Nonprofit · EIN 91-1686206
YAKIMA ROTARY TRUST
Tax-exempt · YAKIMA, WA 98907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,226,935 | $918,808 | $308,127 | $4,884,812 | $135 | $4,884,677 |
| June 30, 2024 | 990 | $1,312,651 | $880,392 | $432,259 | $4,390,550 | $1,573 | $4,388,977 |
| June 30, 2023 | 990 | $1,212,115 | $918,247 | $293,868 | $3,927,390 | $57,749 | $3,869,641 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,137,548
- Program service revenue
- $0
- Investment income
- $119,143
- Net gain from sales of assets
- -$23,427
- Net income from fundraising events
- -$29,756
- Other revenue
- -$29,756
Expenses
- Grants and similar amounts paid
- $821,750
- Other salaries and wages
- $22,266
- Salaries, compensation and benefits (total)
- $24,147
- Professional fundraising fees
- $0
- Accounting fees
- $6,059
- Occupancy
- $7,092
- Program services (functional)
- $871,664
- Management and general (functional)
- $47,144
Balance sheet and other
- Total assets, start of year
- $4,390,550
- Total assets, end of year
- $4,884,812
- Total liabilities, end of year
- $135
- Net assets, end of year
- $4,884,677
- Net assets without donor restrictions
- $2,003,444
- Net assets with donor restrictions
- $2,881,233
- Gross receipts
- $1,547,606
- Employees
- 1
- Volunteers
- 50
- Year formed
- 1995
- 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 |
|---|---|---|---|
| KELLIE CONNAUGHTON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES DEGRASSE | TREASURER Trustee or director, Officer | 1 | $0 |
| SHANE PIERONE | SECRETARY Trustee or director, Officer | 1 | $0 |
| SONI ALEXANDER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BAULE | TRUSTEE Trustee or director | 1 | $0 |
| SHERI BISSELL | TRUSTEE Trustee or director | 1 | $0 |
| ERIN BLACK | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS BROWN | TRUSTEE Trustee or director | 1 | $0 |
| DANA DWINELL | TRUSTEE Trustee or director | 1 | $0 |
| RICK FAIRBROOK | TRUSTEE Trustee or director | 1 | $0 |
| TAMMY GRANADOS | TRUSTEE Trustee or director | 1 | $0 |
| NATHAN HULL | TRUSTEE Trustee or director | 1 | $0 |
| PAT LEAHY | TRUSTEE Trustee or director | 1 | $0 |
| TODD LEINBACH | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH LEMON | TRUSTEE Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSH LOGSDON | TRUSTEE Trustee or director | 1 | $0 |
| TRESSA MERCY | TRUSTEE Trustee or director | 1 | $0 |
| WES MORRIS | TRUSTEE Trustee or director | 1 | $0 |
| DARLENE PICATTI | TRUSTEE Trustee or director | 1 | $0 |
| MATT REED | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLIE CONNAUGHTON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TOM SPARLING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| PAM CLEAVER | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAMES DEGRASSE | TREASURER Trustee or director, Officer | 1 | $0 |
| LEANNE ANTONIO | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BAULE | TRUSTEE Trustee or director | 1 | $0 |
| DIRK BERND | TRUSTEE Trustee or director | 1 | $0 |
| ERIN BLACK | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS BROWN | TRUSTEE Trustee or director | 1 | $0 |
| DANA DWINELL | TRUSTEE Trustee or director | 1 | $0 |
| RICK FAIRBROOK | TRUSTEE Trustee or director | 1 | $0 |
| LYNN HARLINGTON | TRUSTEE Trustee or director | 1 | $0 |
| NATHAN HULL | TRUSTEE Trustee or director | 1 | $0 |
| PAT LEAHY | TRUSTEE Trustee or director | 1 | $0 |
| JOSH LOGSDON | TRUSTEE Trustee or director | 1 | $0 |
| TRESSA MERCY | TRUSTEE Trustee or director | 1 | $0 |
| DARLENE PICATTI | TRUSTEE Trustee or director | 1 | $0 |
| SHANE PIERONE | TRUSTEE Trustee or director | 1 | $0 |
| MATT REEDS | TRUSTEE Trustee or director | 1 | $0 |
| TAYLOR STORMO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM CLEAVER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KELLIE CONNAUGHTON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES DEGRASSE | TREASURER Trustee or director, Officer | 1 | $0 |
| LEANNE ANTONIO | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BAULE | TRUSTEE Trustee or director | 1 | $0 |
| DIRK BERND | TRUSTEE Trustee or director | 1 | $0 |
| ERIN BLACK | TRUSTEE Trustee or director | 1 | $0 |
| VICKIE DWIGHT | TRUSTEE Trustee or director | 1 | $0 |
| DANA DWINELL | TRUSTEE Trustee or director | 1 | $0 |
| RICK FAIRBROOK | TRUSTEE Trustee or director | 1 | $0 |
| LYNN HARLINGTON | TRUSTEE Trustee or director | 1 | $0 |
| NATHAN HULL | TRUSTEE Trustee or director | 1 | $0 |
| PAT LEAHY | TRUSTEE Trustee or director | 1 | $0 |
| JOSH LOGSDON | TRUSTEE Trustee or director | 1 | $0 |
| TRESSA MERCY | TRUSTEE Trustee or director | 1 | $0 |
| DARLENE PICATTI | TRUSTEE Trustee or director | 1 | $0 |
| SHANE PIERONE | TRUSTEE Trustee or director | 1 | $0 |
| TOM SPARLING | TRUSTEE Trustee or director | 1 | $0 |
| TAYLOR STORMO | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 464, YAKIMA, WA 98907-0464
- Principal officer (990 for 2024)
- KELLIE CONNAUGHTON, PO BOX 464, YAKIMA, WA 98907
- Signed the 990
- KELLIE CONNAUGHTON, PRESIDENT
- Phone
- (509) 452-8332
- Website
- WWW.YAKIMAROTARYTRUST.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS TO BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA.
Program accomplishments
- DURING THE 2024-2025 FISCAL YEAR, THE YAKIMA ROTARY TRUST CONTINUED THEIR COMMITMENT TO SUPPORTING THE YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, AND YAKIMA SUNRISE ROTARY CLUBS BY PROVIDING MATCHING GRANTS FOR PROJECTS AND PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN YAKIMA. COMPLETED DURING THE YEAR WERE COMMITMENTS FOR SUPPORT OF OPERATION HARVEST AS WELL AS FUNDS TOWARD THE ROTARY MARKETPLACE IN DOWNTOWN YAKIMA.THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MOLLIE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIPS TO RESIDENTS OF YAKIMA COUNTY WHO PLAN TO CONTINUE THEIR EDUCATION IN UNDERGRADUATE STUDY. RENEWABLE SCHOLARSHIPS FOR TUITION, BOOKS AND MANDATORY CLASS FEES ARE OFFERED FOR FULL-TIME STUDY AT ACCREDITED TWO OR FOUR-YEAR COLLEGES OR UNIVERSITIES OF THE STUDENT'S CHOICE. AS OF JUNE 2025, 628 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIPS WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF OVER $11 MILLION.Expenses $871,664 · grants $821,750
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
- 91-1686206
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $4,884,812
- Income (IRS master file)
- $1,547,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,226,935 | $918,808 | $4,884,812 | IRS |
| 990 | June 2024 | $1,312,651 | $880,392 | $4,390,550 | XML |
| 990 | June 2023 | $1,212,115 | $918,247 | $3,927,390 | XML |
| 990 | June 2022 | $1,519,189 | $803,141 | $3,534,336 | 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 91-1686206).
Questions about YAKIMA ROTARY TRUST
- What is the EIN of YAKIMA ROTARY TRUST?
- The employer identification number (EIN) of YAKIMA ROTARY TRUST is 91-1686206.
- Is YAKIMA ROTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to YAKIMA ROTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does YAKIMA ROTARY TRUST 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 YAKIMA ROTARY TRUST 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 YAKIMA ROTARY TRUST 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 YAKIMA ROTARY TRUST?
- The 990 for the year ended June 30, 2025 names KELLIE CONNAUGHTON.
- Who are the officers and directors of YAKIMA ROTARY TRUST?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does YAKIMA ROTARY TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,226,935, expenses of $918,808 and total assets of $4,884,812 at year end.
Other nonprofits in YAKIMA
- YAKIMA VALLEY COMMUNITY FOUNDATION EIN 20-0697012 · last filed 990 for 2024
- BACON LEGACY FOUNDATION EIN 85-3627457 · last filed 990-PF for 2025
- YAKIMA GREENWAY ENDOWMENT EIN 91-1697449 · last filed 990 for 2024
- CENTRAL WASHINGTON CATHOLIC FOUNDATION EIN 33-1022610 · last filed 990 for 2025
- CANYON BLOOMS PETALS FOR PATIENTS EIN 88-2894658 · last filed 990-EZ for 2025
- UNITED WAY OF CENTRAL WASHINGTON FOUNDATION EIN 91-1726189 · last filed 990 for 2025
- YAKIMA KIWANIS CHARITABLE TRUST FOUNDATION EIN 91-6078233 · last filed 990 for 2024
- JOHANNA A RODMAN FOUNDATION EIN 91-2032417 · last filed 990-PF for 2025
All nonprofits in YAKIMA · Washington · Philanthropy, voluntarism and grantmaking foundations