Civic Intelligence

Beaverton Rotary Foundation Inc.

990 • Fiscal year 2016 • EIN 93-0921893

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 06, 2016

Organization ProfileBEAVERTONROTARY.ORG
PO Box 385Beaverton, OR 97075-0385

(503) 646-1432

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$776,184

Up $24,689 (+3.3%) from 2015

Net Assets

Up

$776,184

Up $24,689 (+3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin74th percentile

Revenue

Up

$160,790

Up $32,896 (+26%) from 2015

Expenses

Up

$136,001

Up $2,097 (+1.6%) from 2015

Net Income

Up

$24,789

Up $30,799 (+512%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $603,904Liabilities 2011: $0Net Assets 2011: $603,9042011Assets 2012: $628,161Liabilities 2012: $0Net Assets 2012: $628,1612012Assets 2013: $675,541Liabilities 2013: $0Net Assets 2013: $675,5412013Assets 2014: $757,505Liabilities 2014: $0Net Assets 2014: $757,5052014Assets 2015: $751,495Liabilities 2015: $0Net Assets 2015: $751,4952015Assets 2016: $776,184Liabilities 2016: $0Net Assets 2016: $776,1842016Assets 2017: $826,657Liabilities 2017: $0Net Assets 2017: $826,6572017Assets 2018: $849,505Liabilities 2018: $0Net Assets 2018: $849,5052018Assets 2019: $909,486Liabilities 2019: $0Net Assets 2019: $909,4862019Assets 2020: $863,864Liabilities 2020: $0Net Assets 2020: $863,8642020Assets 2021: $998,357Liabilities 2021: $0Net Assets 2021: $998,3572021Assets 2022: $884,610Liabilities 2022: $0Net Assets 2022: $884,6102022Assets 2023: $886,520Liabilities 2023: $0Net Assets 2023: $886,5202023Assets 2024: $989,786Liabilities 2024: $0Net Assets 2024: $989,7862024Assets 2025: $1,093,343Liabilities 2025: $0Net Assets 2025: $1,093,3432025

Highlighted filing

2016

Assets$776,184
Liabilities$0
Net Assets$776,184
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

$400K$200K$0-$200KExpenses 2011: $128,7912011Expenses 2012: $106,5812012Expenses 2013: $122,8442013Revenue 2014: $189,585Expenses 2014: $107,621Net Income 2014: $81,9642014Revenue 2015: $127,894Expenses 2015: $133,904Net Income 2015: -$6,0102015Revenue 2016: $160,790Expenses 2016: $136,001Net Income 2016: $24,7892016Revenue 2017: $176,693Expenses 2017: $126,220Net Income 2017: $50,4732017Revenue 2018: $148,374Expenses 2018: $125,526Net Income 2018: $22,8482018Revenue 2019: $186,767Expenses 2019: $126,786Net Income 2019: $59,9812019Revenue 2020: $88,845Expenses 2020: $134,461Net Income 2020: -$45,6162020Revenue 2021: $379,611Expenses 2021: $245,118Net Income 2021: $134,4932021Revenue 2022: $94,969Expenses 2022: $208,716Net Income 2022: -$113,7472022Revenue 2023: $102,211Expenses 2023: $100,301Net Income 2023: $1,9102023Revenue 2024: $156,519Expenses 2024: $109,228Net Income 2024: $47,2912024Revenue 2025: $181,797Expenses 2025: $120,219Net Income 2025: $61,5782025

Highlighted filing

2016

Revenue$160,790
Expenses$136,001
Net Income$24,789
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 6, 2016
Return Version
2015v2.1
Gross Receipts
$160,790
Mission and Program Overview

Mission

Education and community service

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$86,136$158,635▲ $72,499
Land, Buildings, and Equipment, Net$11,407$8,856▼ $2,551
Total Assets$751,395$776,184▲ $24,789
Other Assets Total$653,852$608,693▼ $45,159
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$751,395$776,184▲ $24,789
Total Net Assets Fund Balance$751,395$776,184▲ $24,789
Total Liabilities and Net Assets / Fund Balance$751,395$776,184▲ $24,789

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,856$7,039$15,895
Other Assets Org$608,693--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Carl VorhiesPresident
Christine HuotDirector
Frank AppelDirector
Greg OakesDirector
Herb McdonnellDirector
John LaplanteSecretary
Steven SchmidtTreasuer
John CookVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$86,959
Program Service Revenue
$0
Investment Income
$15,204
Other Revenue
$58,627
All Other Contributions
$65,368
Change in Net Assets
$24,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,001
Total Fundraising Expense$29,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$13,969$1,130$4,857$19,956
Other Expenses$24,000-$19,925$19,925
Fees for Services Other-$4,997-$4,997
Advertising--$3,337$3,337
Fees for Services Accounting-$2,600-$2,600
Depreciation Depletion-$2,551-$2,551
Fees for Services Management--$1,545$1,545
Office Expenses-$146$272$418
Total Functional Expenses$94,641$11,424$29,936$136,001
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,627
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rose Sale$48,486$37,865-$37,865
Sun Run$17,157$10,017-$10,017
Total Events$78,218$58,627-$58,627
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Beaverton Rotary Foundation Inc
EIN
93-0921893
Address
PO BOX 385, BEAVERTON, OR 97075-0385

Signing Officer

Name
Carl Vorhies
Title
President
Phone
5036461432
Signed
2016-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Vorhies
Voting Board Members
9
Independent Board Members
3
Employees
0

Preparer

Firm
Schmidt & Associates Llp
Address
5075 SW GRIFFITH DR STE 100, BEAVERTON, OR 97005
Preparer
Steven P Schmidt
Phone
5036461432
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide funding for local area projects (9) provide funding for world community service projects (8)”

Form 990, Part IX, Line 24E

“Cost of dictionaries 8,589 0 0 youth exchange fees 5,380 0 0 supplies 0 0 1,239 security/medical 0 0 1,204 catering 0 0 1,098 website 0 0 642 merchant card fees 0 624 0 sanitary services 0 0 352 bank charges 0 307 0 supplies 0 0 243 licenses 0 199 0 taxes/licenses 0 0 50 bank charges 0 0 29”

Raw XML Appendix388 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.

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IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89780
IRS990ScheduleA/PublicSupportPY509Pct00.89170
IRS990ScheduleA/PublicSupportTotal509Amt0839278
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02907
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt04471
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt02236
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt09614
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0204213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0201019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0181104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0146112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116444
IRS990ScheduleA/Total509Grp/TotalAmt0848892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0230167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0204239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0205634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0166692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0128060
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0934792
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0608693
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SHORT TERM INVESTMENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08856
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07039
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015895
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08856
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0608693
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt019591
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010621
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07140
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01830
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROSE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058627
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058627
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE FUNDING FOR LOCAL AREA PROJECTS (9) PROVIDE FUNDING FOR WORLD COMMUNITY SERVICE PROJECTS (8)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST OF DICTIONARIES 8,589 0 0 YOUTH EXCHANGE FEES 5,380 0 0 SUPPLIES 0 0 1,239 SECURITY/MEDICAL 0 0 1,204 CATERING 0 0 1,098 WEBSITE 0 0 642 MERCHANT CARD FEES 0 624 0 SANITARY SERVICES 0 0 352 BANK CHARGES 0 307 0 SUPPLIES 0 0 243 LICENSES 0 199 0 TAXES/LICENSES 0 0 50 BANK CHARGES 0 0 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0751395
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0776184
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0751395
IRS990/TotalAssetsEOYAmt0776184
IRS990/TotalAssetsGrp/BOYAmt0751395
IRS990/TotalAssetsGrp/EOYAmt0776184
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt086959
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt029936
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011424
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094641
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136001
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0751395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0776184
IRS990/TotalOtherProgSrvcExpenseAmt056672
IRS990/TotalProgramServiceExpensesAmt094641
IRS990/TotalRevenueGrp/ExclusionAmt073831
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160790
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0751395
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0776184
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0BEAVERTONROTARY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL VORHIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036461432
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEAVERTON ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BEAV
ReturnHeader/Filer/EIN0930921893
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 385
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0970750385
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472243871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHMIDT & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05075 SW GRIFFITH DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAVERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036461432
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P SCHMIDT
ReturnHeader/ReturnTs02016-07-06T15:52:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$776,184
Liabilities
$0
Net assets
$776,184
Revenue
$160,790
Expenses
$136,001
Net income
$24,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.18$0.12$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.16$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.09$0.21$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.38$0.25$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.09$0.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.19$0.13$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.18$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.16$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.13$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.19$0.11$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.13