Civic Intelligence

Sherwood Rotary Foundation

990EZ • Fiscal year 2019 • EIN 93-1289833

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 09, 2020

Organization ProfileN/A
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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$75,736

Up $11,883 (+19%) from 2018

Net Assets

Up

$75,736

Up $11,883 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Up

$29,960

Up $12,102 (+68%) from 2018

Expenses

Down

$18,077

Down $3,821 (-17%) from 2018

Net Income

Up

$11,883

Up $15,923 (+394%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2019

Assets$75,736
Liabilities$0
Net Assets$75,736
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

2019

Revenue$29,960
Expenses$18,077
Net Income$11,883
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 9, 2020
Return Version
2019v5.0
Gross Receipts
$35,101
Mission and Program Overview

Mission

Support to the community

Program Services

DescriptionGrantsExpenses
Other program services$7,731-
Educational Programs$5,797-
Community Programs$4,124-
Compensation and Service Providers
Top Officer Pay77th percentile

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$26,119$26,119$5,141$20,978
Total Events$26,119$26,119$5,141$20,978
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
2020-06-09
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 CPA
Phone
5036251353
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: Educational | Cash Amount Given: $5797”

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

“| Donee's Name: Other | Cash Amount Given: $7731”

Raw XML Appendix184 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/PersonNm5Kate Noreen
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Club President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support to the community
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05797
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14124
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27731
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05141
IRS990EZ/SpecialEventsNetIncomeLossAmt020978
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018077
IRS990EZ/TotalProgramServiceExpensesAmt017652
IRS990EZ/TotalRevenueAmt029960
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012532
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044704
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022091
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128886
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039
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IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Tree Sales
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Educational | Cash Amount Given: $5797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Other | Cash Amount Given: $7731
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Austin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-09
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 CPA
ReturnHeader/ReturnTs02020-06-08T11:46:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,736
Liabilities
$0
Net assets
$75,736
Revenue
$29,960
Expenses
$18,077
Net income
$11,883
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