Civic Intelligence

Gresham Rotary Club Foundation

990 • Fiscal year 2021 • EIN 33-1040546

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 03, 2021

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

(503) 475-6563

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.27x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

30th percentile

-3.7%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

76%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$259,356

Down $55,018 (-18%) from 2020

Net Assets

Down

$247,256

Down $58,861 (-19%) from 2020

Liabilities

Up

$12,100

Up $3,843 (+47%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin30th percentile

Revenue

Up

$44,530

Up $19,286 (+76%) from 2020

Expenses

Up

$46,183

Up $14,829 (+47%) from 2020

Net Income

Up

-$1,653

Up $4,457 (+73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2021

Assets$259,356
Liabilities$12,100
Net Assets$247,256
Open 2021 Filing

Operations Trend

Revenue Growth82nd 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

2021

Revenue$44,530
Expenses$46,183
Net Income-$1,653
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 3, 2021
Return Version
2020v4.0
Gross Receipts
$49,848
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$266,329$192,122▼ $74,207
Cash and Non-Interest-Bearing Accounts$43,478$65,246▲ $21,768
Accounts Receivable$4,567$1,713▼ $2,854
Total Assets$314,374$259,356▼ $55,018
Other Assets Total-$275-
Liabilities
Accounts Payable and Accrued Expenses$7,500$11,000▲ $3,500
Other Liabilities$757$1,100▲ $343
Total Liabilities$8,257$12,100▲ $3,843
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$306,117$247,256▼ $58,861
Total Net Assets Fund Balance$306,117$247,256▼ $58,861
Total Liabilities and Net Assets / Fund Balance$314,374$259,356▼ $55,018
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Larry SchwartzPresident
Doug WalkerDirector
M Patton EcholsDirector
Nick HymelDirector
Robin McgregorDirector
Steve BrownDirector
Tj LenchitskyDirector
Nic CastanedaSecretary
Teresa BrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,000
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$36,517
All Other Contributions
$8,000
Change in Net Assets
$-1,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,590
Other Expenses$5,593
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,250--$32,250
Grants to Domestic Orgs$8,340--$8,340
Fees for Services Accounting$3,756--$3,756
Other Expenses$183--$183
All Other Expenses$161--$161
Total Functional Expenses$46,183$0$0$46,183
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,630
Fundraising Direct Expenses$5,318
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,680$38,680$5,230$33,450
Total Events$38,680$38,680$5,230$33,450
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$1,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

“The organization engages an independent external cpa to prepare the annual form 990 and related filings. Treasurer reviews form 990 prior to authorizing the external cpa to complete the filing. Treasurer makes the form 990 available to all members of the organization's board and ensures public disclosure upon written request.”

Form 990, Page 6, Part VI, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

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

Signing Officer

Name
Teresa Bright
Title
Treasurer
Phone
5034756563
Signed
2021-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Bright
Formed
2003
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
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.”

Form 990, Part XI, Line 9

“Prior year unrealized gains not reportable on 990 -57,208”

Raw XML Appendix382 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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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,356
Liabilities
$12,100
Net assets
$247,256
Revenue
$44,530
Expenses
$46,183
Net income
-$1,653
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