Civic Intelligence

Gresham Rotary Club Foundation

990 • Fiscal year 2023 • EIN 33-1040546

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 03, 2024

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

33rd percentile

-5.4%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.3%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

320%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$223,657

Down $10,024 (-4.3%) from 2022

Net Assets

Down

$220,207

Down $2,199 (-1.0%) from 2022

Liabilities

Down

$3,450

Down $7,825 (-69%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin33rd percentile

Revenue

Up

$41,100

Up $31,319 (+320%) from 2022

Expenses

Up

$43,299

Up $8,668 (+25%) from 2022

Net Income

Up

-$2,199

Up $22,651 (+91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$223,657
Liabilities$3,450
Net Assets$220,207
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$41,100
Expenses$43,299
Net Income-$2,199
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 3, 2024
Return Version
2022v5.0
Gross Receipts
$46,485
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$200,028▲ $7,906
Cash and Non-Interest-Bearing Accounts$40,785$20,855▼ $19,930
Accounts Receivable$774$824▲ $50
Prepaid Expenses and Deferred Charges-$500-
Total Assets$233,681$223,657▼ $10,024
Other Assets Total-$1,450-
Liabilities
Accounts Payable and Accrued Expenses$11,000$3,000▼ $8,000
Other Liabilities$275$450▲ $175
Total Liabilities$11,275$3,450▼ $7,825
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$222,406$220,207▼ $2,199
Total Net Assets Fund Balance$222,406$220,207▼ $2,199
Total Liabilities and Net Assets / Fund Balance$233,681$223,657▼ $10,024
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Glen AkersPresident
Amanda GarciaDirector
Becca GordonDirector
Curtis BedontDirector
Eric YoungDirector
Lisa SkariDirector
Robin MacgregorDirector
Mary KlattSecretary
David FigurateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,915
Program Service Revenue
$0
Investment Income
$7,917
Other Revenue
$22,268
All Other Contributions
$10,915
Change in Net Assets
$-2,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,447
Other Expenses$5,852
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,450--$20,450
Grants to Domestic Orgs$15,947--$15,947
Fees for Services Accounting$3,846--$3,846
Foreign Grants$1,050--$1,050
All Other Expenses$149$42-$191
Other Expenses$90$775-$90
Total Functional Expenses$42,482$817$0$43,299
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Col-willamette-camp CollinsGresham, OR--$5,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,653
Fundraising Direct Expenses$5,385
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$27,653$27,653$5,385$22,268
Total Events$27,653$27,653$5,385$22,268
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$450
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
David Figurate
Title
Treasurer
Phone
5039295703
Signed
2024-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glen Akers
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.”

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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

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,657
Liabilities
$3,450
Net assets
$220,207
Revenue
$41,100
Expenses
$43,299
Net income
-$2,199
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