Civic Intelligence

Wenatchee Rotary Foundation Inc.

990 • Fiscal year 2018 • EIN 91-6048544

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 08, 2019

Organization ProfileN/A
PO Box 1723Wenatchee, WA 98807

(360) 581-7803

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$582,004

Flat from 2018

Net Assets

Flat

$581,244

Flat from 2018

Liabilities

Flat

$760

Flat from 2018

Revenue And Expenses

Revenue

Flat

$87,838

Flat from 2018

Expenses

Flat

$36,361

Flat from 2018

Net Income

Flat

$51,477

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $375,468Liabilities 2011: $02011Assets 2012: $359,250Liabilities 2012: $0Net Assets 2012: $359,2502012Assets 2013: $423,708Liabilities 2013: $0Net Assets 2013: $423,7082013Assets 2014: $483,316Liabilities 2014: $0Net Assets 2014: $483,3162014Assets 2015: $442,666Liabilities 2015: $0Net Assets 2015: $442,6662015Assets 2016: $480,924Liabilities 2016: $8,000Net Assets 2016: $472,9242016Assets 2017: $519,376Liabilities 2017: $50Net Assets 2017: $519,3262017Assets 2018: $582,004Liabilities 2018: $760Net Assets 2018: $581,2442018Assets 2018: $582,004Liabilities 2018: $760Net Assets 2018: $581,2442018Assets 2019: $583,000Liabilities 2019: $0Net Assets 2019: $583,0002019Assets 2020: $558,197Liabilities 2020: $0Net Assets 2020: $558,1972020Assets 2021: $649,768Liabilities 2021: $0Net Assets 2021: $649,7682021Assets 2022: $607,600Liabilities 2022: $0Net Assets 2022: $607,6002022Assets 2023: $593,254Liabilities 2023: $0Net Assets 2023: $593,2542023Assets 2024: $672,147Liabilities 2024: $0Net Assets 2024: $672,1472024Assets 2025: $729,392Liabilities 2025: $0Net Assets 2025: $729,3922025

Highlighted filing

2018

Assets$582,004
Liabilities$760
Net Assets$581,244
Open 2018 Filing

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $135,551Expenses 2011: $70,482Net Income 2011: $65,0692011Revenue 2012: $29,460Expenses 2012: $45,678Net Income 2012: -$16,2182012Revenue 2013: $57,890Expenses 2013: $26,441Net Income 2013: $31,4492013Revenue 2014: $66,478Expenses 2014: $47,488Net Income 2014: $18,9902014Revenue 2015: $29,967Expenses 2015: $68,331Net Income 2015: -$38,3642015Revenue 2016: $136,076Expenses 2016: $87,628Net Income 2016: $48,4482016Revenue 2017: $111,445Expenses 2017: $98,607Net Income 2017: $12,8382017Revenue 2018: $87,838Expenses 2018: $36,361Net Income 2018: $51,4772018Revenue 2018: $87,838Expenses 2018: $36,361Net Income 2018: $51,4772018Revenue 2019: $183,738Expenses 2019: $179,379Net Income 2019: $4,3592019Revenue 2020: $156,939Expenses 2020: $184,157Net Income 2020: -$27,2182020Revenue 2021: $45,083Expenses 2021: $61,367Net Income 2021: -$16,2842021Revenue 2022: $226,349Expenses 2022: $173,130Net Income 2022: $53,2192022Revenue 2023: $215,620Expenses 2023: $273,087Net Income 2023: -$57,4672023Revenue 2024: $122,945Expenses 2024: $83,325Net Income 2024: $39,6202024Revenue 2025: $238,910Expenses 2025: $224,684Net Income 2025: $14,2262025

Highlighted filing

2018

Revenue$87,838
Expenses$36,361
Net Income$51,477
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 8, 2019
Return Version
2017v2.3
Gross Receipts
$87,838
Mission and Program Overview

Mission

The mission of the rotary foundation is to support the efforts of rotary international in the fulfillment of the object of rotary, rotarys mission, and the achievement of world understanding and peace through local, national, and international humanitarian, educational, and cultural programs.

The mission of the rotary foundation is to support the efforts of rotary international.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$346,226$399,558▲ $53,332
Savings and Temporary Cash Investments$113,197$164,812▲ $51,615
Cash and Non-Interest-Bearing Accounts$59,953$17,634▼ $42,319
Total Assets$519,376$582,004▲ $62,628
Liabilities
Accounts Payable and Accrued Expenses$50$760▲ $710
Total Liabilities$50$760▲ $710
Net Assets / Fund Balance
Unrestricted Net Assets$519,326$581,244▲ $61,918
Total Net Assets Fund Balance$519,326$581,244▲ $61,918
Total Liabilities and Net Assets / Fund Balance$519,376$582,004▲ $62,628

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$36,195--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom RossPresident
Jay SmithVice-president
Alice MeyerDirector
Dee CurcioDirector
Joe St JeanDirector
Ruth EsparzaDirector
Susan AlbertDirector
Bill MonnetteSecretary
Heidi MyersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,645
Program Service Revenue
$0
Investment Income
$25,143
Other Revenue
$50
All Other Contributions
$61,635
Change in Net Assets
$51,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,094
Grants and Similar Amounts Paid$16,267
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,642--$14,642
Other Expenses$5,966--$5,966
Fees for Service Investment Mgmnt Fees-$5,480-$5,480
Fees for Services Accounting-$4,204-$4,204
Grants to Domestic Individuals$1,625--$1,625
Office Expenses-$269-$269
Total Functional Expenses$26,408$9,953$0$36,361
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wenatchee Rotary ClubWenatchee, WA501 C 4For Benevolence Purposes$13,882
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Part VI, Section B, Line 11B

“A copy of form 990 was provided to the organizations governing body before it was filed.”

Form 990, Part VI, Section C, Line 19

“This information is to be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Wenatchee Rotary Foundation Inc
EIN
91-6048544
Phone
3605817803
Address
PO BOX 1723, WENATCHEE, WA 98807

Signing Officer

Name
Heidi Myers
Title
Treasurer
Signed
2019-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Ross
Formed
1950
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Rumbles CPA PLLC
Address
2104 Henkle St, Raymond, WA 98577
Preparer
Christopher Rumbles
Phone
3605817803
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$582,004
Liabilities
$760
Net assets
$581,244
Revenue
$87,838
Expenses
$36,361
Net income
$51,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$2.39$2.25$0.14
2024Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$1.23$0.83$0.40
2023Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$2.16$2.73$0.57
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$2.26$1.73$0.53
2021Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.45$0.61$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$1.57$1.84$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$1.84$1.79$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.82$0.01$5.81$0.88$0.36$0.51
2018Detailed filing. Detailed filing data is available for this year.$5.82$0.01$5.81$0.88$0.36$0.51
2017Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.11$0.99$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.81$0.08$4.73$1.36$0.88$0.48
2015Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.30$0.68$0.38
2014Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.66$0.47$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.00$4.24$0.58$0.26$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.00$3.59$0.29$0.46$0.16
2011Summary only. Only limited summary data is available for this year.$3.75$0.00$1.36$0.70$0.65