Civic Intelligence

Rotary Club of Greater Bend

EIN 93-0674705 • 501(c)4 • Bend, OR

Profile

Community service club that provides grants, allocations and, contributions to various entities and individuals

PO Box 6561Bend, OR 97708

www.greaterbendrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.08x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-27%

Higher net margin than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

18th percentile

-41%

Faster asset growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-15%

Faster revenue growth than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$101,667

Down $71,572 (-41%) from 2024

Liabilities

Down

$13,944

Down $26,918 (-66%) from 2024

Net Assets

Down

$87,723

Down $44,654 (-34%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin19th percentile

Revenue

Down

$165,880

Down $28,529 (-15%) from 2024

Expenses

Up

$210,534

Up $11,636 (+5.9%) from 2024

Net Income

Down

-$44,654

Down $40,165 (-895%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $102,436Liabilities 2011: $500Net Assets 2011: $101,9362011Assets 2012: $88,713Liabilities 2012: $0Net Assets 2012: $88,7132012Assets 2013: $141,963Liabilities 2013: $3,491Net Assets 2013: $138,4722013Assets 2014: $184,222Liabilities 2014: $3,178Net Assets 2014: $181,0442014Assets 2015: $171,640Liabilities 2015: $16,453Net Assets 2015: $155,1872015Assets 2016: $171,568Liabilities 2016: $23,984Net Assets 2016: $147,5842016Assets 2017: $148,589Liabilities 2017: $21,685Net Assets 2017: $126,9042017Assets 2018: $102,779Liabilities 2018: $20,885Net Assets 2018: $81,8942018Assets 2019: $89,974Liabilities 2019: $500Net Assets 2019: $89,4742019Assets 2020: $89,019Liabilities 2020: $2,490Net Assets 2020: $86,5292020Assets 2021: $108,255Liabilities 2021: $590Net Assets 2021: $107,6652021Assets 2022: $145,198Liabilities 2022: $33,559Net Assets 2022: $111,6392022Assets 2023: $168,515Liabilities 2023: $31,649Net Assets 2023: $136,8662023Assets 2024: $173,239Liabilities 2024: $40,862Net Assets 2024: $132,3772024Assets 2025: $101,667Liabilities 2025: $13,944Net Assets 2025: $87,7232025

Highlighted filing

2025

Assets$101,667
Liabilities$13,944
Net Assets$87,723
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $119,219Expenses 2011: $104,897Net Income 2011: $14,3222011Revenue 2012: $119,551Expenses 2012: $132,774Net Income 2012: -$13,2232012Revenue 2013: $216,697Expenses 2013: $118,072Net Income 2013: $98,6252013Revenue 2014: $215,614Expenses 2014: $173,042Net Income 2014: $42,5722014Revenue 2015: $169,878Expenses 2015: $168,483Net Income 2015: $1,3952015Revenue 2016: $169,143Expenses 2016: $184,715Net Income 2016: -$15,5722016Revenue 2017: $184,656Expenses 2017: $211,282Net Income 2017: -$26,6262017Revenue 2018: $214,852Expenses 2018: $256,278Net Income 2018: -$41,4262018Revenue 2019: $242,459Expenses 2019: $244,510Net Income 2019: -$2,0512019Revenue 2020: $167,957Expenses 2020: $160,531Net Income 2020: $7,4262020Revenue 2021: $108,309Expenses 2021: $89,555Net Income 2021: $18,7542021Revenue 2022: $149,448Expenses 2022: $138,846Net Income 2022: $10,6022022Revenue 2023: $171,659Expenses 2023: $149,707Net Income 2023: $21,9522023Revenue 2024: $194,409Expenses 2024: $198,898Net Income 2024: -$4,4892024Revenue 2025: $165,880Expenses 2025: $210,534Net Income 2025: -$44,6542025

Highlighted filing

2025

Revenue$165,880
Expenses$210,534
Net Income-$44,654
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,667
Liabilities
$13,944
Net assets
$87,723
Revenue
$165,880
Expenses
$210,534
Net income
-$44,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.14$0.88$1.66$2.11$0.45
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.41$1.32$1.94$1.99$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.32$1.37$1.72$1.50$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.34$1.12$1.49$1.39$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.08$1.08$0.90$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.02$0.87$1.68$1.61$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$2.42$2.45$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.21$0.82$2.15$2.56$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.22$1.27$1.85$2.11$0.27
2016Summary only. Only limited summary data is available for this year.$1.72$0.24$1.48$1.69$1.85$0.16
2015Summary only. Only limited summary data is available for this year.$1.72$0.16$1.55$1.70$1.68$0.01
2014Summary only. Only limited summary data is available for this year.$1.84$0.03$1.81$2.16$1.73$0.43
2013Summary only. Only limited summary data is available for this year.$1.42$0.03$1.38$2.17$1.18$0.99
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$1.20$1.33$0.13
2011Summary only. Only limited summary data is available for this year.$1.02$0.01$1.02$1.19$1.05$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.0
Gross Receipts
$250,023
Mission and Program Overview

Mission

Community service club that provides grants, allocations and, contributions to various entities and individuals

Service club that provides grants, allocations, and contributions to various charitable entities and individuals in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$149,609$61,943▼ $87,666
Cash and Non-Interest-Bearing Accounts$20,326$30,834▲ $10,508
Accounts Receivable$3,304$8,890▲ $5,586
Total Assets$173,239$101,667▼ $71,572
Liabilities
Deferred Revenue$18,700$13,925▼ $4,775
Accounts Payable and Accrued Expenses$22,162$19▼ $22,143
Total Liabilities$40,862$13,944▼ $26,918
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$130,714$82,254▼ $48,460
Net Assets With Donor Restrictions$1,663$5,469▲ $3,806
Total Net Assets Fund Balance$132,377$87,723▼ $44,654
Total Liabilities and Net Assets / Fund Balance$173,239$101,667▼ $71,572

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,900$3,900
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Laurel FishkinPresident
Neal BordenavePresident-el
Alan GlickmanBoard Member
Helen TompkinsBoard Member
Jamie SinclairBoard Member
Jon BakerBoard Member
Michael CottamBoard Member
Michelle LoftsgardBoard Member
Michelle SolleyBoard Member
Rebecca KauffmanBoard Member
Scott BreonBoard Member
Brian ShawverSecretary
Greg FowlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,645
Program Service Revenue
$0
Investment Income
$352
Other Revenue
$118,883
All Other Contributions
$23,420
Change in Net Assets
$-44,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,316
Other Expenses$75,218
Total Fundraising Expense$949
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$124,816--$124,816
Other Expenses$15,659$30,702-$15,659
Foreign Grants$9,000--$9,000
Travel-$4,671-$4,671
Fees for Services Management-$3,600-$3,600
Grants to Domestic Individuals$1,500--$1,500
Office Expenses--$949$949
Total Functional Expenses$170,612$38,973$949$210,534
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
RevillageBend, OR--$41,000
ROTARY FOUNDATION OF ROTARY INT'LBend, OR--$34,052
Bend Lapine School DistrictBend, OR--$23,100
Gifts of Less Than 5000Evanston, IL501c3-$21,164
Casa of Central Oregon---$5,500

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$177,691
Fundraising Direct Expenses$80,734
Gaming Gross Income$25,335
Gaming Direct Expenses$3,409
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sports Program$60,500$60,500$10,633$49,867
Pints for Polio$9,555$9,555$3,232$6,323
Total Events$70,055$70,055$13,865$56,190
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members of rotary international of greater bend are all individuals.”

Form 990, Page 6, Part VI, Line 7A

“Board of directors meets monthly. Meetings are open for all members to attend. Members vote on board members and officers annually. Presidential term is one year. Board member terms are two years. Secretary and treasurer terms are indefinite, subject to membership re-election.”

Form 990, Page 6, Part VI, Line 7B

“Contributions/grants to persons or charities in excess of 5,000 require vote of approval from membership.”

Form 990, Page 6, Part VI, Line 11B

“Board members are presented with 990 for approval prior to filing.”

Form 990, Page 6, Part VI, Line 15B

“Treasurer compensation for accounting services is approved annually by the board.”

Form 990, Page 6, Part VI, Line 19

“The governing documents and policies are available upon request. A financial statement is not prepared or audited for the rotary club. The club's 990 is available for inspection upon request.”

Form 990, Part VIII

“In addition to reported fundraising and gaming activities, the rotary club of greater bend volunteers to solicit ticket sales for the great drake park duck race. This event is a joint effort of the rotary clubs of bend,oregon to raise funds for charitable beneficiary organizations. Each club is allowed to identify their beneficiary and their beneficiary then receives a grant of allocated funds based on that club's success in selling tickets. The event is managed by the rotary club of bend foundation and all funds raised and grants made are reported by that entity. No fundraising or grant monies related to this activity flow through the rotary club of greater bend. Revillage grant summary: total fiscal year direct gifts from rotary club of greater bend: 41,000 indirect gift of duck race proceeds: 23,970 total fiscal year benefit to revillage: 64,970”

Filing and Contact Details

Filer

Filer Name
Rotary Club of Greater Bend
EIN
93-0674705
Phone
5415374312
Address
PO BOX 6561, BEND, OR 97708

Signing Officer

Name
Greg Fowler
Title
Treasurer
Phone
5415374312
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurel Fishkin
Formed
1976
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Fowler & Co Inc
Address
PO BOX 243, BEND, OR 97709-0243
Preparer
Gregory S Fowler CPA
Phone
5415374312
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Club members volunteer in a variety of ways to ensure the mission of the club is accomplished.”

Form 990, Page 2, Part III, Line 4D

“Grants, allocations and contributions to various needy organizations and individuals in the community.”

Form 990, Page 12, Part XII, Line 1

“Prior year clerical error showed cash basis when, in fact, accounting is accrual basis.”

Raw XML AppendixShowing 400 of 441 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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IRS990/MissionDesc0COMMUNITY SERVICE CLUB THAT PROVIDES GRANTS, ALLOCATIONS AND, CONTRIBUTIONS TO VARIOUS ENTITIES AND INDIVIDUALS
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IRS990/MoreThan5000KToOrgInd0true
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt096957
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt021926
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt021926
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CLUB ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1ROTARY DIST/NAT'L DUES
IRS990/OtherExpensesGrp/Desc2PROGRAM RELATED EXPENSES
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IRS990/OtherExpensesGrp/ProgramServicesAmt019637
IRS990/OtherExpensesGrp/ProgramServicesAmt115659
IRS990/OtherExpensesGrp/TotalAmt030702
IRS990/OtherExpensesGrp/TotalAmt119637
IRS990/OtherExpensesGrp/TotalAmt215659
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LAUREL FISHKIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS, ALLOCATIONS AND CONTRIBUTIONS TO VARIOUS NEEDY ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt09000
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IRS990/PYExcessBenefitTransInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ROTARY CLUB OF GREATER BEND DOES NOT ENGAGE IN ANY FORM OF POLITICAL DONATIONS OR CAMPAIGNING.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART IV
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03900
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03900
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt07000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0MANGROVE RESTORATION
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE ROTARY CLUB OF GREATER BEND CONTRIBUTES TO THE PROJECTS OF OTHER ROTARY CLUBS AROUND THE WORLD FOR THE PURPOSE OF HELPING INDIGENT PEOPLE IN THOSE LOCALES
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 5, PART V
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPORTS PROGRAM
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PINTS FOR POLIO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070055
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056190
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013865
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010633
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03232
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt03409
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt025335
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt025335
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt021926
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt03409
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt03409
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerPersonNm0KRISTIE SCHMITT
IRS990ScheduleG/GamingManagerServicesProvTxt0OVERSEES ACTIVITIES OF ANNUAL RAFFLE
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0KRISTIE SCHMITT
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 6561
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0BEND
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0OR
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd097708
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt021164
IRS990ScheduleI/RecipientTable/CashGrantAmt134052
IRS990ScheduleI/RecipientTable/CashGrantAmt223100
IRS990ScheduleI/RecipientTable/CashGrantAmt341000
IRS990ScheduleI/RecipientTable/CashGrantAmt45500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GIFTS OF LESS THAN 5000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY FOUNDATION OF ROTARY INT'L
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BEND LAPINE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3REVILLAGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CASA OF CENTRAL OREGON
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1931062982
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1520 NW WALL STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2230 NE 9TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31029 NW 14TH ST 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BEND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BEND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BEND
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CLUB HAS A DONATIONS COMMITTEE THAT TAKES CARE OF THE INITIAL DONATION REQUESTS RECEIVED. THE COMMITTEE DETERMINES IF THE REQUEST IS FROM AN ORGANIZATION WHOSE OBJECTIVES AND MISSION FIT WELL WITH THOSE OF THE CLUB AND IF THE SPECIFIC PURPOSE OF THE REQUEST IS CONSISTENT WITH THE DONATION CRITERIA OF THE CLUB. THE COMMITTEE MAKES GRANT RECOMMENDATIONS TO THE BOARD FOR THEIR APPROVAL. GRANTS GREATER THAN 5,000 REQUIRE APPROVAL BY THE MEMBERSHIP. THE CLUB MAINTAINS RECORDS OF GRANT AMOUNTS APPROVED AND WHEN THOSE GRANTS ARE PAID. WITH SOME OF THE LARGER GRANT REQUESTS, THE CLUB WORKS WITH OFFICIALS OF THE ORGANIZATION TO CONFIRM THE PROPER USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0FOWLER & CO INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0100% OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0TAX & ACCTG SRVCS
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0GREG FOWLER'S FIRM, FOWLER & CO., INC., PROVIDES BOOKKEEPING AND TAX PREPARATION SERVICES TO THE ORGANIZATION AT DISCOUNTED RATES. THE MAXIMUM AMOUNT OF MONTHLY SERVICE FEES FOWLER & CO., INC. CHARGES IS 450/MO.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB MEMBERS VOLUNTEER IN A VARIETY OF WAYS TO ENSURE THE MISSION OF THE CLUB IS ACCOMPLISHED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS, ALLOCATIONS AND CONTRIBUTIONS TO VARIOUS NEEDY ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF ROTARY INTERNATIONAL OF GREATER BEND ARE ALL INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS MEETS MONTHLY. MEETINGS ARE OPEN FOR ALL MEMBERS TO ATTEND. MEMBERS VOTE ON BOARD MEMBERS AND OFFICERS ANNUALLY. PRESIDENTIAL TERM IS ONE YEAR. BOARD MEMBER TERMS ARE TWO YEARS. SECRETARY AND TREASURER TERMS ARE INDEFINITE, SUBJECT TO MEMBERSHIP RE-ELECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRIBUTIONS/GRANTS TO PERSONS OR CHARITIES IN EXCESS OF 5,000 REQUIRE VOTE OF APPROVAL FROM MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE PRESENTED WITH 990 FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TREASURER COMPENSATION FOR ACCOUNTING SERVICES IS APPROVED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. A FINANCIAL STATEMENT IS NOT PREPARED OR AUDITED FOR THE ROTARY CLUB. THE CLUB'S 990 IS AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8IN ADDITION TO REPORTED FUNDRAISING AND GAMING ACTIVITIES, THE ROTARY CLUB OF GREATER BEND VOLUNTEERS TO SOLICIT TICKET SALES FOR THE GREAT DRAKE PARK DUCK RACE. THIS EVENT IS A JOINT EFFORT OF THE ROTARY CLUBS OF BEND,OREGON TO RAISE FUNDS FOR CHARITABLE BENEFICIARY ORGANIZATIONS. EACH CLUB IS ALLOWED TO IDENTIFY THEIR BENEFICIARY AND THEIR BENEFICIARY THEN RECEIVES A GRANT OF ALLOCATED FUNDS BASED ON THAT CLUB'S SUCCESS IN SELLING TICKETS. THE EVENT IS MANAGED BY THE ROTARY CLUB OF BEND FOUNDATION AND ALL FUNDS RAISED AND GRANTS MADE ARE REPORTED BY THAT ENTITY. NO FUNDRAISING OR GRANT MONIES RELATED TO THIS ACTIVITY FLOW THROUGH THE ROTARY CLUB OF GREATER BEND. REVILLAGE GRANT SUMMARY: TOTAL FISCAL YEAR DIRECT GIFTS FROM ROTARY CLUB OF GREATER BEND: 41,000 INDIRECT GIFT OF DUCK RACE PROCEEDS: 23,970 TOTAL FISCAL YEAR BENEFIT TO REVILLAGE: 64,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PRIOR YEAR CLERICAL ERROR SHOWED CASH BASIS WHEN, IN FACT, ACCOUNTING IS ACCRUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VIII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 12, PART XII, LINE 1
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IRS990/TravelGrp/ManagementAndGeneralAmt04671
IRS990/TravelGrp/TotalAmt04671

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