Wenatchee Confluence Rotary Foundation
Nonprofit profile at a glance
- EIN
- 812373307
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990-EZ 2024
- Location
- Wenatchee, WA, USA
- Phone
- 5096635588
- Rating
- 47
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $154,361
- Expenses
- $15,781
- Assets
- $259,094
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Kera Dexter (President)
- Cindy Volyn (President Elect)
- Wendy Dalpez (Director - Immediate Past President)
People named in this filing
- Kera Dexter (President)
- Cindy Volyn (President Elect)
- Selina Danko (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To carry out charitable activities consistent with the Rotary International motto of Service Above Self, including, without limitation, to promote education, disaster
What it reported doing in 2024
Donations to beneficiaries directly and throughCommunity Foundation of NCW to fund local programs and for student scholarships.
Operating model
- Revenue model
- Donor-supported. 92% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 10
- Transparency & Controls: 82
- Sustainability: 83
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 2.3%; rating input score 2
- Program expense ratio: 22.1%; rating input score 22
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 89.8%; rating input score 99; 99th percentile among comparable filings
- Total-asset coverage ratio: 16.42; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 8.6% per year; rating input score 100; 58th percentile among comparable filings
- Revenue growth: 14.1% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 14.4% per year; rating input score 100; 72nd percentile among comparable filings
Details
- Where the money goes: 2.3% of revenue deployed · 22.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $3K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 2/100.
- High — Financial Efficiency: Program expense ratio scored 22/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.