Civic Intelligence

Earle C May Kruse Way Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 93-1084364

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileN/A
PO Box 1401Lake Oswego, OR 97035

(503) 646-4800

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.37x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

$170,052

No earlier filing loaded for comparison.

Net Assets

$154,387

No earlier filing loaded for comparison.

Liabilities

$15,665

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin61st percentile

Revenue

$42,814

No earlier filing loaded for comparison.

Expenses

$39,122

No earlier filing loaded for comparison.

Net Income

$3,692

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2018: $170,052Liabilities 2018: $15,665Net Assets 2018: $154,3872018Assets 2019: $176,337Liabilities 2019: $12,880Net Assets 2019: $163,4572019Assets 2020: $182,487Net Assets 2020: $182,4872020

Highlighted filing

2018

Assets$170,052
Liabilities$15,665
Net Assets$154,387
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2018: $42,814Expenses 2018: $39,122Net Income 2018: $3,6922018Revenue 2019: $51,121Expenses 2019: $40,781Net Income 2019: $10,3402019Revenue 2020: $67,816Expenses 2020: $42,865Net Income 2020: $24,9512020

Highlighted filing

2018

Revenue$42,814
Expenses$39,122
Net Income$3,692
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$56,761
Mission and Program Overview

Mission

To support the charitable activities of the kruse way rotary club and other organizations benefiting children

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SCHOLARSHIPS GIVEN TO GRADUATING SENIORS.$11,170-
COMMUNITY PROGRAMS-CANDLE LIGHTER'S CHRISTMAS PARTY FOR CHILDREN WITH CANCER AND THEIR IMMEDIATE FAMILY.$4,649-
PURCHASE OF TOWELS FOR SALVATION ARMY WOMEN'S SHELTER.$2,070-
ROTARY YOUTH LEADERSHIP AWARDS (RYLA) TO SPONSOR YOUTH AT ANNUAL LEADERSHIP CONFERENCE$700-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Taylor MurdochTrustee-$0--
Steve McCammonPast President-$0--
Mike LynchClub Pres Elect-$0--
Alex SheppardPresident-$0--
Ed PopkinTrustee-$0--
Craig AckersonTrustee-$0--
John DavisTreasurer-$0--
Mike ShellTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oregon Sounds$44,766$12,486$11,047$1,439
Total Events$44,766$12,486$13,947$-1,461
Filing and Contact Details

Filer

Filer Name
Kruse Way Rotary Foundation Inc
EIN
93-1084364
Phone
5036464800
Address
PO Box 1401, Lake Oswego, OR 97035

Signing Officer

Name
Mike Shell
Title
President
Signed
2019-05-15
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: community outreach | Donee's Name: CANDLELIGHTERS FOR CHILDREN WITH CANCER | Donee's Address: PO BOX 2277 PORTLAND OR 97208 | Relationship of Donee: NONE | Cash Amount Given: $10689”

Grants and Similar Amounts Paid In Excess of $5,000.11

“Class of Activity: education & outreach | Donee's Name: KRUSE WAY ROTARY CLUB | Donee's Address: PO BOX 1401 LAKE OSWEGO OR 97035 | Relationship of Donee: SUPPORTED ORGANIZATION | Cash Amount Given: $5400”

Other Expenses.1002

“Office Expenses $184”

Other Expenses.1

“Candlelighters xmas party $4649”

Other Expenses.2

“Cost of towels donated $2070”

Other Expenses.3

“Oregon department of justice $84”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1323 Prepaid Expenses and Deferred Charges - Ending $4461”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $7700”

Total Liabilities.1

“Scholarships payable - Beginning $3000 Scholarships payable - Ending $5540”

Total Liabilities.2

“Due to Club - Beginning $0 Due to Club - Ending $2425”

Raw XML Appendix185 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Taylor Murdoch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve McCammon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike Lynch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alex Sheppard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ed Popkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Craig Ackerson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Club Pres Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01323
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04461
IRS990EZ/OtherChangesInNetAssetsAmt07708
IRS990EZ/OtherExpensesTotalAmt06987
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE CHARITABLE ACTIVITIES OF THE KRUSE WAY ROTARY CLUB AND OTHER ORGANIZATIONS BENEFITING CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY PROGRAMS-CANDLE LIGHTER'S CHRISTMAS PARTY FOR CHILDREN WITH CANCER AND THEIR IMMEDIATE FAMILY.
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-1461
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: community outreach | Donee's Name: CANDLELIGHTERS FOR CHILDREN WITH CANCER | Donee's Address: PO BOX 2277 PORTLAND OR 97208 | Relationship of Donee: NONE | Cash Amount Given: $10689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: education & outreach | Donee's Name: KRUSE WAY ROTARY CLUB | Donee's Address: PO BOX 1401 LAKE OSWEGO OR 97035 | Relationship of Donee: SUPPORTED ORGANIZATION | Cash Amount Given: $5400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CANDLELIGHTERS XMAS PARTY $4649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST OF TOWELS DONATED $2070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OREGON DEPARTMENT OF JUSTICE $84
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Deferred Revenue - Beginning $0 Deferred Revenue - Ending $7700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholarships payable - Beginning $3000 Scholarships payable - Ending $5540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Due to Club - Beginning $0 Due to Club - Ending $2425
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.11
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Shell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kruse Way Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KRUS
ReturnHeader/Filer/EIN0931084364
ReturnHeader/Filer/PhoneNum05036464800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1401
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097035
ReturnHeader/ReturnTs02019-05-15T17:23:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,052
Liabilities
$15,665
Net assets
$154,387
Revenue
$42,814
Expenses
$39,122
Net income
$3,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.82$1.82$0.68$0.43$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.13$1.63$0.51$0.41$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.16$1.54$0.43$0.39$0.04