Civic Intelligence

Sherwood Rotary Foundation

990EZ • Fiscal year 2018 • EIN 93-1289833

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

PO Box 321Sherwood, OR 97140

(503) 679-5485

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-6.0%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-58%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$63,853

Down $4,040 (-6.0%) from 2017

Net Assets

Down

$63,853

Down $4,040 (-6.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$17,858

Down $24,857 (-58%) from 2017

Expenses

Down

$21,898

Down $14,218 (-39%) from 2017

Net Income

Down

-$4,040

Down $10,639 (-161%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$63,853
Liabilities$0
Net Assets$63,853

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$17,858
Expenses$21,898
Net Income-$4,040
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Gross Receipts
$32,725
Mission and Program Overview

Mission

Support to the community

Program Services

DescriptionGrantsExpenses
Other program services$10,222$10,222
Community Programs$5,684$5,684
Educational Programs$5,089$5,089
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug MullerAt Large-$0--
Ben BolePresident-$0--
Chuck BrittonSecretary-$0--
Lisa AustinTreasurer-$0--
Neal BrownPast President-$0--
Kate NoreenClub President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tree Sales$22,091$22,091$14,867$7,224
Total Events$22,091$22,091$14,867$7,224
Filing and Contact Details

Filer

Filer Name
Sherwood Rotary Foundation
EIN
93-1289833
Phone
5036795485
Address
PO Box 321, Sherwood, OR 97140

Signing Officer

Name
Lisa Austin
Title
Treasurer
Signed
2019-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Fulwiler & Brasket CPAs LLC
Address
1815 SW Marlow Ave STE 208, Portland, OR 97225-5187
Preparer
Paul D Fulwiler
Phone
5036251353
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Educational | Cash Amount Given: $5089

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

| Donee's Name: Community | Cash Amount Given: $5684

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

| Donee's Name: Other | Cash Amount Given: $10222

Other Expenses.1

Miscellaneous $359

Other Expenses.3

Licenses & Fees $50

Raw XML Appendix195 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/TitleTxt4Past President
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0409
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IRS990EZ/PrintingPublicationsPostageAmt084
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt038
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IRS990ScheduleA/InvestmentIncomeCYPct00.00080
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Educational | Cash Amount Given: $5089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Community | Cash Amount Given: $5684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Other | Cash Amount Given: $10222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Licenses & Fees $50
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/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Austin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sherwood Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0931289833
ReturnHeader/Filer/PhoneNum05036795485
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 321
ReturnHeader/Filer/USAddress/CityNm0Sherwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454158037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fulwiler & Brasket CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01815 SW Marlow Ave STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972255187
ReturnHeader/PreparerPersonGrp/PhoneNum05036251353
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul D Fulwiler
ReturnHeader/ReturnTs02019-05-02T09:40:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings