Civic Intelligence

Springfield Rotary Charitable Foundation

990EZ • Fiscal year 2022 • EIN 93-0775578

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2022

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

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

36th percentile

-6.1%

Faster asset growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-73%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$342,040

Down $22,186 (-6.1%) from 2021

Net Assets

Down

$327,040

Down $12,886 (-3.8%) from 2021

Liabilities

Down

$15,000

Down $9,300 (-38%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin85th percentile

Revenue

Down

$30,158

Down $81,343 (-73%) from 2021

Expenses

Down

$18,302

Down $8,831 (-33%) from 2021

Net Income

Down

$11,856

Down $72,512 (-86%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2022

Assets$342,040
Liabilities$15,000
Net Assets$327,040
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$30,158
Expenses$18,302
Net Income$11,856
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2022
Return Version
2021v4.0
Gross Receipts
$30,158
Mission and Program Overview

Mission

College scholarships provided to high school students.

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.$15,000$18,302
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

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

Signing Officer

Name
Bruce Mackey
Title
President
Phone
5417440000
Signed
2022-11-08

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: 15,000”

Form 990-ez, Part I, Line 16

“Expenses filing fees 130 investment fees 1,053 licenses and fees 104 ocf fees 1,720 legal fees 295 total 3,302”

Form 990-ez, Part I, Line 20

“Unrealized loss on ocf investment account -24,743”

Form 990-ez, Part II, Line 26

“College scholarship commitments 24,300 15,000”

Raw XML Appendix140 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/BusinessName/BusinessNameLine1Txt0MELINDA HANDY CPA LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05417440000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0386 Q STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0364227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0342040
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021400
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011856
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0364227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0342040
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt030158
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08758
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0339927
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0327040
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0339927
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0327040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE MACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELINDA HANDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-24743
IRS990EZ/OtherExpensesTotalAmt03302
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/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018302
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt024300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018302
IRS990EZ/TotalProgramServiceExpensesAmt018302
IRS990EZ/TotalRevenueAmt030158
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt071502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024024
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067302
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt041928
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51510
IRS990ScheduleA/PublicSupportPY170Pct00.27720
IRS990ScheduleA/PublicSupportTotal170Amt071502
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014915
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt071502
IRS990ScheduleA/TotalSupportAmt0138804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 130 INVESTMENT FEES 1,053 LICENSES AND FEES 104 OCF FEES 1,720 LEGAL FEES 295 TOTAL 3,302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS ON OCF INVESTMENT ACCOUNT -24,743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COLLEGE SCHOLARSHIP COMMITMENTS 24,300 15,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE MACKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05417440000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRINGFIELD ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
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/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/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA HANDY
ReturnHeader/ReturnTs02022-11-09T13:33:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACKEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,040
Liabilities
$15,000
Net assets
$327,040
Revenue
$30,158
Expenses
$18,302
Net income
$11,856
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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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