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Yakima Rotary Trust FY2021 filing

Tax-deductible

Yakima, WA501(c)(3)Since 1995Foundations & Grantmakers EIN 91-1686206Revenue $1.7M in FY2021

On file with the IRSyakimarotarytrust.orgPo Box 464, 98907-0464 · Yakima, WATax-exempt since Mar 1996Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Yakima Rotary Trust is to serve as a vehicle to receive memorials, bequests and gifts to be used to enhance the quality of life for the citizens of the Yakima area.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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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
5 of 5
filings with a surplus
Average surplus $466K a year · 33% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
32 mo
of spending, in cash
Looks good: 31.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $995K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$49K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
22
of 22 voting members
Looks good: 22 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
Spent
$1.1M
To programs
97%
Net assets
$3.0M
By yearFY2021–FY2025
Revenue
$1.7M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$1.7M
FY2022$1.5M
FY2023$1.2M
FY2024$1.3M
FY2025$1.2M
Expenses
$1.1M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.1M
FY2022$803K
FY2023$918K
FY2024$880K
FY2025$919K
Net assets
$3.0M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$3.0M
FY2022$3.5M
FY2023$3.9M
FY2024$4.4M
FY2025$4.9M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · 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 Mar 1996.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $1.1M Management & general 3% · $39K

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

22 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Wes Morris
President
$0Pt VII · Sec A
Pam Cleaver
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
John Baule
Trustee
$0Pt VII · Sec A
Erin Black
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Yakima Rotary Trust 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds charitable causes to support community needs.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2020
01

During the 2020-2021 fiscal year, the yakima rotary trust continued their commitment to supporting the yakima rotary, yakima southwest rotary, and yakima sunrise rotary clubs by providing matching grants for projects and programs that improve the quality of life in yakima.

$1.1Mprogram 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 · FY2023
Yakima Valley Community FoundationFY2023$995K
Amazonsmile FoundationFY2023$34
Total grants receivedfrom 2 funders$995K
Grants paid · 11 grants · $4.3M · 2020–2024
Unitemized GrantFY2024$772,750
Yakima Rotary CharitiesWA · FY2024$49,000
Unitemized GrantFY2023$724,526
Yakima Rotary CharitiesWA · FY2023$71,500
Yakima Valley Community FoundationWA · FY2023$17,500
Unitemized GrantFY2022$762,530
Yakima Rotary CharitiesWA · FY2022$87,280
Unitemized GrantFY2021$734,236
Yakima Rotary CharitiesWA · FY2021$5,890
Unitemized GrantFY2020$829,502
Yakima Rotary CharitiesWA · FY2020$244,781

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.7M
Ln 12
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$198K
Money outPt IX
$1.1M
Ln 25
Programscol B$1.1M
Managementcol C$39K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$3.0M
LiabilitiesLn 26$49K
PeoplePt VI, VII
22
listed · VII A
PaidVII A0
Voting boardVI 1a22
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Fundraising eventsLn 1c$65K
Investment incomeLn 3$198K
Gains on assetsLn 7$180K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
SavingsLn 2$3.0M
Cash and savings togetherLn 1–2$3.0M
Total assetsLn 16$3.0M
LiabilitiesLn 26$49K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 51
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.4M$3.0M
Total assetsLn 16$2.4M$3.0M
LiabilitiesLn 26$507$49K
Net assetsLn 32$2.4M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$245K$245K
Grants to domestic individualsLn 2$830K$830K
Other salaries and wagesLn 7$18K$18K
Payroll taxesLn 10$2K$2K
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$10K$10K
Office expensesLn 13$6K$6K
Information technologyLn 14$420$420
OccupancyLn 16$4K$4K
Conferences, conventions and meetingsLn 19$7K$7K
InsuranceLn 23$874$874
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$1.1M$1.1M$39K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$919K$308K$4.9M 990 PDF
FY2024 $1.3M$880K$432K$4.4M 990 PDF
FY2023 $1.2M$918K$294K$3.9M 990 PDF
FY2022 $1.5M$803K$716K$3.5M 990 PDF
FY2021 Viewing $1.7M$1.1M$582K$3.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,711,378 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,014,050$1,518,300
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$95,192$197,882
I-11 Other revenuePrior year −$17,679−$4,804
I-12 Total revenuePrior year $901,179$1,711,378
I-13 Grants and similar amounts paidPrior year $1,050,640$1,074,983
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,798$19,653
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $53,053$35,045
I-18 Total expensesPrior year $1,105,491$1,129,681
I-19 Revenue less expensesPrior year −$204,312$581,697
Part VI · Governance 22 of 22 board members independent, 2 to look at
VI-1a Voting members of the governing body22
VI-1b Independent voting members22
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,711,378 across 7 lines filed
VIII-1c Fundraising events$65,255
VIII-1f All other contributions, gifts and grants$1,453,045
VIII-1h Total contributions, gifts and grants$1,518,300
VIII-3 Investment incomeExcluded from tax $18,164$18,164
VIII-7 Net gain or loss on sales of assetsExcluded from tax $179,718$179,718
VIII-8 Net income from fundraising eventsExcluded from tax −$4,804−$4,804
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $193,078$1,711,378
Part IX · Statement of functional expenses $1,129,681 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $245,481$245,481
IX-2 Grants to domestic individualsPrograms $829,502$829,502
IX-7 Other salaries and wagesManagement $17,904$17,904
IX-10 Payroll taxesManagement $1,749$1,749
IX-11c Accounting feesManagement $5,071$5,071
IX-11f Investment management feesManagement $9,776$9,776
IX-13 Office expensesPrograms $5,792$5,792
IX-14 Information technologyManagement $420$420
IX-16 OccupancyManagement $4,137$4,137
IX-19 Conferences, conventions and meetingsPrograms $6,771$6,771
IX-23 InsurancePrograms $874$874
IX-24 Other expenses (24a–d)Programs $2,204$2,204
IX-25 Total functional expensesPrograms $1,090,624 · Management $39,057 · Fundraising $0$1,129,681
Part X · Balance sheet $3,020,679 assets, 10 lines filed
X-2 Savings and temporary cash investmentsStart of year $2,356,355$2,999,624
X-4 Accounts receivableStart of year $485$21,055
X-16 Total assetsStart of year $2,356,840$3,020,679
X-19 Deferred revenueStart of year $0$49,380
X-25 Other liabilitiesStart of year $507$109
X-26 Total liabilitiesStart of year $507$49,489
X-27 Net assets without donor restrictionsStart of year $926,726$1,280,667
X-28 Net assets with donor restrictionsStart of year $1,429,607$1,690,523
X-32 Total net assets or fund balancesStart of year $2,356,333$2,971,190
X-33 Total liabilities and net assetsStart of year $2,356,840$3,020,679
Part XI · Reconciliation of net assets $2,971,190 net assets at year end
XI-1 Total revenue$1,711,378
XI-2 Total expenses$1,129,681
XI-3 Revenue less expenses$581,697
XI-4 Net assets at start of year$2,356,333
XI-5 Net unrealized gains (losses) on investments$27,268
XI-8 Prior period adjustments$5,892
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,971,190

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

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