Delta Rotary Foundation

990EZ • Fiscal year 2016 • EIN 93-0753301

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

Organization Profile N/A

975 OAK STREET No 500Eugene, OR 97401

(541) 686-1040

Siviq Scores

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

0.48x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

25%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

No value available

This filing does not contain officer compensation rows.

Source year 2016

32%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

22%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets88th percentile

Assets

$99,998

Up $24,168 (+32%) from 2015

Net Assets

$52,498

No earlier filing loaded for comparison.

Liabilities

$47,500

Up $4,500 (+10%) from 2015

Revenue And Expenses

Liabilities / Revenue94th percentile Net Margin81st percentile

Revenue

$63,263

Up $11,223 (+22%) from 2015

Expenses

$47,595

Up $4,500 (+10%) from 2015

Net Income

$15,668

Up $6,723 (+75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2016

Assets$99,998

Liabilities$47,500

Net Assets$52,498

Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2016

Revenue$63,263

Expenses$47,595

Net Income$15,668

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Jan 18, 2017
Return Version: 2015v3.0
Gross Receipts: $63,263

Mission and Program Overview

Mission

SCHOLARSHIP BENEFITS

Program Services

Description	Grants	Expenses
SCHOLARSHIP BENEFITS - SEE STATEMENT ATTACHED	$47,500	$0

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
TERRI BAKER	President	-	$0	-	-
WENDY DIXSON	Vice President	-	$0	-	-
MICHAEL HARTWIG	Treasurer/Sec	-	$0	-	-
JIM HOFFMAN	Trustee	-	$0	-	-
PHIL HOHENSTEIN	Trustee	-	$0	-	-
MELISSA KOKE	Trustee	-	$0	-	-
DAN MCCARTHY	Trustee	-	$0	-	-
BETH SHEEHAN	Trustee	-	$0	-	-
JANET BROWN - THROUGH 0915	Trustee	-	$0	-	-
KEVIN MCANDREWS - THROUGH 0915	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Delta Rotary Foundation
EIN: 93-0753301
Phone: 5416861040
Address: 975 OAK STREET No 500, EUGENE, OR 97401

Signing Officer

Name: Michael J Hartwig
Title: Secretary/treasurer
Phone: 5416861040
Signed: 2017-01-18
Discuss with paid preparer: Yes

Preparer

Firm: Moss Adams LLP
Address: 975 Oak Street Suite 500, Eugene, OR 97401
Preparer: Tracy S Paglia
Phone: 5416861040

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest income. Amount: 23.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: WESTERN OREGON UNIVERSITY. Grantee Name: LEAH NICKLASON. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: PORTLAND STATE UNIVERSITY. Grantee Name: DANIELLE DUHAIME. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: NATALIE MERTZ. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: KRISTEN HUTCHINSON. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: CARLY GOUGH. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: HUNTER DOTSON. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: KASANDRA MC CABE. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: COURTNEY CARMAN. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: AMBER STOCK. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: KARINA ANTONIA GARCIA-CERVANTES. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: VICTORIA GIROD. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: JOSH TANKE. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: JOSEPH LAVER. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: ELISE WHISLER. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: LANE COMMUNITY COLLEGE. Grantee Name: JONATHAN MARTINEZ. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: JACKSON MESTLER. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: MATTHEW YOUNG. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: PORTLAND STATE UNIVERSITY. Grantee Name: BAILEY DODGE. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF PORTLAND. Grantee Name: MATTHEW HANEY. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,750.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: UNIVERSITY OF PORTLAND. Grantee Name: rYAN hELBLING. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,750.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: LANE COMMUNITY COLLEGE. Grantee Name: MARCUS BURKHERT. Grantee Relationship: NONE. Date of Gift: 05/24/16. Approved but Not Paid by Filing Deadline: Yes. Amount Given: 1,500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP: TBD. Grantee Name: AVERY MAY. Grantee Relationship: NONE. Date of Gift: 05/24/16. Approved but Not Paid by Filing Deadline: Yes. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 47,500.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: FILING FEES. Amount: 95.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: UNUSED PRIOR YEAR SCHOLARSHIP GRANTS RETURNED IN CURRENT YEAR. Amount: 4,000.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: SCHOLARSHIP COMMITMENTS. Beg. of Year Amount: 43,000. End of Year Amount: 47,500.”

Raw XML Appendix231 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	MICHAEL J HARTWIG
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5416861040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	975 OAK STREET SUITE 500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	EUGENE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	97401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	75830
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	99998
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	63240
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	15668
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	75830
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	99998
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	47500
IRS990EZ/GrossReceiptsAmt	0	63263
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	23
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	32830
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	52498
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	32830
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	52498
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	9	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	9	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	9	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	9	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	TERRI BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	WENDY DIXSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MICHAEL HARTWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JIM HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	PHIL HOHENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	MELISSA KOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	DAN MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	BETH SHEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	JANET BROWN - THROUGH 0915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	KEVIN MCANDREWS - THROUGH 0915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER/SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	PRESIDENT
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	4000
IRS990EZ/OtherExpensesTotalAmt	0	95
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	SCHOLARSHIP BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SCHOLARSHIP BENEFITS - SEE STATEMENT ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	47500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OR
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	43000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	47500
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	47595
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	63263
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	63240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	52025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	54877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	13981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	15206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	199329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	23
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	15
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	6
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	38
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	62
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	144
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.99930
IRS990ScheduleA/PublicSupportPY170Pct	0	0.99820
IRS990ScheduleA/PublicSupportTotal170Amt	0	199329
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	63240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	52025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	54877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	13981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	15206
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	199329
IRS990ScheduleA/TotalSupportAmt	0	199473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description: Interest income. Amount: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Activity Classification: SCHOLARSHIP: WESTERN OREGON UNIVERSITY. Grantee Name: LEAH NICKLASON. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Activity Classification: SCHOLARSHIP: PORTLAND STATE UNIVERSITY. Grantee Name: DANIELLE DUHAIME. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: NATALIE MERTZ. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: KRISTEN HUTCHINSON. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: CARLY GOUGH. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: HUNTER DOTSON. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: KASANDRA MC CABE. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: COURTNEY CARMAN. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: AMBER STOCK. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: KARINA ANTONIA GARCIA-CERVANTES. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: VICTORIA GIROD. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: JOSH TANKE. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: JOSEPH LAVER. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: ELISE WHISLER. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	15	Activity Classification: SCHOLARSHIP: LANE COMMUNITY COLLEGE. Grantee Name: JONATHAN MARTINEZ. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	16	Activity Classification: SCHOLARSHIP: UNIVERSITY OF OREGON. Grantee Name: JACKSON MESTLER. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	17	Activity Classification: SCHOLARSHIP: OREGON STATE UNIVERSITY. Grantee Name: MATTHEW YOUNG. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	18	Activity Classification: SCHOLARSHIP: PORTLAND STATE UNIVERSITY. Grantee Name: BAILEY DODGE. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	19	Activity Classification: SCHOLARSHIP: UNIVERSITY OF PORTLAND. Grantee Name: MATTHEW HANEY. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	20	Activity Classification: SCHOLARSHIP: UNIVERSITY OF PORTLAND. Grantee Name: rYAN hELBLING. Grantee Relationship: NONE. Date of Gift: 05/24/16. Amount Given: 2,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	21	Activity Classification: SCHOLARSHIP: LANE COMMUNITY COLLEGE. Grantee Name: MARCUS BURKHERT. Grantee Relationship: NONE. Date of Gift: 05/24/16. Approved but Not Paid by Filing Deadline: Yes. Amount Given: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	22	Activity Classification: SCHOLARSHIP: TBD. Grantee Name: AVERY MAY. Grantee Relationship: NONE. Date of Gift: 05/24/16. Approved but Not Paid by Filing Deadline: Yes. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 47,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	23	Description: FILING FEES. Amount: 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	24	Description: UNUSED PRIOR YEAR SCHOLARSHIP GRANTS RETURNED IN CURRENT YEAR. Amount: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	25	Description: SCHOLARSHIP COMMITMENTS. Beg. of Year Amount: 43,000. End of Year Amount: 47,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	14	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	15	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	16	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	17	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	18	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	19	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	20	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	21	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	22	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	23	Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	24	Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	25	Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL J HARTWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5416861040
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DELTA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	DELT
ReturnHeader/Filer/EIN	0	930753301
ReturnHeader/Filer/PhoneNum	0	5416861040
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	975 OAK STREET No 500
ReturnHeader/Filer/USAddress/CityNm	0	EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	975 Oak Street Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Eugene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	97401
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5416861040
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Tracy S Paglia
ReturnHeader/ReturnTs	0	2017-01-16T00:00:00-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $99,998
Liabilities: $47,500
Net assets: $52,498
Revenue: $63,263
Expenses: $47,595
Net income: $15,668

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.45	$0.66	$0.79	$0.61	$0.66	$0.05
2024Summary only. Only limited summary data is available for this year.	$1.38	$0.54		$0.60	$0.54	$0.06
2023Summary only. Only limited summary data is available for this year.	$1.21	$0.47		$0.63	$0.47	$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.06	$0.49	$0.57	$0.59	$0.49	$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.03	$0.56	$0.48	$0.52	$0.56	$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.00	$0.48	$0.52	$0.51	$0.50	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$0.89	$0.40	$0.48	$0.69	$1.04	$0.35
2018Detailed filing. Detailed filing data is available for this year.	$1.33	$0.53	$0.80	$0.55	$0.52	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$1.23	$0.47	$0.76	$0.66	$0.47	$0.19
2016Detailed filing. Detailed filing data is available for this year.	$1.00	$0.48	$0.52	$0.63	$0.48	$0.16
2015Summary only. Only limited summary data is available for this year.	$0.76	$0.43		$0.52	$0.43	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$0.57	$0.38	$0.19	$0.55	$0.38	$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.28	$0.26	$0.02	$0.15	$0.26	$0.11
2012Summary only. Only limited summary data is available for this year.	$0.29	$0.16		$0.16	$0.16	$0.00