Civic Intelligence

Beaverton Rotary Foundation Inc.

990 • Fiscal year 2018 • EIN 93-0921893

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 04, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$849,505

Up $22,848 (+2.8%) from 2017

Net Assets

Up

$849,505

Up $22,848 (+2.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin72nd percentile

Revenue

Down

$148,374

Down $28,319 (-16%) from 2017

Expenses

Down

$125,526

Down $694 (-0.5%) from 2017

Net Income

Down

$22,848

Down $27,625 (-55%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$849,505
Liabilities$0
Net Assets$849,505
Open 2018 Filing

Operations Trend

Revenue Growth18th 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

2018

Revenue$148,374
Expenses$125,526
Net Income$22,848
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 4, 2018
Return Version
2017v2.3
Gross Receipts
$148,374
Mission and Program Overview

Mission

Education and community service

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$95,893$125,188▲ $29,295
Land, Buildings, and Equipment, Net$6,923$5,320▼ $1,603
Total Assets$826,657$849,505▲ $22,848
Other Assets Total$723,841$718,997▼ $4,844
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$760,577$783,947▲ $23,370
Temporarily Rstr Net Assets$66,080$65,558▼ $522
Total Net Assets Fund Balance$826,657$849,505▲ $22,848
Total Liabilities and Net Assets / Fund Balance$826,657$849,505▲ $22,848

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,895-$15,895
Equipment$-10,575$10,575-
Other Assets Org$718,997--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Jon WoodwardPresident
Bob BrandonDirector
Jim LundbladeDirector
Kurt Van HornDirector
Ralph ShoffnerDirector
Bill BergSecretary
Steven SchmidtTreasurer
Frank AppelVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$39,851
Program Service Revenue
$0
Investment Income
$58,378
Other Revenue
$50,145
All Other Contributions
$22,218
Change in Net Assets
$22,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,526
Total Fundraising Expense$27,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$25,425$4,365$6,370$36,160
Other Expenses$16,651-$16,840$16,651
Fees for Services Other-$2,823-$2,823
Fees for Services Accounting-$2,537-$2,537
Advertising--$2,360$2,360
Fees for Services Management--$1,717$1,717
Depreciation Depletion-$1,602-$1,602
Insurance-$1,576-$1,576
Office Expenses-$161$472$633
Total Functional Expenses$84,703$13,064$27,759$125,526
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,145
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rose Sale$38,485$31,755-$31,755
Wine Raffle$14,538$10,795-$10,795
Total Events$65,778$50,145-$50,145
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
Jon Woodward
Title
President
Phone
5036461432
Signed
2018-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Woodward
Voting Board Members
8
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

“Books for kids 11,479 0 0 cost of dictionaries 9,096 0 0 youth exchange fees 4,850 0 0 software renewals 0 2,445 0 catering 0 0 2,088 taxes/licenses 0 0 1,890 merchant card fees 0 1,343 0 security/medical 0 0 1,292 sanitary services 0 0 640 licenses 0 282 0 professional development 0 260 0 website 0 0 170 entertainment 0 0 150 advertising 0 0 95 supplies 0 0 45 bank charges 0 35 0 total 25,425 4,365 6,370”

Raw XML Appendix390 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATION AND COMMUNITY SERVICE
IRS990/AdvertisingGrp/FundraisingAmt02360
IRS990/AdvertisingGrp/TotalAmt02360
IRS990/AllOtherContributionsAmt022218
IRS990/AllOtherExpensesGrp/FundraisingAmt06370
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04365
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025425
IRS990/AllOtherExpensesGrp/TotalAmt036160
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCHMIDT & ASSOCIATES LLP
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SCHMIDT & JOHNSON CPAS
IRS990/BooksInCareOfDetail/PhoneNum05036461432
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05075 SW GRIFFITH DRIVE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097005
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt015633
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039851
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058378
IRS990/CYOtherExpensesAmt0125526
IRS990/CYOtherRevenueAmt050145
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt022848
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0125526
IRS990/CYTotalFundraisingExpenseAmt027759
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0148374
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01602
IRS990/DepreciationDepletionGrp/TotalAmt01602
IRS990/Desc0SCHOLARSHIPS: ACADEMIC, VOCATIONAL AND NEED-BASED AWARDED BASED ON MERIT AND NEED, UP TO 1,000 PER YEAR RENEWABLE BASED ON PROGRESS TO GRADUATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt025433
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02537
IRS990/FeesForServicesAccountingGrp/TotalAmt02537
IRS990/FeesForServicesManagementGrp/FundraisingAmt01717
IRS990/FeesForServicesManagementGrp/TotalAmt01717
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02823
IRS990/FeesForServicesOtherGrp/TotalAmt02823
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JON WOODWARD
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVEN SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK APPEL
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL BERG
IRS990/Form990PartVIISectionAGrp/PersonNm4RALPH SHOFFNER
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB BRANDON
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM LUNDBLADE
IRS990/Form990PartVIISectionAGrp/PersonNm7KURT VAN HORN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt015633
IRS990/FundraisingGrossIncomeAmt050145
IRS990/GainOrLossGrp/OtherAmt011959
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011959
IRS990/GrossReceiptsAmt0148374
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01576
IRS990/InsuranceGrp/TotalAmt01576
IRS990/InvestmentIncomeGrp/ExclusionAmt046419
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046419
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010575
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06923
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05320
IRS990/LandBldgEquipCostOrOtherBssAmt015895
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION AND COMMUNITY SERVICE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0826657
IRS990/NetAssetsOrFundBalancesEOYAmt0849505
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011959
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011959
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt050145
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt050145
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0472
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0161
IRS990/OfficeExpensesGrp/TotalAmt0633
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0723841
IRS990/OtherAssetsTotalGrp/EOYAmt0718997
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2COGS
IRS990/OtherExpensesGrp/Desc3INT'L PROGRAM EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt016840
IRS990/OtherExpensesGrp/ProgramServicesAmt025433
IRS990/OtherExpensesGrp/ProgramServicesAmt117194
IRS990/OtherExpensesGrp/ProgramServicesAmt216651
IRS990/OtherExpensesGrp/TotalAmt025433
IRS990/OtherExpensesGrp/TotalAmt117194
IRS990/OtherExpensesGrp/TotalAmt216840
IRS990/OtherExpensesGrp/TotalAmt316651
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JON WOODWARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0INTERNATIONAL YOUTH EXCHANGE - SUPPORT FOR ONE INBOUND AND ONE OUTBOUND STUDENT FOR A FULL ACADEMIC YEAR OVERSEAS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04850
IRS990/ProgSrvcAccomActy3Grp/Desc0DICTIONARY DISTRIBUTION TO ALL FOURTH GRADERS IN THE BEAVERTON SCHOOL DISTRICT AND BOOK DISTRIBUTIONS TO PRIMARY SCHOOLS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020575
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE FUNDING FOR LOCAL AREA PROJECTS (9) PROVIDE FUNDING FOR WORLD COMMUNITY SERVICE PROJECTS (8)
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt033845
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046793
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt071533
IRS990/PYOtherExpensesAmt0126220
IRS990/PYOtherRevenueAmt058367
IRS990/PYRevenuesLessExpensesAmt050473
IRS990/PYTotalExpensesAmt0126220
IRS990/PYTotalRevenueAmt0176693
IRS990/ReconcilationRevenueExpnssAmt022848
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt02000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt095893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0125188
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt02907
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0223829
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt031277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025954
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03220
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024530
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0106557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065778
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt078218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0384024
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt027101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt049957
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt058627
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt058466
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt061514
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0255665
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt031277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025954
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0106557
IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.10000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88720
IRS990ScheduleA/PublicSupportPY509Pct00.89550
IRS990ScheduleA/PublicSupportTotal509Amt0860611
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt02907
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02907
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0160085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0204213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0201019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0181104
IRS990ScheduleA/Total509Grp/TotalAmt0863518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0148374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0181661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0230167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0204239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0205634
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0970075
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-10575
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010575
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0718997
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SHORT TERM INVESTMENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015895
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015895
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05320
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0718997
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015633
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06730
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03743
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05160
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROSE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065778
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050145
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050145
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/ExplanationTxt3BOOKS FOR KIDS 11,479 0 0 COST OF DICTIONARIES 9,096 0 0 YOUTH EXCHANGE FEES 4,850 0 0 SOFTWARE RENEWALS 0 2,445 0 CATERING 0 0 2,088 TAXES/LICENSES 0 0 1,890 MERCHANT CARD FEES 0 1,343 0 SECURITY/MEDICAL 0 0 1,292 SANITARY SERVICES 0 0 640 LICENSES 0 282 0 PROFESSIONAL DEVELOPMENT 0 260 0 WEBSITE 0 0 170 ENTERTAINMENT 0 0 150 ADVERTISING 0 0 95 SUPPLIES 0 0 45 BANK CHARGES 0 35 0 TOTAL 25,425 4,365 6,370
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/BOYAmt066080
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt065558
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0826657
IRS990/TotalAssetsEOYAmt0849505
IRS990/TotalAssetsGrp/BOYAmt0826657
IRS990/TotalAssetsGrp/EOYAmt0849505
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039851
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt027759
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013064
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084703
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125526
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0826657
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0849505
IRS990/TotalOtherProgSrvcExpenseAmt033845
IRS990/TotalProgramServiceExpensesAmt084703
IRS990/TotalRevenueGrp/ExclusionAmt0108523
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148374
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0826657
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0849505
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0760577
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0783947
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0BEAVERTONROTARY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WOODWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036461432
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-04
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/AtSubmissionFilingDeviceId0B87F7FA21824070B65373CE8AFD9D219042A5CD3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.102.72.244
ReturnHeader/FilingSecurityInformation/IPDt02018-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:19:47
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/PreparationDt02018-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P SCHMIDT
ReturnHeader/ReturnTs02018-08-08T14:19:47-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$849,505
Liabilities
$0
Net assets
$849,505
Revenue
$148,374
Expenses
$125,526
Net income
$22,848
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