Civic Intelligence

Rotary International Greater Albany

990EZ • Fiscal year 2021 • EIN 93-0854535

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 31, 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

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

9.2%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-63%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$61,736

Up $5,214 (+9.2%) from 2020

Net Assets

Up

$61,736

Up $5,214 (+9.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin76th percentile

Revenue

Down

$18,979

Down $32,936 (-63%) from 2020

Expenses

Down

$13,765

Down $36,214 (-72%) from 2020

Net Income

Up

$5,214

Up $3,278 (+169%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$61,736
Liabilities$0
Net Assets$61,736
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$18,979
Expenses$13,765
Net Income$5,214
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 31, 2021
Return Version
2020v4.1
Gross Receipts
$18,979
Mission and Program Overview

Mission

ROTARY CLUB

Program Services

DescriptionGrantsExpenses
COMMNUNITY SUPPORT$913$913
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM WILLIAMSPresidentPT$0--
JESSICA PANKRATZPast President-$0--
BRIAN OAREPresident ElectPT$0--
AMANDA BRESLERSecretary-$0--
JERRY MCINTOSHDirector-$0--
SARAH STEENDirector-$0--
BRIAN DIETRICHDirector-$0--
KEITH KOLKOWDirector-$0--
LYNN BOSDirector-$0--
CHUCK BEELERDirector-$0--
WILLIAM HIGBY JrTreasurerPT$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
2021-07-31
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity DISTRICT GRANT PROJECT Amount 500Activity INTERACT CLUB Amount 100Activity COMMUNITY SUPPORT Amount 313”

Description of other expenses Part I line 16

“Description AmountDUES PAID TO RI & DISTRICT 7,612BANK FEES 320PUBLIC IMAGE 440BAD DEBT 3,584OFFICE EXPENSE 50BOOKKEEPING 237WEBSITE 275MISCELLANEOUS EXPENSE 50”

Raw XML Appendix163 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/PhoneNum05419790214
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1629
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097321
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056522
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0886
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05214
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0913
IRS990EZ/GrossReceiptsAmt018979
IRS990EZ/GroupExemptionNum00573
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016792
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt108.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA PANKRATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN OARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA BRESLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERRY MCINTOSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH STEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN DIETRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KEITH KOLKOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LYNN BOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHUCK BEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WILLIAM HIGBY Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012568
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY CLUB
IRS990EZ/PrintingPublicationsPostageAmt0284
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMNUNITY SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0913
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0913
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013765
IRS990EZ/TotalProgramServiceExpensesAmt0913
IRS990EZ/TotalRevenueAmt018979
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity DISTRICT GRANT PROJECT Amount 500Activity INTERACT CLUB Amount 100Activity COMMUNITY SUPPORT Amount 313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDUES PAID TO RI & DISTRICT 7,612BANK FEES 320PUBLIC IMAGE 440BAD DEBT 3,584OFFICE EXPENSE 50BOOKKEEPING 237WEBSITE 275MISCELLANEOUS EXPENSE 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Higby JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05419790214
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-31
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/PreparationDt02021-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen C Sharpe CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-17T12:05:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Higby
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,736
Liabilities
$0
Net assets
$61,736
Revenue
$18,979
Expenses
$13,765
Net income
$5,214
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
2021Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$19.0$13.8$5.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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