Maple Valley Rotary Foundation FY2021 filing

Tax-deductible

Maple Valley, WA501(c)(3)Since 1994Community DevelopmentEIN 91-1595103Revenue $117K in FY2021

On file with the IRSmaplevalleyrotary.orgPo Box 1102, 98038-1102 · Maple Valley, WATax-exempt since Aug 1994Publicly supported — 509(a)(2)

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Conduct fundraising to support local projects, youth services, and international programs in association with Rotary District and Rotarly International.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
3 of 6
filings with a surplus
Average deficit $18K a year · 8% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
22 mo
of spending, in cash
Looks good: 21.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $760
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$31K
7% of total assets
Looks good: liabilities are 7% 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
$117K
-41% vs prior year
Spent
$118K
To programs
87%
Net assets
$417K
By yearFY2020–FY2025
Revenue
$117K
FY2021▼ -41%
Tap a bar for its year
Revenue by fiscal year
FY2020$197K
FY2021$117K
FY2022$510K
FY2023$190K
FY2024$193K
FY2025$152K
Expenses
$118K
FY2021▼ -51%
Tap a bar for its year
Expenses by fiscal year
FY2020$241K
FY2021$118K
FY2022$249K
FY2023$168K
FY2024$127K
FY2025$565K
Net assets
$417K
FY2021▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$383K
FY2021$417K
FY2022$568K
FY2023$604K
FY2024$705K
FY2025$315K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1994.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $102K Management & general 13% · $16K

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 (FY2020); the FY2021 filing did not itemize Part VII
Fndtn Chair
$0Pt VII · Sec A
Fndtn Chr Elect
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer Elect
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
See Maple Valley 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

Raise funds for local projects, youth services, and international programs.

Questions for Maple Valley Rotary Foundation

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Provided by the organization

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1 program · $102K · in their own filed words · FY2020
01

Grantmaking to Organizations and Individuals.shop with a Cop

Provide shopping at Covington Walmart with youth whose names have been submitted by school district and vetted by social services as needing assistance. Funds raised provide a same per person value for each individual, who is accompanied by a local police officer on their shopping trip, typically two weeks before Christmas.Auction Fund a…

$102Kprogram 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$760
Grants paid · 20 grants · $322K · 2019–2024
Unitemized GrantFY2024$46,570
Valley Medical CenterWA · FY2024$25,000
Valley Girls and GuysWA · FY2024$6,000
Unitemized GrantFY2023$44,616
Rwanda Rise EdmondsWA · FY2023$8,965
Unitemized GrantFY2022$37,845
Tahoma School DistrictFY2022$6,878
Tahoma School DistrictFY2021$27,384
Unitemized GrantFY2021$17,850
Unitemized GrantFY2020$14,500
Idea ProjectWA · FY2020$10,442
See all 20 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$117K
Ln 12
Gifts and grantsLn 1h$67K
Other incomeLn 4–11$50K
Investment incomeLn 3$13
Money outPt IX
$118K
Ln 25
Programscol B$102K
Managementcol C$16K
Owns and owesPt X
$417K
net assets · Ln 32
Cash and savingsLn 1–2$212K
Total assetsLn 16$448K
LiabilitiesLn 26$31K
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$67K
Fundraising eventsLn 1c$38K
Investment incomeLn 3$13
Other incomeLn 4–11$50K
Gains on assetsLn 7$0
Total revenueLn 12$117K
Assets in detailPt X, end of year
CashLn 1$84K
SavingsLn 2$128K
Cash and savings togetherLn 1–2$212K
InvestmentsLn 11–13$218K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$448K
LiabilitiesLn 26$31K
Net assetsLn 32$417K
OperationsPt I, VI
EmployeesI 50
VolunteersI 680
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 FY21End FY21
Cash and savingsLn 1–2$197K$212K
InvestmentsLn 11–13$191K$218K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$392K$448K
LiabilitiesLn 26$8K$31K
Net assetsLn 32$383K$417K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$51K$51K
Grants to domestic individualsLn 2$14K$14K
Grants and assistance to foreign recipientsLn 3$36K$36K
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$10K$10K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$3K$3K
Information technologyLn 14$682$682
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$1K$1K
All other expensesLn 24e$0
Total functional expensesLn 25$118K$102K$16K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $152K$565K−$413K$315K 990 PDF
FY2024 $193K$127K$66K$705K 990 PDF
FY2023 $190K$168K$22K$604K 990 PDF
FY2022 $510K$249K$261K$568K 990 PDF
FY2021 Viewing $117K$118K−$520$417K 990 PDF
FY2020 $197K$241K−$43K$383K 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 FY2021 990 (6 parts)
Part I · Summary $117,410 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $245,901$67,275
I-9 Program service revenue$0
I-10 Investment incomePrior year $1,275$13
I-11 Other revenuePrior year −$49,719$50,122
I-12 Total revenuePrior year $197,457$117,410
I-13 Grants and similar amounts paidPrior year $229,647$102,015
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $11,087$15,915
I-18 Total expensesPrior year $240,734$117,930
I-19 Revenue less expensesPrior year −$43,277−$520
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 $117,410 across 9 lines filed
VIII-1c Fundraising events$38,325
VIII-1f All other contributions, gifts and grants$28,950
VIII-1h Total contributions, gifts and grants$67,275
VIII-3 Investment incomeExcluded from tax $13$13
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $50,122$50,122
VIII-12 Total revenueExcluded from tax $50,135$117,410
Part IX · Statement of functional expenses $117,930 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $51,061$51,061
IX-2 Grants to domestic individualsPrograms $14,500$14,500
IX-3 Grants and assistance to foreign recipientsPrograms $36,454$36,454
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $10,401$10,401
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $3,488$3,488
IX-14 Information technologyManagement $682$682
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $1,344$1,344
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $102,015 · Management $15,915 · Fundraising $0$117,930
Part X · Balance sheet $448,071 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $45,763$84,385
X-2 Savings and temporary cash investmentsStart of year $151,080$128,092
X-3 Pledges and grants receivableStart of year $4,008$17,908
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $190,906$217,686
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $391,757$448,071
X-18 Grants payableStart of year $8,387$31,442
X-26 Total liabilitiesStart of year $8,387$31,442
X-27 Net assets without donor restrictionsStart of year $125,555$292,759
X-28 Net assets with donor restrictionsStart of year $257,815$123,870
X-32 Total net assets or fund balancesStart of year $383,370$416,629
X-33 Total liabilities and net assetsStart of year $391,757$448,071
Part XI · Reconciliation of net assets $416,629 net assets at year end
XI-1 Total revenue$117,410
XI-2 Total expenses$117,930
XI-3 Revenue less expenses−$520
XI-4 Net assets at start of year$383,370
XI-5 Net unrealized gains (losses) on investments$33,779
XI-10 Net assets at end of year$416,629

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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