South Everett Mukilteo Rotary Foundation
- Assets
- $750.9k
- Revenue
- $210.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Everett, WA
- Founding
- 03/2018
- Data as of
- 06/2022
- EIN
- 91-1971896
Organization Overview
South Everett Mukilteo Rotary Foundation is located in Everett, WA. The organization was established in 2018. According to its NTEE Classification (W11) the organization is classified as: Single Organization Support, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. South Everett Mukilteo Rotary Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, South Everett Mukilteo Rotary Foundation generated $210.9k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 0.1% each year. All expenses for the organization totaled $157.2k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, South Everett Mukilteo Rotary Foundation has awarded 43 individual grants totaling $135,400. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
FUNDING LOCAL, REGIONAL AND INTERNATIONAL PROJECTS FOR HEALTH, EDUCATION, COMMUNITY SERVICES AND ARTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PARTNERSHIP WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, EDUCATION, YOUTH ACTIVITIES, SENIOR ACTIVITIES, AND LOW INCOME CITIZENS.
INTERNATIONAL PROJECTS WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT EDUCATION AND QUALITY OF LIFE AND HEALTH FOR CITIZENS.
SCHOLARSHIP AND LEADERSHIP PROGRAMS FOR STUDENTS OF LOCAL HIGH SCHOOLS AND ANNUAL APPLICATION PROCESS. AWARDS ARE BASED ON ACHIEVEMENT AND NEED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sharon Berry Secretary | OfficerTrustee | 2 | $0 |
Dan Stone President | OfficerTrustee | 5 | $0 |
Julie Lienhard Treasurer | OfficerTrustee | 4 | $0 |
Vern Allen Vice President | OfficerTrustee | 3 | $0 |
Buzz Rodland Director | Trustee | 1 | $0 |
Mike Spencer Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $11,730 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $22,261 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $33,991 |
| Total Program Service Revenue | $0 |
| Investment income | $22,826 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $13,866 |
| Net Income from Fundraising Events | $140,222 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $210,905 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $95,109 |
| Grants and other assistance to domestic individuals. | $50,644 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,300 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $4,952 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $200 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $157,211 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $29,488 |
| Savings and temporary cash investments | $279,419 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $439,458 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,535 |
| Total assets | $750,900 |
| Accounts payable and accrued expenses | $10,619 |
| Grants payable | $8,963 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $19,582 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $731,318 |
| Total liabilities and net assets/fund balances | $750,900 |
Grants Awarded
Over the last fiscal year, South Everett Mukilteo Rotary Foundation has awarded $21,204 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Everett, WA PURPOSE: HANDS FOR PEACEMAKING WORKS THROUGH A MYRIAD OF PROJECTS AIMED AT INCREASING THE QUALITY OF LIFE, HEALTH AND EDUCATION FOR GUATEMALA'S POOR. | $10,000 |
Evanston, IL PURPOSE: POLIO PLUS | $5,704 |
San Jose, CA PURPOSE: YOUTH DEVELOPMENT/K-12 EDUCATION GRANTS FOR SUPPORT PROGRAMS AND ORGANIZATIONS THAT HELP YOUTH BUILD CHARACTER, INCREASE SELF ESTEEM, DEVELOP LEADERSHIP AND SOCIAL SKILLS, AND PARTICIPATE IN CONSTRUCTIVE LIFE EXPERIENCES. | $5,500 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that South Everett Mukilteo Rotary Foundation has recieved totaling $10,000.
| Awarding Organization | Amount |
|---|---|
The Seattle Foundation Seattle, WA PURPOSE: FUND-A-NEED | $10,000 |
Endowment Analysis
| Beg. Balance | $494,865 |
| Earnings | -$65,407 |
| Net Contributions | $10,000 |
| Ending Balance | $439,458 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Oregon State Capitol Foundation Salem, OR | $1,845,972 | $632,873 |
United Service Organizations Seattle, WA | $0 | $68,520 |
South Everett Mukilteo Rotary Foundation Everett, WA | $750,900 | $210,905 |
Friends Of Pir Inc Portland, OR | $34,198 | $0 |
Love Beyond The Orphanage Eugene, OR | $265,277 | $0 |
Rhs Grad Night Roseburg, OR | $10,117 | $8,442 |
Friends Of The Joyce K Carver Memorial Liabrary Soldotna, AK | $27,084 | $0 |
American Legion Auxiliary Unit 122 Foundation Canby, OR | $430,198 | $28,237 |
Fly Salem Foundation Salem, OR | $1,030 | $0 |