Civic Intelligence

Rotary International Greater Albany

990EZ • Fiscal year 2020 • EIN 93-0854535

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 30, 2021

Organization Profile
PO Box 1629Albany, OR 97321

(541) 979-0214

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

50th percentile

3.7%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

3.5%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

10%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$56,522

Up $1,936 (+3.5%) from 2019

Net Assets

$56,522

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin50th percentile

Revenue

Up

$51,915

Up $4,917 (+10%) from 2019

Expenses

Down

$49,979

Down $25,343 (-34%) from 2019

Net Income

Up

$1,936

Up $30,260 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$100K$50K$0Assets 2018: $81,059Liabilities 2018: $02018Assets 2019: $54,586Liabilities 2019: $02019Assets 2020: $56,522Liabilities 2020: $0Net Assets 2020: $56,5222020Assets 2021: $61,736Liabilities 2021: $0Net Assets 2021: $61,7362021Assets 2022: $61,464Liabilities 2022: $0Net Assets 2022: $61,4642022Assets 2023: $71,204Liabilities 2023: $0Net Assets 2023: $71,2042023Assets 2024: $79,166Liabilities 2024: $0Net Assets 2024: $79,1662024Assets 2025: $72,276Liabilities 2025: $0Net Assets 2025: $72,2762025

Highlighted filing

2020

Assets$56,522
Liabilities$0
Net Assets$56,522
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2018: $88,842Expenses 2018: $76,808Net Income 2018: $12,0342018Revenue 2019: $46,998Expenses 2019: $75,322Net Income 2019: -$28,3242019Revenue 2020: $51,915Expenses 2020: $49,979Net Income 2020: $1,9362020Revenue 2021: $18,979Expenses 2021: $13,765Net Income 2021: $5,2142021Revenue 2022: $34,492Expenses 2022: $34,764Net Income 2022: -$2722022Revenue 2023: $56,031Expenses 2023: $46,291Net Income 2023: $9,7402023Revenue 2024: $43,607Expenses 2024: $35,645Net Income 2024: $7,9622024Revenue 2025: $48,263Expenses 2025: $43,727Net Income 2025: $4,5362025

Highlighted filing

2020

Revenue$51,915
Expenses$49,979
Net Income$1,936
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 30, 2021
Return Version
2019v5.1
Gross Receipts
$51,915
Mission and Program Overview

Mission

ROTARY CLUB

Program Services

DescriptionGrantsExpenses
COMMNUNITY SUPPORT$6,051$6,051
INTERNATIONAL SUPPORT - RI PROGRAMS, EXCHANGE STUDENT$4,401$4,401
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA PANKRATZPresidentPT$0--
JOE VINCENTPast President-$0--
SAM WILLIAMSPresident ElectPT$0--
AMANDA BRESLERSecretary-$0--
WILLIAM HIGBY JrTreasurerPT$0--
JERRY MCINTOSHDirector-$0--
SARAH STEENDirector-$0--
BRIAN DIETRICHDirector-$0--
KEITH KOLKOWDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Greater Albany
EIN
93-0854535
Address
PO BOX 1629, ALBANY, OR 97321

Signing Officer

Name
William Higby JR
Title
Treasurer
Phone
5419790214
Signed
2021-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Sharpe Consulting Services LLC
Address
34290 Sunset Drive NE, Albany, OR 97322
Preparer
Stephen C Sharpe
Phone
5419056222
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMISCELLANEOUS REVENUE 153”

List of grants and similar amounts paid Part I line 10

“Activity DISTRICT GRANT PROJECT Amount 2,201Activity INTERACT CLUB Amount 100Activity COMMUNITY SUPPORT Amount 3,750Activity ROTARY FOUNDATION Amount 3,266Activity INBOUND / OUTBOUND EXCHANGE STUDENT Amount 1,135”

Description of other expenses Part I line 16

“Description AmountDUES PAID TO RI & DISTRICT 8,428BANK FEES 455PUBLIC IMAGE 2,422GIFTS 225WEEKLY MEETINGS (MEALS & LOCATION) 21,017MEALS & ENTERTAINMENT 583GOVERNORS VISIT 1,642OFFICE EXPENSE 1,047BOOKKEEPING 1,021PETS 1,137MISCELLANEOUS EXPENSE 1,550”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM HIGBY JR
IRS990EZ/BooksInCareOfDetail/PhoneNum05419790214
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1629
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097321
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054586
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056522
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03444
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01936
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056522
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010452
IRS990EZ/GrossReceiptsAmt051915
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05535
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042783
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056522
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056522
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA PANKRATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE VINCENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAM WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA BRESLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM HIGBY Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JERRY MCINTOSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH STEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIAN DIETRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEITH KOLKOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039527
IRS990EZ/OtherRevenueTotalAmt0153
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMNUNITY SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL SUPPORT - RI PROGRAMS, EXCHANGE STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06051
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14401
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06051
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14401
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049979
IRS990EZ/TotalProgramServiceExpensesAmt010452
IRS990EZ/TotalRevenueAmt051915
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS REVENUE 153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity DISTRICT GRANT PROJECT Amount 2,201Activity INTERACT CLUB Amount 100Activity COMMUNITY SUPPORT Amount 3,750Activity ROTARY FOUNDATION Amount 3,266Activity INBOUND / OUTBOUND EXCHANGE STUDENT Amount 1,135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountDUES PAID TO RI & DISTRICT 8,428BANK FEES 455PUBLIC IMAGE 2,422GIFTS 225WEEKLY MEETINGS (MEALS & LOCATION) 21,017MEALS & ENTERTAINMENT 583GOVERNORS VISIT 1,642OFFICE EXPENSE 1,047BOOKKEEPING 1,021PETS 1,137MISCELLANEOUS EXPENSE 1,550
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Higby JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05419790214
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL GREATER ALBANY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0930854535
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1629
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097321
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814265415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sharpe Consulting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034290 Sunset Drive NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097322
ReturnHeader/PreparerPersonGrp/PhoneNum05419056222
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen C Sharpe
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-03T16:16:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,522
Liabilities
$0
Net assets
$56,522
Revenue
$51,915
Expenses
$49,979
Net income
$1,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$72.3$0.00$72.3$48.3$43.7$4.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.2$0.00$79.2$43.6$35.6$7.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.2$0.00$71.2$56.0$46.3$9.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.00$61.5$34.5$34.8$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.7$0.00$61.7$19.0$13.8$5.21
2020Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$51.9$50.0$1.94
2019Summary only. Only limited summary data is available for this year.$54.6$0.00$47.0$75.3$28.3
2018Summary only. Only limited summary data is available for this year.$81.1$0.00$88.8$76.8$12.0