Civic Intelligence

Jefferson County Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 38-3823985

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$114,711

Up $28,344 (+33%) from 2016

Net Assets

Up

$114,711

Up $28,344 (+33%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$37,116

Down $9,765 (-21%) from 2016

Expenses

Down

$27,805

Down $8,520 (-23%) from 2016

Net Income

Down

$9,311

Down $1,245 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2018

Assets$114,711
Liabilities-
Net Assets$114,711
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$37,116
Expenses$27,805
Net Income$9,311
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.3
Gross Receipts
$72,654
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.$25,373$25,373
Compensation and Service Providers
Top Officer Pay76th 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$55,688$55,688$18,358$37,330
Sports Booklet$11,451$11,451$1,890$9,561
Total Events$67,139$67,139$35,538$31,601
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
2018-10-22

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

“Cash contribution: 19,971 relationship: none cash contribution: 5,402 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses administrative costs 805 total 805”

Form 990-ez, Part III

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

Raw XML Appendix172 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/BOYAmt0105400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05508
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09311
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01335
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105400
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114711
IRS990EZ/FundraisingGrossIncomeAmt067139
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025373
IRS990EZ/GrossReceiptsAmt072654
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114711
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114711
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/OtherExpensesTotalAmt0805
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO SUPPORT THE COMMUNITY THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/PrintingPublicationsPostageAmt0292
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE CONTRIBUTIONS DEPENDING ON THE NEEDS OF THE MADRAS COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025373
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025373
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035538
IRS990EZ/SpecialEventsNetIncomeLossAmt031601
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027805
IRS990EZ/TotalProgramServiceExpensesAmt025373
IRS990EZ/TotalRevenueAmt037116
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt067139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt073641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0338832
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0387521
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069987
IRS990ScheduleA/Total509Grp/TotalAmt0387521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069987
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0387521
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035538
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02460
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02460
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHERRY TREE AUC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPORTS BOOKLET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067139
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031601
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020248
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018358
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01890
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012830
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 19,971 RELATIONSHIP: NONE CASH CONTRIBUTION: 5,402 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE COSTS 805 TOTAL 805
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MANION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05414756952
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0977CFCB9C685DC8DED6EB91A22541EBE6B77B20C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:16:43
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/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN L CALLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-22T08:16:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,711
Liabilities
-
Net assets
$114,711
Revenue
$37,116
Expenses
$27,805
Net income
$9,311
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
2018Detailed filing. Detailed filing data is available for this year.$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