Civic Intelligence

Central Point Rotary Foundation

990EZ • Fiscal year 2015 • EIN 46-3150231

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileN/A
PO Box 3333Central Point, OR 97502

(541) 770-5095

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

83rd percentile

28%

Higher net margin than 83% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$60,300

No earlier filing loaded for comparison.

Net Assets

$60,300

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

$65,352

No earlier filing loaded for comparison.

Expenses

$47,214

No earlier filing loaded for comparison.

Net Income

$18,138

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2015: $60,300Net Assets 2015: $60,3002015Assets 2016: $61,523Net Assets 2016: $61,5232016Assets 2017: $88,631Net Assets 2017: $88,6312017Assets 2018: $129,332Liabilities 2018: $32,900Net Assets 2018: $96,4322018Assets 2019: $107,886Net Assets 2019: $107,8862019Assets 2020: $89,482Net Assets 2020: $89,4822020Assets 2021: $116,842Liabilities 2021: $130Net Assets 2021: $116,7122021Assets 2022: $147,829Liabilities 2022: $11,880Net Assets 2022: $135,9492022Assets 2023: $121,613Liabilities 2023: $4,712Net Assets 2023: $116,9012023Assets 2024: $107,764Liabilities 2024: $3,656Net Assets 2024: $104,1082024

Highlighted filing

2015

Assets$60,300
Liabilities-
Net Assets$60,300
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2015: $65,352Expenses 2015: $47,214Net Income 2015: $18,1382015Revenue 2016: $86,527Expenses 2016: $85,304Net Income 2016: $1,2232016Revenue 2017: $77,919Expenses 2017: $50,811Net Income 2017: $27,1082017Revenue 2018: $74,353Expenses 2018: $66,552Net Income 2018: $7,8012018Revenue 2019: $84,025Expenses 2019: $72,571Net Income 2019: $11,4542019Revenue 2020: $7,705Expenses 2020: $26,109Net Income 2020: -$18,4042020Revenue 2021: $72,694Expenses 2021: $35,520Net Income 2021: $37,1742021Revenue 2022: $73,024Expenses 2022: $53,787Net Income 2022: $19,2372022Revenue 2023: $61,686Expenses 2023: $80,734Net Income 2023: -$19,0482023Revenue 2024: $74,909Expenses 2024: $87,702Net Income 2024: -$12,7932024

Highlighted filing

2015

Revenue$65,352
Expenses$47,214
Net Income$18,138
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$75,763
Mission and Program Overview

Mission

To provide funds to support local organizations and groups with a focus on youth as well as supporting rotary sponsored national and world-wide service projects

Program Services

DescriptionGrantsExpenses
GRANTS AND SCHOLARSHIPS WERE PROVIDED TO 22 ORGANIZATIONS$637$46,577
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARV HACKWELLPast President-$0--
BRIAN WILKERSONPresident Elect-$0--
SAMANTHA STEELESecretary-$0--
LARRY MARTINDirector-$0--
KELLY GONZALESDirector-$0--
ROB LANDONDirector-$0--
JOLEE WALLACEDirector-$0--
KEVIN PATTERSONTreasurer-$0--
BILL STEWARTDirector-$0--
BRET MOOREVice President-$0--
JUNE BROCKPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$75,756$12,997$4,879$8,118
Total Events$75,756$12,997$10,411$2,586
Filing and Contact Details

Filer

Filer Name
Central Point Rotary Foundation
EIN
46-3150231
Phone
5417705095
Address
PO BOX 3333, CENTRAL POINT, OR 97502

Signing Officer

Name
Kevin Patterson
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Dale E Foster CPA PC
Address
670 Superior Ct 106, Medford, OR 97504
Preparer
Dale E Foster CPA
Phone
5417705095
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: CHARITABLE-SCHOLARSHIPS | Donee's Name: CRATER FOUNDATION CENTRAL POINT, OR 97502 | Relationship of Donee: NONE | Cash Amount Given: $19300”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: CHARITABLE | Donee's Name: 4-H FFA LIVESTOCK AUCTION CENTRAL POINT, OR 97502 | Relationship of Donee: NONE | Cash Amount Given: $5356”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: CHARITABLE | Donee's Name: SCHOOL DISTRICT 6 - KIDS SHOPPING SPREE CENTRAL POINT, OR 97502 | Relationship of Donee: NONE | Cash Amount Given: $5075”

Other Expenses.1

“BANK FEES $637”

Raw XML Appendix177 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARV HACKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN WILKERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROB LANDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOLEE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KEVIN PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BILL STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRET MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JUNE BROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDS TO SUPPORT LOCAL ORGANIZATIONS AND GROUPS WITH A FOCUS ON YOUTH AS WELL AS SUPPORTING ROTARY SPONSORED NATIONAL AND WORLD-WIDE SERVICE PROJECTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0637
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010411
IRS990EZ/SpecialEventsNetIncomeLossAmt02586
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047214
IRS990EZ/TotalProgramServiceExpensesAmt0637
IRS990EZ/TotalRevenueAmt065352
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085351
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085351
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0148110
IRS990ScheduleA/TotalSupportAmt0148131
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: CHARITABLE-SCHOLARSHIPS | Donee's Name: CRATER FOUNDATION CENTRAL POINT, OR 97502 | Relationship of Donee: NONE | Cash Amount Given: $19300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHARITABLE | Donee's Name: 4-H FFA LIVESTOCK AUCTION CENTRAL POINT, OR 97502 | Relationship of Donee: NONE | Cash Amount Given: $5356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: CHARITABLE | Donee's Name: SCHOOL DISTRICT 6 - KIDS SHOPPING SPREE CENTRAL POINT, OR 97502 | Relationship of Donee: NONE | Cash Amount Given: $5075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $637
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
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ReturnHeader/Filer/PhoneNum05417705095
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0670 Superior Ct 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05417705095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE E FOSTER CPA
ReturnHeader/ReturnTs02016-05-16T13:13:05-07:00
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
$60,300
Liabilities
-
Net assets
$60,300
Revenue
$65,352
Expenses
$47,214
Net income
$18,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.04$1.04$0.75$0.88$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.05$1.17$0.62$0.81$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.12$1.36$0.73$0.54$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.73$0.36$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.08$0.26$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.84$0.73$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.33$0.96$0.74$0.67$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.78$0.51$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.87$0.85$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.65$0.47$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits