Civic Intelligence

Beaverton Rotary Foundation Inc.

990 • Fiscal year 2019 • EIN 93-0921893

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 07, 2019

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

(503) 524-3326

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$909,486

Up $59,981 (+7.1%) from 2018

Net Assets

Up

$909,486

Up $59,981 (+7.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin85th percentile

Revenue

Up

$186,767

Up $38,393 (+26%) from 2018

Expenses

Up

$126,786

Up $1,260 (+1.0%) from 2018

Net Income

Up

$59,981

Up $37,133 (+163%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2019

Assets$909,486
Liabilities$0
Net Assets$909,486
Open 2019 Filing

Operations Trend

Revenue Growth76th 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

2019

Revenue$186,767
Expenses$126,786
Net Income$59,981
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 7, 2019
Return Version
2018v3.1
Gross Receipts
$186,767
Mission and Program Overview

Mission

Education and community service

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$125,188$100,617▼ $24,571
Land, Buildings, and Equipment, Net$5,320$3,748▼ $1,572
Total Assets$849,505$909,486▲ $59,981
Other Assets Total$718,997$805,121▲ $86,124
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$783,947$813,869▲ $29,922
Temporarily Rstr Net Assets$65,558$95,617▲ $30,059
Total Net Assets Fund Balance$849,505$909,486▲ $59,981
Total Liabilities and Net Assets / Fund Balance$849,505$909,486▲ $59,981

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,748$9,917$13,665
Other Assets Org$805,121--
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
$80,684
Program Service Revenue
$0
Investment Income
$51,280
Other Revenue
$54,803
All Other Contributions
$52,984
Change in Net Assets
$59,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,786
Total Fundraising Expense$26,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$20,797$2,046$5,476$28,319
Other Expenses$19,838-$14,113$14,113
Advertising--$4,414$4,414
Fees for Services Other-$3,037-$3,037
Fees for Services Management--$1,945$1,945
Fees for Services Accounting-$1,650-$1,650
Insurance-$1,576-$1,576
Depreciation Depletion-$1,572-$1,572
Office Expenses-$27$265$292
Total Functional Expenses$90,665$9,908$26,213$126,786
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,803
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rose Sale$38,655$33,650-$33,650
Sun Run$21,320$8,300-$8,300
Total Events$74,503$54,803-$54,803
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
2019-08-07
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 9,996 0 0 cost of dictionaries 9,076 0 0 catering 0 0 2,227 youth exchange fees 1,725 0 0 merchant card fees 0 1,367 0 security/medical 0 0 1,201 supplies 0 0 772 sanitary services 0 0 440 website 0 0 395 software renewals 0 334 0 licenses 0 284 0 taxes/licenses 0 0 202 entertainment 0 0 150 supplies 0 0 89 bank charges 0 61 0 total 20,797 2,046 5,476”

Raw XML Appendix392 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/Total509Grp/CurrentTaxYearAmt0135487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0160085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0204213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0201019
IRS990ScheduleA/Total509Grp/TotalAmt0817901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0166606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0148374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0181661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0230167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0204239
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0931047
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03748
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09917
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013665
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0805121
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SHORT TERM INVESTMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03748
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0805121
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt019700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05005
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013020
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01675
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROSE SALE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054803
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054803
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 9,996 0 0 COST OF DICTIONARIES 9,076 0 0 CATERING 0 0 2,227 YOUTH EXCHANGE FEES 1,725 0 0 MERCHANT CARD FEES 0 1,367 0 SECURITY/MEDICAL 0 0 1,201 SUPPLIES 0 0 772 SANITARY SERVICES 0 0 440 WEBSITE 0 0 395 SOFTWARE RENEWALS 0 334 0 LICENSES 0 284 0 TAXES/LICENSES 0 0 202 ENTERTAINMENT 0 0 150 SUPPLIES 0 0 89 BANK CHARGES 0 61 0 TOTAL 20,797 2,046 5,476
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/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt065558
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt095617
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0849505
IRS990/TotalAssetsEOYAmt0909486
IRS990/TotalAssetsGrp/BOYAmt0849505
IRS990/TotalAssetsGrp/EOYAmt0909486
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt080684
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026213
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09908
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090665
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126786
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0849505
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0909486
IRS990/TotalOtherProgSrvcExpenseAmt040116
IRS990/TotalProgramServiceExpensesAmt090665
IRS990/TotalRevenueGrp/ExclusionAmt0106083
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186767
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0849505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0909486
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0783947
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0813869
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 385
IRS990/USAddress/CityNm0BEAVERTON
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd0970750385
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0BEAVERTONROTARY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WOODWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036461432
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-07
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/AtSubmissionCreationDeviceId01F19F420AF34F3CE7868DCD9A9EAA359F5B31D90
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0150B0826F0433A5D7804928D80850A3E1E65B9D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.53.230.62
ReturnHeader/FilingSecurityInformation/IPDt02019-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:31:47
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/PreparationDt02019-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P SCHMIDT
ReturnHeader/ReturnTs02019-08-06T16:31:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$909,486
Liabilities
$0
Net assets
$909,486
Revenue
$186,767
Expenses
$126,786
Net income
$59,981
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