Civic Intelligence

Bend Rotary Club Foundation Inc.

990 • Fiscal year 2017 • EIN 93-1248002

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

PO Box 305Bend, OR 97709

(541) 382-4424

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

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

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

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

Net Margin

41st percentile

0.5%

Higher net margin than 41% 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

63rd percentile

8.9%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

54th percentile

6.5%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$511,527

Up $41,736 (+8.9%) from 2016

Net Assets

Up

$507,464

Up $40,425 (+8.7%) from 2016

Liabilities

Up

$4,063

Up $1,311 (+48%) from 2016

Revenue

Up

$156,417

Up $9,600 (+6.5%) from 2016

Expenses

Up

$155,615

Up $42,022 (+37%) from 2016

Net Income

Down

$802

Down $32,422 (-98%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $311,305Liabilities 2011: $02011Assets 2012: $342,646Liabilities 2012: $02012Assets 2013: $406,014Net Assets 2013: $406,0142013Assets 2014: $464,846Net Assets 2014: $464,8462014Assets 2015: $467,752Liabilities 2015: $17,677Net Assets 2015: $450,0752015Assets 2016: $469,791Liabilities 2016: $2,752Net Assets 2016: $467,0392016Assets 2017: $511,527Liabilities 2017: $4,063Net Assets 2017: $507,4642017Assets 2018: $532,845Liabilities 2018: $2,971Net Assets 2018: $529,8742018Assets 2019: $559,409Liabilities 2019: $2,375Net Assets 2019: $557,0342019Assets 2020: $563,296Liabilities 2020: $3,027Net Assets 2020: $560,2692020Assets 2021: $714,785Liabilities 2021: $0Net Assets 2021: $714,7852021Assets 2022: $630,270Liabilities 2022: $0Net Assets 2022: $630,2702022Assets 2023: $663,756Liabilities 2023: $0Net Assets 2023: $663,7562023Assets 2024: $717,021Liabilities 2024: $0Net Assets 2024: $717,0212024Assets 2025: $773,802Liabilities 2025: $0Net Assets 2025: $773,8022025

Highlighted filing

2017

Assets$511,527
Liabilities$4,063
Net Assets$507,464

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $137,268Expenses 2011: $79,562Net Income 2011: $57,7062011Revenue 2012: $133,961Expenses 2012: $93,546Net Income 2012: $40,4152012Revenue 2013: $141,153Expenses 2013: $98,536Net Income 2013: $42,6172013Revenue 2014: $139,630Expenses 2014: $102,045Net Income 2014: $37,5852014Revenue 2015: $115,837Expenses 2015: $130,017Net Income 2015: -$14,1802015Revenue 2016: $146,817Expenses 2016: $113,593Net Income 2016: $33,2242016Revenue 2017: $156,417Expenses 2017: $155,615Net Income 2017: $8022017Revenue 2018: $129,794Expenses 2018: $134,449Net Income 2018: -$4,6552018Revenue 2019: $123,520Expenses 2019: $119,276Net Income 2019: $4,2442019Revenue 2020: $131,254Expenses 2020: $121,384Net Income 2020: $9,8702020Revenue 2021: $143,679Expenses 2021: $111,979Net Income 2021: $31,7002021Revenue 2022: $83,478Expenses 2022: $126,498Net Income 2022: -$43,0202022Revenue 2023: $122,161Expenses 2023: $123,877Net Income 2023: -$1,7162023Revenue 2024: $129,040Expenses 2024: $131,009Net Income 2024: -$1,9692024Revenue 2025: $106,693Expenses 2025: $115,165Net Income 2025: -$8,4722025

Highlighted filing

2017

Revenue$156,417
Expenses$155,615
Net Income$802
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$203,910
Mission and Program Overview

Mission

The foundation was established to support charitable purposes in the central oregon region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$351,610$373,675▲ $22,065
Cash and Non-Interest-Bearing Accounts$115,515$127,337▲ $11,822
Accounts Receivable$2,166$5,592▲ $3,426
Total Assets$469,791$511,527▲ $41,736
Other Assets Total$500$4,923▲ $4,423
Liabilities
Accounts Payable and Accrued Expenses$770$4,063▲ $3,293
Other Liabilities$1,982--
Total Liabilities$2,752$4,063▲ $1,311
Net Assets / Fund Balance
Unrestricted Net Assets$467,039$507,464▲ $40,425
Total Net Assets Fund Balance$467,039$507,464▲ $40,425
Total Liabilities and Net Assets / Fund Balance$469,791$511,527▲ $41,736
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andy AndersonPresident
Bill HoppDirector
Cj FerrariDirector
Guy HambyDirector
Kathie EckmanDirector
Laura BreitDirector
Leslie WeaverDirector
Kate BaileySecretary
Steve PetersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,879
Program Service Revenue
$0
Investment Income
$6,844
Other Revenue
$147,694
All Other Contributions
$1,879
Change in Net Assets
$802
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,279
Other Expenses$7,336
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$117,519--$117,519
Grants to Domestic Individuals$15,760--$15,760
Foreign Grants$15,000--$15,000
Fees for Services Accounting-$3,625-$3,625
Fees for Service Investment Mgmnt Fees-$3,129-$3,129
Office Expenses-$582-$582
Total Functional Expenses$148,279$7,336$0$155,615
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of Greater BendBend, OR--$28,579
Rotary Club of Bend Mt BachelorBend, OR--$24,469
Bend Rotary ClubBend, OR--$19,889
Rotary Club of Bend High DesertBend, OR--$17,582
DESCHUTES CHILDREN'S FOUNDATIONBend, OR--$10,000
Mountainstar Family Relief NurseryBend, OR--$10,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$136,378
Fundraising Gross Income$58,809
Gaming Direct Expenses$34,736
Fundraising Direct Expenses$12,757
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Auction$24,977$24,977$6,029$18,948
Duck Race Spons$24,400$24,400-$24,400
Total Events$58,074$58,074$12,757$45,317
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
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
No
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

Form 990 is reviewed by the board prior to filing.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Bend Rotary Club Foundation Inc
EIN
93-1248002
Phone
5413824424
Address
PO BOX 305, BEND, OR 97709

Signing Officer

Name
Andy Anderson
Title
President
Phone
5413824424
Signed
2017-11-15

Organization Details

Principal Officer
Andy Anderson
Formed
1998
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
60

Preparer

Firm
Callan Accounting Services CPA LLC
Address
855 SW YATES DR STE 101, BEND, OR 97702-3217
Preparer
Stephen L Callan
Phone
5413883838
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Unrealized gain on investments 39,623

Raw XML AppendixShowing 400 of 419 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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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045317
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06728
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012757
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06029
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt015620
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt015620
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt034736
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0136378
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0136378
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0101642
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt019116
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt019116
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct00.50000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0STEVE PETERS
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 305
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0BEND
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0OR
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd097709
IRS990ScheduleG/StatesWhereGamingConductedCd0OR
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015760
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt028579
IRS990ScheduleI/RecipientTable/CashGrantAmt119889
IRS990ScheduleI/RecipientTable/CashGrantAmt217582
IRS990ScheduleI/RecipientTable/CashGrantAmt324469
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY CLUB OF GREATER BEND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BEND ROTARY CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROTARY CLUB OF BEND HIGH DESERT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROTARY CLUB OF BEND MT BACHELOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DESCHUTES CHILDREN'S FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MOUNTAINSTAR FAMILY RELIEF NURSERY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 6561
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 305
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 1974
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 848
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41010 NW WALL ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52125 NE DAGGETT LN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BEND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BEND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BEND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BEND
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BEND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BEND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097708
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197709
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297709
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd397709
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd497701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd597701
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 39,623
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0469791
IRS990/TotalAssetsEOYAmt0511527
IRS990/TotalAssetsGrp/BOYAmt0469791
IRS990/TotalAssetsGrp/EOYAmt0511527
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01879
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07336
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0148279
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155615
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02752
IRS990/TotalLiabilitiesEOYAmt04063
IRS990/TotalLiabilitiesGrp/BOYAmt02752
IRS990/TotalLiabilitiesGrp/EOYAmt04063
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0467039
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0507464
IRS990/TotalProgramServiceExpensesAmt0148279
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108486
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156417
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0469791
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511527
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0467039
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0507464
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 305
IRS990/USAddress/CityNm0BEND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097709
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDY ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05413824424
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEND ROTARY CLUB FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BEND
ReturnHeader/Filer/EIN0931248002
ReturnHeader/Filer/PhoneNum05413824424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 305
ReturnHeader/Filer/USAddress/CityNm0BEND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$0.00$7.74$1.07$1.15$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$1.29$1.31$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.00$6.64$1.22$1.24$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.00$6.30$0.83$1.26$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.00$7.15$1.44$1.12$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.03$5.60$1.31$1.21$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.02$5.57$1.24$1.19$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.03$5.30$1.30$1.34$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.12$0.04$5.07$1.56$1.56$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.70$0.03$4.67$1.47$1.14$0.33
2015Detailed filing. Detailed filing data is available for this year.$4.68$0.18$4.50$1.16$1.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.65$4.65$1.40$1.02$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$4.06$1.41$0.99$0.43
2012Summary only. Only limited summary data is available for this year.$3.43$0.00$1.34$0.94$0.40
2011Summary only. Only limited summary data is available for this year.$3.11$0.00$1.37$0.80$0.58
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $500k-$1M nonprofits