Civic Intelligence

Columbia County Rotary

990EZ • Fiscal year 2014 • EIN 93-0764414

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 07, 2014

Organization ProfileN/A
PO Box 72197051

(503) 543-7195

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

27th percentile

-6.9%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

9.2%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$16,029

Down $2,862 (-15%) from 2013

Net Assets

Down

$15,379

Down $3,512 (-19%) from 2013

Liabilities

$650

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin27th percentile

Revenue

Up

$51,103

Up $4,309 (+9.2%) from 2013

Expenses

Up

$54,615

Up $3,680 (+7.2%) from 2013

Net Income

Up

-$3,512

Up $629 (+15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$40K$30K$20K$10K$0Assets 2011: $16,845Liabilities 2011: $02011Assets 2012: $23,032Liabilities 2012: $02012Assets 2013: $18,891Net Assets 2013: $18,8912013Assets 2014: $16,029Liabilities 2014: $650Net Assets 2014: $15,3792014Assets 2015: $17,785Liabilities 2015: $150Net Assets 2015: $17,6352015Assets 2016: $7,907Liabilities 2016: $0Net Assets 2016: $7,9072016Assets 2017: $29,989Liabilities 2017: $0Net Assets 2017: $29,9892017Assets 2018: $19,879Liabilities 2018: $02018Assets 2019: $31,702Liabilities 2019: $0Net Assets 2019: $31,7022019

Highlighted filing

2014

Assets$16,029
Liabilities$650
Net Assets$15,379
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2011: $49,058Expenses 2011: $50,065Net Income 2011: -$1,0072011Revenue 2012: $49,174Expenses 2012: $42,987Net Income 2012: $6,1872012Revenue 2013: $46,794Expenses 2013: $50,935Net Income 2013: -$4,1412013Revenue 2014: $51,103Expenses 2014: $54,615Net Income 2014: -$3,5122014Revenue 2015: $47,198Expenses 2015: $44,942Net Income 2015: $2,2562015Revenue 2016: $50,850Expenses 2016: $60,578Net Income 2016: -$9,7282016Revenue 2017: $95,111Expenses 2017: $73,029Net Income 2017: $22,0822017Revenue 2018: $32,333Expenses 2018: $42,443Net Income 2018: -$10,1102018Revenue 2019: $27,838Expenses 2019: $16,015Net Income 2019: $11,8232019

Highlighted filing

2014

Revenue$51,103
Expenses$54,615
Net Income-$3,512
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 7, 2014
Return Version
2013v3.1
Gross Receipts
$51,103
Mission and Program Overview

Mission

Fund raising for local non profit organi

Program Services

DescriptionGrantsExpenses
PROVIDE FELLOWSHIP AMONG INTL ORGANIZATION OF ROTARY FOR ITS MEMBERS LOCAL FUNDRAISING FOR VARIOUS LOCAL NON PROFIT ORGANIZATIONS PROVIDE LOCAL VOCATIONAL SCHOLARSHIPS TO HIGH SC--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED OLSONFoundation Chair-$0--
BRYAN FARRELLPresident-$0--
SHERRIE FORDSecretary-$0--
BRUCE SHOEMAKERTreasurer-$0--
MARTIN BALDWINPresident Elect-$0--
Filing and Contact Details

Filer

EIN
93-0764414

Signing Officer

Name
Ted Olson
Title
Foundation Chai
Phone
5035437195
Signed
2014-10-07
Discuss with paid preparer
Yes

Preparer

Preparer
Palmer T Olson
Phone
5035437195
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOFFICE EXPENSES 2,842CONFERENCES, CONVENTIONS 881PAYMENTS TO AFFILIATES 9,316LUNCHES 8,138FUNDRAISING 15,676COMMUNITY SERVICE 7,445VOCATIONAL SERVICE 7,230CLUB SERVICE 3,087”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPREPAID EXPENSES 0 600”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearACCOUNTS PAYABLE 0 650”

Raw XML Appendix118 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/PersonNm0TED OLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05035437195
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102108 SW LAUREL ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018891
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015429
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047173
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3512
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016029
IRS990EZ/GrossReceiptsAmt051103
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03930
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015379
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018891
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015379
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TED OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYAN FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERRIE FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE SHOEMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTIN BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0600
IRS990EZ/OtherExpensesTotalAmt054615
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND RAISING FOR LOCAL NON PROFIT ORGANI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FELLOWSHIP AMONG INTL ORGANIZATION OF ROTARY FOR ITS MEMBERS LOCAL FUNDRAISING FOR VARIOUS LOCAL NON PROFIT ORGANIZATIONS PROVIDE LOCAL VOCATIONAL SCHOLARSHIPS TO HIGH SC
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0650
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054615
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt051103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOFFICE EXPENSES 2,842CONFERENCES, CONVENTIONS 881PAYMENTS TO AFFILIATES 9,316LUNCHES 8,138FUNDRAISING 15,676COMMUNITY SERVICE 7,445VOCATIONAL SERVICE 7,230CLUB SERVICE 3,087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPREPAID EXPENSES 0 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS PAYABLE 0 650
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TED OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION CHAI
ReturnHeader/BusinessOfficerGrp/PhoneNum05035437195
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10COLUMBIA COUNTY ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0COLU
ReturnHeader/Filer/EIN0930764414
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 721
ReturnHeader/Filer/USAddress/City0Saint Helens
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930641949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCAPPOOSE BUSINESS & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1052698 NE 1ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Scappoose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097056
ReturnHeader/PreparerPersonGrp/PhoneNum05035437195
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PALMER T OLSON
ReturnHeader/ReturnTs02014-10-07T09:07:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,029
Liabilities
$650
Net assets
$15,379
Revenue
$51,103
Expenses
$54,615
Net income
-$3,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.00$31.7$27.8$16.0$11.8
2018Summary only. Only limited summary data is available for this year.$19.9$0.00$32.3$42.4$10.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$0.00$30.0$95.1$73.0$22.1
2016Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$50.9$60.6$9.73
2015Detailed filing. Detailed filing data is available for this year.$17.8$0.15$17.6$47.2$44.9$2.26
2014Detailed filing. Detailed filing data is available for this year.$16.0$0.65$15.4$51.1$54.6$3.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$18.9$46.8$50.9$4.14
2012Summary only. Only limited summary data is available for this year.$23.0$0.00$49.2$43.0$6.19
2011Summary only. Only limited summary data is available for this year.$16.8$0.00$49.1$50.1$1.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits