Civic Intelligence

Beaverton Rotary Foundation Inc.

990 • Fiscal year 2022 • EIN 93-0921893

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 15, 2022

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

(503) 524-3326

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$884,610

Flat from 2022

Net Assets

Flat

$884,610

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Flat

$94,969

Flat from 2022

Expenses

Flat

$208,716

Flat from 2022

Net Income

Flat

-$113,747

Flat from 2022

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 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

2022

Assets$884,610
Liabilities$0
Net Assets$884,610
Open 2022 Filing

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 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

2022

Revenue$94,969
Expenses$208,716
Net Income-$113,747
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 15, 2022
Return Version
2021v4.0
Gross Receipts
$94,969
Mission and Program Overview

Mission

Education and community service

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$120,795$192,789▲ $71,994
Land, Buildings, and Equipment, Net$1,049--
Total Assets$998,357$884,610▼ $113,747
Other Assets Total$876,513$691,821▼ $184,692
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$912,745$805,242▼ $107,503
Net Assets With Donor Restrictions$85,612$79,368▼ $6,244
Total Net Assets Fund Balance$998,357$884,610▼ $113,747
Total Liabilities and Net Assets / Fund Balance$998,357$884,610▼ $113,747

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,665-$13,665
Equipment$-13,665$13,665-
Other Assets Org$691,821--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ralph ShoffnerPresident
Bill BergDirector
Dave GartonDirector
Doug WhittenDirector
Kurt Van HornDirector
Sherre CalouriDirector
Bob BrandonSecretary
Steven SchmidtTreasurer
Frank AppelVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$168,268
Program Service Revenue
$0
Investment Income
$-89,057
Other Revenue
$15,758
All Other Contributions
$157,117
Change in Net Assets
$-113,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,716
Total Fundraising Expense$2,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$6,161$5,235$2,707$14,103
Other Expenses$8,225--$8,225
Insurance-$1,281-$1,281
Depreciation Depletion-$1,049-$1,049
Office Expenses-$324-$324
Total Functional Expenses$198,120$7,889$2,707$208,716
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,758
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Raffle$16,087$11,802-$11,802
Rose Sale$6,312$3,956-$3,956
Total Events$22,399$15,758-$15,758
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 35% controlled entity
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
Steven Schmidt
Title
Treasurer
Phone
5035243326
Signed
2022-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ralph Shoffner
Voting Board Members
9
Independent Board Members
3
Employees
0

Preparer

Firm
Steven P Schmidt CPA Pc
Address
13328 SW GALLOP CT, BEAVERTON, OR 97008
Preparer
Steven P Schmidt
Phone
5035243326
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)”

Raw XML Appendix370 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/AllOtherContributionsAmt0157117
IRS990/AllOtherExpensesGrp/FundraisingAmt02707
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05235
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06161
IRS990/AllOtherExpensesGrp/TotalAmt014103
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVEN P SCHMIDT CPA PC
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SCHMIDT & JOHNSON CPAS
IRS990/BooksInCareOfDetail/PhoneNum05035243326
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt013328 SW GALLOP COURT
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097008
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt06651
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0168268
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-89057
IRS990/CYOtherExpensesAmt0208716
IRS990/CYOtherRevenueAmt015758
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-113747
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0208716
IRS990/CYTotalFundraisingExpenseAmt02707
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt094969
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01049
IRS990/DepreciationDepletionGrp/TotalAmt01049
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/DonorRestrictionNetAssetsGrp/BOYAmt085612
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt079368
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt032018
IRS990/FamilyOrBusinessRlnInd0false
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0RALPH SHOFFNER
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK APPEL
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB BRANDON
IRS990/Form990PartVIISectionAGrp/PersonNm4BILL BERG
IRS990/Form990PartVIISectionAGrp/PersonNm5KURT VAN HORN
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVE GARTON
IRS990/Form990PartVIISectionAGrp/PersonNm7DOUG WHITTEN
IRS990/Form990PartVIISectionAGrp/PersonNm8SHERRE CALOURI
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/ReportableCompFromOrgAmt80
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt06651
IRS990/FundraisingGrossIncomeAmt015758
IRS990/GainOrLossGrp/OtherAmt023475
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt023475
IRS990/GrossReceiptsAmt094969
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01281
IRS990/InsuranceGrp/TotalAmt01281
IRS990/InvestmentIncomeGrp/ExclusionAmt0-112532
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-112532
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013665
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01049
IRS990/LandBldgEquipCostOrOtherBssAmt013665
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/NetAssetsOrFundBalancesBOYAmt0998357
IRS990/NetAssetsOrFundBalancesEOYAmt0884610
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023475
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023475
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt015758
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015758
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0912745
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0805242
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0324
IRS990/OfficeExpensesGrp/TotalAmt0324
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0876513
IRS990/OtherAssetsTotalGrp/EOYAmt0691821
IRS990/OtherExpensesGrp/Desc0INT'L PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc2WARM COATS
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0138060
IRS990/OtherExpensesGrp/ProgramServicesAmt132018
IRS990/OtherExpensesGrp/ProgramServicesAmt213656
IRS990/OtherExpensesGrp/ProgramServicesAmt38225
IRS990/OtherExpensesGrp/TotalAmt0138060
IRS990/OtherExpensesGrp/TotalAmt132018
IRS990/OtherExpensesGrp/TotalAmt213656
IRS990/OtherExpensesGrp/TotalAmt38225
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RALPH SHOFFNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0INTERNATIONAL YOUTH EXCHANGE - SUPPORT FOR ONE INBOUND AND ONE OUTBOUND STUDENT FOR A FULL ACADEMIC YEAR OVERSEAS
IRS990/ProgSrvcAccomActy3Grp/Desc0DISTRIBUTION OF COATS TO AREA HOMELESS STUDENTS AND SHOES TO AREA CHILDREN.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019817
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE FUNDING FOR LOCAL AREA PROJECTS (9) PROVIDE FUNDING FOR WORLD COMMUNITY SERVICE PROJECTS (8)
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0146285
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0194110
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0176264
IRS990/PYOtherExpensesAmt0245118
IRS990/PYOtherRevenueAmt09237
IRS990/PYRevenuesLessExpensesAmt0134493
IRS990/PYTotalExpensesAmt0245118
IRS990/PYTotalRevenueAmt0379611
IRS990/ReconcilationRevenueExpnssAmt0-113747
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt04500
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120795
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0192789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0168268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0194110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt080684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0512980
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-112532
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0163064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032636
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031277
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0155504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065778
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142361
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt015758
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09237
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0-11271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010222
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt027101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt051047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-112532
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0163064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032636
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0155504
IRS990ScheduleA/InvestmentIncomeCYPct00.18000
IRS990ScheduleA/InvestmentIncomePYPct00.30000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81960
IRS990ScheduleA/PublicSupportPY509Pct00.70210
IRS990ScheduleA/PublicSupportTotal509Amt0706388
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0184026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0203347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117097
IRS990ScheduleA/Total509Grp/TotalAmt0706388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0366411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0186768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0148374
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0861892
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-13665
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013665
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0691821
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SHORT TERM INVESTMENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013665
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013665
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0691821
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06641
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04285
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02356
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROSE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015758
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015758
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0998357
IRS990/TotalAssetsEOYAmt0884610
IRS990/TotalAssetsGrp/BOYAmt0998357
IRS990/TotalAssetsGrp/EOYAmt0884610
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0168268
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02707
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07889
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0198120
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208716
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0998357
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0884610
IRS990/TotalOtherProgSrvcExpenseAmt0146285
IRS990/TotalProgramServiceExpensesAmt0198120
IRS990/TotalRevenueGrp/ExclusionAmt0-73299
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094969
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0998357
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0884610
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0BEAVERTONROTARY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035243326
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
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/PreparerFirmGrp/PreparerFirmEIN0931256534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN P SCHMIDT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013328 SW GALLOP CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAVERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097008
ReturnHeader/PreparerPersonGrp/PhoneNum05035243326
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P SCHMIDT
ReturnHeader/ReturnTs02022-07-16T16:12:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMIDT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$884,610
Liabilities
$0
Net assets
$884,610
Revenue
$94,969
Expenses
$208,716
Net income
-$113,747
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
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