Civic Intelligence

Rg Rotary Foundation

990EZ • Fiscal year 2020 • EIN 83-2911657

Sep 01, 2019 to Aug 31, 2020 • Filed on Sep 17, 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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-248%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

5th percentile

-75%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-75%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$19,171

Down $56,588 (-75%) from 2019

Net Assets

Down

$19,171

Down $56,588 (-75%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin4th percentile

Revenue

Down

$22,827

Down $70,150 (-75%) from 2019

Expenses

Up

$79,415

Up $62,197 (+361%) from 2019

Net Income

Down

-$56,588

Down $132,347 (-175%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$80K$60K$40K$20K$0Assets 2019: $75,759Net Assets 2019: $75,7592019Assets 2020: $19,171Liabilities 2020: $0Net 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

2020

Assets$19,171
Liabilities$0
Net Assets$19,171
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

2020

Revenue$22,827
Expenses$79,415
Net Income-$56,588
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Sep 17, 2020
Return Version
2019v5.0
Gross Receipts
$22,827
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
Facilitated a Rotary Foundation International grant to fund a graduate level student from Afghanistan seeking a career in water sanitation.$52,213-
Provided grants to community organizations fund youth projects including Rogue Gateway Rotary's backpack program, 4-Way Speech Contest, Student Exchange, GPHS Key Club, Foundry Village and Shelter Box.-$26,556
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug WalkerPresident-$0--
Gina Marie AgostaVice President-$0--
Bela ToledoTreasurer-$0--
Janice JonesSecretaryPT$0--
Dawn WelchDirector-$0--
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
2020-09-17
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Foundry Village | Cash Amount Given: $10535”

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: Rogue Gateway Rotary | Cash Amount Given: $14721”

Other Expenses.1001

“Advertising and Promotion $1”

Other Expenses.1

“Rotary Intl Education Expenses $52213”

Other Expenses.4

“Rounding Adjustment $1”

Other Assets.1005

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

Raw XML Appendix149 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/PersonNm0Janice Jones
IRS990EZ/BooksInCareOfDetail/PhoneNum06504500630
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 176
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Grants Pass
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097527
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073759
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019171
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022809
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-56588
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0148
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075759
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019171
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026556
IRS990EZ/GrossReceiptsAmt022827
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075759
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019171
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075759
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019171
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherExpensesTotalAmt052215
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/PrintingPublicationsPostageAmt0496
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided grants to community organizations fund youth projects including Rogue Gateway Rotary's backpack program, 4-Way Speech Contest, Student Exchange, GPHS Key Club, Foundry Village and Shelter Box.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Facilitated a Rotary Foundation International grant to fund a graduate level student from Afghanistan seeking a career in water sanitation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052213
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026556
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079415
IRS990EZ/TotalProgramServiceExpensesAmt052213
IRS990EZ/TotalRevenueAmt022827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093124
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021433
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0114557
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091748
IRS990ScheduleA/Total509Grp/TotalAmt0114557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091753
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Foundry Village | Cash Amount Given: $10535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Rogue Gateway Rotary | Cash Amount Given: $14721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary Intl Education Expenses $52213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding Adjustment $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $2000 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bela Toledo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-17
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/ReturnTs02020-09-17T07:54:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,171
Liabilities
$0
Net assets
$19,171
Revenue
$22,827
Expenses
$79,415
Net income
-$56,588
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
2020Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$22.8$79.4$56.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$75.8$93.0$17.2$75.8