Civic Intelligence

Eugene Rotary Charitable Trust

990EZ • Fiscal year 2021 • EIN 93-1279838

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 04, 2022

Organization Profilewww.eugenerotary.org
PO Box 1184Eugene, OR 97440

(541) 521-6761

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

14th percentile

-35%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$206,752

Down $27,948 (-12%) from 2020

Net Assets

$206,752

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$79,395

Down $103,770 (-57%) from 2020

Expenses

Up

$107,343

Up $82,791 (+337%) from 2020

Net Income

Down

-$27,948

Down $186,561 (-118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$300K$200K$100K$0Assets 2020: $234,700Liabilities 2020: $02020Assets 2021: $206,752Net Assets 2021: $206,7522021Assets 2022: $120,350Net Assets 2022: $120,3502022Assets 2023: $42,754Net Assets 2023: $42,7542023Assets 2024: $47,190Net Assets 2024: $47,1902024Assets 2025: $43,781Net Assets 2025: $43,7812025

Highlighted filing

2021

Assets$206,752
Liabilities-
Net Assets$206,752
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

$200K$100K$0-$100KRevenue 2020: $183,165Expenses 2020: $24,552Net Income 2020: $158,6132020Revenue 2021: $79,395Expenses 2021: $107,343Net Income 2021: -$27,9482021Revenue 2022: $31,727Expenses 2022: $118,129Net Income 2022: -$86,4022022Revenue 2023: $36,216Expenses 2023: $113,812Net Income 2023: -$77,5962023Revenue 2024: $37,309Expenses 2024: $32,373Net Income 2024: $4,9362024Revenue 2025: $32,335Expenses 2025: $35,700Net Income 2025: -$3,3652025

Highlighted filing

2021

Revenue$79,395
Expenses$107,343
Net Income-$27,948
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 4, 2022
Return Version
2021v4.0
Gross Receipts
$79,395
Mission and Program Overview

Mission

To Create, promote,maintain and conduct a benevolent foundation for the advancement of educational, charitable and scientific purposes that fill human needs.

Program Services

DescriptionGrantsExpenses
Provide support and resources to the victims of fires that occurred in Rotary District 5110$65,049-
Global Grant 2117656 Maternal and Child, Uganda$31,914-
Provide Support and Funds to build and maintain water and sanitation in Tororo, Uganda$9,744-
Watershed Protection - Mckenzie River Trust$400-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg StewartPresident-$0--
David FrosakerTrustee-$0--
Monica WiltonTrustee-$0--
Tom GilmourTrustee-$0--
Jay SilvermanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugene Rotary Charitable Trust
EIN
93-1279838
Phone
5415216761
Address
PO Box 1184, Eugene, OR 97440

Signing Officer

Name
Greg Stewart
Title
President
Signed
2022-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Kimber L Meyers
Address
1703 Minda Drive, Eugene, OR 97401
Preparer
Kim Meyers CPA Consulting LLC
Phone
5419148442
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Anthill Foundation | Cash Amount Given: $9744”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: The Rotary Foundation | Cash Amount Given: $31914”

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

“| Donee's Name: Camp Noah | Cash Amount Given: $25000”

Grants and Similar Amounts Paid In Excess of $5,000.5

“| Donee's Name: United Rotary Clubs | Cash Amount Given: $30000”

Other Expenses.1002

“Office Expenses $236”

Raw XML Appendix164 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/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt0236
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Global Grant 2117656 Maternal and Child, Uganda
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Watershed Protection - Mckenzie River Trust
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.eugenerotary.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0183165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0105538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035283
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0415340
IRS990ScheduleA/TotalSupportAmt0415405
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Anthill Foundation | Cash Amount Given: $9744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: The Rotary Foundation | Cash Amount Given: $31914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Camp Noah | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: United Rotary Clubs | Cash Amount Given: $30000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $236
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.5
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ReturnHeader/Filer/EIN0931279838
ReturnHeader/Filer/PhoneNum05415216761
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ReturnHeader/PreparerPersonGrp/PhoneNum05419148442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Meyers CPA Consulting LLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-04T11:02:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Greg
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stewart
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,752
Liabilities
-
Net assets
$206,752
Revenue
$79,395
Expenses
$107,343
Net income
-$27,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.32$0.36$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.37$0.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.36$1.14$0.78
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.32$1.18$0.86
2021Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.79$1.07$0.28
2020Summary only. Only limited summary data is available for this year.$2.35$0.00$1.83$0.25$1.59