Civic Intelligence

Rg Rotary Foundation

990EZ • Fiscal year 2021 • EIN 83-2911657

Sep 01, 2020 to Aug 31, 2021 • Filed on Oct 29, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

83%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$34,999

Up $15,828 (+83%) from 2020

Net Assets

Up

$34,999

Up $15,828 (+83%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Up

$25,384

Up $2,557 (+11%) from 2020

Expenses

Down

$9,556

Down $69,859 (-88%) from 2020

Net Income

Up

$15,828

Up $72,416 (+128%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th 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: $19,171Net Assets 2020: $19,1712020Assets 2021: $34,999Liabilities 2021: $0Net 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

2021

Assets$34,999
Liabilities$0
Net Assets$34,999
Open 2021 Filing

Operations Trend

Revenue Growth56th 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

2021

Revenue$25,384
Expenses$9,556
Net Income$15,828
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Oct 29, 2021
Return Version
2020v4.0
Gross Receipts
$25,384
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
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.$3,600-
Facilitated a Rotary Foundation International grant to fund a graduate level student from Afghanistan seeking a career in water sanitation.--
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--
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
2021-10-29
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Rotary Intl Education Expenses $5213”

Other Expenses.2

“Event Security $280”

Other Expenses.3

“Supplies $148”

Other Expenses.6

“Website $49”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2500”

Raw XML Appendix157 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/BOYAmt019171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032499
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025382
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015828
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt070
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034999
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03600
IRS990EZ/GrossReceiptsAmt025384
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034999
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034999
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/EOYAmt02500
IRS990EZ/OtherExpensesTotalAmt05690
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/PrintingPublicationsPostageAmt0196
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/GrantsAndAllocationsAmt03600
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/TotalExpensesAmt09556
IRS990EZ/TotalProgramServiceExpensesAmt03600
IRS990EZ/TotalRevenueAmt025384
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118506
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021433
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0139939
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091748
IRS990ScheduleA/Total509Grp/TotalAmt0139939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt091753
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0139964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rotary Intl Education Expenses $5213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Event Security $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bela Toledo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-29
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/ReturnTs02021-10-29T10:45:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bela
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Toledo
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,999
Liabilities
$0
Net assets
$34,999
Revenue
$25,384
Expenses
$9,556
Net income
$15,828
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$0.00$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
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