Civic Intelligence

Ashland Rotary Foundation

990 • Fiscal year 2013 • EIN 23-7170144

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 21, 2014

Organization ProfileN/A
PO Box 51197520

(541) 944-9047

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$879,669

Up $62,772 (+7.7%) from 2012

Net Assets

Up

$879,669

Up $62,772 (+7.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin84th percentile

Revenue

$96,768

No earlier filing loaded for comparison.

Expenses

Up

$65,998

Up $52,938 (+405%) from 2012

Net Income

$30,770

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $750,820Liabilities 2010: $0Net Assets 2010: $750,8202010Assets 2011: $745,201Liabilities 2011: $0Net Assets 2011: $745,2012011Assets 2012: $816,897Liabilities 2012: $0Net Assets 2012: $816,8972012Assets 2013: $879,669Liabilities 2013: $0Net Assets 2013: $879,6692013Assets 2014: $991,625Liabilities 2014: $75,582Net Assets 2014: $916,0432014Assets 2016: $1,055,631Liabilities 2016: $105Net Assets 2016: $1,055,5262016Assets 2017: $1,143,993Liabilities 2017: $0Net Assets 2017: $1,143,9932017Assets 2018: $1,237,441Liabilities 2018: $0Net Assets 2018: $1,237,4412018Assets 2019: $1,375,004Liabilities 2019: $0Net Assets 2019: $1,375,0042019Assets 2020: $1,418,399Liabilities 2020: $0Net Assets 2020: $1,418,3992020Assets 2021: $1,701,221Liabilities 2021: $43Net Assets 2021: $1,701,1782021Assets 2022: $1,472,533Liabilities 2022: $0Net Assets 2022: $1,472,5332022Assets 2023: $1,615,047Liabilities 2023: $360Net Assets 2023: $1,614,6872023Assets 2024: $1,844,992Liabilities 2024: $0Net Assets 2024: $1,844,9922024Assets 2025: $2,189,448Liabilities 2025: $0Net Assets 2025: $2,189,4482025

Highlighted filing

2013

Assets$879,669
Liabilities$0
Net Assets$879,669
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $33,3462010Expenses 2011: $46,7602011Expenses 2012: $13,0602012Revenue 2013: $96,768Expenses 2013: $65,998Net Income 2013: $30,7702013Revenue 2014: $67,695Expenses 2014: $57,903Net Income 2014: $9,7922014Revenue 2016: $138,522Expenses 2016: $58,666Net Income 2016: $79,8562016Revenue 2017: $121,169Expenses 2017: $65,845Net Income 2017: $55,3242017Revenue 2018: $221,042Expenses 2018: $120,369Net Income 2018: $100,6732018Revenue 2019: $157,182Expenses 2019: $96,280Net Income 2019: $60,9022019Revenue 2020: $81,697Expenses 2020: $117,896Net Income 2020: -$36,1992020Revenue 2021: $107,622Expenses 2021: $121,593Net Income 2021: -$13,9712021Revenue 2022: $91,878Expenses 2022: $94,244Net Income 2022: -$2,3662022Revenue 2023: $102,608Expenses 2023: $161,436Net Income 2023: -$58,8282023Revenue 2024: $142,990Expenses 2024: $126,763Net Income 2024: $16,2272024Revenue 2025: $239,913Expenses 2025: $50,808Net Income 2025: $189,1052025

Highlighted filing

2013

Revenue$96,768
Expenses$65,998
Net Income$30,770
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 21, 2014
Return Version
2013v3.1
Gross Receipts
$951,154
Mission and Program Overview

Mission

Provide financial support for local and international projects of the Rotary Club of Ashland, Oregon and fund multiple college scholarships for Ashland High School graduates and Southern Oregon University students.

Fund multiple college scholarships and grants for ashland high school graduates and southern oregon university students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$800,427$865,688▲ $65,261
Savings and Temporary Cash Investments$14,504$11,787▼ $2,717
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$816,897$879,669▲ $62,772
Other Assets Total$1,966$2,194▲ $228
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$470,000$470,000→ $0
Unrestricted Net Assets$346,897$409,669▲ $62,772
Total Net Assets Fund Balance$816,897$879,669▲ $62,772
Total Liabilities and Net Assets / Fund Balance$816,897$879,669▲ $62,772

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$470,000---$470,000
2012$470,000---$470,000
2011$470,000---$470,000
2010$445,000$25,000--$470,000
2009$445,000---$445,000
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Sydnee DreyerPresident
JULI DiCHIROTrustee
Jeff MonosoffTrustee
Margueritte HickmanTrustee
Pete BelcastroTrustee
Jason StranbergSecretary
Dave BernardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,112
Program Service Revenue
$0
Investment Income
$70,428
Other Revenue
$228
All Other Contributions
$26,112
Change in Net Assets
$30,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,413
Other Expenses$6,585
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,413--$59,413
Fees for Service Investment Mgmnt Fees-$6,409-$6,409
Other Expenses-$137-$137
Interest-$39-$39
Total Functional Expenses$59,413$6,585$0$65,998
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--GovStudent Scholarships$53,611
--GovStudent Scholarships$5,802
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board of trustees authorizes officers to sign and file return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“NONE REQUIRED”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“NO COMPENSATION PAID”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“NO COMPENSATION PAID”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON WRITTEN REQUEST.”

Filing and Contact Details

Filer

EIN
23-7170144
Phone
5419449047

Signing Officer

Name
Sydnee Dreyer
Title
President
Signed
2014-02-21
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Julie Padilla CPA
Phone
5414881551
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Investment income from the endowments are used to fund scholarships to local students in need.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0156826
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037965
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024502
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0183328
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033333
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033373
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41990
IRS990ScheduleA/PublicSupportPY170Pct00.58510
IRS990ScheduleA/PublicSupportTotal170Amt0156826
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048624
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0156826
IRS990ScheduleA/TotalSupportAmt0373527
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0470000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0470000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0470000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0445000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0445000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0445000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT INCOME FROM THE ENDOWMENTS ARE USED TO FUND SCHOLARSHIPS TO LOCAL STUDENTS IN NEED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt053611
IRS990ScheduleI/RecipientTable/CashGrantAmt15802
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ASHLAND HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11SOUTHERN OREGON UNIVERSITY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10201 MOUNTAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111250 SISKIYOU BLVD
IRS990ScheduleI/RecipientTable/USAddress/City0ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/City1ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/State1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097520
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode197520
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES AUTHORIZES OFFICERS TO SIGN AND FILE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE REQUIRED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATION PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0816897
IRS990/TotalAssetsEOYAmt0879669
IRS990/TotalAssetsGrp/BOYAmt0816897
IRS990/TotalAssetsGrp/EOYAmt0879669
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt026112
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06585
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059413
IRS990/TotalFunctionalExpensesGrp/TotalAmt065998
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0816897
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0879669
IRS990/TotalProgramServiceExpensesAmt059413
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt070656
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096768
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0816897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0879669
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0346897
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0409669
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$879,669
Liabilities
$0
Net assets
$879,669
Revenue
$96,768
Expenses
$65,998
Net income
$30,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.24$0.05$0.19
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.14$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.61$0.10$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.11$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.16$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.22$0.12$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.14$0.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.08$0.92$0.07$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.10$0.07$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.03