Civic Intelligence

Jefferson County Rotary Foundation Inc.

990EZ • Fiscal year 2014 • EIN 38-3823985

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileN/A
PO Box 52697741

(541) 475-4885

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-1.5%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,235

Up $12,408 (+28%) from 2013

Net Assets

Up

$56,235

Up $12,408 (+28%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$51,749

Down $802 (-1.5%) from 2013

Expenses

Up

$39,341

Up $5,088 (+15%) from 2013

Net Income

Down

$12,408

Down $5,890 (-32%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$150K$100K$50K$0Assets 2012: $25,529Net Assets 2012: $25,5292012Assets 2013: $43,827Net Assets 2013: $43,8272013Assets 2014: $56,235Net Assets 2014: $56,2352014Assets 2015: $75,811Net Assets 2015: $75,8112015Assets 2016: $86,367Net Assets 2016: $86,3672016Assets 2018: $114,711Net Assets 2018: $114,7112018Assets 2019: $99,915Net Assets 2019: $99,9152019Assets 2020: $87,362Net Assets 2020: $87,3622020Assets 2021: $95,615Net Assets 2021: $95,6152021Assets 2022: $120,501Net Assets 2022: $120,5012022Assets 2023: $139,489Net Assets 2023: $139,4892023Assets 2025: $99,328Net Assets 2025: $99,3282025

Highlighted filing

2014

Assets$56,235
Liabilities-
Net Assets$56,235
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50KRevenue 2012: $40,288Expenses 2012: $30,297Net Income 2012: $9,9912012Revenue 2013: $52,551Expenses 2013: $34,253Net Income 2013: $18,2982013Revenue 2014: $51,749Expenses 2014: $39,341Net Income 2014: $12,4082014Revenue 2015: $49,398Expenses 2015: $29,823Net Income 2015: $19,5752015Revenue 2016: $46,881Expenses 2016: $36,325Net Income 2016: $10,5562016Revenue 2018: $37,116Expenses 2018: $27,805Net Income 2018: $9,3112018Revenue 2019: $33,817Expenses 2019: $48,611Net Income 2019: -$14,7942019Revenue 2020: $11,865Expenses 2020: $24,419Net Income 2020: -$12,5542020Revenue 2021: $23,832Expenses 2021: $15,579Net Income 2021: $8,2532021Revenue 2022: $90,955Expenses 2022: $55,370Net Income 2022: $35,5852022Revenue 2023: $42,770Expenses 2023: $51,993Net Income 2023: -$9,2232023Revenue 2025: $10,928Expenses 2025: $25,662Net Income 2025: -$14,7342025

Highlighted filing

2014

Revenue$51,749
Expenses$39,341
Net Income$12,408
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$69,987
Mission and Program Overview

Mission

The foundation was established to support the community through charitable and educational purposes.

Program Services

DescriptionGrantsExpenses
CHARITABLE CONTRIBUTIONS DEPENDING ON THE NEEDS OF THE MADRAS COMMUNITY.$36,879$36,879
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONDY R WYSSPresident-$0--
VIRGINIA RUNGESecretary-$0--
JERRY GERKEVice Preside-$0--
TERESA MARTINTreasurer-$0--
JERED REIDMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$46,727$46,727$4,774$41,953
Event 2$13,757$13,757$1,015$12,742
Total Events$60,484$60,484$18,238$42,246
Filing and Contact Details

Filer

EIN
38-3823985
Phone
5414754885

Signing Officer

Name
Sondy Wyss
Title
President
Phone
5414754885
Signed
2014-11-10

Preparer

Preparer
Stephen L Callan
Phone
5413883838
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“None 23,293 0 0 none 0 13,586 0”

Form 990-ez, Part I, Line 16

“Expenses administrative costs 336 rotary district reg. Cost 1,100 total 1,436”

Form 990-ez, Part III

“The foundation was established to support the community through charitable and educational purposes.”

Raw XML Appendix163 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SONDY R WYSS
CompensationExplanation/CompensationExplanationGrp/PersonNm1VIRGINIA RUNGE
CompensationExplanation/CompensationExplanationGrp/PersonNm2JERRY GERKE
CompensationExplanation/CompensationExplanationGrp/PersonNm3TERESA MARTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm4JERED REID
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TERESA MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05414753628
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10650 NE A STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0MADRAS
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097741
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043827
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056235
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09503
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012408
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043827
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056235
IRS990EZ/FundraisingGrossIncomeAmt060484
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036879
IRS990EZ/GrossReceiptsAmt069987
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043827
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056235
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043827
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056235
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONDY R WYSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VIRGINIA RUNGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY GERKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERESA MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERED REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01436
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/PrintingPublicationsPostageAmt076
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE CONTRIBUTIONS DEPENDING ON THE NEEDS OF THE MADRAS COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036879
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036879
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018238
IRS990EZ/SpecialEventsNetIncomeLossAmt042246
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039341
IRS990EZ/TotalProgramServiceExpensesAmt036879
IRS990EZ/TotalRevenueAmt051749
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0210494
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0239221
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040853
IRS990ScheduleA/Total509Grp/TotalAmt0239221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0239221
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018238
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01258
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046727
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046727
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060484
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CHERRY TREE AUC
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPORTS BOOKLET
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042246
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05789
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04774
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01015
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011191
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE 23,293 0 0 NONE 0 13,586 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE COSTS 336 ROTARY DISTRICT REG. COST 1,100 TOTAL 1,436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SONDY WYSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05414754885
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10JEFFERSON CO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0383823985
ReturnHeader/Filer/PhoneNum05414754885
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 526
ReturnHeader/Filer/USAddress/City0MADRAS
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097741
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931318784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALLAN ACCOUNTING SERVICES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10855 SW YATES DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0977023217
ReturnHeader/PreparerPersonGrp/PhoneNum05413883838
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN L CALLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-10T14:16:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,235
Liabilities
-
Net assets
$56,235
Revenue
$51,749
Expenses
$39,341
Net income
$12,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.99$0.11$0.26$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.43$0.52$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.91$0.55$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.96$0.24$0.16$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.87$0.12$0.24$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$0.34$0.49$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.15$0.37$0.28$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.86$0.47$0.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.49$0.30$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.52$0.39$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.53$0.34$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.40$0.30$0.10