Civic Intelligence

Eugene Rotary Scholarship Foundation

990 • Fiscal year 2017 • EIN 93-6027198

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 16, 2018

Organization ProfileN/A
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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

118%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$460,802

Up $47,526 (+11%) from 2016

Net Assets

Up

$460,802

Up $47,526 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Up

$41,146

Up $22,310 (+118%) from 2016

Expenses

Up

$18,550

Up $207 (+1.1%) from 2016

Net Income

Up

$22,596

Up $22,103 (+4483%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2017

Assets$460,802
Liabilities$0
Net Assets$460,802
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

2017

Revenue$41,146
Expenses$18,550
Net Income$22,596
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 16, 2018
Return Version
2016v3.0
Gross Receipts
$68,597
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$407,335$453,878▲ $46,543
Cash and Non-Interest-Bearing Accounts$5,941$6,924▲ $983
Total Assets$413,276$460,802▲ $47,526
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$413,276$460,802▲ $47,526
Total Net Assets Fund Balance$413,276$460,802▲ $47,526
Total Liabilities and Net Assets / Fund Balance$413,276$460,802▲ $47,526

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$35,542--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
George McCulleyPresident
Ed BarclayMembER
Hank StorrMeMBER
John SathermEMBER
Liz CawoodMember
Michael Simon-DeglarmEMBER
Rob LaneyMember
Scott PalmerMember
Tom GilmoreMeMBER
Ingrid KesslerSecretary
Norm PendellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,321
Program Service Revenue
$0
Investment Income
$18,825
Other Revenue
$0
All Other Contributions
$22,321
Change in Net Assets
$22,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,000
Other Expenses$6,550
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-$5,059-$5,059
Other Expenses$151--$151
Total Functional Expenses$13,491$5,059$0$18,550
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 11B

“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
George McCully
Title
President
Phone
5414855983
Signed
2018-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George McCully
Formed
1964
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams LLP
Address
975 Oak Street Suite 500, Eugene, OR 97401
Preparer
Norman R Pendell
Phone
5416861040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Prior year dividend recievable not reported -235.”

Raw XML Appendix384 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ANNUAL SCHOLARSHIPS TO LOCAL GRADUATING HIGH SCHOOL STUDENTS TO ATTEND COLLEGE.
IRS990/AllOtherContributionsAmt022321
IRS990/BooksInCareOfDetail/PersonNm0George McCully
IRS990/BooksInCareOfDetail/PhoneNum05416835511
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0293 Valley River Center
IRS990/BooksInCareOfDetail/USAddress/CityNm0Eugene
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097401
IRS990/BusinessRlnWithFamMemInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt022321
IRS990/CYGrantsAndSimilarPaidAmt012000
IRS990/CYInvestmentIncomeAmt018825
IRS990/CYOtherExpensesAmt06550
IRS990/CYOtherRevenueAmt00
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IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/ExpenseAmt013491
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IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05059
IRS990/FeesForServicesAccountingGrp/TotalAmt05059
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0George McCulley
IRS990/Form990PartVIISectionAGrp/PersonNm1NORM PENDELL
IRS990/Form990PartVIISectionAGrp/PersonNm2Ingrid Kessler
IRS990/Form990PartVIISectionAGrp/PersonNm3Rob Laney
IRS990/Form990PartVIISectionAGrp/PersonNm4Liz Cawood
IRS990/Form990PartVIISectionAGrp/PersonNm5Scott Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael Simon-Deglar
IRS990/Form990PartVIISectionAGrp/PersonNm7Ed Barclay
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN SATHER
IRS990/Form990PartVIISectionAGrp/PersonNm9Hank Storr
IRS990/Form990PartVIISectionAGrp/PersonNm10Tom Gilmore
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6mEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MembER
IRS990/Form990PartVIISectionAGrp/TitleTxt8mEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MeMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MeMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04471
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt012000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt012000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt012000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt031922
IRS990/GrossReceiptsAmt068597
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014354
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014354
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0407335
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0453878
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027451
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ANNUAL SCHOLARSHIPS TO LOCAL GRADUATING HIGH SCHOOL STUDENTS TO ATTEND COLLEGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0413276
IRS990/NetAssetsOrFundBalancesEOYAmt0460802
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04471
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04471
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt025165
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-235
IRS990/OtherExpensesGrp/Desc0LICENSES, TAXES, FEES
IRS990/OtherExpensesGrp/Desc1STUDENT PLAQUES
IRS990/OtherExpensesGrp/ProgramServicesAmt01340
IRS990/OtherExpensesGrp/ProgramServicesAmt1151
IRS990/OtherExpensesGrp/TotalAmt01340
IRS990/OtherExpensesGrp/TotalAmt1151
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0George McCully
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt03685
IRS990/PYExcessBenefitTransInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: cash Date: 03/03/17 Amount: 5000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part VI, List of Unusual Grants:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03424
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013211
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06942
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049409
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36370
IRS990ScheduleA/PublicSupportPY170Pct00.22060
IRS990ScheduleA/PublicSupportTotal170Amt028247
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03424
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028247
IRS990ScheduleA/TotalSupportAmt077656
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0283158
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1135178
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt235542
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ETF & CEF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0453878
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
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/ExplanationTxt4Prior year dividend recievable not reported -235.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0413276
IRS990/TotalAssetsEOYAmt0460802
IRS990/TotalAssetsGrp/BOYAmt0413276
IRS990/TotalAssetsGrp/EOYAmt0460802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt022321
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05059
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013491
IRS990/TotalFunctionalExpensesGrp/TotalAmt018550
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0413276
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0460802
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013491
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018825
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041146
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0413276
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0460802
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0413276
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0460802
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01574 COBURG RD No 865
IRS990/USAddress/CityNm0Eugene
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097401
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0George McCully
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05414855983
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId004AC3BC5301D88D6367FF888E970AED671A35C09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.129.7.100
ReturnHeader/FilingSecurityInformation/IPDt02018-01-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:24:00
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/PreparationDt02018-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman R Pendell
ReturnHeader/ReturnTs02018-02-13T16:05:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$460,802
Liabilities
$0
Net assets
$460,802
Revenue
$41,146
Expenses
$18,550
Net income
$22,596
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