Civic Intelligence

Gresham Rotary Club Foundation

990 • Fiscal year 2024 • EIN 33-1040546

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 30, 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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

28th percentile

-9.0%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$217,044

Down $6,613 (-3.0%) from 2023

Net Assets

Down

$217,044

Down $3,163 (-1.4%) from 2023

Liabilities

Down

$0

Down $3,450 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

Down

$35,033

Down $6,067 (-15%) from 2023

Expenses

Down

$38,196

Down $5,103 (-12%) from 2023

Net Income

Down

-$3,163

Down $964 (-44%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2024

Assets$217,044
Liabilities$0
Net Assets$217,044
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$35,033
Expenses$38,196
Net Income-$3,163
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.0
Gross Receipts
$40,129
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$200,028$208,790▲ $8,762
Cash and Non-Interest-Bearing Accounts$20,855$5,580▼ $15,275
Accounts Receivable$824$1,524▲ $700
Prepaid Expenses and Deferred Charges$500$500→ $0
Total Assets$223,657$217,044▼ $6,613
Other Assets Total$1,450$650▼ $800
Liabilities
Accounts Payable and Accrued Expenses$3,000--
Other Liabilities$450--
Total Liabilities$3,450$0▼ $3,450
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$220,207$217,044▼ $3,163
Total Net Assets Fund Balance$220,207$217,044▼ $3,163
Total Liabilities and Net Assets / Fund Balance$223,657$217,044▼ $6,613
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Glen AkersPresident
Amanda GarciaPresident El
Becca GordonDirector
Curtis BedontDirector
Eric YoungDirector
Lisa SkariDirector
Robin MacgregorDirector
Nic CastanedaSecretary
David FigurateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,733
Program Service Revenue
$0
Investment Income
$8,768
Other Revenue
$24,532
All Other Contributions
$1,733
Change in Net Assets
$-3,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,901
Other Expenses$8,295
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$22,181--$22,181
Grants to Domestic Orgs$7,720--$7,720
Fees for Services Accounting$3,291--$3,291
Office Expenses$421--$421
Other Expenses$90$72-$72
All Other Expenses$46--$46
Total Functional Expenses$37,249$947$0$38,196
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Dictionary ProjectCharlston, SC--$5,670
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,628
Fundraising Direct Expenses$5,096
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$29,628$29,628$5,096$24,532
Total Events$29,628$29,628$5,096$24,532
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
5032511074
Signed
2024-10-30
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

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

Open filing
Assets
$217,044
Liabilities
$0
Net assets
$217,044
Revenue
$35,033
Expenses
$38,196
Net income
-$3,163
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