Civic Intelligence

Beaverton Rotary Foundation Inc.

990 • Fiscal year 2017 • EIN 93-0921893

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 15, 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

9.9%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$826,657

Up $50,473 (+6.5%) from 2016

Net Assets

Up

$826,657

Up $50,473 (+6.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$176,693

Up $15,903 (+9.9%) from 2016

Expenses

Down

$126,220

Down $9,781 (-7.2%) from 2016

Net Income

Up

$50,473

Up $25,684 (+104%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$826,657
Liabilities$0
Net Assets$826,657

Operations Trend

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

2017

Revenue$176,693
Expenses$126,220
Net Income$50,473
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 15, 2017
Return Version
2016v3.0
Gross Receipts
$181,661
Mission and Program Overview

Mission

Education and community service

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$158,635$95,893▼ $62,742
Land, Buildings, and Equipment, Net$8,856$6,923▼ $1,933
Total Assets$776,184$826,657▲ $50,473
Other Assets Total$608,693$723,841▲ $115,148
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$705,112$760,577▲ $55,465
Temporarily Rstr Net Assets$71,072$66,080▼ $4,992
Total Net Assets Fund Balance$776,184$826,657▲ $50,473
Total Liabilities and Net Assets / Fund Balance$776,184$826,657▲ $50,473

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,923$8,972$15,895
Other Assets Org$723,841--
Compensation and Service Providers

Board Members and Trustees

NameTitle
John CookPresident
Alan LudlowDirector
Bill BergDirector
Christine HuotDirector
Frank AppelDirector
Herb McdonnellDirector
John LaplanteSecretary
Jon WoodwardTreasuer
Greg OakesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$46,793
Program Service Revenue
$0
Investment Income
$71,533
Other Revenue
$58,367
All Other Contributions
$29,604
Change in Net Assets
$50,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,220
Total Fundraising Expense$24,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$21,927$4,044$3,869$29,840
Other Expenses$15,635-$18,404$15,635
Fees for Services Other-$2,820-$2,820
Fees for Services Accounting-$2,000-$2,000
Depreciation Depletion-$1,933-$1,933
Insurance-$1,681-$1,681
Fees for Services Management--$1,479$1,479
Advertising--$976$976
Office Expenses-$90$240$330
Total Functional Expenses$88,684$12,568$24,968$126,220
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,335
Fundraising Direct Expenses$4,968
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rose Sale$44,812$35,275-$35,275
Sun Run$21,959$18,860-$18,860
Total Events$77,224$63,335$4,968$58,367
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
John Cook
Title
President
Phone
5036461432
Signed
2017-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Cook
Voting Board Members
10
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 8,583 0 0 books for kids 7,157 0 0 youth exchange fees 6,187 0 0 licenses 0 2,613 0 security/medical 0 0 1,616 merchant card fees 0 1,409 0 supplies 0 0 762 sanitary services 0 0 640 website 0 0 600 taxes/licenses 0 0 200 supplies 0 0 51 bank charges 0 22 0 total 21,927 4,044 3,869

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt095860
IRS990ScheduleA/InvestmentIncomeCYPct00.10000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89550
IRS990ScheduleA/PublicSupportPY509Pct00.89780
IRS990ScheduleA/PublicSupportTotal509Amt0885155
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02907
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt04471
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07378
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0160085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0204213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0201019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0181104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0146112
IRS990ScheduleA/Total509Grp/TotalAmt0892533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0181661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0230167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0204239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0205634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0166692
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0988393
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt06923
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08972
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015895
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0723841
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SHORT TERM INVESTMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06923
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0723841
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013889
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09537
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03099
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01253
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04968
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROSE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063335
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058367
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt04968
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04968
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 8,583 0 0 BOOKS FOR KIDS 7,157 0 0 YOUTH EXCHANGE FEES 6,187 0 0 LICENSES 0 2,613 0 SECURITY/MEDICAL 0 0 1,616 MERCHANT CARD FEES 0 1,409 0 SUPPLIES 0 0 762 SANITARY SERVICES 0 0 640 WEBSITE 0 0 600 TAXES/LICENSES 0 0 200 SUPPLIES 0 0 51 BANK CHARGES 0 22 0 TOTAL 21,927 4,044 3,869
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt071072
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt066080
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0776184
IRS990/TotalAssetsEOYAmt0826657
IRS990/TotalAssetsGrp/BOYAmt0776184
IRS990/TotalAssetsGrp/EOYAmt0826657
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046793
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024968
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012568
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt088684
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126220
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0776184
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0826657
IRS990/TotalOtherProgSrvcExpenseAmt041257
IRS990/TotalProgramServiceExpensesAmt088684
IRS990/TotalRevenueGrp/ExclusionAmt0129900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0176693
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0776184
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0826657
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0705112
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0760577
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0BEAVERTONROTARY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036461432
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId074011C25798FC4E7C2D60AB5B807EBC9CD40AE82
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0150B0826F0433A5D7804928D80850A3E1E65B9D0
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/PreparationDt02017-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P SCHMIDT
ReturnHeader/ReturnTs02017-07-21T14:36:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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