Yakima Rotary Trust

Nonprofit profile at a glance

EIN
911686206
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Yakima, WA, USA
Phone
5094528332
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,226,935
Expenses
$918,808
Assets
$4,884,812
Liabilities
$135

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • KELLIE CONNAUGHTON (PRESIDENT)

People named in this filing

  • KELLIE CONNAUGHTON (PRESIDENT)
  • JAMES DEGRASSE (TREASURER)
  • SHANE PIERONE (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. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 89% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 94
  • Accountability: 82
  • Sustainability: 82
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.1%; rating input score 73
  • Program expense ratio: 94.9%; rating input score 95
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 25.1%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 5.32; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 83; 83rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 12.5% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 6.3% per year; rating input score 100; 51st percentile among comparable filings
  • Asset growth: 8.3% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 73.1% of revenue deployed · 94.9% of spending went to programs
  • Governance: 20 of 20 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $872K in reported program spending
  • Leadership: top reported pay $0 · 20 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • 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.

  • Review — Accountability: Governance controls: 2 of 6 not reported.