Civic Intelligence

Jefferson County Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 38-3823985

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 28, 2016

Organization ProfileN/A
PO Box 526Madras, OR 97741

(541) 475-6952

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-5.1%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$86,367

Up $10,556 (+14%) from 2015

Net Assets

Up

$86,367

Up $10,556 (+14%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$46,881

Down $2,517 (-5.1%) from 2015

Expenses

Up

$36,325

Up $6,502 (+22%) from 2015

Net Income

Down

$10,556

Down $9,019 (-46%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2016

Assets$86,367
Liabilities-
Net Assets$86,367
Open 2016 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

2016

Revenue$46,881
Expenses$36,325
Net Income$10,556
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 28, 2016
Return Version
2015v2.1
Gross Receipts
$81,579
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.$34,430$34,430
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cherry Tree Auc$48,961$48,961$19,588$29,373
Sports Booklet$17,084$17,084$1,725$15,359
Total Events$66,045$66,045$34,698$31,347
Filing and Contact Details

Filer

Filer Name
Jefferson Co Rotary Foundation
EIN
38-3823985
Phone
5414756952
Address
PO BOX 526, MADRAS, OR 97741

Signing Officer

Name
Jim Manion
Title
President
Phone
5414756952
Signed
2016-11-28

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 19,007 0 0 none 15,423 0 0”

Form 990-ez, Part I, Line 16

“Expenses administrative costs 489 total 489”

Form 990-ez, Part III

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

Raw XML Appendix165 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/PersonNm0BARTT BRICK
IRS990EZ/BooksInCareOfDetail/PhoneNum05036402630
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 526
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADRAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097741
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086367
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015526
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010556
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0895
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075811
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086367
IRS990EZ/FundraisingGrossIncomeAmt066045
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034430
IRS990EZ/GrossReceiptsAmt081579
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075811
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086367
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075811
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086367
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/PersonNm0JIM MANION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERRY GERKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERED REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARTT BRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK SNEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0489
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/PrintingPublicationsPostageAmt0511
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE CONTRIBUTIONS DEPENDING ON THE NEEDS OF THE MADRAS COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034430
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034430
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034698
IRS990EZ/SpecialEventsNetIncomeLossAmt031347
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036325
IRS990EZ/TotalProgramServiceExpensesAmt034430
IRS990EZ/TotalRevenueAmt046881
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0309327
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0363526
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059874
IRS990ScheduleA/Total509Grp/TotalAmt0363526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059874
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0363526
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034698
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02863
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02863
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHERRY TREE AUC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPORTS BOOKLET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066045
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031347
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021313
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019588
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01725
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010522
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE 19,007 0 0 NONE 15,423 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE COSTS 489 TOTAL 489
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MANION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05414756952
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON CO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0383823985
ReturnHeader/Filer/PhoneNum05414756952
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/PreparationDt02016-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN L CALLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-01T14:23:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,367
Liabilities
-
Net assets
$86,367
Revenue
$46,881
Expenses
$36,325
Net income
$10,556
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
2016Detailed filing. Detailed filing data is available for this year.$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