Civic Intelligence

Jefferson County Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 38-3823985

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 12, 2016

Organization ProfileN/A
PO Box 526Madras, OR 97741

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

79th percentile

35%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,811

Up $19,576 (+35%) from 2014

Net Assets

Up

$75,811

Up $19,576 (+35%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$49,398

Down $2,351 (-4.5%) from 2014

Expenses

Down

$29,823

Down $9,518 (-24%) from 2014

Net Income

Up

$19,575

Up $7,167 (+58%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2015

Assets$75,811
Liabilities-
Net Assets$75,811
Open 2015 Filing

Operations Trend

Revenue Growth41st 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

2015

Revenue$49,398
Expenses$29,823
Net Income$19,575
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$83,592
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.$27,214$27,214
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM MANIONPresident-$0--
JERED REIDSecretary-$0--
JERRY GERKEVice Preside-$0--
TERESA MARTINTreasurer-$0--
NICK SNEADMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cherry Tree Auc$48,631$48,631$17,836$30,795
Sports Booklet$25,010$25,010$1,650$23,360
Total Events$73,641$73,641$34,194$39,447
Filing and Contact Details

Filer

Filer Name
Jefferson Co Rotary Foundation
EIN
38-3823985
Phone
5414754885
Address
PO BOX 526, MADRAS, OR 97741

Signing Officer

Name
Jim Manion
Title
President
Phone
5414754885
Signed
2016-02-12

Preparer

Firm
Callan Accounting Services CPA LLC
Address
855 SW YATES DR STE 101, BEND, OR 97702-3217
Preparer
Stephen L Callan
Phone
5413883838
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“None 16,319 0 0 none 10,895 0 0”

Form 990-ez, Part I, Line 16

“Expenses administrative costs 197 rotary district reg. Cost 1,100 total 1,297”

Form 990-ez, Part III

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

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TERESA MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05414753628
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0650 NE A STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADRAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097741
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056236
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075811
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09946
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019575
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056236
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075811
IRS990EZ/FundraisingGrossIncomeAmt073641
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027214
IRS990EZ/GrossReceiptsAmt083592
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM MANION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERED REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY GERKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERESA MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK SNEAD
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/OtherExpensesTotalAmt01297
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/PrintingPublicationsPostageAmt0387
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE CONTRIBUTIONS DEPENDING ON THE NEEDS OF THE MADRAS COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027214
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027214
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034194
IRS990EZ/SpecialEventsNetIncomeLossAmt039447
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029823
IRS990EZ/TotalProgramServiceExpensesAmt027214
IRS990EZ/TotalRevenueAmt049398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0284135
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0322808
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040853
IRS990ScheduleA/Total509Grp/TotalAmt0322808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0322808
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034194
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02566
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02566
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHERRY TREE AUC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPORTS BOOKLET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073641
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039447
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019486
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017836
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01650
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012142
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE 16,319 0 0 NONE 10,895 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE COSTS 197 ROTARY DISTRICT REG. COST 1,100 TOTAL 1,297
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MANION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05414754885
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON CO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0383823985
ReturnHeader/Filer/PhoneNum05414754885
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 526
ReturnHeader/Filer/USAddress/CityNm0MADRAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097741
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931318784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALLAN ACCOUNTING SERVICES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0855 SW YATES DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0977023217
ReturnHeader/PreparerPersonGrp/PhoneNum05413883838
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN L CALLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-13T11:38:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,811
Liabilities
-
Net assets
$75,811
Revenue
$49,398
Expenses
$29,823
Net income
$19,575
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