YAKIMA ROTARY TRUST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YAKIMA ROTARY TRUST (EIN 91-1686206)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-06
- IRS object ID
- 201540379349300649
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-06T16:55:52-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22650 | AddressLine1 |
| City | YAKIMA | City |
| State | WA | State |
| ZIP Code | 989072650 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911686206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAKIMA ROTARY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | DBA YAKIMA ROTARY TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YAKI | BusinessNameControlTxt |
| Phone | 5094528332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 464 | AddressLine1 |
| City | YAKIMA | City |
| State | WA | State |
| ZIP Code | 98907 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERI BROCKWAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5094528332 | PhoneNum |
| Signature | 2015-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANNA KORESKI | PreparerPersonNm |
| PTIN | P01362850 | PTIN |
| Phone | 5092487750 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERI BROCKWAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 464 | AddressLine1 |
| City | YAKIMA | City |
| State | WA | State |
| ZIP Code | 98907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $131,692 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YAKIMAROTARYTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | CHARITABLE ORGANIZATION FUNDING | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $820,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $84,602 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,904 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,924 | PYOtherRevenueAmt |
| CY Other Revenue | -$683 | CYOtherRevenueAmt |
| PY Total Revenue | $828,328 | PYTotalRevenueAmt |
| CY Total Revenue | $100,823 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $837,060 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,116 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $140,517 | PYOtherExpensesAmt |
| CY Other Expenses | $43,754 | CYOtherExpensesAmt |
| PY Total Expenses | $977,577 | PYTotalExpensesAmt |
| CY Total Expenses | $74,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$149,249 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,953 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,339,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $689,206 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,650,526 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,726,570 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS FROM ROTARIANS AND NON-ROTARIANS. THESE GIFTS WILL BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA. THE GOAL IS TO SELECT OR CREATE PROJECTS THAT HAVE LONG TERM IMPACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,952 | ExpenseAmt |
| Grant | $23,261 | GrantAmt |
| Desc | THE PRIMARY FOCUS OF THE YAKIMA ROTARY TRUST DURING THE 2013-14 FISCAL YEAR WAS RESEARCH FOR A NEW LARGE COMMUNITY BASED PROJECT TO BENEFIT THE YAKIMA VALLEY. A PROJECT TO DEMOLISH AND RE-BUILD THE YAKIMA FOOD BANK WAS APPROVED. THE OLDEST FOOD BANK IN OUR COMMUNITY, THE YAKIMA FOOD BANK HAS BEEN DOING ITS WORK FOR 40 PLUS YEARS WITHOUT MUCH FANFARE. RUN STRICTLY BY VOLUNTEERS, THEY DISTRIBUTED 591,928 POUNDS OF NUTRITIOUS FOOD IN 2013 TO OVER 89,000 INDIVIDUALS. THEIR CURRENT BUILDING HAS BEEN PATCHED AND MAINTAINED THROUGHOUT THE YEARS BUT WITH SAGGING FLOORS AND LEAKY ROOF IS NO LONGER VIABLE. THE TRUST AGREED TO A FINANCIAL CONTRIBUTION OF 50% OF THE ESTIMATED COSTS UP TO $182,500. PARTNERS IN THE PROJECT ARE THE CITY OF YAKIMA, YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, YAKIMA VALLEY COMMUNITY FOUNDATION, UNITED WAY FOUNDATION, PACIFIC POWER FOUNDATION, YAKIMA FEDERAL SAVINGS AND LOAN, AND FRIENDS OF THE YAKIMA FOOD BANK. ONCE COMPLETED IT WILL BE RENAMED THE YAKIMA ROTARY FOOD BANK. THE LAST FINANCIAL CONTRIBUTIONS WERE COMPLETED FOR IMPROVEMENTS AT FRANKLIN PARK IN YAKIMA, WASHINGTON THAT INCLUDED THE CONSTRUCTION OF A ROTARY PAVILION, PLAYGROUND ADJACENT TO THE PAVILION, AND TWO PICNIC SHELTERS. THE PROJECT WAS A PARTNERSHIP WITH THE CITY OF YAKIMA PARKS AND RECREATION AND THE THREE LOCAL ROTARY CLUBS (YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY AND YAKIMA SUNRISE ROTARY). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,348 | ExpenseAmt |
| Grant | $7,855 | GrantAmt |
| Desc | THE TRUST IS ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MARY MONROE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIPS TO RESIDENTS OF YAKIMA COUNTY WHO PLAN TO CONTINUE THEIR EDUCATION IN UNDERGRADUATE STUDY. RENEWABLE SCHOLARSHIPS FOR TUITION AND FEES ARE OFFERED EACH YEAR FOR FULL-TIME STUDY AT AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. DURING THE 2013-14 FISCAL YEAR; THE FIFTH YEAR OF THE PROGRAM, THE TRUST AWARDED 36 NEW SCHOLARSHIPS TOTALING $238,500. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $61,300 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN FLORY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5094528332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S 2ND STREET STE 1104 | AddressLine1 |
| City | YAKIMA | City |
| State | WA | State |
| ZIP Code | 98901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SHERI BROCKWAY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRAIG MENDENHALL | ||||||
| VICE PRESIDENT/PRESIDENT E | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN COTTLE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY LEAHY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN ADKISON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH BERTHON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAM CLEAVER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE DION | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT DIPIETRO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL FALK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HARGREAVES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANK HEFFERNAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY KLEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG BERND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE MCFADDEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE PILGER | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WES MORRIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC SILVERS SR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRESSA STADEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN VORNBROCK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $84,602 | AllOtherContributionsAmt |
| Total Contributions | $84,602 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,228 | TotalRevenueColumnAmt |
| Exclusion | $13,228 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,862 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,186 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,676 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,676 | TotalRevenueColumnAmt |
| Exclusion | $3,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $683 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$683 | TotalRevenueColumnAmt |
| Exclusion | -$683 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,116 | TotalAmt |
| Program Services | $31,116 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,177 | TotalAmt |
| Management And General | $2,177 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,637 | TotalAmt |
| Management And General | $3,637 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,862 | TotalAmt |
| Program Services | $29,362 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161 | TotalAmt |
| Program Services | $161 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256 | TotalAmt |
| Management And General | $256 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290 | TotalAmt |
| Program Services | $290 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371 | TotalAmt |
| Program Services | $371 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,870 | TotalAmt |
| Program Services | $61,300 | ProgramServicesAmt |
| Management And General | $13,570 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,248,461 | BOYAmt |
| EOY | $1,726,653 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,271 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,732 | BOYAmt |
| EOY | $1,726,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,206 | BOYAmt |
| EOY | $83 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,206 | BOYAmt |
| EOY | $83 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,124 | BOYAmt |
| EOY | $1,233,689 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,402 | BOYAmt |
| EOY | $492,881 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,526 | BOYAmt |
| EOY | $1,726,570 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,732 | BOYAmt |
| EOY | $1,726,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $25,953 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $50,091 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $735,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $804,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $716,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $814,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,602 | CurrentTaxYearAmt |
| Total | $3,155,487 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $735,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $804,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $716,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $814,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,602 | CurrentTaxYearAmt |
| Total | $3,155,487 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,155,487 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,228 | CurrentTaxYearAmt |
| Total | $46,165 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,201,652 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $188,701 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/13 AMOUNT: 6000. DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/12 AMOUNT: 825000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $961,402 | BeginningYearBalanceAmt |
| Contributions | $57,237 | ContributionsAmt |
| Investment Earnings Or Losses | $23,762 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $685,530 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $46,491 | AdministrativeExpensesAmt |
| End Year Balance | $310,380 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $326,025 | BeginningYearBalanceAmt |
| Contributions | $649,811 | ContributionsAmt |
| Investment Earnings Or Losses | $1,710 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,144 | AdministrativeExpensesAmt |
| End Year Balance | $961,402 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,523 | BeginningYearBalanceAmt |
| Contributions | $641,699 | ContributionsAmt |
| Investment Earnings Or Losses | $2,437 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $651,750 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,884 | AdministrativeExpensesAmt |
| End Year Balance | $326,025 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | 042296967 | 501(C)(3) | $7,855 | SCHOLARSHIPS |
| TRI PLY CONSTRUCTION LLC | |||||||
| 106 W PINE STREET | YAKIMA | WA | 98902 | 912068108 | $6,261 | FUNDING FOR ROTARY PLAYGROUND AT FRANKLIN PARK. | |
| YAKIMA SOUTHWEST CHARITABLE FUND | |||||||
| PO BOX 1624 | YAKIMA | WA | 98907 | 900667407 | 501(C)(3) | $14,000 | FUNDING FOR PICNIC SHELTERS AT FRANKLIN PARK. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE EXACT AMOUNT OF FUNDS ARE SENT TO SCHOLARSHIP AMERICA FOR THE NUMBER AND AMOUNT OF SCHOLARSHIPS PROVIDED. SCHOLARSHIP AMERICA ACCEPTS THE APPLICATIONS AND EVALUATES THEM BASED UPON THE CRITERIA SET FORTH BY YAKIMA ROTARY TRUST. QUALIFIED APPLICATIONS ARE SENT BACK TO THE YAKIMA ROTARY TRUST FOR FINAL SELECTION PROCESS. FUNDS SPEND ON THE COMPLETION OF THE ROTARY PAVILION AT FRANKLIN PARK WERE SUBSTANTIATED WITH INVOICES RECEIVED DIRECTLY FROM THE CONSTRUCTION COMPANY AND INVOICES PROVIDED BY YAKIMA SOUTHWEST CHARITABLE FUND FOR THE EXPENSES THEY HAD INCURRED FOR THE CONSTRUCTION OF THE ROTARY PAVILION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | STEVE PILGER AND CRAIG MENDENHALL HAVE A BUSINESS RELATIONSHIP. ALAN COTTLE AND DAVID HARGREAVES HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ROTARY TRUST DOES NOT HAVE COMMITTEES AND THEREFORE DOES NOT CONTEMPORANEOUSLY DOCUMENT THE MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED 990 FORM IS PROVIDED FOR REVIEW TO THE PRESIDENT AND TREASURER. THE 990 IS SIGNED BY THE PRESIDENT OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM. IF A CONFLICT EXISTS, THE BOARD MEMBER MUST ABSTAIN FROM VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | SCHOLARSHIP EXPENSES: PROGRAM SERVICE EXPENSES 25,493. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,493. PROJECT EXPENSE: PROGRAM SERVICE EXPENSES 3,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,869. CLERICAL SUPPORT EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,500. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN YAKIMA LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 464 | AddressLine1 |
| City | YAKIMA | City |
| State | WA | State |
| ZIP Code | 98907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912024932 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $732 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAKIMA ROTARY CHARITABLE FDN | BusinessNameLine1 |