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Nonprofit · EIN 91-1333657

LACEY ROTARY FOUNDATION

Tax-exempt · LACEY, WA 98509

Financials

$167K$110K2023$282K$102K2024$164K$92K2025
Revenue Expenses · by fiscal year end
Financials of LACEY ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$164,147$92,291$71,856$2,480,698$181,183$2,299,515
December 31, 2024990$281,569$102,279$179,290$2,268,800$176,700$2,092,100
December 31, 2023990$166,735$109,845$56,890$2,129,149$193,200$1,935,949
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$49,542
Program service revenue
$0
Investment income
$146,174
Net gain from sales of assets
$92,448
Net income from fundraising events
-$31,569
Other revenue
-$31,569

Expenses

Grants and similar amounts paid
$57,550
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$7,048
Program services (functional)
$57,550
Management and general (functional)
$34,741

Balance sheet and other

Total assets, start of year
$2,268,800
Total assets, end of year
$2,480,698
Total liabilities, end of year
$181,183
Net assets, end of year
$2,299,515
Publicly traded securities
$2,170,185
Gross receipts
$919,777
Employees
0
Volunteers
30
Year formed
1985
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FRANK KIRKBRIDECHAIR
Trustee or director, Officer
2$0
KEN FIALKOWSKIVICE-CHAIR
Trustee or director, Officer
1.5$0
TERRI YURKASTREASURER
Trustee or director, Officer
2$0
KEN PARSONSDIRECTOR
Trustee or director
1$0
JOHN MASTERSONDIRECTOR
Trustee or director
1$0
JERRY POSPISILDIRECTOR
Trustee or director
1$0
KATHY HOUSTONDIRECTOR
Trustee or director
1$0
JENNA RANDICHDIRECTOR
Trustee or director
1$0
STEPHEN DEANDIRECTOR
Trustee or director
1$0
SHELLICA TREVINODIRECTOR/LIAISON
Trustee or director
1$0
MITCH DIETZDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
FRANK KIRKBRIDECHAIR
Trustee or director, Officer
2$0
KEN FIALKOWSKIVICE-CHAIR
Trustee or director, Officer
1.5$0
BEVERLY VINCENTSECRETARY
Trustee or director, Officer
2$0
TERRI YURKASTREASURER
Trustee or director, Officer
2$0
KEN PARSONSDIRECTOR
Trustee or director
1$0
JOHN MASTERSONDIRECTOR
Trustee or director
1$0
JERRY POSPISILDIRECTOR
Trustee or director
1$0
KATHY HOUSTONDIRECTOR
Trustee or director
1$0
JENNA RANDICHDIRECTOR
Trustee or director
1$0
STEPHEN DEANDIRECTOR
Trustee or director
1$0
SHELLICA TREVINODIRECTOR/LIAISON
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
FRANK KIRKBRIDECHAIR
Trustee or director, Officer
2$0
KEN FIALKOWSKIVICE-CHAIR
Trustee or director, Officer
1.5$0
CLYDIA CUYKENDALLSECRETARY
Trustee or director, Officer
2$0
TERRI YURKASTREASURER
Trustee or director, Officer
2$0
KEN PARSONSDIRECTOR
Trustee or director
1$0
JOHN MASTERSONDIRECTOR
Trustee or director
1$0
JERRY POSPISILDIRECTOR
Trustee or director
1$0
KATHY HOUSTONDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 5850, LACEY, WA 98509-5850
Principal officer (990 for 2025)
TERRI YURKAS, PO BOX 5850, LACEY, WA 98509
Signed the 990
TERRI YURKAS, TREASURER
Phone
(360) 754-9862
Return prepared by
HAYES MCCOLLOCH & VICKERMAN CPA GROUP

Mission

THE LACEY ROTARY FOUNDATION ENHANCES THE CLUB'S ABILITY TO PROVIDE EDUCATION SCHOLARSHIPS AND SPECIAL CIVIC PROJECTS FOR OUR LOCAL COMMUNITY. AS A 501(C)(3) CHARITABLE ORGANIZATION, THE FOUNDATION EXPANDS THE CLUB'S RESOURCES TO SERVE THE COMMUNITY AT A HIGHER LEVEL AND ALLOWS THE BROAD COMMUNITY TO PARTICIPATE. SCHOLARSHIPS ARE AWARDED TO LOCAL GRADUATING HIGH SCHOOL STUDENTS WHO EXEMPLIFY THE ROTARY IDEAL OF "SERVICE ABOVE SELF". CIVIC PROJECTS ARE SELECTED BY THE LACEY ROTARY CLUB BOARD OF DIRECTORS. THE FOUNDATION PROVIDES A NUMBER OF OPPORTUNITIES FOR COMMUNITY PARTICIPATION VIA TRUSTS, PLANNED GIVING, ANNUAL MEMBER CONTRIBUTIONS AND GRANTS.

990 for the year ended December 31, 2025

Program accomplishments

  • SCHOLARSHIPS ARE AWARDED TO LOCAL GRADUATING HIGH SCHOOL STUDENTS WHO EXEMPLIFY THE ROTARY IDEAL OF "SERVICE ABOVE SELF"
    Expenses $57,550 · grants $57,550

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
91-1333657
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1986
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,480,698
Income (IRS master file)
$919,777

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$164,147$92,291$2,480,698XML
990December 2024$281,569$102,279$2,268,800IRS
990December 2023$166,735$109,845$2,129,149XML
990December 2022$126,869$124,057$1,791,667IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 91-1333657).

Questions about LACEY ROTARY FOUNDATION

What is the EIN of LACEY ROTARY FOUNDATION?
The employer identification number (EIN) of LACEY ROTARY FOUNDATION is 91-1333657.
Is LACEY ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to LACEY ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LACEY 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 LACEY ROTARY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LACEY ROTARY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LACEY ROTARY FOUNDATION?
The 990 for the year ended December 31, 2025 names TERRI YURKAS.
Who are the officers and directors of LACEY ROTARY FOUNDATION?
The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does LACEY ROTARY FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $164,147, expenses of $92,291 and total assets of $2,480,698 at year end.

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