Civic Intelligence

Eugene Rotary Charitable Trust

990EZ • Fiscal year 2022 • EIN 93-1279838

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 07, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

3rd percentile

-272%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-42%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-60%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$120,350

Down $86,402 (-42%) from 2021

Net Assets

Down

$120,350

Down $86,402 (-42%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$31,727

Down $47,668 (-60%) from 2021

Expenses

Up

$118,129

Up $10,786 (+10%) from 2021

Net Income

Down

-$86,402

Down $58,454 (-209%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$120,350
Liabilities-
Net Assets$120,350

Operations Trend

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

2022

Revenue$31,727
Expenses$118,129
Net Income-$86,402
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 7, 2023
Return Version
2022v5.0
Gross Receipts
$31,727
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$87,623-
Provide support to community commuity partners working with children, young adults, literacy and povery.$17,500-
Provide Support and Funds to build and maintain water and sanitation in Tororo, Uganda$13,006-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg StewartPresident-$0--
David FrosakerTrustee-$0--
Monica WiltonTrustee-$0--
Jay SilvermanTrustee-$0--
Rachel HechtTrustee-$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
2023-09-07
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

Class of Activity: Water and Sanitation | Donee's Name: Anthill Foundation | Donee's Address: PO Box 10206 Eugene Uganda | Cash Amount Given: $13006

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

Class of Activity: Fire Relief Fund | Donee's Name: United Rotary Clubs | Donee's Address: PO Box 8171 Medford OR 97501 | Cash Amount Given: $27400

Grants and Similar Amounts Paid In Excess of $5,000.6

Class of Activity: Fire Relief Fund | Donee's Name: McKenzie Valley Long Term Recovery | Donee's Address: 847 NW Monroe Corvallis OR 97330 | Cash Amount Given: $21321

Grants and Similar Amounts Paid In Excess of $5,000.7

Class of Activity: Fire Relief Fund | Donee's Name: Shawn Schoegle | Donee's Address: 928 N Sundown Otis OR 97368 | Cash Amount Given: $13000

Grants and Similar Amounts Paid In Excess of $5,000.9

Class of Activity: Fire Relief Fund | Donee's Name: Page Concrete | Donee's Address: PO Box 472 Otis OR 97368 | Cash Amount Given: $14483

Grants and Similar Amounts Paid In Excess of $5,000.10

Class of Activity: Fire Relief Fund | Donee's Name: Miracle Ear | Donee's Address: 10557 W Carlton Dr Garden City ID 83714 | Cash Amount Given: $6490

Raw XML Appendix166 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt217500
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0931279838
ReturnHeader/Filer/PhoneNum05415216761
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ReturnHeader/Filer/USAddress/CityNm0Eugene
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ReturnHeader/PreparerPersonGrp/PhoneNum05419148442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Meyers CPA Consulting LLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-07T10:37:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Greg
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stewart
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits