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Nonprofit · EIN 20-8721928

FIDALGO ISLAND ROTARY FOUNDATION

Tax-exempt · ANACORTES, WA 98221

Financials

$165K$221K2022$243K$221K2024
Revenue Expenses · by fiscal year end
Financials of FIDALGO ISLAND ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$242,654$220,628$22,026$447,038$703$446,335
June 30, 2023990$164,795$220,785-$55,990$353,612$0$353,612
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$154,699
Program service revenue
$0
Investment income
$13,124
Net income from fundraising events
$74,831
Other revenue
$74,831

Expenses

Grants and similar amounts paid
$211,512
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$130
Accounting fees
$3,700
Program services (functional)
$211,512
Management and general (functional)
$9,116

Balance sheet and other

Total assets, start of year
$419,285
Total assets, end of year
$447,038
Total liabilities, end of year
$703
Net assets, end of year
$446,335
Publicly traded securities
$264,792
Net assets without donor restrictions
$271,125
Net assets with donor restrictions
$175,210
Gross receipts
$252,603
Employees
0
Volunteers
40
Year formed
2010
State of legal domicile
WA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DIANA JORDANVICE PRESIDE
Officer
3$0
KANDY DUBUQUETREASURER
Officer
20$0
SARAH DAVIESPRESIDENT
Officer
5$0
DAVE SEMPRESIDENT EL
Officer
6$0
VAL TIBBETTSSECRETARY
Officer
40$0
MADELYN CASEDIRECTOR
Trustee or director
3$0
KURT NELSONDIRECTOR
Trustee or director
3$0
ANNA CONNELLYDIRECTOR
Trustee or director
3$0
BILL FRENCHDIRECTOR
Trustee or director
3$0
RODNEY MOTTDIRECTOR
Trustee or director
3$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensation
DANIEL CONRARDYPAST PRESID
Officer
3$0
KANDIS DUBUQUEPRESIDENT
Officer
5$0
BRIANNA HACKLERPRESIDENT EL
Officer
6$0
VAL TIBBETTSSECRETARY
Officer
40$0
JEANNETTE PAPADAKISTREASURER
Officer
20$0
WALT GUTERBOCKDIRECTOR
Trustee or director
5$0
DIANA JORDAN-NEWDIRECTOR
Trustee or director
3$0
PETER MARTINDIRECTOR
Trustee or director
35$0
STEVE MILLERFOUNDATION D
Trustee or director
4$0
SARAH DAVIESVICE PRESIDE
Officer
3$0
KURT NELSONDIRECTOR
Trustee or director
3$0

Address and contacts

Address (IRS master file)
PO BOX 125, ANACORTES, WA 98221-0125
In care of
% ANN B CALDWELL
Mailing address (990-N for 2012)
P O BOX 125, ANACORTES WA 98221
Principal officer (990 for 2024)
DAVE SEM, PO BOX 125, ANACORTES, WA 98122
Principal officer (990-N for 2012)
VALERIE TIBBETTS-TREASURER, 4404 BRYCE DR, ANACORTES WA 98221
Signed the 990
DAVE SEM, PRESIDENT ELECT
Phone
(360) 770-2389
Return prepared by
FURIN & COMPANY PS

Mission

AS THE CHARITABLE ARM OF THE FIDALGO ISLAND ROTARY CLUB, WE UTILIZE A GLOBAL NETWORK OF ROTARIANS WHO INVEST THEIR TIME, MONEY AND EXPERTISE INTO CHARITABLE PROJECTS. THE FOUNDATION TRANSFORMS CHARITABLE GIFTS INTO PROJECTS THAT CHANGE LIVES BOTH CLOSE TO HOME AND AROUND THE WORLD. GLOBAL WORK INCLUDES PROJECTS SUCH AS ERADICATING POLIO AND PROMOTING PEACE. FOUNDATION GRANTS ASSIST ROTARIANS TO APPROACH CHALLENGES SUCH AS POVERTY, ILLITERACY AND MALNUTRITION WITH SUSTAINABLE SOLUTIONS THAT LEAVE A LASTING IMPACT. LOCAL PROJECTS AND GRANTS ARE FOCUSED ON ENHANCEMENT OF OUR COMMUNITY AND ITS MEMBERS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE FOUNDATION ORGANIZES AND SUPPORTS ACTIVITIES FOR LOCAL YOUTH AND AWARDS GRANTS TO WORTHY ORGANIZATIONS THAT FOCUS ON SERVING THE YOUTH OF THE COMMUNITY.
    Expenses $29,889 · grants $29,889
  • THE FOUNDATION SUPPORTS PROJECTS IN LATIN AMERICA IN MOST ASPECTS OF INTERNATIONAL AID, INCLUDING EDUCATION, HEALTH, WATER, CONSTRUCTION, ECONOMIC DEVELOPMENT AND DISASTER RELIEF. EDUCATION SEEKING TECHNICAL DEGREES.
    Expenses $164,449 · grants $164,449
  • THE FOUNDATION MADE GRANTS TO ONE DOMESTIC AND ONE FOREIGN ORGANIZATION THAT SUPPORT HUMANIARIAN EFFORTS IN UKRAINE.
    Expenses $17,174 · grants $17,174

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024Check at the IRS

IRS record

EIN
20-8721928
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2010
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$447,038
Income (IRS master file)
$252,603

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$242,654$220,628$447,038XML
990June 2023$164,795$220,785$353,612XML
990June 2021–––IRS
990-EZJune 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS
990-N for 2012
Officer: VALERIE TIBBETTS-TREASURER
June 30, 2013≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8721928).

Questions about FIDALGO ISLAND ROTARY FOUNDATION

What is the EIN of FIDALGO ISLAND ROTARY FOUNDATION?
The employer identification number (EIN) of FIDALGO ISLAND ROTARY FOUNDATION is 20-8721928.
Is FIDALGO ISLAND ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to FIDALGO ISLAND ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FIDALGO ISLAND ROTARY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FIDALGO ISLAND ROTARY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FIDALGO ISLAND ROTARY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of FIDALGO ISLAND ROTARY FOUNDATION?
The 990 for the year ended June 30, 2025 names DAVE SEM.
Who are the officers and directors of FIDALGO ISLAND ROTARY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does FIDALGO ISLAND ROTARY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $242,654, expenses of $220,628 and total assets of $447,038 at year end.

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