Civic Intelligence

Springfield Rotary Charitable Foundation

990EZ • Fiscal year 2023 • EIN 93-0775578

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 08, 2023

Organization ProfileN/A
PO Box 55Springfield, OR 97477

(541) 517-5504

Siviq Scores

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

Liabilities / Assets

77th percentile

0.06x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.52x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

59%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$389,138

Up $47,098 (+14%) from 2022

Net Assets

Up

$364,138

Up $37,098 (+11%) from 2022

Liabilities

Up

$25,000

Up $10,000 (+67%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin84th percentile

Revenue

Up

$48,035

Up $17,877 (+59%) from 2022

Expenses

Up

$31,557

Up $13,255 (+72%) from 2022

Net Income

Up

$16,478

Up $4,622 (+39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2023

Assets$389,138
Liabilities$25,000
Net Assets$364,138
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$48,035
Expenses$31,557
Net Income$16,478
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 8, 2023
Return Version
2022v5.0
Gross Receipts
$48,035
Mission and Program Overview

Mission

College scholarships provided to high school students.

Charitable and educational purposes

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.-$30,557
SPRINGFIELD CHAMBER OF COMMERCE BUILDING RESTORATION - COMMUNITY FOUNDATION SUPPORT-$1,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE MACKEYSecretary-$0--
JERRY SMITHDirector-$0--
ROBERT SCHERERPresident-$0--
LEE BEYERDirector-$0--
ANDREW BUCKDirector-$0--
BRIAN STECKLERTreasurer-$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
Secretary
Phone
5419128723
Signed
2023-02-08

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 16

“Expenses filing fees 83 investment fees 1,418 ocf fees 1,613 legal fees 595 bank fees 90 scholarships 25,000 accounting fees 1,700 community contribution 1,000 supplies 58 total 31,557”

Form 990-ez, Part I, Line 20

“Unrealized gain on ocf investment account 20,620”

Form 990-ez, Part II, Line 26

“College scholarship commitments 15,000 25,000”

Raw XML Appendix146 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/PersonNm0BRIAN STECKLER
IRS990EZ/BooksInCareOfDetail/PhoneNum05415175504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0342040
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0389138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047069
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016478
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0342040
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0389138
IRS990EZ/GrossReceiptsAmt048035
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0966
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0327040
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0364138
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0327040
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0364138
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE MACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERRY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEE BEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREW BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN STECKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020620
IRS990EZ/OtherExpensesTotalAmt031557
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPRINGFIELD CHAMBER OF COMMERCE BUILDING RESTORATION - COMMUNITY FOUNDATION SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030557
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031557
IRS990EZ/TotalProgramServiceExpensesAmt031557
IRS990EZ/TotalRevenueAmt048035
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0103656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017904
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044244
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt017904
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70090
IRS990ScheduleA/PublicSupportPY170Pct00.51510
IRS990ScheduleA/PublicSupportTotal170Amt0103656
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016441
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0103656
IRS990ScheduleA/TotalSupportAmt0147900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 83 INVESTMENT FEES 1,418 OCF FEES 1,613 LEGAL FEES 595 BANK FEES 90 SCHOLARSHIPS 25,000 ACCOUNTING FEES 1,700 COMMUNITY CONTRIBUTION 1,000 SUPPLIES 58 TOTAL 31,557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON OCF INVESTMENT ACCOUNT 20,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLEGE SCHOLARSHIP COMMITMENTS 15,000 25,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE MACKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05419128723
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-08
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA HANDY
ReturnHeader/ReturnTs02024-02-13T12:51:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACKEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,138
Liabilities
$25,000
Net assets
$364,138
Revenue
$48,035
Expenses
$31,557
Net income
$16,478
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
2023Detailed filing. Detailed filing data is available for this year.$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
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