Civic Intelligence

Eugene Rotary Scholarship Foundation

990 • Fiscal year 2016 • EIN 93-6027198

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 05, 2016

1574 COBURG RD No 865Eugene, OR 97401

(541) 485-5983

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-90%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$413,276

Down $5,547 (-1.3%) from 2015

Net Assets

Down

$413,276

Down $5,547 (-1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$18,836

Down $166,224 (-90%) from 2015

Expenses

Up

$18,343

Up $2,666 (+17%) from 2015

Net Income

Down

$493

Down $168,890 (-100%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $251,299Liabilities 2012: $02012Assets 2013: $287,917Liabilities 2013: $10,4092013Assets 2014: $330,558Liabilities 2014: $02014Assets 2015: $418,823Liabilities 2015: $0Net Assets 2015: $418,8232015Assets 2016: $413,276Liabilities 2016: $0Net Assets 2016: $413,2762016Assets 2017: $460,802Liabilities 2017: $0Net Assets 2017: $460,8022017Assets 2018: $454,224Liabilities 2018: $0Net Assets 2018: $454,2242018Assets 2019: $477,053Liabilities 2019: $0Net Assets 2019: $477,0532019Assets 2020: $430,160Liabilities 2020: $0Net Assets 2020: $430,1602020Assets 2021: $535,094Liabilities 2021: $0Net Assets 2021: $535,0942021Assets 2022: $465,289Liabilities 2022: $0Net Assets 2022: $465,2892022Assets 2023: $474,698Liabilities 2023: $0Net Assets 2023: $474,6982023Assets 2024: $494,743Liabilities 2024: $0Net Assets 2024: $494,7432024Assets 2025: $568,836Liabilities 2025: $0Net Assets 2025: $568,8362025

Highlighted filing

2016

Assets$413,276
Liabilities$0
Net Assets$413,276

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $7,277Expenses 2012: $2,034Net Income 2012: $5,2432012Revenue 2013: $10,366Expenses 2013: $13,940Net Income 2013: -$3,5742013Revenue 2014: $14,967Expenses 2014: $6,301Net Income 2014: $8,6662014Revenue 2015: $185,060Expenses 2015: $15,677Net Income 2015: $169,3832015Revenue 2016: $18,836Expenses 2016: $18,343Net Income 2016: $4932016Revenue 2017: $41,146Expenses 2017: $18,550Net Income 2017: $22,5962017Revenue 2018: $38,997Expenses 2018: $41,443Net Income 2018: -$2,4462018Revenue 2019: $20,996Expenses 2019: $17,776Net Income 2019: $3,2202019Revenue 2020: $24,407Expenses 2020: $40,059Net Income 2020: -$15,6522020Revenue 2021: $34,496Expenses 2021: $24,262Net Income 2021: $10,2342021Revenue 2022: $40,116Expenses 2022: $31,243Net Income 2022: $8,8732022Revenue 2023: $30,234Expenses 2023: $29,558Net Income 2023: $6762023Revenue 2024: $35,221Expenses 2024: $36,332Net Income 2024: -$1,1112024Revenue 2025: $49,086Expenses 2025: $6,238Net Income 2025: $42,8482025

Highlighted filing

2016

Revenue$18,836
Expenses$18,343
Net Income$493
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 5, 2016
Return Version
2015v2.1
Gross Receipts
$40,741
Mission and Program Overview

Mission

To provide annual scholarships to local graduating high school students to attend college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$406,437$407,335▲ $898
Cash and Non-Interest-Bearing Accounts$12,386$5,941▼ $6,445
Total Assets$418,823$413,276▼ $5,547
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$418,823$413,276▼ $5,547
Total Net Assets Fund Balance$418,823$413,276▼ $5,547
Total Liabilities and Net Assets / Fund Balance$418,823$413,276▼ $5,547

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$32,529--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,685
Program Service Revenue
$0
Investment Income
$15,151
Other Revenue
$0
All Other Contributions
$3,685
Change in Net Assets
$493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,000
Other Expenses$6,343
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$12,000--$12,000
Fees for Services Accounting-$4,713-$4,713
Other Expenses$135--$135
Total Functional Expenses$13,630$4,713$0$18,343
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

The organization does not have committees.

Form 990, Part VI, Section B, line 11

The board reviews a draft of the Form 990 before it is finalized.

Form 990, Part VI, Section C, line 18

All organization documents are available for public inspection upon request.

Form 990, Part VI, Section C, line 19

All organization documents are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Eugene Rotary Scholarship Foundation
EIN
93-6027198
Phone
5414855983
Address
1574 COBURG RD No 865, Eugene, OR 97401

Signing Officer

Name
Diana Bray
Title
President
Phone
5414855983
Signed
2016-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Bray
Formed
1964
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams LLP
Address
975 Oak Street Suite 500, Eugene, OR 97401
Preparer
Norman R Pendell
Phone
5416861040
Raw XML Appendix351 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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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0293 Valley River Center
IRS990/BooksInCareOfDetail/USAddress/CityNm0Eugene
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IRS990/Form990PartVIISectionAGrp/PersonNm3Ron Gietter
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6mEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MembER
IRS990/Form990PartVIISectionAGrp/TitleTxt8mEMBER
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/LobbyingActivitiesInd00
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0EUGENE ROTARY SCHOLARSHIP FOUNDATION MAINTAINS A COUTINUOUS PROGRAM FOR SOLICIATING FUNDS FROM BOTH THE GENERAL PUBLIC AND MEMBERSHIP GROUP. THEIR MEMBERSHIP INCLUDES PUBLIC OFFICIALS, AND COMMUNITY LEADERS. THIS FISCAL YEAR THE PUBLIC SUPPORT PERCENT WAS 22.065%. CURRENTLY THEY HAVE SET UP A MEMBERS CONTRIBUTION CHALLENGE REQUESTING THAT EACH MEMBER CONTRIBUTE A CERTAIN AMOUNT BASED ON THE NUMBER OF YEARS THEY HAVE BEEN A MEMBER. IF THEY RECIEVE 100% SUPPORT THEY WILL ACHIEVE THE 33 1/2% PUBLIC SUPPORT TEST.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1STOCKS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION KEEPS RECORDS FOR ALL SCHOLARSHIP GRANTS GIVEN OUT EACH FISCAL YEAR.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1Scholarship grants are given to specific individuals, so the number in column (b) represents the actual number of people who received a scholarship grant during the fiscal period.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule I, Part III, column (b)
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization does not have committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board reviews a draft of the Form 990 before it is finalized.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All organization documents are available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATION DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0418823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0413276
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013630
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015151
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018836
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0418823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413276
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0418823
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0413276
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01574 COBURG RD No 865
IRS990/USAddress/CityNm0Eugene
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097401
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Bray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05414855983
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eugene Rotary Scholarship Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EUGE
ReturnHeader/Filer/EIN0936027198
ReturnHeader/Filer/PhoneNum05414855983
ReturnHeader/Filer/USAddress/AddressLine1Txt01574 COBURG RD No 865
ReturnHeader/Filer/USAddress/CityNm0Eugene
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0975 Oak Street Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eugene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05416861040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman R Pendell
ReturnHeader/ReturnTs02016-08-30T18:29:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.49$0.06$0.43
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.35$0.36$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.30$0.30$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.40$0.31$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.34$0.24$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.24$0.40$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.21$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.39$0.41$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.41$0.19$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.19$0.18$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$1.85$0.16$1.69
2014Summary only. Only limited summary data is available for this year.$3.31$0.00$0.15$0.06$0.09
2013Summary only. Only limited summary data is available for this year.$2.88$0.10$0.10$0.14$0.04
2012Summary only. Only limited summary data is available for this year.$2.51$0.00$0.07$0.02$0.05