Civic Intelligence

Ashland Rotary Foundation

990 • Fiscal year 2014 • EIN 23-7170144

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileN/A
PO Box 511Ashland, OR 97520

(541) 944-9047

Siviq Scores

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

Liabilities / Assets

56th percentile

0.08x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

1.12x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$991,625

Up $111,956 (+13%) from 2013

Net Assets

Up

$916,043

Up $36,374 (+4.1%) from 2013

Liabilities

Up

$75,582

Up $75,582 from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin72nd percentile

Revenue

Down

$67,695

Down $29,073 (-30%) from 2013

Expenses

Down

$57,903

Down $8,095 (-12%) from 2013

Net Income

Down

$9,792

Down $20,978 (-68%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2014

Assets$991,625
Liabilities$75,582
Net Assets$916,043
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

2014

Revenue$67,695
Expenses$57,903
Net Income$9,792
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$492,094
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$865,688$989,370▲ $123,682
Savings and Temporary Cash Investments$11,787$0▼ $11,787
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$879,669$991,625▲ $111,956
Other Assets Total$2,194$2,255▲ $61
Liabilities
Accounts Payable and Accrued Expenses-$75,582-
Total Liabilities$0$75,582▲ $75,582
Net Assets / Fund Balance
Permanently Rstr Net Assets$470,000$470,000→ $0
Unrestricted Net Assets$409,669$446,043▲ $36,374
Total Net Assets Fund Balance$879,669$916,043▲ $36,374
Total Liabilities and Net Assets / Fund Balance$879,669$991,625▲ $111,956

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$470,000---$470,000
2013$470,000---$470,000
2012$470,000---$470,000
2011$470,000---$470,000
2010$445,000$25,000--$470,000
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
JULI DiCHIROPresident
Jeff MonosoffTrustee
Margueritte HickmanSecretary
Pete BelcastroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,225
Program Service Revenue
$0
Investment Income
$47,234
Other Revenue
$236
All Other Contributions
$20,225
Change in Net Assets
$9,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,832
Other Expenses$7,071
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,832--$45,832
Fees for Service Investment Mgmnt Fees-$6,646-$6,646
Grants to Domestic Individuals$5,000--$5,000
Other Expenses-$183-$183
Insurance-$175-$175
Interest-$67-$67
Total Functional Expenses$50,832$7,071$0$57,903
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ashland High SchoolAshland, ORGovStudent Scholarships$42,500
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

Filer Name
Ashland Rotary Foundation
EIN
23-7170144
Phone
5419449047
Address
PO BOX 511, ASHLAND, OR 97520

Signing Officer

Name
JULI DiCHIRO
Title
President
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Nagel & Padilla LLC
Address
290 N MAIN ST STE 8, ASHLAND, OR 97520-7701
Preparer
Glenn M Cunningham CPA Cgma
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.”

Raw XML Appendix390 raw XML fields

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/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019098
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0128427
IRS990ScheduleA/TotalSupportAmt0334527
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0470000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0470000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0470000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0470000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0470000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0445000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0470000
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/CashGrantAmt042500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASHLAND HIGH SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 MOUNTAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097520
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0879669
IRS990/TotalAssetsEOYAmt0991625
IRS990/TotalAssetsGrp/BOYAmt0879669
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020225
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07071
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050832
IRS990/TotalFunctionalExpensesGrp/TotalAmt057903
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt075582
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt075582
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0879669
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0916043
IRS990/TotalProgramServiceExpensesAmt050832
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047470
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067695
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0879669
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0991625
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0409669
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0446043
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULI DiCHIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASHLAND ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASHL
ReturnHeader/Filer/EIN0237170144
ReturnHeader/Filer/PhoneNum05419449047
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 511
ReturnHeader/Filer/USAddress/CityNm0ASHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAGEL & PADILLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 N MAIN ST STE 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0975207701
ReturnHeader/PreparerPersonGrp/PhoneNum05414881551
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN M CUNNINGHAM CPA CGMA
ReturnHeader/ReturnTs02015-05-11T10:29:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$991,625
Liabilities
$75,582
Net assets
$916,043
Revenue
$67,695
Expenses
$57,903
Net income
$9,792
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