Civic Intelligence

Pendleton Rotary Foundation

990EZ • Fiscal year 2024 • EIN 26-2012277

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

Organization ProfileN/A
PO Box 153Pendleton, OR 97801

(541) 278-2840

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

27th percentile

-9.9%

Higher net margin than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-2.0%

Faster asset growth than 43% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$148,565

Down $2,997 (-2.0%) from 2023

Net Assets

Down

$148,565

Down $2,997 (-2.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$30,405

Down $22,922 (-43%) from 2023

Expenses

Up

$33,402

Up $12,038 (+56%) from 2023

Net Income

Down

-$2,997

Down $34,960 (-109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $5,261Net Assets 2010: $5,2612010Assets 2011: $11,741Net Assets 2011: $11,7412011Assets 2012: $18,661Net Assets 2012: $18,6612012Assets 2013: $29,562Net Assets 2013: $29,5622013Assets 2014: $39,318Net Assets 2014: $39,3182014Assets 2015: $49,209Net Assets 2015: $49,2092015Assets 2016: $52,727Net Assets 2016: $52,7272016Assets 2017: $72,323Net Assets 2017: $72,3232017Assets 2018: $87,666Net Assets 2018: $87,6662018Assets 2019: $94,216Liabilities 2019: $325Net Assets 2019: $93,8912019Assets 2021: $112,451Net Assets 2021: $112,4512021Assets 2022: $123,934Liabilities 2022: $0Net Assets 2022: $123,9342022Assets 2023: $151,562Net Assets 2023: $151,5622023Assets 2024: $148,565Net Assets 2024: $148,5652024

Highlighted filing

2024

Assets$148,565
Liabilities-
Net Assets$148,565
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $10,384Expenses 2010: $7,560Net Income 2010: $2,8242010Revenue 2011: $21,024Expenses 2011: $14,544Net Income 2011: $6,4802011Revenue 2012: $17,260Expenses 2012: $10,340Net Income 2012: $6,9202012Revenue 2013: $37,660Expenses 2013: $26,759Net Income 2013: $10,9012013Revenue 2014: $28,339Expenses 2014: $18,583Net Income 2014: $9,7562014Revenue 2015: $21,487Expenses 2015: $11,596Net Income 2015: $9,8912015Revenue 2016: $20,162Expenses 2016: $16,644Net Income 2016: $3,5182016Revenue 2017: $34,117Expenses 2017: $14,521Net Income 2017: $19,5962017Revenue 2018: $58,516Expenses 2018: $43,173Net Income 2018: $15,3432018Revenue 2019: $44,713Expenses 2019: $38,488Net Income 2019: $6,2252019Revenue 2021: $34,882Expenses 2021: $26,752Net Income 2021: $8,1302021Revenue 2022: $41,724Expenses 2022: $30,241Net Income 2022: $11,4832022Revenue 2023: $53,327Expenses 2023: $21,364Net Income 2023: $31,9632023Revenue 2024: $30,405Expenses 2024: $33,402Net Income 2024: -$2,9972024

Highlighted filing

2024

Revenue$30,405
Expenses$33,402
Net Income-$2,997
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.0
Gross Receipts
$39,215
Mission and Program Overview

Mission

Rotary's purpose is service to others through efforts to improve the community, to promote high ethical standards in business and professional life, and to advance the cause of world peace by building bridges of knowledge and understanding among peoples of different nations.

Community service, donations/scholarships

Program Services

DescriptionGrantsExpenses
DONATIONS TO VARIOUS LOCAL PENDLETON OREGON CHARITIES$21,889$21,889
AWARDED SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS$11,000$11,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAKE CAMBIERPresident-$0--
MARK MASCALLVice Preside-$0--
JAMES KROUTTreasurer-$0--
MARYALICE RIDGEWAYSecretary-$0--
SUSAN DEMARSHDirector-$0--
JAMES FARLEYDirector-$0--
ROBERT PAHLDirector-$0--
DALE PRIMMERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rose Sales$12,830$12,830$8,810$4,020
Concessions - R$9,043$9,043-$9,043
Total Events$21,873$21,873$8,810$13,063
Filing and Contact Details

Filer

Filer Name
Pendleton Rotary Foundation
EIN
26-2012277
Phone
5412782840
Address
PO BOX 153, PENDLETON, OR 97801

Signing Officer

Name
Susan Demarsh
Title
Director
Phone
5412782840
Signed
2024-10-31

Preparer

Firm
Jenson & Spratling Llp
Address
116 S MAIN ST STE 4, PENDLETON, OR 97801
Preparer
Kathlyn Spratling
Phone
5412782840
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: scholarships cash contribution: 11,000 name: pendleton rotary club cash contribution: 18,439”

Form 990-ez, Part I, Line 16

“Expenses operations exp pendleton 302 total 302”

Raw XML Appendix165 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOEY MULVIHILL
IRS990EZ/BooksInCareOfDetail/PhoneNum05412782840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 SOUTH MAIN SUITE 4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENDLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148565
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04810
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2997
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0211
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151562
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148565
IRS990EZ/FundraisingGrossIncomeAmt021873
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032889
IRS990EZ/GrossReceiptsAmt039215
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010212
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02320
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151562
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148565
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148565
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAKE CAMBIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK MASCALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES KROUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARYALICE RIDGEWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN DEMARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES FARLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT PAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DALE PRIMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0302
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE, DONATIONS/SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDED SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO VARIOUS LOCAL PENDLETON OREGON CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt121889
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121889
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08810
IRS990EZ/SpecialEventsNetIncomeLossAmt013063
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033402
IRS990EZ/TotalProgramServiceExpensesAmt032889
IRS990EZ/TotalRevenueAmt030405
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0127243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01276
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01290
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt073897
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99000
IRS990ScheduleA/PublicSupportPY170Pct00.83260
IRS990ScheduleA/PublicSupportTotal170Amt0127243
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023546
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0127243
IRS990ScheduleA/TotalSupportAmt0128533
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08810
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROSE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONCESSIONS - R
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021873
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013063
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08810
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SCHOLARSHIPS CASH CONTRIBUTION: 11,000 NAME: PENDLETON ROTARY CLUB CASH CONTRIBUTION: 18,439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OPERATIONS EXP PENDLETON 302 TOTAL 302
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN DEMARSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05412782840
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENDLETON ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEND
ReturnHeader/Filer/EIN0262012277
ReturnHeader/Filer/PhoneNum05412782840
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 153
ReturnHeader/Filer/USAddress/CityNm0PENDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204012488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENSON & SPRATLING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 S MAIN ST STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097801
ReturnHeader/PreparerPersonGrp/PhoneNum05412782840
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLYN SPRATLING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T12:42:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,565
Liabilities
-
Net assets
$148,565
Revenue
$30,405
Expenses
$33,402
Net income
-$2,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.30$0.33$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.53$0.21$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.42$0.30$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.35$0.27$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.45$0.38$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.59$0.43$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.34$0.15$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.20$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.21$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.28$0.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.38$0.27$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.17$0.10$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.21$0.15$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.10$0.08$0.03