Nonprofit · EIN 91-1896302
ROTARY CLUB OF BELLINGHAM FOUNDATION
Tax-exempt · BELLINGHAM, WA 98228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $144,037 | $201,863 | -$57,826 | $2,135,619 | $600 | $2,135,019 |
| June 30, 2025 | 990 | $182,956 | $301,492 | -$118,536 | $1,923,650 | $4,630 | $1,919,020 |
| June 30, 2024 | 990 | $165,696 | $94,174 | $71,522 | $1,858,516 | $0 | $1,858,516 |
| June 30, 2023 | 990 | $77,544 | $189,899 | -$112,355 | $1,748,482 | $0 | $1,748,482 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $93,821
- Program service revenue
- $0
- Investment income
- $50,216
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $193,095
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,140
- Program services (functional)
- $193,095
- Management and general (functional)
- $8,768
Balance sheet and other
- Total assets, start of year
- $1,923,650
- Total assets, end of year
- $2,135,619
- Total liabilities, end of year
- $600
- Net assets, end of year
- $2,135,019
- Publicly traded securities
- $2,095,696
- Net assets without donor restrictions
- $25,264
- Net assets with donor restrictions
- $2,109,755
- Gross receipts
- $144,037
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1998
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Teri Treat | President Trustee or director, Officer | 1 | $0 |
| Nathan Twining | Vice President Trustee or director, Officer | 0.5 | $0 |
| Dennis Williams | Treasurer Trustee or director, Officer | 0.5 | $0 |
| David Blair | Secretary Trustee or director, Officer | 0.5 | $0 |
| Scott Wilson | Director Trustee or director | 0.1 | $0 |
| Daver Morse III | Director Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Teri Treat | President Trustee or director, Officer | 1 | $0 |
| Nathan Twining | Vice President Trustee or director, Officer | 0.5 | $0 |
| Dennis Williams | Treasurer Trustee or director, Officer | 0.5 | $0 |
| David Blair | Secretary Trustee or director, Officer | 0.5 | $0 |
| Scott Wilson | Director Trustee or director | 0.1 | $0 |
| Daver Morse III | Director Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERI TREAT | PRESIDENT Trustee or director, Officer | 2 | $0 |
| NATHAN TWINING | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| DAVID BLAIR | SECRETARY Trustee or director, Officer | 2 | $0 |
| DENNIS WILLIAMS | TREASURER Trustee or director, Officer | 2 | $0 |
| SCOTT WILSON | DIRECTOR Trustee or director | 1 | $0 |
| DAVER MORSE III | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BLAIR | SECRETARY Trustee or director, Officer | 2 | $0 |
| BRUCE CLAUSON | DIRECTOR Trustee or director | 1 | $0 |
| MAURI INGRAM | DIRECTOR Trustee or director | 1 | $0 |
| DC MORSE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| SUSAN THOMSON | TREASURER Trustee or director, Officer | 4 | $0 |
| TERI TREAT | DIRECTOR Trustee or director | 1 | $0 |
| DENNIS WILLIAMS | PRESIDENT Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 28113, BELLINGHAM, WA 98228-0113
- In care of
- % TOMMY R THOMSON TREAS
- Principal officer (990 for 2025)
- Teri Treat, PO Box 28113, Bellingham, WA 98228
- Signed the 990
- Teri Treat, President
- Phone
- (360) 739-6969
- Return prepared by
- Sun Mountain Consulting
Mission
Provide grants to nonprofits in the local community and scholarships for local students.
Program accomplishments
- The Rotary Club of Bellingham Foundation provides scholarships annually. Scholarship recipients include students of excellence attending local schools, the Rotary youth exchange program, and our youth adventures in leadership (YAIL) program.Expenses $95,551 · grants $95,551
- The Rotary Club of Bellingham Foundation makes grant funds available to local nonprofit organizations. A grant from the Foundation is typically to a smaller nonprofit for some essential but otherwise unaffordable project, service, or purchase.Expenses $97,544 · grants $97,544
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1896302
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,135,619
- Income (IRS master file)
- $144,037
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $144,037 | $201,863 | $2,135,619 | XML |
| 990 | June 2025 | $182,956 | $301,492 | $1,923,650 | IRS |
| 990 | June 2024 | $165,696 | $94,174 | $1,858,516 | XML |
| 990 | June 2023 | $77,544 | $189,899 | $1,748,482 | XML |
| 990 | June 2022 | $160,870 | $125,682 | $1,616,450 | 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 91-1896302).
Questions about ROTARY CLUB OF BELLINGHAM FOUNDATION
- What is the EIN of ROTARY CLUB OF BELLINGHAM FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF BELLINGHAM FOUNDATION is 91-1896302.
- Is ROTARY CLUB OF BELLINGHAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROTARY CLUB OF BELLINGHAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF BELLINGHAM 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 ROTARY CLUB OF BELLINGHAM FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF BELLINGHAM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of ROTARY CLUB OF BELLINGHAM FOUNDATION?
- The 990 for the year ended June 30, 2026 names Teri Treat.
- Who are the officers and directors of ROTARY CLUB OF BELLINGHAM FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF BELLINGHAM FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $144,037, expenses of $201,863 and total assets of $2,135,619 at year end.
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