Burlington Rotary Foundation

Tax-deductible

Burlington, WA501(c)(3)Since 2003Foundations & GrantmakersEIN 20-0475187Revenue $136K in FY2025

On file with the IRSrotaryburlington.comPo Box 185, 98233-0185 · Burlington, WATax-exempt since Feb 2004Publicly supported — 509(a)(2)

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501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
Run by 50 volunteers.
Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $26K a year · 19% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
36 mo
of spending, in cash
Looks good: 36.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $17K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$25K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$136K
-6% vs prior year
Spent
$105K
To programs
94%
Net assets
$392K
By yearFY2020–FY2025
Revenue
$136K
FY2025▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$128K
FY2021$141K
FY2022$113K
FY2023$142K
FY2024$145K
FY2025$136K
Expenses
$105K
FY2025▼ -12%
Tap a bar for its year
Expenses by fiscal year
FY2020$108K
FY2021Not on file
FY2022Not on file
FY2023$115K
FY2024$119K
FY2025$105K
Net assets
$392K
FY2025▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$231K
FY2021$278K
FY2022$291K
FY2023$322K
FY2024$358K
FY2025$392K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $99K Management & general 6% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
President-Elect
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Burlington Rotary Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds local and global charities improving community welfare.

Questions for Burlington Rotary Foundation

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Provided by the organization

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3 programs · $75K · in their own filed words · FY2024
01

Youth engaged in service (yes) is an international service program for high school students who are juniors. Selected students must commit to 80 hours of community service, attend leadership training meetings, plan an internatonal service project, present the project in spanish and travel on an humanitarian project internationally.

$38Kprogram expense
02

Major Project and Funding the Rotary Foundation

Each year the foundation will adopt one or more community or international projects to support through cash donations, by club member participation or from the proceeds of our annual auction. The projects are overseen by the burlington rotary club or another tax exempt organiazation.

$32Kprogram expense
03

Support of the local high school interact club including the back pack program to provide food weekly to students over the weekend

$6Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$17K
Grants paid · 3 grants · $34K · 2024–2024

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$136K
Ln 12
Gifts and grantsLn 1h$105K
Fees for servicesLn 2g$16K
Investment incomeLn 3$9K
Money outPt IX
$105K
Ln 25
Programscol B$99K
Managementcol C$6K
Owns and owesPt X
$392K
net assets · Ln 32
Cash and savingsLn 1–2$320K
Total assetsLn 16$417K
LiabilitiesLn 26$25K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$105K
Noncash giftsLn 1g$41K
Fundraising eventsLn 1c$70K
Fees for servicesLn 2g$16K
Investment incomeLn 3$9K
Other incomeLn 4–11$7K
Total revenueLn 12$136K
Assets in detailPt X, end of year
CashLn 1$131K
SavingsLn 2$189K
Cash and savings togetherLn 1–2$320K
Other assetsLn 15$93K
Total assetsLn 16$417K
LiabilitiesLn 26$25K
Net assetsLn 32$392K
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$311K$320K
Total assetsLn 16$360K$417K
LiabilitiesLn 26$2K$25K
Net assetsLn 32$358K$392K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$65K$65K
Other expenses (24a–d)Ln 24$40K$34K$6K
Total functional expensesLn 25$105K$99K$6K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $136K$105K$31K$392K 990 PDF
FY2024 $145K$119K$25K$358K 990 PDF
FY2023 $142K$115K$26K$322K 990 PDF
FY2022 $113K$291K 990 PDF
FY2021 $141K$278K 990 PDF
FY2020 $128K$108K$20K$231K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $136,431 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $146,749$105,375
I-9 Program service revenuePrior year $7,365$15,778
I-10 Investment incomePrior year $3,548$8,511
I-11 Other revenuePrior year −$13,074$6,767
I-12 Total revenuePrior year $144,588$136,431
I-13 Grants and similar amounts paidPrior year $0$65,414
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $119,424$40,035
I-18 Total expensesPrior year $119,424$105,449
I-19 Revenue less expensesPrior year $25,164$30,982
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $136,431 across 8 lines filed
VIII-1c Fundraising events$70,290
VIII-1f All other contributions, gifts and grants$35,085
VIII-1g Noncash contributions (included above)$40,580
VIII-1h Total contributions, gifts and grants$105,375
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,778$15,778
VIII-3 Investment incomeRelated to mission $8,511$8,511
VIII-8 Net income from fundraising eventsExcluded from tax $6,767$6,767
VIII-12 Total revenueRelated to mission $24,289 · Unrelated business $0 · Excluded from tax $6,767$136,431
Part IX · Statement of functional expenses $105,449 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $65,414$65,414
IX-24 Other expenses (24a–d)Programs $33,578 · Management $6,457$40,035
IX-25 Total functional expensesPrograms $98,992 · Management $6,457 · Fundraising $0$105,449
Part X · Balance sheet $416,695 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $236,713$130,814
X-2 Savings and temporary cash investmentsStart of year $74,709$189,257
X-9 Prepaid expenses and deferred chargesStart of year $2,500$3,615
X-15 Other assetsStart of year $45,711$93,009
X-16 Total assetsStart of year $359,633$416,695
X-17 Accounts payable and accrued expensesStart of year $2,069$24,716
X-26 Total liabilitiesStart of year $2,069$24,716
X-27 Net assets without donor restrictionsStart of year $231,144$291,375
X-28 Net assets with donor restrictionsStart of year $126,420$100,604
X-32 Total net assets or fund balancesStart of year $357,564$391,979
X-33 Total liabilities and net assetsStart of year $359,633$416,695
Part XI · Reconciliation of net assets $391,979 net assets at year end
XI-1 Total revenue$136,431
XI-2 Total expenses$105,449
XI-3 Revenue less expenses$30,982
XI-4 Net assets at start of year$357,564
XI-5 Net unrealized gains (losses) on investments$3,433
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$391,979

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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