Civic Intelligence

Wenatchee Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 91-6048544

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 01, 2015

PO Box 1723Wenatchee, WA 98807

(509) 663-5622

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-128%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-8.4%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$442,666

Down $40,650 (-8.4%) from 2014

Net Assets

Down

$442,666

Down $40,650 (-8.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$29,967

Down $36,511 (-55%) from 2014

Expenses

Up

$68,331

Up $20,843 (+44%) from 2014

Net Income

Down

-$38,364

Down $57,354 (-302%) from 2014

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 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

2015

Assets$442,666
Liabilities$0
Net Assets$442,666

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 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

2015

Revenue$29,967
Expenses$68,331
Net Income-$38,364
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$29,967
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 in the fulfillment of the object of rotary, rotary's mission, and the achievement of world understanding and peace through local, national, and international humanitarian, educational, and cultural programs.

Program Services

DescriptionGrantsExpenses
PROVIDE DONATIONS/FUNDING TO VARIOUS CHARITIES AND EDUCATIONAL ORGANIZATIONS PROVIDING SERVICES TO RESIDENTS PRIMARILY IN THE WENATCHEE VALLEY.$35,289$63,068
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA HENKLEPresident Elect-$0--
RUTH ESPARZABoard Member-$0--
CHRISTINA DAVITTSecretary-$0--
PAUL PANKEYBoard Member-$0--
JOE ST JEANBoard Member-$0--
MELISSA HERNANDEZPresident-$0--
BILL MURRAYBoard Member-$0--
HEIDI MYERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wenatchee Rotary Foundation
EIN
91-6048544
Phone
5096635622
Address
PO BOX 1723, WENATCHEE, WA 98807

Signing Officer

Name
Melissa Hernandez
Title
President
Phone
5096635622
Signed
2015-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
517 NORTH MISSION STREET SUITE B, WENATCHEE, WA 98801-6634
Preparer
Jonathan Bishop
Phone
5096635622
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: realized gain on sale of securities. Amount: 10,558. Description: dividedns. Amount: 4,914. Description: interest. Amount: 54. Total included on form 990-ez, line 4: 15,526.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational scholarships. Grantee name: kevin celustka. Date of gift: various. Amount given: 9,575.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational scholarships. Grantee name: maria medina. Date of gift: various. Amount given: 9,575. Total included on form 990-ez, line 10: 19,150.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: foundation admin fees. Amount: 3,485. Description: foundation money management fees. Amount: 1,653. Description: rotary park expenses. Amount: 13,184. Description: other expenses. Amount: 103. Description: westisde high school public relations and support. Amount: 12,021. Description: office expenses. Amount: 126. Description: fire relief. Amount: 1,200. Description: ali guerrero d.c. Trip. Amount: 910. Description: youth exchange. Amount: 360. Total to form 990-ez, line 16: 33,042.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain (loss). Amount: -2,286.

Form 990-ez, Part V Line 34

Wenatchee rotary foundation has amended its bylaws, as of 02-24-2015. Significant changes are as follows: management is now charged with the responsibility for ensuring compliance with all local, state, and federal laws; the treasurer is allowed to delegate bookkeeping duties to an accounting firm under the treasurer's supervision and with approval of the board of directors; the treasurer shall report to the board a full and accurate account of receipts and expenditures to the board on a quarterly basis, rather than on a monthly basis; and the board shall now review investment policies with funds maintained with the community foundation of north central washington on an annual basis.

Raw XML Appendix184 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/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ROTARY FOUNDATION IS TO SUPPORT THE EFFORTS OF ROTARY INTERNATIONAL IN THE FULFILLMENT OF THE OBJECT OF ROTARY, ROTARY'S MISSION, AND THE ACHIEVEMENT OF WORLD UNDERSTANDING AND PEACE THROUGH LOCAL, NATIONAL, AND INTERNATIONAL HUMANITARIAN, EDUCATIONAL, AND CULTURAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DONATIONS/FUNDING TO VARIOUS CHARITIES AND EDUCATIONAL ORGANIZATIONS PROVIDING SERVICES TO RESIDENTS PRIMARILY IN THE WENATCHEE VALLEY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REALIZED GAIN ON SALE OF SECURITIES. AMOUNT: 10,558. DESCRIPTION: DIVIDEDNS. AMOUNT: 4,914. DESCRIPTION: INTEREST. AMOUNT: 54. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 15,526.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIPS. GRANTEE NAME: KEVIN CELUSTKA. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 9,575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIPS. GRANTEE NAME: MARIA MEDINA. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 9,575. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: FOUNDATION ADMIN FEES. AMOUNT: 3,485. DESCRIPTION: FOUNDATION MONEY MANAGEMENT FEES. AMOUNT: 1,653. DESCRIPTION: ROTARY PARK EXPENSES. AMOUNT: 13,184. DESCRIPTION: OTHER EXPENSES. AMOUNT: 103. DESCRIPTION: WESTISDE HIGH SCHOOL PUBLIC RELATIONS AND SUPPORT. AMOUNT: 12,021. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 126. DESCRIPTION: FIRE RELIEF. AMOUNT: 1,200. DESCRIPTION: ALI GUERRERO D.C. TRIP. AMOUNT: 910. DESCRIPTION: YOUTH EXCHANGE. AMOUNT: 360. TOTAL TO FORM 990-EZ, LINE 16: 33,042.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN (LOSS). AMOUNT: -2,286.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WENATCHEE ROTARY FOUNDATION HAS AMENDED ITS BYLAWS, AS OF 02-24-2015. SIGNIFICANT CHANGES ARE AS FOLLOWS: MANAGEMENT IS NOW CHARGED WITH THE RESPONSIBILITY FOR ENSURING COMPLIANCE WITH ALL LOCAL, STATE, AND FEDERAL LAWS; THE TREASURER IS ALLOWED TO DELEGATE BOOKKEEPING DUTIES TO AN ACCOUNTING FIRM UNDER THE TREASURER'S SUPERVISION AND WITH APPROVAL OF THE BOARD OF DIRECTORS; THE TREASURER SHALL REPORT TO THE BOARD A FULL AND ACCURATE ACCOUNT OF RECEIPTS AND EXPENDITURES TO THE BOARD ON A QUARTERLY BASIS, RATHER THAN ON A MONTHLY BASIS; AND THE BOARD SHALL NOW REVIEW INVESTMENT POLICIES WITH FUNDS MAINTAINED WITH THE COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART V LINE 34
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05096635622
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENATCHEE ROTARY FOUNDATION
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ReturnHeader/Filer/EIN0916048544
ReturnHeader/Filer/PhoneNum05096635622
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ReturnHeader/Filer/USAddress/CityNm0WENATCHEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0517 NORTH MISSION STREET SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WENATCHEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988016634
ReturnHeader/PreparerPersonGrp/PhoneNum05096635622
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN BISHOP
ReturnHeader/ReturnTs02015-10-20T16:35:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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