Civic Intelligence

Rotary Club of Monroe Foundation

EIN 91-2133557 • 501(c)3 • Monroe, WA

Profile

Designed with the goal of serving local communities in need - service above self.

PO Box 293Monroe, WA 98272-0293

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

2.8%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$142,937

Up $22,767 (+19%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$142,937

Up $32,763 (+30%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$87,156

Up $2,347 (+2.8%) from 2023

Expenses

Down

$54,393

Down $12,847 (-19%) from 2023

Net Income

Up

$32,763

Up $15,194 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,133,901Liabilities 2010: $0Net Assets 2010: $1,133,9012010Assets 2011: $1,158,297Liabilities 2011: $0Net Assets 2011: $1,158,2972011Assets 2012: $1,191,167Liabilities 2012: $0Net Assets 2012: $1,191,1672012Assets 2013: $1,149,096Liabilities 2013: $0Net Assets 2013: $1,149,0962013Assets 2014: $70,359Liabilities 2014: $0Net Assets 2014: $70,3592014Assets 2015: $76,078Liabilities 2015: $02015Assets 2016: $64,260Liabilities 2016: $02016Assets 2017: $82,350Liabilities 2017: $02017Assets 2018: $62,841Liabilities 2018: $02018Assets 2019: $85,876Liabilities 2019: $02019Assets 2020: $45,632Net Assets 2020: $45,6322020Assets 2021: $32,692Liabilities 2021: $2,132Net Assets 2021: $30,5602021Assets 2022: $102,601Liabilities 2022: $9,996Net Assets 2022: $92,6052022Assets 2023: $120,170Liabilities 2023: $9,996Net Assets 2023: $110,1742023Assets 2024: $142,937Net Assets 2024: $142,9372024

Highlighted filing

2024

Assets$142,937
Liabilities-
Net Assets$142,937
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $41,126Expenses 2010: $21,341Net Income 2010: $19,7852010Revenue 2011: $50,790Expenses 2011: $26,394Net Income 2011: $24,3962011Revenue 2012: $75,814Expenses 2012: $42,944Net Income 2012: $32,8702012Revenue 2013: $70,718Expenses 2013: $112,789Net Income 2013: -$42,0712013Revenue 2014: $50,586Expenses 2014: $43,425Net Income 2014: $7,1612014Revenue 2015: $104,070Expenses 2015: $98,351Net Income 2015: $5,7192015Revenue 2016: $70,086Expenses 2016: $96,904Net Income 2016: -$26,8182016Revenue 2017: $92,990Expenses 2017: $74,900Net Income 2017: $18,0902017Revenue 2018: $92,468Expenses 2018: $111,977Net Income 2018: -$19,5092018Revenue 2019: $121,320Expenses 2019: $98,285Net Income 2019: $23,0352019Revenue 2020: $51,311Expenses 2020: $91,555Net Income 2020: -$40,2442020Revenue 2021: $3,125Expenses 2021: $18,197Net Income 2021: -$15,0722021Revenue 2022: $77,254Expenses 2022: $15,209Net Income 2022: $62,0452022Revenue 2023: $84,809Expenses 2023: $67,240Net Income 2023: $17,5692023Revenue 2024: $87,156Expenses 2024: $54,393Net Income 2024: $32,7632024

Highlighted filing

2024

Revenue$87,156
Expenses$54,393
Net Income$32,763
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,937
Liabilities
-
Net assets
$142,937
Revenue
$87,156
Expenses
$54,393
Net income
$32,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.09$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.01$0.11$0.08$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$0.08$0.02$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.05$0.09$0.04
2019Summary only. Only limited summary data is available for this year.$0.09$0.00$0.12$0.10$0.02
2018Summary only. Only limited summary data is available for this year.$0.06$0.00$0.09$0.11$0.02
2017Summary only. Only limited summary data is available for this year.$0.08$0.00$0.09$0.07$0.02
2016Summary only. Only limited summary data is available for this year.$0.06$0.00$0.07$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.10$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.05$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.07$0.11$0.04
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.08$0.04$0.03
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.05$0.03$0.02
2010Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.04$0.02$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 12, 2025
Return Version
2024v5.0
Gross Receipts
$158,949
Mission and Program Overview

Mission

Designed with the goal of serving local communities in need - service above self.

Program Services

DescriptionGrantsExpenses
STUDENT SCHOLARSHIPS, LOCAL COMMUNITY AND INTERNATIONAL SUPPORT$52,744$54,393
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACI COGARTreasurer-$0--
KATY WOODSPresident-$0--
BLAKE VINTERTUNSecretary-$0--
DEBORAH KNIGHTVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barn Dance$150,496$83,181$48,166$35,015
Total Events$150,496$83,181$71,793$11,388
Filing and Contact Details

Filer

Filer Name
Rotary Club of Monroe Foundation
EIN
91-2133557
Address
PO BOX 293, MONROE, WA 98272-0293

Signing Officer

Name
Staci Cogar
Title
Treasurer
Signed
2025-06-12
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses operating costs 1,649 total 1,649”

Form 990-ez, Part II, Line 26

“DEFERRED INCOME 9,996 0”

Form 990-ez, Part III

“Designed with the goal of serving local communities in need - service above self.”

Raw XML Appendix146 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/PersonNm0STACI COGAR
IRS990EZ/BooksInCareOfDetail/PhoneNum03608638689
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 293
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098272
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142937
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073171
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032763
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120170
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142937
IRS990EZ/FundraisingGrossIncomeAmt083181
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052744
IRS990EZ/GrossReceiptsAmt0158949
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0110174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142937
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0110174
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142937
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACI COGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATY WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BLAKE VINTERTUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01649
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DESIGNED WITH THE GOAL OF SERVING LOCAL COMMUNITIES IN NEED - SERVICE ABOVE SELF.
IRS990EZ/ProgramServiceRevenueAmt02597
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SCHOLARSHIPS, LOCAL COMMUNITY AND INTERNATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052744
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054393
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt071793
IRS990EZ/SpecialEventsNetIncomeLossAmt011388
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09996
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054393
IRS990EZ/TotalProgramServiceExpensesAmt054393
IRS990EZ/TotalRevenueAmt087156
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BARN DANCE INCOME 113,255
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt094598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0278889
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09313
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt083181
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt072510
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07200
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0196436
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58670
IRS990ScheduleA/PublicSupportPY170Pct00.60780
IRS990ScheduleA/PublicSupportTotal170Amt0278889
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt094598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053701
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0278889
IRS990ScheduleA/TotalSupportAmt0475325
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt067315
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt067315
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071793
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01277
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01277
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BARN DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05464
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0150496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0150496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083181
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011388
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012650
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt012650
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048166
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt048166
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04236
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATING COSTS 1,649 TOTAL 1,649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED INCOME 9,996 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESIGNED WITH THE GOAL OF SERVING LOCAL COMMUNITIES IN NEED - SERVICE ABOVE SELF.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STACI COGAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF MONROE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0912133557
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 293
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0982720293
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-06-12T19:40:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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