Civic Intelligence

Rg Rotary Foundation

990EZ • Fiscal year 2019 • EIN 83-2911657

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 09, 2020

Organization ProfileN/A
PO Box 176Grants Pass, OR 97528

(650) 450-0630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

$75,759

No earlier filing loaded for comparison.

Net Assets

$75,759

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

$92,977

No earlier filing loaded for comparison.

Expenses

$17,218

No earlier filing loaded for comparison.

Net Income

$75,759

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.

$80K$60K$40K$20K$0Assets 2019: $75,759Liabilities 2019: $0Net Assets 2019: $75,7592019Assets 2020: $19,171Net Assets 2020: $19,1712020Assets 2021: $34,999Net Assets 2021: $34,9992021Assets 2022: $40,851Net Assets 2022: $40,8512022Assets 2023: $61,018Net Assets 2023: $61,0182023Assets 2024: $60,589Net Assets 2024: $60,5892024Assets 2025: $54,975Net Assets 2025: $54,9752025

Highlighted filing

2019

Assets$75,759
Liabilities$0
Net Assets$75,759
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2019: $92,977Expenses 2019: $17,218Net Income 2019: $75,7592019Revenue 2020: $22,827Expenses 2020: $79,415Net Income 2020: -$56,5882020Revenue 2021: $25,384Expenses 2021: $9,556Net Income 2021: $15,8282021Revenue 2022: $56,722Expenses 2022: $50,870Net Income 2022: $5,8522022Revenue 2023: $56,978Expenses 2023: $36,811Net Income 2023: $20,1672023Revenue 2024: $65,565Expenses 2024: $66,094Net Income 2024: -$5292024Revenue 2025: $51,368Expenses 2025: $56,982Net Income 2025: -$5,6142025

Highlighted filing

2019

Revenue$92,977
Expenses$17,218
Net Income$75,759
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 9, 2020
Return Version
2018v3.1
Gross Receipts
$99,834
Mission and Program Overview

Mission

RG Rotary Foundation is the charitable arm of the Rogue Gateway Rotary Club with the purpose of funding grants and other activities for charitable and educational services primarily in Josephine County, Oregon.

Program Services

DescriptionGrantsExpenses
Used the proceeds from our Porchfest community event and fundraiser to provide grants to community organizations and fund youth projects including Rogue Gateway Rotary's backpack program, which provides a backpack filled with food, books, and supplies for local elementary children in need over the holidays.$500$12,900
Facilitated a Rotary Foundation International grant to fund a graduate level student from Afghanistan seeking a career in water sanitation.$2,030-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug WalkerPresident-$0--
Gina Marie AgostaVice President-$0--
Bela ToledoTreasurer-$0--
Janice JonesSecretaryPT$0--
Dawn WelchDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Porchfest Community Event$29,514$28,290$6,017$22,273
Total Events$29,514$28,290$6,857$21,433
Filing and Contact Details

Filer

Filer Name
RG Rotary Foundation
EIN
83-2911657
Address
PO Box 176, Grants Pass, OR 97528

Signing Officer

Name
Bela Toledo
Title
Treasurer
Signed
2020-01-09
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Family Solutions | Cash Amount Given: $9000”

Other Expenses.1012

“Insurance $1337”

Other Expenses.1

“Loodin Education Expenses $2030”

Other Expenses.2

“School Supplies for Backpacks $500”

Other Expenses.4

“Rounding Adjustment $-1”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2000”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06504500630
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Grants Pass
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Doug Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gina Marie Agosta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bela Toledo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janice Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dawn Welch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt03866
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RG Rotary Foundation is the charitable arm of the Rogue Gateway Rotary Club with the purpose of funding grants and other activities for charitable and educational services primarily in Josephine County, Oregon.
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Used the proceeds from our Porchfest community event and fundraiser to provide grants to community organizations and fund youth projects including Rogue Gateway Rotary's backpack program, which provides a backpack filled with food, books, and supplies for local elementary children in need over the holidays.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Facilitated a Rotary Foundation International grant to fund a graduate level student from Afghanistan seeking a career in water sanitation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12030
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06857
IRS990EZ/SpecialEventsNetIncomeLossAmt021433
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017218
IRS990EZ/TotalProgramServiceExpensesAmt02530
IRS990EZ/TotalRevenueAmt092977
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070315
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021433
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt091748
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091748
IRS990ScheduleA/Total509Grp/TotalAmt091748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091753
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt091753
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01224
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01224
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06857
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Porchfest Community Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028290
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021433
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06017
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06017
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0840
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Family Solutions | Cash Amount Given: $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Loodin Education Expenses $2030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Supplies for Backpacks $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding Adjustment $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bela Toledo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RG Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RGRO
ReturnHeader/Filer/EIN0832911657
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 176
ReturnHeader/Filer/USAddress/CityNm0Grants Pass
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097528
ReturnHeader/ReturnTs02020-01-09T15:27:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,759
Liabilities
$0
Net assets
$75,759
Revenue
$92,977
Expenses
$17,218
Net income
$75,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$55.0$51.4$57.0$5.61
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.6$60.6$65.6$66.1$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.0$61.0$57.0$36.8$20.2
2022Detailed filing. Detailed filing data is available for this year.$40.9$40.9$56.7$50.9$5.85
2021Detailed filing. Detailed filing data is available for this year.$35.0$35.0$25.4$9.56$15.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$19.2$22.8$79.4$56.6
2019Detailed filing. Detailed filing data is available for this year.$75.8$0.00$75.8$93.0$17.2$75.8