Nonprofit · EIN 91-1971896
SOUTH EVERETT MUKILTEO ROTARY FOUNDATION
Tax-exempt · EVERETT, WA 98213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $207,278 | $160,756 | $46,522 | $991,157 | $93,872 | $897,285 |
| June 30, 2024 | 990 | $213,383 | $192,660 | $20,723 | $862,320 | $37,834 | $824,486 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $87,455
- Program service revenue
- $0
- Investment income
- $46,812
- Net gain from sales of assets
- $6,021
- Net income from fundraising events
- $73,011
- Other revenue
- $73,011
Expenses
- Grants and similar amounts paid
- $148,390
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,640
- Program services (functional)
- $150,575
- Management and general (functional)
- $10,181
Balance sheet and other
- Total assets, start of year
- $862,320
- Total assets, end of year
- $991,157
- Total liabilities, end of year
- $93,872
- Net assets, end of year
- $897,285
- Publicly traded securities
- $609,703
- Gross receipts
- $275,951
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1999
- 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 |
|---|---|---|---|
| DAN STONE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| VERN ALLEN | VICE-PRESIDENT Trustee or director, Officer | 3 | $0 |
| CHRISTINE HILL | TREASURER Trustee or director, Officer | 4 | $0 |
| TERRI STEFNIK | SECRETARY Trustee or director, Officer | 1 | $0 |
| JULIE LIENHARD | DIRECTOR Trustee or director | 1 | $0 |
| MARY BRUEGGEMAN | DIRECTOR Trustee or director | 1 | $0 |
| JOE MARINE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN STONE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| SHARON BERRY | SECRETARY Trustee or director, Officer | 3 | $0 |
| JULIE LIENHARD | TREASURER Trustee or director, Officer | 4 | $0 |
| MIKE BARTLETT | DIRECTOR Trustee or director | 1 | $0 |
| TERRI STEFNIK | DIRECTOR Trustee or director | 1 | $0 |
| LORNA CORRIGAN | DIRECTOR Trustee or director | 1 | $0 |
| VERN ALLEN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3391, EVERETT, WA 98213-8391
- In care of
- % OTTO M CHASE
- Principal officer (990 for 2024)
- DAN STONE, PO BOX 3391, EVERETT, WA 982138391
- Signed the 990
- DAN STONE, PRESIDENT
- Phone
- (425) 347-2244
- Return prepared by
- FORBES ANDERSON PLLC
Mission
FUNDING LOCAL, REGIONAL AND INTERNATIONAL PROJECTS FOR HEALTH, EDUCATION, COMMUNITY SERVICES AND ARTS.
Program accomplishments
- PARTNERSHIP WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, EDUCATION, YOUTH ACTIVITIES, SENIOR ACTIVITIES, AND LOW INCOME CITIZENS.Expenses $58,890 · grants $58,890
- INTERNATIONAL PROJECTS WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT EDUCATION AND QUALITY OF LIFE AND HEALTH FOR CITIZENS.Expenses $22,000 · grants $22,000
- SCHOLARSHIP AND LEADERSHIP PROGRAMS FOR STUDENTS OF LOCAL HIGH SCHOOLS AND ANNUAL APPLICATION PROCESS. AWARDS ARE BASED ON ACHIEVEMENT AND NEED.Expenses $69,685 · grants $67,500
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
- 91-1971896
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W11)
- Assets (IRS master file)
- $991,157
- Income (IRS master file)
- $275,951
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $207,278 | $160,756 | $991,157 | IRS |
| 990 | June 2024 | $213,383 | $192,660 | $862,320 | XML |
| 990 | June 2023 | $187,572 | $171,399 | $786,688 | IRS |
| 990 | June 2022 | $210,905 | $157,211 | $750,900 | IRS |
| 990 | June 2021 | – | – | – | 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 91-1971896).
Questions about SOUTH EVERETT MUKILTEO ROTARY FOUNDATION
- What is the EIN of SOUTH EVERETT MUKILTEO ROTARY FOUNDATION?
- The employer identification number (EIN) of SOUTH EVERETT MUKILTEO ROTARY FOUNDATION is 91-1971896.
- Is SOUTH EVERETT MUKILTEO ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to SOUTH EVERETT MUKILTEO ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH EVERETT MUKILTEO 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 SOUTH EVERETT MUKILTEO 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 SOUTH EVERETT MUKILTEO 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 SOUTH EVERETT MUKILTEO ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAN STONE.
- Who are the officers and directors of SOUTH EVERETT MUKILTEO ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SOUTH EVERETT MUKILTEO ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $207,278, expenses of $160,756 and total assets of $991,157 at year end.
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