Civic Intelligence

Springfield Rotary Charitable Foundation

990EZ • Fiscal year 2018 • EIN 93-0775578

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

Organization ProfileN/A
PO Box 55Springfield, OR 97477

(541) 744-0000

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.51x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$284,913

Up $19,061 (+7.2%) from 2017

Net Assets

Up

$264,913

Up $19,061 (+7.8%) from 2017

Liabilities

Flat

$20,000

Flat from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin91st percentile

Revenue

Down

$38,939

Down $5,399 (-12%) from 2017

Expenses

Down

$19,878

Down $2,204 (-10.0%) from 2017

Net Income

Down

$19,061

Down $3,195 (-14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2012: $201,670Liabilities 2012: $12,000Net Assets 2012: $189,6702012Assets 2013: $212,713Liabilities 2013: $15,000Net Assets 2013: $197,7132013Assets 2014: $257,363Liabilities 2014: $15,000Net Assets 2014: $242,3632014Assets 2015: $251,163Liabilities 2015: $15,000Net Assets 2015: $236,1632015Assets 2016: $242,596Liabilities 2016: $19,000Net Assets 2016: $223,5962016Assets 2017: $265,852Liabilities 2017: $20,000Net Assets 2017: $245,8522017Assets 2018: $284,913Liabilities 2018: $20,000Net Assets 2018: $264,9132018Assets 2019: $298,955Liabilities 2019: $24,000Net Assets 2019: $274,9552019Assets 2020: $278,357Liabilities 2020: $22,800Net Assets 2020: $255,5572020Assets 2021: $364,226Liabilities 2021: $24,300Net Assets 2021: $339,9262021Assets 2022: $342,040Liabilities 2022: $15,000Net Assets 2022: $327,0402022Assets 2023: $389,138Liabilities 2023: $25,000Net Assets 2023: $364,1382023Assets 2024: $435,452Liabilities 2024: $30,000Net Assets 2024: $405,4522024Assets 2025: $471,310Liabilities 2025: $26,000Net Assets 2025: $445,3102025

Highlighted filing

2018

Assets$284,913
Liabilities$20,000
Net Assets$264,913
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $15,483Expenses 2012: $22,384Net Income 2012: -$6,9012012Revenue 2013: $24,841Expenses 2013: $16,798Net Income 2013: $8,0432013Revenue 2014: $60,554Expenses 2014: $15,904Net Income 2014: $44,6502014Revenue 2015: $11,995Expenses 2015: $18,195Net Income 2015: -$6,2002015Revenue 2016: $18,827Expenses 2016: $31,394Net Income 2016: -$12,5672016Revenue 2017: $44,338Expenses 2017: $22,082Net Income 2017: $22,2562017Revenue 2018: $38,939Expenses 2018: $19,878Net Income 2018: $19,0612018Revenue 2019: $34,345Expenses 2019: $24,304Net Income 2019: $10,0412019Revenue 2020: $4,984Expenses 2020: $24,381Net Income 2020: -$19,3972020Revenue 2021: $111,501Expenses 2021: $27,133Net Income 2021: $84,3682021Revenue 2022: $30,158Expenses 2022: $18,302Net Income 2022: $11,8562022Revenue 2023: $48,035Expenses 2023: $31,557Net Income 2023: $16,4782023Revenue 2024: $78,167Expenses 2024: $71,856Net Income 2024: $6,3112024Revenue 2025: $53,870Expenses 2025: $55,983Net Income 2025: -$2,1132025

Highlighted filing

2018

Revenue$38,939
Expenses$19,878
Net Income$19,061
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$38,939
Mission and Program Overview

Mission

College scholarships provided to high school students.

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.$17,500$17,500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELINDA HANDYPresident/Tr-$0--
JERRY SMITHDirector-$0--
ROBERT SCHERERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Springfield Rotary Scholarship Fund
EIN
93-0775578
Address
PO BOX 55, SPRINGFIELD, OR 97477

Signing Officer

Name
Melinda Handy
Title
President/treasurer
Phone
5417440000
Signed
2018-10-23

Preparer

Firm
Melinda Handy CPA LLC
Address
386 Q ST, SPRINGFIELD, OR 97477-2140
Preparer
Melinda Handy
Phone
5417440000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 17,500”

Form 990-ez, Part I, Line 16

“Expenses filing fees 77 investment fees 984 licenses and fees 50 ocf fees 1,267 total 2,378”

Form 990-ez, Part II, Line 24

“Receivable - ocf 0 0 total 0 0”

Form 990-ez, Part II, Line 26

“College scholarship commitments 20,000 20,000”

Raw XML Appendix138 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/PersonNm0MELINDA HANDY CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05417440000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0386 Q STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0265852
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0284913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014915
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019061
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0265852
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0284913
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017500
IRS990EZ/GrossReceiptsAmt038939
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0245852
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0264913
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0245852
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0264913
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELINDA HANDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERRY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02378
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019878
IRS990EZ/TotalProgramServiceExpensesAmt017500
IRS990EZ/TotalRevenueAmt038939
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034514
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0112780
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt024024
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41710
IRS990ScheduleA/PublicSupportPY170Pct00.55380
IRS990ScheduleA/PublicSupportTotal170Amt080700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026040
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt080700
IRS990ScheduleA/TotalSupportAmt0193480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 17,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 77 INVESTMENT FEES 984 LICENSES AND FEES 50 OCF FEES 1,267 TOTAL 2,378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVABLE - OCF 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COLLEGE SCHOLARSHIP COMMITMENTS 20,000 20,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05417440000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRINGFIELD ROTARY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0SPRI
ReturnHeader/Filer/EIN0930775578
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097477
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0930BE4E41D58359EB036F5023897BB6FF9DD5F62
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0930BE4E41D58359EB036F5023897BB6FF9DD5F62
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.85.141.69
ReturnHeader/FilingSecurityInformation/IPDt02018-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:45:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510490656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELINDA HANDY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0386 Q ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974772140
ReturnHeader/PreparerPersonGrp/PhoneNum05417440000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA HANDY
ReturnHeader/ReturnTs02018-10-23T11:45:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,913
Liabilities
$20,000
Net assets
$264,913
Revenue
$38,939
Expenses
$19,878
Net income
$19,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$0.26$4.45$0.54$0.56$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.30$4.05$0.78$0.72$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.25$3.64$0.48$0.32$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.15$3.27$0.30$0.18$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.24$3.40$1.12$0.27$0.84
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.23$2.56$0.05$0.24$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.24$2.75$0.34$0.24$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.20$2.65$0.39$0.20$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.20$2.46$0.44$0.22$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.19$2.24$0.19$0.31$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.15$2.36$0.12$0.18$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.15$2.42$0.61$0.16$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.15$1.98$0.25$0.17$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.12$1.90$0.15$0.22$0.07