Civic Intelligence

Wenatchee Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 91-6048544

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 30, 2017

Organization ProfileN/A
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

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

354%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$480,924

Up $38,258 (+8.6%) from 2015

Net Assets

Up

$472,924

Up $30,258 (+6.8%) from 2015

Liabilities

Up

$8,000

Up $8,000 from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin87th percentile

Revenue

Up

$136,076

Up $106,109 (+354%) from 2015

Expenses

Up

$87,628

Up $19,297 (+28%) from 2015

Net Income

Up

$48,448

Up $86,812 (+226%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2016

Assets$480,924
Liabilities$8,000
Net Assets$472,924
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

2016

Revenue$136,076
Expenses$87,628
Net Income$48,448
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Gross Receipts
$157,235
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. IN THE CURRENT YEAR, WE HELD ONE EVENT AND RAISED $117,051 OF GROSS REVENUES.$23,975$77,701
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA HENKLEPresident-$0--
RUTH ESPARZABoard Member-$0--
CHRISTINA DAVITTPresident Elect-$0--
PAUL PANKEYBoard Member-$0--
JOE ST JEANBoard Member-$0--
MELISSA HERNANDEZBoard Member-$0--
ALICE MEYERBoard Member-$0--
HEIDI MYERSTreasurer-$0--
BILL MONNETTESecretary-$0--
JIM RUSSELLBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$117,051$76,013$21,159$54,854
Total Events$117,051$76,013$21,159$54,854
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
Marcia Henkle
Title
President
Phone
5096635622
Signed
2017-01-30
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: dividends. Amount: 4,734. Description: interest. Amount: 140. Total included on form 990-ez, line 4: 4,874.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous . Amount: 49.”

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

“Description: foundation admin fees. Amount: 3,253. Description: foundation money management fees. Amount: 1,494. Description: rotary park expenses. Amount: 3,348. Description: other expenses. Amount: 35. Description: westisde high school public relations and support. Amount: 14,195. Description: office expenses. Amount: 2,220. Description: youth exchange. Amount: 88. Description: women's resource center. Amount: 24,500. Description: wells house restoration. Amount: 3,000. Description: community services. Amount: 560. Description: contributions. Amount: 10,960. Total to form 990-ez, line 16: 63,653.”

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

“Description: unrealized gain (loss). Amount: -18,190.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: auction proceeds payable. Beg. Of year amount: 0. End of year amount: 8,000.”

Raw XML Appendix212 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/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCIA HENKLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-18190
IRS990EZ/OtherExpensesTotalAmt063653
IRS990EZ/OtherRevenueTotalAmt049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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. IN THE CURRENT YEAR, WE HELD ONE EVENT AND RAISED $117,051 OF GROSS REVENUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023975
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 4,734. DESCRIPTION: INTEREST. AMOUNT: 140. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS . AMOUNT: 49.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FOUNDATION ADMIN FEES. AMOUNT: 3,253. DESCRIPTION: FOUNDATION MONEY MANAGEMENT FEES. AMOUNT: 1,494. DESCRIPTION: ROTARY PARK EXPENSES. AMOUNT: 3,348. DESCRIPTION: OTHER EXPENSES. AMOUNT: 35. DESCRIPTION: WESTISDE HIGH SCHOOL PUBLIC RELATIONS AND SUPPORT. AMOUNT: 14,195. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,220. DESCRIPTION: YOUTH EXCHANGE. AMOUNT: 88. DESCRIPTION: WOMEN'S RESOURCE CENTER. AMOUNT: 24,500. DESCRIPTION: WELLS HOUSE RESTORATION. AMOUNT: 3,000. DESCRIPTION: COMMUNITY SERVICES. AMOUNT: 560. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 10,960. TOTAL TO FORM 990-EZ, LINE 16: 63,653.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN (LOSS). AMOUNT: -18,190.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: AUCTION PROCEEDS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA HENKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05096635622
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENATCHEE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WENA
ReturnHeader/Filer/EIN0916048544
ReturnHeader/Filer/PhoneNum05096635622
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1723
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/PreparationDt02016-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN BISHOP
ReturnHeader/ReturnTs02017-01-30T18:53:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,924
Liabilities
$8,000
Net assets
$472,924
Revenue
$136,076
Expenses
$87,628
Net income
$48,448
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