Civic Intelligence

Don Sherwood Endowment Charitable Trust Fund Rotary Club Walla Walla

990EZ • Fiscal year 2025 • EIN 91-1823640

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 29, 2025

Organization ProfileN/A
PO Box 418Walla Walla, WA 99362

(509) 731-3591

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

1st percentile

-3417%

Higher net margin than 1% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$478,190

Up $35,864 (+8.1%) from 2024

Net Assets

$478,190

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$625

Down $7,780 (-93%) from 2024

Expenses

Up

$21,984

Up $6,610 (+43%) from 2024

Net Income

Down

-$21,359

Down $14,390 (-206%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2010: $301,745Net Assets 2010: $301,7452010Assets 2011: $349,279Net Assets 2011: $349,2792011Assets 2012: $351,838Net Assets 2012: $351,8382012Assets 2013: $382,276Net Assets 2013: $382,2762013Assets 2014: $423,517Net Assets 2014: $423,5172014Assets 2015: $409,195Net Assets 2015: $409,1952015Assets 2016: $361,910Net Assets 2016: $361,9102016Assets 2017: $390,993Net Assets 2017: $390,9932017Assets 2018: $401,640Net Assets 2018: $401,6402018Assets 2019: $393,308Net Assets 2019: $393,3082019Assets 2020: $383,285Net Assets 2020: $383,2852020Assets 2021: $453,208Liabilities 2021: $02021Assets 2022: $371,684Net Assets 2022: $371,6842022Assets 2023: $364,831Liabilities 2023: $02023Assets 2024: $442,326Liabilities 2024: $02024Assets 2025: $478,190Net Assets 2025: $478,1902025

Highlighted filing

2025

Assets$478,190
Liabilities-
Net Assets$478,190
Open 2025 Filing

Operations Trend

Revenue Growth2nd percentile

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

$40K$20K$0-$20K-$40KRevenue 2010: $6,523Expenses 2010: $21,734Net Income 2010: -$15,2112010Revenue 2011: $13,276Expenses 2011: $20,392Net Income 2011: -$7,1162011Revenue 2012: $32,528Expenses 2012: $19,415Net Income 2012: $13,1132012Revenue 2013: $25,707Expenses 2013: $20,200Net Income 2013: $5,5072013Revenue 2014: $27,530Expenses 2014: $20,327Net Income 2014: $7,2032014Revenue 2015: $17,768Expenses 2015: $5,683Net Income 2015: $12,0852015Revenue 2016: $11,539Expenses 2016: $38,570Net Income 2016: -$27,0312016Revenue 2017: $15,199Expenses 2017: $21,933Net Income 2017: -$6,7342017Revenue 2018: $15,940Expenses 2018: $21,770Net Income 2018: -$5,8302018Revenue 2019: $17,365Expenses 2019: $21,604Net Income 2019: -$4,2392019Revenue 2020: $11,356Expenses 2020: $21,379Net Income 2020: -$10,0232020Revenue 2021: $25,845Expenses 2021: $21,760Net Income 2021: $4,0852021Revenue 2022: $8,423Expenses 2022: $23,122Net Income 2022: -$14,6992022Revenue 2023: $8,186Expenses 2023: $15,039Net Income 2023: -$6,8532023Revenue 2024: $8,405Expenses 2024: $15,374Net Income 2024: -$6,9692024Revenue 2025: $625Expenses 2025: $21,984Net Income 2025: -$21,3592025

Highlighted filing

2025

Revenue$625
Expenses$21,984
Net Income-$21,359
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$625
Mission and Program Overview

Mission

Education support-raise funds for an endowment which is invested with the blue mountain community foundation. Distributions are used for scholarships for local colleges. The colleges select worthy students.

To provide scholarships to local students.

Program Services

DescriptionGrantsExpenses
Annually donations are made to this endowment fund, primarily from Rotary Club Members. However, periodically major fund drives are made to add to the endowment which results in higher donations during those years. The Sherwood Trust, a private foundation, has made matching grants to encourage donations. These large donations tip the calculation of public support to less than the 33-1/3% that is required. The Rotary Club board members, which also govern the Don Sherwood Endowment Charitable Trust, is voted on by over 200 Rotary members, thus broadly representing the community and general public. Thus the organization believes it meets the facts and circumstances test.--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim RuybalidPresident-$0--
Elizabeth ChamberlainPast President-$0--
Bob FrancisSecretary-$0--
Kathryn TrommaldPresident Elect-$0--
David HullBoard Member-$0--
Kathy LongFoundation Mgr.-$0--
Chris CoatesTreasurer-$0--
Cory JohnsonSergeant-$0--
Filing and Contact Details

Filer

Filer Name
Don Sherwood Endowment Charitable Trust
EIN
91-1823640
Phone
5097313591
Address
PO Box 418, Walla Walla, WA 99362

Signing Officer

Name
Chris Coates
Title
Treasurer
Signed
2025-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Fondahn CPA
Address
29 E Sumach St, Walla Walla, WA 99362
Preparer
Joe Fondahn
Phone
5095404576
Raw XML Appendix147 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tim Ruybalid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elizabeth Chamberlain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bob Francis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathryn Trommald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Hull
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chris Coates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cory Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Foundation Mgr.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Sergeant
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt057223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships to local students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annually donations are made to this endowment fund, primarily from Rotary Club Members. However, periodically major fund drives are made to add to the endowment which results in higher donations during those years. The Sherwood Trust, a private foundation, has made matching grants to encourage donations. These large donations tip the calculation of public support to less than the 33-1/3% that is required. The Rotary Club board members, which also govern the Don Sherwood Endowment Charitable Trust, is voted on by over 200 Rotary members, thus broadly representing the community and general public. Thus the organization believes it meets the facts and circumstances test.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021984
IRS990EZ/TotalRevenueAmt0625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026956
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08361
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0192
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017484
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt026956
IRS990ScheduleA/TotalSupportAmt043490
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Coates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Don Sherwood Endowment Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DONS
ReturnHeader/Filer/EIN0911823640
ReturnHeader/Filer/PhoneNum05097313591
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 418
ReturnHeader/Filer/USAddress/CityNm0Walla Walla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099362
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261110804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fondahn CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 E Sumach St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walla Walla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099362
ReturnHeader/PreparerPersonGrp/PhoneNum05095404576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe Fondahn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-29T13:23:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,190
Liabilities
-
Net assets
$478,190
Revenue
$625
Expenses
$21,984
Net income
-$21,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$4.78$0.01$0.22$0.21
2024Summary only. Only limited summary data is available for this year.$4.42$0.00$0.08$0.15$0.07
2023Summary only. Only limited summary data is available for this year.$3.65$0.00$0.08$0.15$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$3.72$0.08$0.23$0.15
2021Summary only. Only limited summary data is available for this year.$4.53$0.00$0.26$0.22$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$3.83$0.11$0.21$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$3.93$0.17$0.22$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$4.02$0.16$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.91$3.91$0.15$0.22$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$3.62$0.12$0.39$0.27
2015Detailed filing. Detailed filing data is available for this year.$4.09$4.09$0.18$0.06$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.24$4.24$0.28$0.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$3.82$0.26$0.20$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$3.52$0.33$0.19$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$3.49$0.13$0.20$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$3.02$0.07$0.22$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits