE ALLOCATED TO AND DISTRIBUTED BY THEIR COMMITTEES FOR YOUTH SERVICES, DISABILITIES, CIVIC AFFAIRS, VOCATIONAL SERVICES INCLUDING SCHOLARSHIPS AND INTERNATIONAL SERVICE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE SPOKANE ROTARY FOUNDATION'S SOLE ACTIVITY IS TO INVEST CORPUS IN ORDER TO GENERATE DISTRIBUTIONS THAT SUPPORT OF THE PURPOSE OF SUPPORTED ORGANIZATION (ROTARY COMMUNITY SERVICE INC.). PRIOR TO THE FORMATION OF THE SPOKANE ROTARY FOUNDATION, THAT ACTIVITY HAD BEEN PERFORMED BY THE SUPPORTED ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, SCHEDULE A, PART IV, SECTION E RESPONSES HAVE BEEN CHANGED TO REFLECT THE CORRECT RELATIONSHIP BETWEEN THE ORGANIZATION (SPOKANE ROTARY FOUNDATION) AND THE ITS SUPPORTED ORGANIZATION (ROTARYCOMMUNITY SERVICE INC.)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPOKANE ROTARY FOUNDATION ACCEPTS CONTRIBUTIONS AND THEN INVESTS AND MANAGES THESE CONTRIBUTIONS WHICH ARE DISTRIBUTED TO ROTARY COMMUNITY SERVICES, INC.(RCS). RCS THEN DISTRIBUTES THE MONEY THROUGH COMMITTEES TO THE HANDICAP AND YOUTH OF THE INLAND NORTHWEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES IS MADED UP OF NINE ACTIVE ROTARIAN MEMBERS OF SPOKANE ROTARY CLUB 21. EACH TRUSTEE SERVES FOR A TERM OF 3 YEARS EXCEPT FOR THE IMMEDIATE PAST PRESIDENT OF SPOKANE ROTARY CLUB 21 WHO SERVES FOR A ONE YEAR TERM. TRUSTEES RECEIVE NO COMPENSATION OR BENEFITS FOR THEIR SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE RETURN IS REVIEWED BY THE TREASURER AND THEN APPROVED BY THE TRUSTEES AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS M PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY /TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05097314289
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010405 E MCDOWELL MTN RANCH RD STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852557532
ReturnHeader/PreparerPersonGrp/PhoneNum04807884222
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M PATRICK CPA
ReturnHeader/ReturnTs02022-12-07T16:31:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATRICK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,524,408
Liabilities
$0
Net assets
$2,524,408
Revenue
$245,117
Expenses
$96,446
Net income
$148,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.18$0.11$0.07
2024Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$0.14$0.11$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.11$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.25$0.10$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.25$0.10$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.77$0.10$0.67
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.12$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.20$0.09$0.11
2018Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.25$0.09$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.24$0.08$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.17$0.08$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.22$0.07$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.18$0.06$0.12
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.18$0.06$0.12
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.12$0.05$0.07
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.14$0.05$0.09