Civic Intelligence

Eugene Rotary Charitable Trust

990EZ • Fiscal year 2023 • EIN 93-1279838

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 07, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

4th percentile

-214%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

7th percentile

-64%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$42,754

Down $77,596 (-64%) from 2022

Net Assets

Down

$42,754

Down $77,596 (-64%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$36,216

Up $4,489 (+14%) from 2022

Expenses

Down

$113,812

Down $4,317 (-3.7%) from 2022

Net Income

Up

-$77,596

Up $8,806 (+10%) from 2022

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

2023

Assets$42,754
Liabilities-
Net Assets$42,754

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

2023

Revenue$36,216
Expenses$113,812
Net Income-$77,596
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v5.1
Gross Receipts
$36,216
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 to community commuity partners working with children, young adults, literacy and povery.$94,750$525
Provide Support and Funds Children'sCamp in Ukraine$10,065-
Provide support and resources to the victims of fires that occurred in Rotary District 5110$6,759$1,457
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg StewartPresident-$0--
David FrosakerTrustee-$0--
Monica WiltonTrustee-$0--
Pete GobskovTreasurer-$0--
Jerry HarrisTrustee-$0--
Jennifer GellerTrustee-$0--
Elizabeth NessTrustee-$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
2024-10-07
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 $5,000.1

Class of Activity: Holiday Farm Fire | Donee's Name: McKenzie Watershed | Donee's Address: 175 W B Street Springfield OR 97477 | Cash Amount Given: $6759

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

Class of Activity: Camp | Donee's Name: Rotary Club of Ivano-Frankivsk | Cash Amount Given: $10065

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

Class of Activity: Maternal | Donee's Name: Eugene Rotary Club | Donee's Address: Po Box 1184 Eugene OR 97440 | Cash Amount Given: $5250

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

Class of Activity: Community | Donee's Name: Boys & Girls Club | Donee's Address: 1545 W 22nd Ave Eugene OR 97405 | Cash Amount Given: $10000

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

Class of Activity: Health | Donee's Name: HIV Alliance | Donee's Address: 1195 City View Eugene OR 97402 | Cash Amount Given: $14500

Grants and Similar Amounts Paid In Excess of $5,000.8

Class of Activity: Youth - New Roads | Donee's Name: Looking Glass | Donee's Address: 1790 W 11th Ave Eugene OR 97402 | Cash Amount Given: $40000

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

Class of Activity: Justice Kids | Donee's Name: Grupo De Lationo | Donee's Address: Lane County Eugene OR | Cash Amount Given: $10000

Other Expenses.1

Day of Caring $1457

Other Expenses.2

TRF $525

Other Expenses.3

Bank Charges $190

Other Expenses.4

Office Supplies $65

Other Expenses.5

Rounding $1

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Holiday Farm Fire | Donee's Name: McKenzie Watershed | Donee's Address: 175 W B Street Springfield OR 97477 | Cash Amount Given: $6759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Camp | Donee's Name: Rotary Club of Ivano-Frankivsk | Cash Amount Given: $10065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Maternal | Donee's Name: Eugene Rotary Club | Donee's Address: Po Box 1184 Eugene OR 97440 | Cash Amount Given: $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: Community | Donee's Name: Boys & Girls Club | Donee's Address: 1545 W 22nd Ave Eugene OR 97405 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class of Activity: Health | Donee's Name: HIV Alliance | Donee's Address: 1195 City View Eugene OR 97402 | Cash Amount Given: $14500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Class of Activity: Youth - New Roads | Donee's Name: Looking Glass | Donee's Address: 1790 W 11th Ave Eugene OR 97402 | Cash Amount Given: $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Class of Activity: Justice Kids | Donee's Name: Grupo De Lationo | Donee's Address: Lane County Eugene OR | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Day of Caring $1457
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Office Supplies $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Rounding $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.5
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Stewart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eugene Rotary Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0EUGE
ReturnHeader/Filer/EIN0931279838
ReturnHeader/Filer/PhoneNum05415216761
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1184
ReturnHeader/Filer/USAddress/CityNm0Eugene
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097440
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815028115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kimber L Meyers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01703 Minda Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eugene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05419148442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Meyers CPA Consulting LLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-07T10:13:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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