YAKIMA ROTARY TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- YAKIMA ROTARY TRUST (EIN 91-1686206)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-08
- IRS object ID
- 201233139349301158
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-08T11:35:04-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911686206 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | YAKI | NameControl |
| Phone | 5094528332 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE PILGER | Name |
| Title | PRESIDENT | Title |
| Phone | 5094528332 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHANIE BALA | Name |
| PTIN | P00314876 | PTIN |
| Phone | 5092487750 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE PILGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1586408 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.YAKIMAROTARYTRUST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | CHARITABLE ORGANIZATION FUNDING | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 804652 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1541368 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10593 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11195 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 20508 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17801 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 835753 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1570364 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 522000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 673986 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 33524 | OtherExpensePriorYear |
| Other Expenses Current Year | 160782 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 555524 | TotalExpensesPriorYear |
| Total Expenses Current Year | 834768 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 280229 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 735596 | RevenuesLessExpensesCY |
| Total Assets BOY | 1172603 | TotalAssetsBOY |
| Total Assets EOY | 1799838 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 63 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1172603 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1799775 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 152262 | Expense |
| Description | THE FOCUS OF THE YAKIMA ROTARY TRUST WAS TWO-FOLD IN THE 2011-12 FISCAL YEAR. THE FIRST GOAL WAS THE COMPLETION OF THE FINAL PHASE IN AN ON-GOING EXPANSION OF KIWANIS PARK. THE EXPANSION INCLUDED THE TRANSFER OF PROPERTY PURCHASED BY THE TRUST TO THE CITY OF YAKIMA, THE CONSTRUCTION OF THREE HIGH QUALITY GIRLS' FAST PITCH AND YOUTH BALL FIELDS, AND THE CONSTRUCTION OF A CONCESSION STAND. THE PROJECT WAS THE RESULT OF A PARTNERSHIP BETWEEN THE YAKIMA ROTARY TRUST, KIWANIS TRUST, LIONS TRUST, YAKIMA SCHOOL DISTRICT AND THE CITY OF YAKIMA. THE LOCATION OF THE EXPANSION IS A NEIGHBORHOOD WITHIN THE CITY OF YAKIMA WITH 28,303 RESIDENTS OF WHICH 11 PERCENT ARE CHILDREN AGED 5 YEARS OR YOUNGER. THE POPULATION HAS A HIGH RATE OF POVERTY AND LOW EDUCATIONAL ATTAINMENT WITH MORE THAN HALF OF THE RESIDENTS OVER AGE 25 NOT HAVING COMPLETED HIGH SCHOOL. NEARLY TWO-THIRDS ARE HISPANIC OR LATINO AND MORE THAN HALF SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME. FAMILIES HAVE LIMITED ACCESS TO RECREATIONAL FACILITIES OF THE KIND INCLUDED IN THE PARK PROJECT. VISIBLE FROM INTERSTATE 82, WHICH PASSES THROUGH YAKIMA BY THE PARK, THE BALL FIELDS AND PLAYGROUND WILL ENHANCE THE BEAUTY OF THE REGION, CREATING ANOTHER POSITIVE IMAGE FOR RESIDENTS AND VISITORS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 675134 | Expense |
| Grants | 651750 | Grants |
| Description | THE SECOND FOCUS OF THE YAKIMA ROTARY TRUST WAS THE ADMINISTRATION OF 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 2011-12 FISCAL YEAR; THE THIRD YEAR OF THE PROGRAM, THE TRUST AWARDED 41 NEW SCHOLARSHIPS TOTALING $285,000. THE COMMITMENT FOR ALL SCHOLARSHIPS AWARDED TO DATE OVER THEIR RENEWABLE TERM IS APPROXIMATELY $1.6 MILLION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 827396 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN FLORY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5094528332 | TelephoneNumber |
Address US AddressUS
| 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 | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| HANK HEFFERNAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOE FALK | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| STEVE PILGER | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JIM BERG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID HARGREAVES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES GIBBONS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TONY KLEIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GREG LURING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SHERI BROCKWAY | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| ROBERT REDMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM RICH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALAN COTTLE | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| CRAIG MENDENHALL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WES MORRIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVE MCFADDEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RODERICK SCHULTZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEN SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ERIC SILVERS SR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 22506 | FundraisingEvents |
| All Other Contributions | 1518862 | AllOtherContributions |
| Total Contributions | 1541368 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11195 | TotalRevenueColumn |
| Exclusion | $11,195 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 33845 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 22506 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 16044 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17801 | TotalRevenueColumn |
| Exclusion | $17,801 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1570364 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $28,996 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673986 | Total |
| Program Services | 673986 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Management And General | 5000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1982 | Total |
| Management And General | 1982 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23384 | Total |
| Program Services | 23384 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213 | Total |
| Program Services | 213 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406 | Total |
| Program Services | 406 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572 | Total |
| Program Services | 572 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROJECT EXPENSE | 128755 | 128755 | |
| WEB SITE EXPENSE | 390 | 390 | |
| MISCELLANEOUS | 80 | 80 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 834768 | Total |
| Program Services | 827396 | ProgramServices |
| Management And General | 7372 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150367 | BOY |
| EOY | 1773978 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25860 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22236 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1172603 | BOY |
| EOY | 1799838 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 63 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 63 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 816080 | BOY |
| EOY | 1473750 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356523 | BOY |
| EOY | 326025 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1172603 | BOY |
| EOY | 1799775 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1172603 | BOY |
| EOY | 1799838 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 735596 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -108424 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 182495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 138500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 735385 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 804652 | CurrentTaxYearMinus1Year |
| Current Tax Year | 716368 | CurrentTaxYear |
| Total | 2577400 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 182495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 138500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 735385 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 804652 | CurrentTaxYearMinus1Year |
| Current Tax Year | 716368 | CurrentTaxYear |
| Total | 2577400 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 2577400 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2202 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10593 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11195 | CurrentTaxYear |
| Total | 32390 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33845 | CurrentTaxYear |
| Total | 167673 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2777463 | TotalSupport |
| Gross Receipts From Admissions Etc | 7234 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92800 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80380 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GOLF TOURNAMENT RECEIPTS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 356523 | BeginningOfYearBalance |
| Contributions | 641699 | Contributions |
| Investment Earnings Or Losses | 2437 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 651750 | GrantsOrScholarships |
| Administrative Expenses | 22884 | AdministrativeExpenses |
| End Of Year Balance | 326025 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 56351 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 22506 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33845 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 16044 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 56351 | GrossReceiptsTotal |
| Charitable Contributions Total | 22506 | CharitableContributionsTotal |
| Gross Revenue Total Events | 33845 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 16044 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 16044 | DirectExpenseSummaryEvents |
| Net Income Summary | 17801 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|
| SCHOLARSHIP AMERICA | |||||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | 042296967 | 501(C)(3) | 651750 | SCHOLARSHIPS | ||
| CITY OF YAKIMA | |||||||||
| 128 N 2ND ST | YAKIMA | WA | 98901 | 916001293 | CITY OF YAKIMA | 22236 | KIWANIS PARK EXPANSION | BOOK | LAND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 CURRENT PRESIDENT AND TREASURER. THE 990 IS SIGNED BY THE CURRENT PRESIDENT OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | CHANGE FROM CASH TO ACCRUAL METHOD OF ACCOUNTING -108,424. TOTAL TO FORM 990, PART XI, LINE 5: -108,424. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII LINE 1 | YAKIMA ROTARY CHARITABLE FOUNDATION CHANGED ITS METHOD OF REPORTING TO THE ACCRUAL METHOD FOR YEAR END JUNE 30, 2012. | CHANGE FROM CASH TO ACCRUAL METHOD OF ACCOUNTING |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN YAKIMA LLC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Total Income | -22204 | TotalIncome |
| EOY Assets | 533 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAKIMA ROTARY CHARITABLE FDN | BusinessNameLine1 |