Nonprofit · EIN 23-7212887
TACOMA ROTARY 8 FOUNDATION
Tax-exempt · TACOMA, WA 98405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $484,396 | $347,303 | $137,093 | $2,704,700 | $0 | $2,704,700 |
| June 30, 2024 | 990 | $423,602 | $367,638 | $55,964 | $2,531,899 | -$5,328 | $2,537,227 |
| June 30, 2023 | 990 | $377,465 | $299,797 | $77,668 | $2,300,445 | -$270 | $2,300,715 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $415,070
- Program service revenue
- $0
- Investment income
- $130,699
- Net gain from sales of assets
- $60,332
- Net income from fundraising events
- -$74,000
- Net income from gaming
- $7,123
- Other revenue
- -$61,373
Expenses
- Grants and similar amounts paid
- $186,046
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $242,948
- Management and general (functional)
- $82,880
- Fundraising (functional)
- $21,475
Balance sheet and other
- Total assets, start of year
- $2,531,899
- Total assets, end of year
- $2,704,700
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,704,700
- Publicly traded securities
- $2,234,532
- Net assets without donor restrictions
- $2,704,700
- Gross receipts
- $861,643
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1971
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK ANDERSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| STEVE SMITH | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CYNTHIA DARLAND | TREASURER Trustee or director, Officer | 2 | $0 |
| KATHI WILLIS | SECRETARY Trustee or director, Officer | 2 | $0 |
| WHITNEY GRISAFFI | DIRECTOR Trustee or director | 2 | $0 |
| RICK OLDENBURG | DIRECTOR Trustee or director | 2 | $0 |
| RICK TRIGGS | DIRECTOR Trustee or director | 2 | $0 |
| CHRIS SERFACE | DIRECTOR Trustee or director | 2 | $0 |
| CAROLYN WEYRICK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK ANDERSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JEFF ALBERS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CYNTHIA DARLAND | TREASURER Trustee or director, Officer | 2 | $0 |
| RICK TRIGGS | SECRETARY Trustee or director, Officer | 2 | $0 |
| WHITNEY GRISAFFI | DIRECTOR Trustee or director | 2 | $0 |
| KATHY MARTIN | DIRECTOR Trustee or director | 2 | $0 |
| RICK OLDENBURG | DIRECTOR Trustee or director | 2 | $0 |
| GREG ROLSMA | DIRECTOR Trustee or director | 2 | $0 |
| CHRIS SERFACE | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK ANDERSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JEFF ALBERS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CYNTHIA DARLAND | TREASURER Trustee or director, Officer | 2 | $0 |
| RICK TRIGGS | SECRETARY Trustee or director, Officer | 2 | $0 |
| WHITNEY GRISAFFI | DIRECTOR Trustee or director | 2 | $0 |
| MARIA HARLOW | DIRECTOR Trustee or director | 2 | $0 |
| KATHY MARTIN | DIRECTOR Trustee or director | 2 | $0 |
| RICK OLDENBURG | DIRECTOR Trustee or director | 2 | $0 |
| GREG ROLSMA | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 YAKIMA AVE STE 9A, TACOMA, WA 98405-4869
- Principal officer (990 for 2024)
- KATHI WILLIS, 1001 S YAKIMA AVE 9A, TACOMA, WA 98405
- Signed the 990
- KATHI WILLIS, PRESIDENT
- Phone
- (253) 473-7723
- Website
- WWW.ROTARY8.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE TACOMA ROTARY FOUNDATION, AN INDEPENDENT 501(C)(3) COLLECTS AND MAINTAINS FUNDS FOR THE ROTARY CLUB OF TACOMA TO BE USED EXCLUSIVELY FOR CHARITABLE WORKS IN THE LOCAL AND GLOBAL COMMUNITY.
Program accomplishments
- PROVIDE SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS IN THE COMMUNITY THROUGH GRANTS AND SCHOLARSHIPS. GRANTS ARE MADE AVAILABLE TO ORGANIZATIONS THAT PROVIDE SERVICES TO LESS FORTUNATE INDIVIDUALS. SERVICES TO THESE ORGANIZATIONS HELP TO COVER FOOD, HEALTH CARE, HOUSING, AND THE OVERALL GENERAL HEALTH OF INDIVIDUALS SERVED BY THESE ORGANIZATIONS. THE FOUNDATION ALSO CONDUCTED VARIOUS COMMUNITY SERVICE PROJECTS.Expenses $242,948 · grants $186,046 · revenue $5,403
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7212887
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,704,700
- Income (IRS master file)
- $861,643
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $484,396 | $347,303 | $2,704,700 | IRS |
| 990 | June 2024 | $423,602 | $367,638 | $2,531,899 | IRS |
| 990 | June 2023 | $377,465 | $299,797 | $2,300,445 | XML |
| 990 | June 2022 | $439,997 | $281,293 | $2,156,229 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 23-7212887).
Questions about TACOMA ROTARY 8 FOUNDATION
- What is the EIN of TACOMA ROTARY 8 FOUNDATION?
- The employer identification number (EIN) of TACOMA ROTARY 8 FOUNDATION is 23-7212887.
- Is TACOMA ROTARY 8 FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to TACOMA ROTARY 8 FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TACOMA ROTARY 8 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 TACOMA ROTARY 8 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 TACOMA ROTARY 8 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 TACOMA ROTARY 8 FOUNDATION?
- The 990 for the year ended June 30, 2025 names KATHI WILLIS.
- Who are the officers and directors of TACOMA ROTARY 8 FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does TACOMA ROTARY 8 FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $484,396, expenses of $347,303 and total assets of $2,704,700 at year end.
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