Civic Intelligence

Jefferson County Rotary Foundation Inc.

990EZ • Fiscal year 2013 • EIN 38-3823985

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 20, 2013

Organization ProfileN/A
PO Box 52697741
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$43,827

Up $18,298 (+72%) from 2012

Net Assets

Up

$43,827

Up $18,298 (+72%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$52,551

Up $12,263 (+30%) from 2012

Expenses

Up

$34,253

Up $3,956 (+13%) from 2012

Net Income

Up

$18,298

Up $8,307 (+83%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2013

Assets$43,827
Liabilities-
Net Assets$43,827
Open 2013 Filing

Operations Trend

Revenue Growth78th 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

2013

Revenue$52,551
Expenses$34,253
Net Income$18,298
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 20, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
38-3823985
Raw XML Appendix161 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/Compensation/PersonName0SONDY R WYSS
CompensationExplanation/Compensation/PersonName1NICK SNEAD
CompensationExplanation/Compensation/PersonName2VIRGINIA RUNGE
CompensationExplanation/Compensation/PersonName3JERRY GERKE
CompensationExplanation/Compensation/PersonName4TERESA MARTIN
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY025529
IRS990EZ/CashSavingsAndInvestments/EOY043827
IRS990EZ/ContributionsGiftsGrantsEtc015174
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear018298
IRS990EZ/FeesAndOthPymtToIndContractors0750
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome056056
IRS990EZ/GrantsAndSimilarAmountsPaid030336
IRS990EZ/GrossReceipts071230
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY025529
IRS990EZ/NetAssetsOrFundBalancesBOY025529
IRS990EZ/NetAssetsOrFundBalances/EOY043827
IRS990EZ/NetAssetsOrFundBalancesEOY043827
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0SONDY R WYSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1NICK SNEAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2VIRGINIA RUNGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JERRY GERKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4TERESA MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4MEMBER AT LA
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal02847
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/PrintingPublicationsPostage0320
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0CHARITABLE CONTRIBUTIONS DEPENDING ON THE NEEDS OF THE MADRAS COMMUNITY.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations030336
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses030336
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses018679
IRS990EZ/SpecialEventsNetIncomeLoss037377
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OR
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 526
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MADRAS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097741
IRS990EZ/TheBooksAreInCareOf/NamePerson0NICK SNEAD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05413232916
IRS990EZ/TotalAssets/BOY025529
IRS990EZ/TotalAssets/EOY043827
IRS990EZ/TotalExpenses034253
IRS990EZ/TotalProgramServiceExpenses030336
IRS990EZ/TotalRevenue052551
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear015174
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year04050
IRS990ScheduleA/GiftsGrantsContribReceived509/Total019224
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear053333
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year055824
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years040853
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0150010
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090169234
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear068507
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year059874
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years040853
IRS990ScheduleA/Total509/Total0169234
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear068507
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year059874
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years040853
IRS990ScheduleA/TotalSupportTotal/Total0169234
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents018679
IRS990ScheduleG/EventsInformation/EntertainmentEvent101500
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents01500
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1045793
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2010263
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal056056
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1045793
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2010263
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents056056
IRS990ScheduleG/EventsInformation/NameOfEvent10CHERRY TREE AUC
IRS990ScheduleG/EventsInformation/NameOfEvent20SPORTS BOOKLET
IRS990ScheduleG/EventsInformation/NetIncomeSummary037377
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent103963
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent201789
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents05752
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1011427
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents011427
IRS990ScheduleO/GeneralExplanation/Explanation0NONE 25,592 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES ADMINISTRATIVE COSTS 1,847 ROTARY DISTRICT REG. COST 1,000 TOTAL 2,847
IRS990ScheduleO/GeneralExplanation/Explanation2THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0383823985
ReturnHeader/Filer/Name/BusinessNameLine10JEFFERSON CO ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0JEFF
ReturnHeader/Filer/Phone05414754885
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 526
ReturnHeader/Filer/USAddress/City0MADRAS
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097741
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-20
ReturnHeader/Officer/Name0SONDY WYSS
ReturnHeader/Officer/Phone05414754885
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-25
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CALLAN ACCOUNTING SERVICES CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101018 SW EMKAY DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BEND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097702
ReturnHeader/Preparer/Name0STEPHEN L CALLAN
ReturnHeader/Preparer/Phone05413883838
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-26T11:38:25-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$43,827
Liabilities
-
Net assets
$43,827
Revenue
$52,551
Expenses
$34,253
Net income
$18,298
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits