Civic Intelligence

Columbia County Rotary

990EZ • Fiscal year 2015 • EIN 93-0764414

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization ProfileN/A
PO Box 721Saint Helens, OR 97051

(503) 543-7195

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

54th percentile

4.8%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-7.6%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$17,785

Up $1,756 (+11%) from 2014

Net Assets

Up

$17,635

Up $2,256 (+15%) from 2014

Liabilities

Down

$150

Down $500 (-77%) from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin54th percentile

Revenue

Down

$47,198

Down $3,905 (-7.6%) from 2014

Expenses

Down

$44,942

Down $9,673 (-18%) from 2014

Net Income

Up

$2,256

Up $5,768 (+164%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2015

Assets$17,785
Liabilities$150
Net Assets$17,635
Open 2015 Filing

Operations Trend

Revenue Growth33rd 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

2015

Revenue$47,198
Expenses$44,942
Net Income$2,256
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$47,198
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-$44,942
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

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

Filer

Filer Name
Columbia County Rotary
EIN
93-0764414
Address
PO BOX 721, Saint Helens, OR 97051

Signing Officer

Name
Ted Olson
Title
Foundation Chai
Phone
5035437195
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Scappoose Business & Tax Service
Address
52698 NE 1ST STREET, Scappoose, OR 97056
Preparer
Palmer T Olson
Phone
5035437195
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOFFICE EXPENSE 3,867CONFERENCES, CONVENTION 693PAYMENTS TO AFFILIATES 3,245LUNCHS 5,065FUNDRAISING 18,532COMMUNITY SERVICES 5,730VOCATIONAL SERVICE 3,698CLUB SERVICE 771INTERNATIONAL SERVICE 3,341”

Description of other assets Part II line 24

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

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearACCOUNTS PAYABLE 650 150”

Raw XML Appendix120 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/AddressLine1Txt02108 SW LAUREL ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015429
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017185
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043815
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02256
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016029
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017785
IRS990EZ/GrossReceiptsAmt047198
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03380
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015379
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017635
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015379
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017635
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/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0600
IRS990EZ/OtherExpensesTotalAmt044942
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044942
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0650
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0150
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044942
IRS990EZ/TotalProgramServiceExpensesAmt044942
IRS990EZ/TotalRevenueAmt047198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOFFICE EXPENSE 3,867CONFERENCES, CONVENTION 693PAYMENTS TO AFFILIATES 3,245LUNCHS 5,065FUNDRAISING 18,532COMMUNITY SERVICES 5,730VOCATIONAL SERVICE 3,698CLUB SERVICE 771INTERNATIONAL SERVICE 3,341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPREPAID EXPENSES 600 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS PAYABLE 650 150
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TED OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION CHAI
ReturnHeader/BusinessOfficerGrp/PhoneNum05035437195
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLUMBIA COUNTY ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0COLU
ReturnHeader/Filer/EIN0930764414
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 721
ReturnHeader/Filer/USAddress/CityNm0Saint Helens
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930641949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCAPPOOSE BUSINESS & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt052698 NE 1ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scappoose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097056
ReturnHeader/PreparerPersonGrp/PhoneNum05035437195
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PALMER T OLSON
ReturnHeader/ReturnTs02015-11-30T09:11:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,785
Liabilities
$150
Net assets
$17,635
Revenue
$47,198
Expenses
$44,942
Net income
$2,256
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