Civic Intelligence

Springfield Rotary Charitable Foundation

990EZ • Fiscal year 2016 • EIN 93-0775578

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

Organization ProfileN/A
PO Box 55Springfield, OR 97477

(541) 687-1099

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

1.01x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$242,596

Down $8,567 (-3.4%) from 2015

Net Assets

Down

$223,596

Down $12,567 (-5.3%) from 2015

Liabilities

Up

$19,000

Up $4,000 (+27%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin6th percentile

Revenue

Up

$18,827

Up $6,832 (+57%) from 2015

Expenses

Up

$31,394

Up $13,199 (+73%) from 2015

Net Income

Down

-$12,567

Down $6,367 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2016

Assets$242,596
Liabilities$19,000
Net Assets$223,596
Open 2016 Filing

Operations Trend

Revenue Growth88th 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

2016

Revenue$18,827
Expenses$31,394
Net Income-$12,567
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$18,827
Mission and Program Overview

Mission

College scholarships provided to high school students.

To provide college scholarships for high school students

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.-$19,000
PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN THOMASPresident-$0--
CORWIN LEWISTreasurer-$0--
JERRY SMITHDirector-$0--
ROBERT SCHERERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Springfield Rotary Scholarship Fund
EIN
93-0775578
Phone
5416871099
Address
PO BOX 55, SPRINGFIELD, OR 97477

Signing Officer

Name
Corwin Lewis
Title
Treasurer
Phone
5416871099
Signed
2016-11-09

Preparer

Firm
Mischel Lewis & Dixson Llp
Address
72A CENTENNIAL LOOP STE 130, EUGENE, OR 97401-2457
Preparer
Corwin G Lewis
Phone
5416871099
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses filing fees 55 investment fees 749 licenses & fees 50 ocf fees 1,130 unrealized loss 10,410 total 12,394”

Form 990-ez, Part II, Line 24

“Receivable - ocf 0 10,142 total 0 10,142”

Form 990-ez, Part II, Line 26

“College scholarship commitments 15,000 19,000”

Form 990-ez, Part III, Line 31

“Provide college scholarships to high school students.”

Raw XML Appendix137 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/BusinessNameLine1Txt0MISCHEL LEWIS & DIXSON LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum05416871099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt072A CENTENNIAL LP 130
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EUGENE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0974012457
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0251163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0232454
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014610
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12567
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0251163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0242596
IRS990EZ/GrossReceiptsAmt018827
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04217
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CORWIN LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010142
IRS990EZ/OtherExpensesTotalAmt012394
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031394
IRS990EZ/TotalProgramServiceExpensesAmt019000
IRS990EZ/TotalRevenueAmt018827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt068250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02663
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt059233
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04217
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53540
IRS990ScheduleA/PublicSupportPY170Pct00.40310
IRS990ScheduleA/PublicSupportTotal170Amt068250
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt068250
IRS990ScheduleA/TotalSupportAmt0127483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 55 INVESTMENT FEES 749 LICENSES & FEES 50 OCF FEES 1,130 UNREALIZED LOSS 10,410 TOTAL 12,394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIVABLE - OCF 0 10,142 TOTAL 0 10,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLEGE SCHOLARSHIP COMMITMENTS 15,000 19,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CORWIN LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05416871099
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRINGFIELD ROTARY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0SPRI
ReturnHeader/Filer/EIN0930775578
ReturnHeader/Filer/PhoneNum05416871099
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097477
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931042314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MISCHEL LEWIS & DIXSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt072A CENTENNIAL LOOP STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974012457
ReturnHeader/PreparerPersonGrp/PhoneNum05416871099
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORWIN G LEWIS
ReturnHeader/ReturnTs02016-11-10T18:53:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,596
Liabilities
$19,000
Net assets
$223,596
Revenue
$18,827
Expenses
$31,394
Net income
-$12,567
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
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