Civic Intelligence

Yakima Kiwanis Charitable Trust Foundation

990 • Fiscal year 2017 • EIN 91-6078233

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 16, 2018

Organization Profilewww.yakimakiwanis.org
PO Box 611Yakima, WA 98907

(509) 952-2421

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$11,463

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,228,575

Up $141,805 (+13%) from 2016

Net Assets

Up

$1,228,575

Up $141,805 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin74th percentile

Revenue

Up

$85,289

Up $7,956 (+10%) from 2016

Expenses

Up

$71,908

Up $9,523 (+15%) from 2016

Net Income

Down

$13,381

Down $1,567 (-10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $911,506Liabilities 2011: $0Net Assets 2011: $911,5062011Assets 2012: $962,857Liabilities 2012: $0Net Assets 2012: $962,8572012Assets 2013: $1,090,002Liabilities 2013: $0Net Assets 2013: $1,090,0022013Assets 2014: $1,114,616Liabilities 2014: $0Net Assets 2014: $1,114,6162014Assets 2015: $1,020,505Liabilities 2015: $0Net Assets 2015: $1,020,5052015Assets 2016: $1,086,770Liabilities 2016: $0Net Assets 2016: $1,086,7702016Assets 2017: $1,228,575Liabilities 2017: $0Net Assets 2017: $1,228,5752017Assets 2018: $1,067,264Liabilities 2018: $0Net Assets 2018: $1,067,2642018Assets 2019: $1,160,096Liabilities 2019: $0Net Assets 2019: $1,160,0962019Assets 2020: $1,063,766Liabilities 2020: $0Net Assets 2020: $1,063,7662020Assets 2021: $1,128,105Liabilities 2021: $0Net Assets 2021: $1,128,1052021Assets 2022: $897,310Liabilities 2022: $0Net Assets 2022: $897,3102022Assets 2023: $1,029,704Liabilities 2023: $0Net Assets 2023: $1,029,7042023Assets 2024: $1,104,595Liabilities 2024: $0Net Assets 2024: $1,104,5952024

Highlighted filing

2017

Assets$1,228,575
Liabilities$0
Net Assets$1,228,575
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $37,985Expenses 2011: $153,905Net Income 2011: -$115,9202011Revenue 2012: $38,776Expenses 2012: $65,449Net Income 2012: -$26,6732012Revenue 2013: $31,559Expenses 2013: $44,180Net Income 2013: -$12,6212013Revenue 2014: $114,280Expenses 2014: $48,412Net Income 2014: $65,8682014Revenue 2015: $72,948Expenses 2015: $90,932Net Income 2015: -$17,9842015Revenue 2016: $77,333Expenses 2016: $62,385Net Income 2016: $14,9482016Revenue 2017: $85,289Expenses 2017: $71,908Net Income 2017: $13,3812017Revenue 2018: $43,400Expenses 2018: $57,687Net Income 2018: -$14,2872018Revenue 2019: $47,288Expenses 2019: $128,066Net Income 2019: -$80,7782019Revenue 2020: $28,003Expenses 2020: $135,609Net Income 2020: -$107,6062020Revenue 2021: $42,862Expenses 2021: $83,864Net Income 2021: -$41,0022021Revenue 2022: $24,461Expenses 2022: $50,196Net Income 2022: -$25,7352022Revenue 2023: $77,193Expenses 2023: $50,788Net Income 2023: $26,4052023Revenue 2024: $117,503Expenses 2024: $112,284Net Income 2024: $5,2192024

Highlighted filing

2017

Revenue$85,289
Expenses$71,908
Net Income$13,381
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 16, 2018
Return Version
2017v2.3
Gross Receipts
$132,552
Mission and Program Overview

Mission

To Provide Funds for Purposes Enumerated under IRS Code Section 501 (C) (3) to Qualified Organizations

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,046,392$1,186,979▲ $140,587
Cash and Non-Interest-Bearing Accounts$40,378$41,596▲ $1,218
Total Assets$1,086,770$1,228,575▲ $141,805
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$869,510$943,731▲ $74,221
Temporarily Rstr Net Assets$217,260$284,844▲ $67,584
Total Net Assets Fund Balance$1,086,770$1,228,575▲ $141,805
Total Liabilities and Net Assets / Fund Balance$1,086,770$1,228,575▲ $141,805

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,186,979--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
Baker Boyer BankTrustee$11,463$11,463

Board Members and Trustees

NameTitle
Dr Mike WilsonChairman
Jay CarrollVice-Chair
Beth KlingeleBoard Member
Dan MarplesBoard Member
Delmar L PearsonBoard Member
Pat AndreottiBoard Member
Pat GilmoreBoard Member
Patsy DanielsonBoard Member
Stan PrattBoard Member
Trina GoodBoard Member
Sally RodgersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$35,544
Program Service Revenue
$0
Investment Income
$49,745
Other Revenue
$0
All Other Contributions
$24,202
Change in Net Assets
$13,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,500
Salaries, Compensation, and Employee Benefits$11,463
Other Expenses$1,945
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,500--$45,500
Grants to Domestic Individuals$13,000--$13,000
Current Officers, Directors, Trustees, and Key Employees-$11,463-$11,463
Fees for Services Accounting-$1,881-$1,881
Fees for Services Other-$64-$64
Total Functional Expenses$58,500$13,408$0$71,908
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Family and Child ServicesYakima, WA501c3To provide support of Early Learning Playground$17,500
Yakima Family YMCAYakima, WA501c3To provide support of Aquatic Center$15,000
YmcaYakima, WA501c3To provide support for Camp Dudley$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Backup withholding compliance
Yes
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 A, Line 6

“Pursuant to the Yakima Kiwanis Charitable Trust Foundation appointment policy. Available upon request”

Form 990, Part VI, Section B, Line 11B

“After preparation by Yakima Kiwanis Charitable Trust Foundation in conjustion with Soelberg Associates PS, the form is made available to the board of directors and discussed at a board meeting.”

Form 990, Part VI, Section C, Line 19

“Yakima Kiwanis Charitable Trust Foundation makes their governing documnets and conflict of interst policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Yakima Kiwanis Charitable Trust Foundation
EIN
91-6078233
Phone
5099522421
Address
PO Box 611, Yakima, WA 98907

Signing Officer

Name
Dr Mike Wilson
Title
Chairman
Signed
2018-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Mike Wilson
Formed
1968
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
11

Preparer

Firm
Soelberg and Associates PS
Address
901 Summitview Ave Suite 260, Yakima, WA 98902
Preparer
Steve Soelberg
Phone
5096547777
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 15,000, Grants and allocations 15,000, Revenue 0 Yakima Family YMCA, for the support of Aquatic Center”

Form 990, Part III, Line 4D

“Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 Kiwanis Childrens Cancer Project - Seattle Childrens Hospital support of a fellow”

Form 990, Part I, Line 1

“Description of Organization Mission To provide funds for purposes enumerated under IRS Code Section 501c3 to qualified organizations.”

Form 990, Part III, Line 4D

“Other Program Services Various other grants to support 501c3 organizations in the Yakima Valley.”

Raw XML AppendixShowing 400 of 496 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Schedule O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt024202
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Baker Boyer Bank
IRS990/BooksInCareOfDetail/PhoneNum05095769000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 Triple Crown Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Yakima
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098908
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt040378
IRS990/CashNonInterestBearingGrp/EOYAmt041596
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011463
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011463
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt035544
IRS990/CYGrantsAndSimilarPaidAmt058500
IRS990/CYInvestmentIncomeAmt049745
IRS990/CYOtherExpensesAmt01945
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt013381
IRS990/CYSalariesCompEmpBnftPaidAmt011463
IRS990/CYTotalExpensesAmt071908
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt085289
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc013 Scholarships to Perry Technical Institute
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt013000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01881
IRS990/FeesForServicesAccountingGrp/TotalAmt01881
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt064
IRS990/FeesForServicesOtherGrp/TotalAmt064
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt0001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11002.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Dr Mike Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm1Delmar L Pearson
IRS990/Form990PartVIISectionAGrp/PersonNm2Stan Pratt
IRS990/Form990PartVIISectionAGrp/PersonNm3Pat Gilmore
IRS990/Form990PartVIISectionAGrp/PersonNm4Jay Carroll
IRS990/Form990PartVIISectionAGrp/PersonNm5Patsy Danielson
IRS990/Form990PartVIISectionAGrp/PersonNm6Pat Andreotti
IRS990/Form990PartVIISectionAGrp/PersonNm7Dan Marples
IRS990/Form990PartVIISectionAGrp/PersonNm8Beth Klingele
IRS990/Form990PartVIISectionAGrp/PersonNm9Trina Good
IRS990/Form990PartVIISectionAGrp/PersonNm10Sally Rodgers
IRS990/Form990PartVIISectionAGrp/PersonNm11Baker Boyer Bank
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1111463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt027261
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt013000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt013000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt013000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt045500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt045500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt074524
IRS990/GrossReceiptsAmt0132552
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt022484
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022484
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01046392
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01186979
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047263
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide funds for purposes enumerated under IRS Code Section 501c3 to qualified organizations
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01086770
IRS990/NetAssetsOrFundBalancesEOYAmt01228575
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt027261
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027261
IRS990/NetUnrlzdGainsLossesInvstAmt0128424
IRS990/NoncashContributionsAmt014524
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Dr Mike Wilson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Yakima Family YMCA, for the support of Camp Dudley
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProgSrvcAccomActy3Grp/Desc0Catholic Family and Child Services, for the improvement of Early Learning Playground
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt017500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013382
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050980
IRS990/PYInvestmentIncomeAmt063951
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01977
IRS990/PYRevenuesLessExpensesAmt014948
IRS990/PYSalariesCompEmpBnftPaidAmt09428
IRS990/PYTotalExpensesAmt062385
IRS990/PYTotalRevenueAmt077333
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt013381
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt011342
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section C Line 17a Facts and Circumstances Test The Internal Revenue Service has determined that Yakima Kiwanis Charitable Trust Foundation The Taxpayer is not a private foundation pursuant to IRC Sections 509A1 and 170B1AVI. IRC Sections 509A1 and 170B1AVI provide that an exempt organization will be considered a publicly supported charity i.e. not a private foundation as long as the organization receives a substantial part of its support from a governmental unit or from direct or
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0continued indirect contributions from the general public. The Foundation must submit information to the IRS on an annual basis Form 990 that establishes that the organization meets the public support test under IRC Code Section 170B1AVI. To the extent that the taxpayer does not meet this support test, the IRS may reclassify the taxpayer as a private foundation and assess certain excise taxes for all years since inception.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1cont. To qualify as a non private foundation under IRC Sections 509A1 and 170B1AVI, the taxpayer must receive a substantial part of its support in gifts, grants and contributions from the general public and/or a governmental unit. A substantial part of its support is met if at least 33 1/3 of the total support normally received by the organization comes from gifts, grants and contributions. Normally generally means meeting this requirement for the preceding five taxable years.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2cont. Contributions by any person other than a governmental unit or 170B1AVI organization are treated as allowabel support from the general public only to the extent that the contributions by such persons during the five year period do not exceed two percent of the organizations total support for such five year period. Gifts in kind are treated the same as cash contributions for purposes of the public support test. An organization may exclude from its calculation of public
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3cont. support amounts that qualify as unusual grants. Unusual grants are defined as substantial contributions or bequests from disinterested parties which Are attracted by reason of the publicly supported nature of the organization Are unusual or unexpected with respect to the amount thereof and Would, by reason of their size, adversely affect the status of the organization as normally being publicly supported for the applicable period.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4cont. If the taxpayer does not meet the 33 1/3 pyublic support test, it may qualify under the 10 facts and circumstances test to prevent it from losing its public charity status. An organization will meet the 10 facts and circumstances test if it normally receives 10 of its support from governmental units and the general public. For purposes of this test, the terms normally and support have basically the same meaning as they have in the 33 1/3 support test. In addition, the
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5cont. organization must show that it is organized and operated so as to attract new and additional public and governmental support. Finally, all pertinent facts and circumstances will be taken into consideration in determining if the organization is publicly supported. Such factors include the degree of support received from public or governmental units, sources of support, the organizations representative governing body and the availability of public services, facilities or participation
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6cont. in public programs or policies. Based on our computation of the public charity support test see Schedule A, Part II, Section C, Line 14 for the five years ending December 31, 2013 through Decmber 31, 2017, the taxpyer fails the mechanical 33 1/3 public support test since 19.80 of its total support comes from gifts, grants and contributions. It is important to note, the organization does qualify as a public charity under the 10 facts and circumstances test. The taxpayer normally
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7cont. receives more than 10 of its support from the general public. In addition, the following facts and circumstances requirements establishing that it serves broad-based public interests have been satisfied Tres. Reg. Sec. 1.170A-E3. Attraction of public support - The organization is organized and operated to attract new and additional public and government support on a continuous basis. The organization maintains a continuous and bona fide program for soliciting funds from
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8cont. the general public. The trust intends to make efforts to increase the percentage of qualified public support with the goal of attaining the 33.3 level. Efforts will include one or more of the following Promoting the Yakima Kiwanis Charitable Trust as a vehicle for donations from our Yakima Kiwanis Club Members and other members of the public through our Yakima Kiwanis Club communications, such as weekly emails, bulletins, voluntary quarterly billings, web and social media.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt9cont. In addition, the Yakima Kiwanis Charitable Trust will continue to encourage public contributions by offering matching contributions to qualified organizations as approved by the Yakima Kiwanis Charitable Trust Board and governing documents.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8Part II Section C Line 17a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc9Part II Section C Line 17a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt086302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021254
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024169
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0121610
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25240
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.20830
IRS990ScheduleA/PublicSupportTotal170Amt052481
IRS990ScheduleA/SubstantialContributorsTotAmt033821
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06647
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt086302
IRS990ScheduleA/TotalSupportAmt0207912
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01186979
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Other Publicly Traded Securities
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt01186979
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships to Perry Technical Institute
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt117500
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To provide support for Camp Dudley
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To provide support of Early Learning Playground
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2To provide support of Aquatic Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Catholic Family and Child Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Yakima Family YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0910568717
IRS990ScheduleI/RecipientTable/RecipientEIN1911955616
IRS990ScheduleI/RecipientTable/RecipientEIN2910568717
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05 North Naches Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15301 Tieton Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25 North Naches Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Yakima
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Yakima
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Yakima
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd298901
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation accepts and evaluates the applications based upon criteria set forth by the foundation. Qualified applications are reviewed by the foundation for final selection process.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Line Schecule I
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 15,000, Grants and allocations 15,000, Revenue 0 Yakima Family YMCA, for the support of Aquatic Center
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 Kiwanis Childrens Cancer Project - Seattle Childrens Hospital support of a fellow
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description of Organization Mission To provide funds for purposes enumerated under IRS Code Section 501c3 to qualified organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Program Services Various other grants to support 501c3 organizations in the Yakima Valley.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Pursuant to the Yakima Kiwanis Charitable Trust Foundation appointment policy. Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5After preparation by Yakima Kiwanis Charitable Trust Foundation in conjustion with Soelberg Associates PS, the form is made available to the board of directors and discussed at a board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Yakima Kiwanis Charitable Trust Foundation makes their governing documnets and conflict of interst policy available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Kiwanis International - Yakima Kiwanis K00936 Yakima
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0910481058
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Community Service Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 611
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Yakima
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,228,575
Liabilities
$0
Net assets
$1,228,575
Revenue
$85,289
Expenses
$71,908
Net income
$13,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.12$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.14$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.05$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.04$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.04$0.15$0.12