Civic Intelligence

Aroc Historical & Educational Foundation

990 • Fiscal year 2023 • EIN 93-1450534

May 05, 2023 to Dec 31, 2023 • Filed on May 10, 2024

6505 SE Stark StPortland, OR 97215

(503) 807-0615

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.87x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.87x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

65th percentile

13%

Higher net margin than 65% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$315

No earlier filing loaded for comparison.

Net Assets

$40

No earlier filing loaded for comparison.

Liabilities

$275

No earlier filing loaded for comparison.

Revenue

$315

No earlier filing loaded for comparison.

Expenses

$275

No earlier filing loaded for comparison.

Net Income

$40

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2023: $315Liabilities 2023: $275Net Assets 2023: $402023Assets 2024: $10,936Liabilities 2024: $10,000Net Assets 2024: $9362024

Highlighted filing

2023

Assets$315
Liabilities$275
Net Assets$40

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5K$1.0K$500$0Revenue 2023: $315Expenses 2023: $275Net Income 2023: $402023Revenue 2024: $1,179Expenses 2024: $558Net Income 2024: $6212024

Highlighted filing

2023

Revenue$315
Expenses$275
Net Income$40
Jump To
Filing Snapshot
Filing Period
May 5, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$315
Mission and Program Overview

Mission

Dedicated Library, educational center - museum fordonated lfa Romeo vehicles, literatures, manuals andrelated accessories reflecting Alfa Romeo history in America

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$315-
Rtn Earn Endowment Incm Other Fnds-$40-
Total Assets$0$315▲ $315
Liabilities
Accounts Payable and Accrued Expenses-$275-
Total Liabilities$0$275▲ $275
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$40▲ $40
Total Liabilities and Net Assets / Fund Balance$0$315▲ $315
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cindy BanzerPresident
Michael BangeSecretary
George PezoldV-P Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$315
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$40
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$275
Total Functional Expenses$0$0$0$275
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is emailedto the President and then reviewed by all governing board members

Form 990, Part VI, Section C, Line 19

By written consent

Form 990, Part VI, Section B, Line 12C

Discussed at annual Board meeting

Filing and Contact Details

Filer

Filer Name
AROC Historical & Educational Foundation
EIN
93-1450534
In Care Of
% Cindy Banzer
Phone
5038070615
Address
6505 SE Stark St, Portland, OR 97215

Signing Officer

Name
Cindy Banzer
Title
Director
Phone
5038070615
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Banzer
Formed
2023
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Accounting Resource Center Inc
Address
333 S Tamiami Trail STe 317, Venice, FL 34285
Preparer
Thomas M Rossi
Phone
9417169565
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