Civic Intelligence

Gresham Rotary Club Foundation

990 • Fiscal year 2022 • EIN 33-1040546

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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

(503) 929-5703

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

1.15x

Higher debt load relative to revenue than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-254%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-9.9%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$233,681

Down $25,675 (-9.9%) from 2021

Net Assets

Down

$222,406

Down $24,850 (-10%) from 2021

Liabilities

Down

$11,275

Down $825 (-6.8%) from 2021

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin3rd percentile

Revenue

Down

$9,781

Down $34,749 (-78%) from 2021

Expenses

Down

$34,631

Down $11,552 (-25%) from 2021

Net Income

Down

-$24,850

Down $23,197 (-1403%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$233,681
Liabilities$11,275
Net Assets$222,406
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$9,781
Expenses$34,631
Net Income-$24,850
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$22,237
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$192,122$192,122→ $0
Cash and Non-Interest-Bearing Accounts$65,246$40,785▼ $24,461
Accounts Receivable$1,713$774▼ $939
Total Assets$259,356$233,681▼ $25,675
Other Assets Total$275--
Liabilities
Accounts Payable and Accrued Expenses$11,000$11,000→ $0
Other Liabilities$1,100$275▼ $825
Total Liabilities$12,100$11,275▼ $825
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$247,256$222,406▼ $24,850
Total Net Assets Fund Balance$247,256$222,406▼ $24,850
Total Liabilities and Net Assets / Fund Balance$259,356$233,681▼ $25,675
Compensation and Service Providers
Top Officer Pay78th 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
$10,125
Program Service Revenue
$0
Investment Income
$437
Other Revenue
$-781
All Other Contributions
$10,125
Change in Net Assets
$-24,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,084
Other Expenses$7,547
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,667--$14,667
Grants to Domestic Orgs$12,115--$12,115
Fees for Services Accounting$1,984--$1,984
All Other Expenses$1,364$75-$1,439
Other Expenses$500$775-$500
Foreign Grants$302--$302
Total Functional Expenses$33,781$850$0$34,631
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,456
Fundraising Gross Income$11,675
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$275
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
Phone
5039295703
Address
PO BOX 3041, GRESHAM, OR 97030

Signing Officer

Name
Teresa Bright
Title
Treasurer
Phone
5034756563
Signed
2022-11-15
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.”

Raw XML Appendix362 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/BOYAmt011000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011000
IRS990/AccountsReceivableGrp/BOYAmt01713
IRS990/AccountsReceivableGrp/EOYAmt0774
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/AllOtherContributionsAmt010125
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01364
IRS990/AllOtherExpensesGrp/TotalAmt01439
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0TERESA BRIGHT
IRS990/BooksInCareOfDetail/PhoneNum05039295703
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3041
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRESHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097030
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt065246
IRS990/CashNonInterestBearingGrp/EOYAmt040785
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010125
IRS990/CYGrantsAndSimilarPaidAmt027084
IRS990/CYInvestmentIncomeAmt0437
IRS990/CYOtherExpensesAmt07547
IRS990/CYOtherRevenueAmt0-781
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-24850
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt034631
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09781
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIP PROGRAMS IN PURSUIT OF THE ORGANIZATION'S MISSION OF 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/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt011667
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01984
IRS990/FeesForServicesAccountingGrp/TotalAmt01984
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt0302
IRS990/ForeignGrantsGrp/TotalAmt0302
IRS990/ForeignOfficeInd0false
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1TERESA BRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2NIC CASTANEDA
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUG WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBIN MCGREGOR
IRS990/Form990PartVIISectionAGrp/PersonNm5NICK HYMEL
IRS990/Form990PartVIISectionAGrp/PersonNm6TJ LENCHITSKY
IRS990/Form990PartVIISectionAGrp/PersonNm7M PATTON ECHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE BROWN
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/ReportableCompFromOrgAmt80
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt012456
IRS990/FundraisingGrossIncomeAmt011675
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt011667
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt014667
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt014667
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012115
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012115
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt022237
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0437
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0437
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0192122
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0192122
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/NetAssetsOrFundBalancesBOYAmt0247256
IRS990/NetAssetsOrFundBalancesEOYAmt0222406
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-781
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0247256
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0222406
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0275
IRS990/OtherExpensesGrp/Desc0INSTALLATION DINNER
IRS990/OtherExpensesGrp/Desc1CPA FEES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0775
IRS990/OtherExpensesGrp/ProgramServicesAmt02099
IRS990/OtherExpensesGrp/ProgramServicesAmt1750
IRS990/OtherExpensesGrp/ProgramServicesAmt2500
IRS990/OtherExpensesGrp/TotalAmt02099
IRS990/OtherExpensesGrp/TotalAmt1775
IRS990/OtherExpensesGrp/TotalAmt2750
IRS990/OtherExpensesGrp/TotalAmt3500
IRS990/OtherLiabilitiesGrp/BOYAmt01100
IRS990/OtherLiabilitiesGrp/EOYAmt0275
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN / LOSS ON INV
IRS990/OtherRevenueMiscGrp/Desc1GAIN / LOSS ON INVESTMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027471
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-27471
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027471
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-27471
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TERESA BRIGHT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SUPPORT PROGRAMS IN PURSUIT OF THE ORGANIZATION'S MISSION OF THE ADVANCEMENT OF EDUCATION, CHARITABLE AND SCIENTIFIC PURPOSES THAT FILL HUMAN NEEDS, PRIMARILY, BUT NOT EXCLUSIVELY, THOSE OF YOUTH.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021812
IRS990/ProgSrvcAccomActy2Grp/GrantAmt015115
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/ExpenseAmt0302
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0302
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt040590
IRS990/PYInvestmentIncomeAmt013
IRS990/PYOtherExpensesAmt05593
IRS990/PYOtherRevenueAmt036517
IRS990/PYRevenuesLessExpensesAmt0-1653
IRS990/PYTotalExpensesAmt046183
IRS990/PYTotalRevenueAmt044530
IRS990/ReconcilationRevenueExpnssAmt0-24850
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028801
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02736
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018130
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt035530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0139751
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02736
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014664
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt035530
IRS990ScheduleA/InvestmentIncomeCYPct00.17000
IRS990ScheduleA/InvestmentIncomePYPct00.21000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82590
IRS990ScheduleA/PublicSupportPY509Pct00.79130
IRS990ScheduleA/PublicSupportTotal509Amt0168552
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042917
IRS990ScheduleA/Total509Grp/TotalAmt0168552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061047
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204082
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CLUB
IRS990ScheduleD/TotalLiabilityAmt0275
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt111667
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHRISTMAS BASKET/HOLIDAY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0259356
IRS990/TotalAssetsEOYAmt0233681
IRS990/TotalAssetsGrp/BOYAmt0259356
IRS990/TotalAssetsGrp/EOYAmt0233681
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010125
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033781
IRS990/TotalFunctionalExpensesGrp/TotalAmt034631
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012100
IRS990/TotalLiabilitiesEOYAmt011275
IRS990/TotalLiabilitiesGrp/BOYAmt012100
IRS990/TotalLiabilitiesGrp/EOYAmt011275
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0247256
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0222406
IRS990/TotalOtherProgSrvcExpenseAmt0302
IRS990/TotalOtherProgSrvcGrantAmt0302
IRS990/TotalProgramServiceExpensesAmt033781
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0437
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09781
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0259356
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0233681
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3041
IRS990/USAddress/CityNm0GRESHAM
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097030
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.GRESHAMROTARY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA BRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05034756563
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRESHAM ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRES
ReturnHeader/Filer/EIN0331040546
ReturnHeader/Filer/PhoneNum05039295703
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3041
ReturnHeader/Filer/USAddress/CityNm0GRESHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097030
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/PreparationDt02023-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN G STEGEMAN CPA
ReturnHeader/ReturnTs02023-01-16T19:39:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRIGHT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,681
Liabilities
$11,275
Net assets
$222,406
Revenue
$9,781
Expenses
$34,631
Net income
-$24,850
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