Port Orchard Rotary Foundation
- Assets
- $630.2k
- Revenue
- $198.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Port Orchard, WA
- Founding
- 10/1996
- Data as of
- 06/2021
- EIN
- 91-1539867
Organization Overview
Port Orchard Rotary Foundation is located in Port Orchard, WA. The organization was established in 1996. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Port Orchard 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 06/2021, Port Orchard Rotary Foundation generated $198.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.7% each year. All expenses for the organization totaled $114.2k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT OF COMMUNITY PROJECTS/STUDENT SCHOLARSHIP/INTERNATIONAL PROJECTS/FOREIGN EXCHANGE STUDENT PROGRAM
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY PROJECTS-SUPPORT OF COMMUNITY ORGANIZATIONS THAT ASSIST DISADVANTAGED INDIVIDUALS AND OTHERS IN NEED
INTERNATIONAL SERVICE-SUPPORT OF THE ROTARY YOUTH FOREIGN EXCHANGE PROGRAM, KENYA GLOBAL GRANT AND KENYA COMMUNITY GRANT
STUDENT PROJECTS-SCHOLARSHIPS, HIGH SCHOOL STUDENT ACHIEVEMENT AWARDS AND OTHER YOUTH PROJECTS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Greg Wall Vice President | OfficerTrustee | 6 | $0 |
Frank Tweten President Elect | OfficerTrustee | 6 | $0 |
John Gese Secretary | OfficerTrustee | 6 | $0 |
Michael Nadeau Treasurer | OfficerTrustee | 6 | $0 |
Leslie Reynolds Taylor Past President | OfficerTrustee | 6 | $0 |
Jacqui Curtis President | OfficerTrustee | 6 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $41,925 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $32,758 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $74,683 |
| Total Program Service Revenue | $0 |
| Investment income | $91,067 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $32,440 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $198,190 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $56,244 |
| Grants and other assistance to domestic individuals. | $24,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $30,603 |
| 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 | $500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $334 |
| 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 | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $895 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $114,186 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $115,220 |
| Savings and temporary cash investments | $501,175 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $8,455 |
| 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 | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $5,343 |
| Total assets | $630,193 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| 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 | $14,307 |
| Total liabilities | $14,307 |
| 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 | $615,886 |
| Total liabilities and net assets/fund balances | $630,193 |
Grants Awarded
Over the last fiscal year, Port Orchard Rotary Foundation has awarded $44,991 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
FAMILY KITCHEN PURPOSE: OPERATIONAL FUNDING | $14,271 |
PORT ORCHARD CARES PURPOSE: FOOD AND CLOTHING FOR NEEDY DURING CHRISTMAS | $12,221 |
BOB & CHRIS CAIRNS FUND PURPOSE: OPERATIONAL FUNDING | $10,284 |
COFFEE OASIS PURPOSE: OPERATIONAL FUNDING | $8,215 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Port Orchard Rotary Foundation has recieved totaling $50,077.
| Awarding Organization | Amount |
|---|---|
Hanson Family Foundation Bellevue, WA PURPOSE: FOR GENERAL OPERATING SUPPORT | $50,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $77 |
Endowment Analysis
| Beg. Balance | $441,956 |
| Earnings | $5,360 |
| Grants | $23,702 |
| Ending Balance | $423,614 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Credit Unions In The State Of Washington Richland, WA | $2,255,622,236 | $118,353,811 |
Arctic Slope Native Association Ltd Barrow, AK | $299,522,566 | $117,427,222 |
Valley Charities Inc Wasilla, AK | $2,675,483 | $86,387,328 |
Compass Health Everett, WA | $49,121,108 | $74,131,042 |
Low Income Housing Institute Seattle, WA | $253,877,593 | $49,435,203 |
Copper River Native Association Copper Center, AK | $37,611,985 | $29,435,235 |
Starbucks Foundation Seattle, WA | $35,732,232 | $14,000,443 |
Self Enhancement Inc Portland, OR | $28,150,324 | $38,753,460 |
Albina Head Start Inc Portland, OR | $22,611,624 | $19,457,720 |
Orbis Cascade Alliance Portland, OR | $8,013,554 | $17,694,791 |
Independent Order Of Odd Fellows Walla Walla, WA | $17,889,942 | $20,108,315 |
Options Counseling Services Of Oregon Eugene, OR | $12,586,092 | $15,957,358 |