South Everett Mukilteo Rotary Foundation: Nonprofit Profile, Financials & Form 990 (EIN 91-1971896)

Revenue by fiscal year
FY2021	$186K
FY2022	$211K
FY2023	$188K
FY2024	$213K
FY2025	$207K

Expenses by fiscal year
FY2021	$105K
FY2022	$157K
FY2023	$171K
FY2024	$193K
FY2025	$161K

Net assets by fiscal year
FY2021	$775K
FY2022	$731K
FY2023	$771K
FY2024	$824K
FY2025	$897K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2018.

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

Where the money goes

94 cents of each dollar spent went to programs.

94%

Program services 94% · $151K Management & general 6% · $10K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Dan Stone

President

$0Pt VII · Sec A

Vern Allen

Vice-President

$0Pt VII · Sec A

Christine Hill

Treasurer

$0Pt VII · Sec A

Terri Stefnik

Secretary

$0Pt VII · Sec A

Julie Lienhard

Director

$0Pt VII · Sec A

Mary Brueggeman

Director

$0Pt VII · Sec A

Joe Marine

Director

$0Pt VII · Sec A

See South Everett Mukilteo 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 projects for health, education, community services, and arts locally, regionally, and internationally.

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Provided by the organization

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3 programs · $151K · in their own filed words · FY2024

01

Scholarship and leadership programs for students of local high schools and annual application process. Awards are based on achievement and need.

$70Kprogram expense

02

Partnership with other non-profit organizations to support health, education, youth activities, senior activities, and low income citizens.

$59Kprogram expense

03

International projects with other non-profit organizations to support education and quality of life and health for citizens.

$22Kprogram 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

The Chicago Community TrustFY2024$5K

Total grants receivedfrom 1 funder$5K

Grants paid · 10 grants · $305K · 2020–2024

Unitemized GrantFY2024$67,500

Hands for Peacemaking FoundationWA · FY2024$10,000

Unitemized GrantFY2023$70,247

Hands for Peacemaking FoundationWA · FY2023$10,000

Unitemized GrantFY2022$57,000

Hands for Peacemaking FoundationWA · FY2022$10,000

Unitemized GrantFY2021$39,794

Hands for Peacemaking FoundationWA · FY2021$10,000

Unitemized GrantFY2020$24,960

Hands for Peacemaking FoundationWA · FY2020$5,000

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$207K

Ln 12

Gifts and grantsLn 1h$87K

Other incomeLn 4–11$73K

Investment incomeLn 3$47K

Money outPt IX

$161K

Ln 25

Programscol B$151K

Managementcol C$10K

Owns and owesPt X

$897K

net assets · Ln 32

Cash and savingsLn 1–2$380K

Total assetsLn 16$991K

LiabilitiesLn 26$94K

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$87K

Fundraising eventsLn 1c$32K

Investment incomeLn 3$47K

Other incomeLn 4–11$73K

Gains on assetsLn 7$6K

Total revenueLn 12$207K

Assets in detailPt X, end of year

CashLn 1$58K

SavingsLn 2$322K

Cash and savings togetherLn 1–2$380K

InvestmentsLn 11–13$610K

Land, buildings, equipmentLn 10c$0

Total assetsLn 16$991K

LiabilitiesLn 26$94K

Net assetsLn 32$897K

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$305K	$380K
InvestmentsLn 11–13	$554K	$610K
Land, buildings, equipmentLn 10c	$0	$0
Total assetsLn 16	$862K	$991K
LiabilitiesLn 26	$38K	$94K
Net assetsLn 32	$824K	$897K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$81K	$81K
Grants to domestic individualsLn 2	$68K	$68K
Accounting feesLn 11c	$4K		$4K
Investment management feesLn 11f	$3K		$3K
Information technologyLn 14	$464		$464
Other expenses (24a–d)Ln 24	$5K	$2K	$3K
Total functional expensesLn 25	$161K	$151K	$10K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$207K	$161K	$47K	$897K	990 PDF
FY2024	$213K	$193K	$21K	$824K	990 PDF
FY2023	$188K	$171K	$16K	$771K	990 PDF
FY2022	$211K	$157K	$54K	$731K	990 PDF
FY2021	$186K	$105K	$81K	$775K	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 $207,278 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $97,253$87,455

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $35,708$46,812

I-11 Other revenuePrior year $80,422$73,011

I-12 Total revenuePrior year $213,383$207,278

I-13 Grants and similar amounts paidPrior year $177,232$148,390

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 $15,428$12,366

I-18 Total expensesPrior year $192,660$160,756

I-19 Revenue less expensesPrior year $20,723$46,522

Part VI · Governance 7 of 7 board members independent, 4 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

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 $207,278 across 7 lines filed

VIII-1c Fundraising events$32,250

VIII-1f All other contributions, gifts and grants$55,205

VIII-1h Total contributions, gifts and grants$87,455

VIII-3 Investment incomeExcluded from tax $40,791$40,791

VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,021$6,021

VIII-8 Net income from fundraising eventsExcluded from tax $73,011$73,011

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $119,823$207,278

Part IX · Statement of functional expenses $160,756 across 6 lines filed

IX-1 Grants to domestic organizationsPrograms $80,890$80,890

IX-2 Grants to domestic individualsPrograms $67,500$67,500

IX-11c Accounting feesManagement $3,640$3,640

IX-11f Investment management feesManagement $2,846$2,846

IX-14 Information technologyManagement $464$464

IX-24 Other expenses (24a–d)Programs $2,185 · Management $3,231$5,416

IX-25 Total functional expensesPrograms $150,575 · Management $10,181 · Fundraising $0$160,756

Part X · Balance sheet $991,157 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $57,679$58,023

X-2 Savings and temporary cash investmentsStart of year $246,876$321,681

X-9 Prepaid expenses and deferred charges$1,750

X-10c Land, buildings and equipment, netStart of year $0$0

X-11 Publicly traded securitiesStart of year $553,765$609,703

X-16 Total assetsStart of year $862,320$991,157

X-18 Grants payableStart of year $28,606$93,872

X-26 Total liabilitiesStart of year $37,834$93,872

X-32 Total net assets or fund balancesStart of year $824,486$897,285

X-33 Total liabilities and net assetsStart of year $862,320$991,157

Part XI · Reconciliation of net assets $897,285 net assets at year end

XI-1 Total revenue$207,278

XI-2 Total expenses$160,756

XI-3 Revenue less expenses$46,522

XI-4 Net assets at start of year$824,486

XI-5 Net unrealized gains (losses) on investments$23,776

XI-8 Prior period adjustments$2,501

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$897,285

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

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South Everett Mukilteo Rotary Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for South Everett Mukilteo Rotary Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV