Civic Intelligence

West Linn Rotary Foundation Inc

EIN 26-2312790 • 501(c)3 • West Linn, OR

Pub. 78 Eligible990-N Coverage

Profile

The mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

PO Box 442West Linn, OR 97068

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

80th percentile

30%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$206,890

Up $47,494 (+30%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$206,890

Up $47,494 (+30%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$80,424

Up $11,695 (+17%) from 2023

Expenses

Up

$32,930

Up $16,788 (+104%) from 2023

Net Income

Down

$47,494

Down $5,093 (-9.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $27,168Net Assets 2019: $27,1682019Assets 2020: $61,949Net Assets 2020: $61,9492020Assets 2021: $73,906Net Assets 2021: $73,9062021Assets 2022: $106,809Net Assets 2022: $106,8092022Assets 2023: $159,396Net Assets 2023: $159,3962023Assets 2024: $206,890Net Assets 2024: $206,8902024

Highlighted filing

2024

Assets$206,890
Liabilities-
Net Assets$206,890
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2019: $34,768Expenses 2019: $10,748Net Income 2019: $24,0202019Revenue 2020: $55,716Expenses 2020: $20,935Net Income 2020: $34,7812020Revenue 2021: $23,908Expenses 2021: $11,951Net Income 2021: $11,9572021Revenue 2022: $51,724Expenses 2022: $18,821Net Income 2022: $32,9032022Revenue 2023: $68,729Expenses 2023: $16,142Net Income 2023: $52,5872023Revenue 2024: $80,424Expenses 2024: $32,930Net Income 2024: $47,4942024

Highlighted filing

2024

Revenue$80,424
Expenses$32,930
Net Income$47,494
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$206,890
Liabilities
-
Net assets
$206,890
Revenue
$80,424
Expenses
$32,930
Net income
$47,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.80$0.33$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.69$0.16$0.53
2022Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.52$0.19$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.24$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.56$0.21$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.35$0.11$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 18, 2024
Return Version
2023v5.1
Gross Receipts
$109,833
Mission and Program Overview

Mission

The mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
Our Rotary Club Foundation raises funds to help support local non-porfits and international projects for the betterment of the local community and world communities--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David GoodePresident-$0--
Tom L HallTreasurer-$0--
David SpencerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barn Dance$96,464$96,464$29,409$67,055
Designated Programs$6,000$6,000-$6,000
Total Events$102,464$102,464$29,409$73,055
Filing and Contact Details

Filer

Filer Name
West Linn Rotary Foundation Inc
EIN
26-2312790
Address
PO Box 442, West Linn, OR 97068

Signing Officer

Name
David Goode
Title
President
Signed
2024-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Bill R McCracken Acct & Tax Serv
Address
PO Box 2214 1300 John Adams St, Oregon City, OR 97045
Preparer
Bill R McCrackenEALTC5065C
Phone
5036560699
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Other Donations $31522”

Other Expenses.2

“Merchant Service Fee( CC) $852”

Other Expenses.3

“OR Corp Fees $150”

Other Expenses.4

“Oregon DOJ CT-12 Fee $6”

List of Grants and other Similar Amounts Paid (Part I, Line 10

“Scholarships to West Linn-Wilsonville School Dist”

Raw XML Appendix161 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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IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt032530
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Oregon DOJ CT-12 Fee $6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of Grants and other Similar Amounts Paid (Part I, Line 10
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/ReturnTs02024-08-18T16:21:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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