Civic Intelligence

Gresham Rotary Club Foundation

990 • Fiscal year 2018 • EIN 33-1040546

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileWWW.GRESHAMROTARY.COM
PO Box 3041Gresham, OR 97030

(503) 674-2300

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$329,580

Up $5,079 (+1.6%) from 2017

Net Assets

Down

$313,704

Down $6,217 (-1.9%) from 2017

Liabilities

Up

$15,876

Up $11,296 (+247%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin24th percentile

Revenue

Down

$61,047

Down $16,175 (-21%) from 2017

Expenses

Up

$67,264

Up $16,982 (+34%) from 2017

Net Income

Down

-$6,217

Down $33,157 (-123%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2017: $324,501Liabilities 2017: $4,580Net Assets 2017: $319,9212017Assets 2018: $329,580Liabilities 2018: $15,876Net Assets 2018: $313,7042018Assets 2019: $320,103Liabilities 2019: $7,876Net Assets 2019: $312,2272019Assets 2020: $314,374Liabilities 2020: $8,257Net Assets 2020: $306,1172020Assets 2021: $259,356Liabilities 2021: $12,100Net Assets 2021: $247,2562021Assets 2022: $233,681Liabilities 2022: $11,275Net Assets 2022: $222,4062022Assets 2023: $223,657Liabilities 2023: $3,450Net Assets 2023: $220,2072023Assets 2024: $217,044Liabilities 2024: $0Net Assets 2024: $217,0442024Assets 2025: $210,596Liabilities 2025: $5,000Net Assets 2025: $205,5962025

Highlighted filing

2018

Assets$329,580
Liabilities$15,876
Net Assets$313,704
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2017: $77,222Expenses 2017: $50,282Net Income 2017: $26,9402017Revenue 2018: $61,047Expenses 2018: $67,264Net Income 2018: -$6,2172018Revenue 2019: $36,969Expenses 2019: $38,446Net Income 2019: -$1,4772019Revenue 2020: $25,244Expenses 2020: $31,354Net Income 2020: -$6,1102020Revenue 2021: $44,530Expenses 2021: $46,183Net Income 2021: -$1,6532021Revenue 2022: $9,781Expenses 2022: $34,631Net Income 2022: -$24,8502022Revenue 2023: $41,100Expenses 2023: $43,299Net Income 2023: -$2,1992023Revenue 2024: $35,033Expenses 2024: $38,196Net Income 2024: -$3,1632024Revenue 2025: $26,607Expenses 2025: $37,555Net Income 2025: -$10,9482025

Highlighted filing

2018

Revenue$61,047
Expenses$67,264
Net Income-$6,217
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$61,047
Mission and Program Overview

Mission

To create, promote, maintain and conduct a benevolent foundation for the advancement of education, charitable and scientific purposes that fill human needs, primarily, but not exclusively, those of youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$244,792$255,542▲ $10,750
Cash and Non-Interest-Bearing Accounts$75,199$72,247▼ $2,952
Accounts Receivable$4,510$1,791▼ $2,719
Total Assets$324,501$329,580▲ $5,079
Liabilities
Accounts Payable and Accrued Expenses$1,262$15,500▲ $14,238
Other Liabilities$3,318$376▼ $2,942
Total Liabilities$4,580$15,876▲ $11,296
Net Assets / Fund Balance
Unrestricted Net Assets$319,921$313,704▼ $6,217
Total Net Assets Fund Balance$319,921$313,704▼ $6,217
Total Liabilities and Net Assets / Fund Balance$324,501$329,580▲ $5,079
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Larry SchwartzPresident
Doug WalkerPresident El
Dino RochaDirector
Eric YoungDirector
Robin McgregorDirector
Diane NoriegaPast-preside
Nic CastanedaSecretary
Nicholas HymelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,518
Program Service Revenue
$36,399
Investment Income
$37
Other Revenue
$18,093
All Other Contributions
$6,518
Change in Net Assets
$-6,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,929
Other Expenses$11,335
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$33,704--$33,704
Grants to Domestic Orgs$20,225--$20,225
Fees for Services Accounting-$3,324-$3,324
Foreign Grants$2,000--$2,000
Other Expenses$1,884--$1,884
Fees for Services Other-$687-$687
Office Expenses-$241-$241
Total Functional Expenses$63,012$4,252$0$67,264
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Col-willamette-camp CollinsGresham, OR--$5,300
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Club$376
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Gresham Rotary Club Foundation
EIN
33-1040546
Address
PO BOX 3041, GRESHAM, OR 97030

Signing Officer

Name
Larry Schwartz
Title
President
Phone
5032511074
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Schwartz
Formed
2003
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Davis & Graves CPA Llp
Address
700 N MAIN AVE, GRESHAM, OR 97030-7229
Preparer
Steven G Stegeman CPA
Phone
5036672511
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To create, promote, maintain and conduct a benevolent foundation for the advancement of education, charitable and scientific purposes that fill human needs, primarily, but not exclusively, those of youth.”

Raw XML Appendix392 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01262
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015500
IRS990/AccountsReceivableGrp/BOYAmt04510
IRS990/AccountsReceivableGrp/EOYAmt01791
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO CREATE, PROMOTE, MAINTAIN AND CONDUCT A BENEVOLENT FOUNDATION FOR THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.
IRS990/AllOtherContributionsAmt06518
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0NICHOLAS HYMEL
IRS990/BooksInCareOfDetail/PhoneNum05036742300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3041
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRESHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097030
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt075199
IRS990/CashNonInterestBearingGrp/EOYAmt072247
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06518
IRS990/CYGrantsAndSimilarPaidAmt055929
IRS990/CYInvestmentIncomeAmt037
IRS990/CYOtherExpensesAmt011335
IRS990/CYOtherRevenueAmt018093
IRS990/CYProgramServiceRevenueAmt036399
IRS990/CYRevenuesLessExpensesAmt0-6217
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt067264
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt061047
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO CREATE, PROMOTE, MAINTAIN AND CONDUCT A BENEVOLENT FOUNDATION FOR THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03324
IRS990/FeesForServicesAccountingGrp/TotalAmt03324
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0687
IRS990/FeesForServicesOtherGrp/TotalAmt0687
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt02000
IRS990/ForeignGrantsGrp/TotalAmt02000
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1NICHOLAS HYMEL
IRS990/Form990PartVIISectionAGrp/PersonNm2NIC CASTANEDA
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE NORIEGA
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBIN MCGREGOR
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm7DINO ROCHA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt033704
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt033704
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020225
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020225
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt061047
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt037
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0244792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0255542
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO CREATE, PROMOTE, MAINTAIN AND CONDUCT A BENEVOLENT FOUNDATION FOR THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0319921
IRS990/NetAssetsOrFundBalancesEOYAmt0313704
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0241
IRS990/OfficeExpensesGrp/TotalAmt0241
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0COST OF GOODS - STEAK FRY
IRS990/OtherExpensesGrp/Desc1COST OF GOODS - WINE RAFF
IRS990/OtherExpensesGrp/ProgramServicesAmt05199
IRS990/OtherExpensesGrp/ProgramServicesAmt11884
IRS990/OtherExpensesGrp/TotalAmt05199
IRS990/OtherExpensesGrp/TotalAmt11884
IRS990/OtherLiabilitiesGrp/BOYAmt03318
IRS990/OtherLiabilitiesGrp/EOYAmt0376
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON INVESTMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018093
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018093
IRS990/OtherRevenueTotalAmt018093
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LARRY SCHWARTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STEAK FRY DINNER
IRS990/ProgramServiceRevenueGrp/Desc1WINE RAFFLE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112205
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO CREATE, PROMOTE, MAINTAIN AND CONDUCT A BENEVOLENT FOUNDATION FOR THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt063012
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt055929
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010395
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt039444
IRS990/PYInvestmentIncomeAmt024
IRS990/PYOtherExpensesAmt010838
IRS990/PYOtherRevenueAmt018526
IRS990/PYProgramServiceRevenueAmt048277
IRS990/PYRevenuesLessExpensesAmt026940
IRS990/PYTotalExpensesAmt050282
IRS990/PYTotalRevenueAmt077222
IRS990/ReconcilationRevenueExpnssAmt0-6217
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034208
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06306
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018550
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04699
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06306
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049091
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0262721
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0262721
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018550
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04699
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06306
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047685
IRS990ScheduleA/InvestmentIncomeCYPct00.14000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41770
IRS990ScheduleA/PublicSupportCY509Pct00.86160
IRS990ScheduleA/PublicSupportPY170Pct00.85270
IRS990ScheduleA/PublicSupportPY509Pct00.93860
IRS990ScheduleA/PublicSupportTotal170Amt034208
IRS990ScheduleA/PublicSupportTotal509Amt0296929
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077842
IRS990ScheduleA/Total509Grp/TotalAmt0296929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05046
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt034208
IRS990ScheduleA/TotalSupportAmt081893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084148
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0344614
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CLUB
IRS990ScheduleD/TotalLiabilityAmt0376
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02454
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt130500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHRISTMAS BASKET/HOLIDAY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2MEMBER FUNDED EXPENSES
IRS990ScheduleI/RecipientTable/CashGrantAmt05300
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YMCA OF COL-WILLAMETTE-CAMP COLLINS
IRS990ScheduleI/RecipientTable/RecipientEIN0930386981
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03001 SE OXBOW PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GRESHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097080
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO CREATE, PROMOTE, MAINTAIN AND CONDUCT A BENEVOLENT FOUNDATION FOR THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0324501
IRS990/TotalAssetsEOYAmt0329580
IRS990/TotalAssetsGrp/BOYAmt0324501
IRS990/TotalAssetsGrp/EOYAmt0329580
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06518
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063012
IRS990/TotalFunctionalExpensesGrp/TotalAmt067264
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04580
IRS990/TotalLiabilitiesEOYAmt015876
IRS990/TotalLiabilitiesGrp/BOYAmt04580
IRS990/TotalLiabilitiesGrp/EOYAmt015876
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0319921
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0313704
IRS990/TotalOtherProgSrvcExpenseAmt063012
IRS990/TotalOtherProgSrvcGrantAmt055929
IRS990/TotalProgramServiceExpensesAmt063012
IRS990/TotalProgramServiceRevenueAmt036399
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054529
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061047
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0324501
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0329580
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0319921
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0313704
IRS990/USAddress/AddressLine1Txt0PO BOX 3041
IRS990/USAddress/CityNm0GRESHAM
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097030
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.GRESHAMROTARY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032511074
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRESHAM ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRES
ReturnHeader/Filer/EIN0331040546
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3041
ReturnHeader/Filer/USAddress/CityNm0GRESHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097030
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BBCB495FAE3762DEA836BD1F7A1843C3AE34399
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C28B53CD5DA98C68143A8D57AEA0C51713999A9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.43.111.138
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:07:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900580910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS & GRAVES CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 N MAIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRESHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970307229
ReturnHeader/PreparerPersonGrp/PhoneNum05036672511
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN G STEGEMAN CPA
ReturnHeader/ReturnTs02019-05-15T17:07:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$329,580
Liabilities
$15,876
Net assets
$313,704
Revenue
$61,047
Expenses
$67,264
Net income
-$6,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.11$0.05$2.06$0.27$0.38$0.11
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.35$0.38$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.03$2.20$0.41$0.43$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.11$2.22$0.10$0.35$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.12$2.47$0.45$0.46$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.08$3.06$0.25$0.31$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.08$3.12$0.37$0.38$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.16$3.14$0.61$0.67$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.05$3.20$0.77$0.50$0.27