Civic Intelligence

Sherwood Rotary Foundation

EIN 93-1289833 • 501(c)3 • Sherwood, OR

Profile

Support to the community

PO Box 321Sherwood, OR 97140

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

12th percentile

-68%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

28th percentile

-24%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$63,593

Down $19,649 (-24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$63,593

Down $19,649 (-24%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Up

$29,021

Up $16,875 (+139%) from 2020

Expenses

Up

$48,670

Up $37,972 (+355%) from 2020

Net Income

Down

-$19,649

Down $21,097 (-1457%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $114,508Liabilities 2011: $02011Assets 2012: $99,115Liabilities 2012: $02012Assets 2013: $30,997Liabilities 2013: $02013Assets 2014: $38,014Liabilities 2014: $02014Assets 2015: $52,266Liabilities 2015: $02015Assets 2016: $61,294Liabilities 2016: $02016Assets 2017: $67,893Liabilities 2017: $0Net Assets 2017: $67,8932017Assets 2018: $63,853Liabilities 2018: $0Net Assets 2018: $63,8532018Assets 2019: $75,736Liabilities 2019: $0Net Assets 2019: $75,7362019Assets 2020: $83,242Liabilities 2020: $0Net Assets 2020: $83,2422020Assets 2021: $63,593Liabilities 2021: $0Net Assets 2021: $63,5932021

Highlighted filing

2021

Assets$63,593
Liabilities$0
Net Assets$63,593
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $28,257Expenses 2011: $22,488Net Income 2011: $5,7692011Revenue 2012: $21,700Expenses 2012: $37,093Net Income 2012: -$15,3932012Revenue 2013: $17,974Expenses 2013: $86,092Net Income 2013: -$68,1182013Revenue 2014: $27,564Expenses 2014: $20,547Net Income 2014: $7,0172014Revenue 2015: $22,449Expenses 2015: $8,197Net Income 2015: $14,2522015Revenue 2016: $31,792Expenses 2016: $22,764Net Income 2016: $9,0282016Revenue 2017: $42,715Expenses 2017: $36,116Net Income 2017: $6,5992017Revenue 2018: $17,858Expenses 2018: $21,898Net Income 2018: -$4,0402018Revenue 2019: $29,960Expenses 2019: $18,077Net Income 2019: $11,8832019Revenue 2020: $12,146Expenses 2020: $10,698Net Income 2020: $1,4482020Revenue 2021: $29,021Expenses 2021: $48,670Net Income 2021: -$19,6492021

Highlighted filing

2021

Revenue$29,021
Expenses$48,670
Net Income-$19,649
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$63,593
Liabilities
$0
Net assets
$63,593
Revenue
$29,021
Expenses
$48,670
Net income
-$19,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.29$0.49$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.30$0.18$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.18$0.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.43$0.36$0.07
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.32$0.23$0.09
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.22$0.08$0.14
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.28$0.21$0.07
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.18$0.86$0.68
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.22$0.37$0.15
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.28$0.22$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 16, 2022
Return Version
2021v4.0
Gross Receipts
$30,344
Mission and Program Overview

Mission

Support to the community

Program Services

DescriptionGrantsExpenses
Other program services$43,403-
Educational Programs$2,500-
Community Programs$2,000-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim RosenerPresident-$0--
Stephen SchulzSecretary-$0--
Lynette McSweeneyTreasurer-$0--
Chuck BrittonDirector-$0--
Travis HarperDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tree Sales$24,502$24,502$1,323$23,179
Total Events$24,502$24,502$1,323$23,179
Filing and Contact Details

Filer

Filer Name
Sherwood Rotary Foundation
EIN
93-1289833
Phone
5033587996
Address
PO Box 321, Sherwood, OR 97140

Signing Officer

Name
Tim Rosener
Title
President
Signed
2022-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Fulwiler & Brasket CPAs LLC
Address
1815 SW Marlow Ave STE 208, Portland, OR 97225
Preparer
Paul D Fulwiler CPA
Phone
5036268001
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Other | Cash Amount Given: $13403”

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

“| Donee's Name: La Plata | Cash Amount Given: $30000”

Other Expenses.1002

“Office Expenses $59”

Other Expenses.1

“Miscellaneous $546”

Other Expenses.3

“Local Tax $28”

Raw XML Appendix189 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/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tim Rosener
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephen Schulz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chuck Britton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Travis Harper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0633
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support to the community
IRS990EZ/PrintingPublicationsPostageAmt0134
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt243403
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01323
IRS990EZ/SpecialEventsNetIncomeLossAmt023179
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048670
IRS990EZ/TotalProgramServiceExpensesAmt047903
IRS990EZ/TotalRevenueAmt029021
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010596
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IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0152520
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024502
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Other | Cash Amount Given: $13403
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-16
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ReturnHeader/Filer/EIN0931289833
ReturnHeader/Filer/PhoneNum05033587996
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ReturnHeader/Filer/USAddress/CityNm0Sherwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454158037
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ReturnHeader/PreparerPersonGrp/PhoneNum05036268001
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ReturnHeader/ReturnTs02022-03-11T14:44:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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