Civic Intelligence

Table Rock Kiwanis Foundation Inc.

990EZ • Fiscal year 2022 • EIN 93-6030359

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 29, 2023

PO Box 3341Central Point, OR 97502

(541) 261-0472

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

10%

Faster revenue growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$390,191

Down $61,839 (-14%) from 2021

Net Assets

Down

$390,191

Down $61,839 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$48,469

Up $4,522 (+10%) from 2021

Expenses

Down

$28,571

Down $23,364 (-45%) from 2021

Net Income

Up

$19,898

Up $27,886 (+349%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $339,255Liabilities 2011: $02011Assets 2012: $365,609Liabilities 2012: $02012Assets 2013: $398,069Liabilities 2013: $02013Assets 2014: $394,188Liabilities 2014: $02014Assets 2015: $364,405Liabilities 2015: $02015Assets 2016: $368,801Liabilities 2016: $02016Assets 2017: $408,550Liabilities 2017: $02017Assets 2018: $366,621Liabilities 2018: $02018Assets 2019: $421,371Liabilities 2019: $02019Assets 2020: $453,633Liabilities 2020: $02020Assets 2021: $452,030Liabilities 2021: $0Net Assets 2021: $452,0302021Assets 2022: $390,191Liabilities 2022: $0Net Assets 2022: $390,1912022Assets 2023: $422,085Liabilities 2023: $0Net Assets 2023: $422,0852023Assets 2024: $451,201Liabilities 2024: $0Net Assets 2024: $451,2012024

Highlighted filing

2022

Assets$390,191
Liabilities$0
Net Assets$390,191

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $16,030Expenses 2011: $22,928Net Income 2011: -$6,8982011Revenue 2012: $13,657Expenses 2012: $22,280Net Income 2012: -$8,6232012Revenue 2013: $15,469Expenses 2013: $19,948Net Income 2013: -$4,4792013Revenue 2014: $24,342Expenses 2014: $22,708Net Income 2014: $1,6342014Revenue 2015: $15,117Expenses 2015: $22,570Net Income 2015: -$7,4532015Revenue 2016: $14,640Expenses 2016: $24,982Net Income 2016: -$10,3422016Revenue 2017: $25,964Expenses 2017: $18,714Net Income 2017: $7,2502017Revenue 2018: $26,241Expenses 2018: $22,302Net Income 2018: $3,9392018Revenue 2019: $33,683Expenses 2019: $18,496Net Income 2019: $15,1872019Revenue 2020: $8,274Expenses 2020: $22,888Net Income 2020: -$14,6142020Revenue 2021: $43,947Expenses 2021: $51,935Net Income 2021: -$7,9882021Revenue 2022: $48,469Expenses 2022: $28,571Net Income 2022: $19,8982022Revenue 2023: $14,110Expenses 2023: $25,085Net Income 2023: -$10,9752023Revenue 2024: $31,125Expenses 2024: $22,232Net Income 2024: $8,8932024

Highlighted filing

2022

Revenue$48,469
Expenses$28,571
Net Income$19,898
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 29, 2023
Return Version
2022v5.0
Gross Receipts
$60,366
Mission and Program Overview

Mission

Kiwanis Foundation Of Medford is a supporting organization Of Kiwanis clubs of Medford, Table Rock and Jacksonville Oregon which are affiliated with the Kiwanis International Organization. The overriding mission is to support programs which provided educational, development, health and welfare benefits to children in the immediate area of the sponsoring clubs, or in conjunction with the larger mission of the district and national Kiwanis organization, within the guidelines of our charter. Note the boards and members of each club (Kiwanis clubs of Medford, Table Rock and Jacksonville ) have voted to merge and combine their foundation. This was concluded by the end of the 2022 tax year.

Program Services

DescriptionGrantsExpenses
During the fiscal year 2022 the Kiwanis Foundation of Medford awarded 21 grants amounting to 18,900 dollars for programs servicing children from birth through college age. The grants awarded included 7 college scholarships to local high schools accounting for about 40%. The remaining went primarily to local entities including the following: MotherTeresaHomedba Magdalene Home, Maslow Project Oregon, Children's FDN/Smart Reading, Arthritis Foundation , Neu.Ped.Ther dba Medford Children's Theropy , Youth 71Five Ministries-Juvenile Justice, Ja.Co. Comm. Serv.Consortium /KidSpree, Sleep in Heavenly Peace, Society of St. Vincent de Paul, Rogue Community Health, Spartan Boxing Club Storytelling Guild. A small amount went outside the local community including Kiwanis International FDN, and Doernbecher Children's cancer program.$18,900$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ralph BrowningPresident-$0--
Raymond McKennaTrustee-$0--
Ron NaumannTreasurer-$0--
Susan TooleyTrustee-$0--
Beau JeskaTrustee-$0--
Sue McKennaTrustee - Former Secretary-$0--
Dale TemplemanTrustee-$0--
Frank MarksmanCurrent Secretary-$0--
Gary ArmstrongTrustee - Term Ending-$0--
Anne PlummerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Table Rock Kiwanis Foundation Inc
EIN
93-6030359
Phone
5412610472
Address
PO Box 3341, CENTRAL POINT, OR 97502

Signing Officer

Name
Ronald Naumann
Title
Treasurer
Phone
5412610472
Signed
2023-04-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Other expenses include required state of Oregon annual filing for charity/nonprofit organization Name change filing and annual CT-12 filing with the DOJ of Oregon Primary expense of 3556.00 was for legal fees involving the merger of the Kiwanis foundations of Table Rock and Jacksonville into the Kiwanis Foundation of Medford and restating the name to Table Rock Kiwanis Foundation Inc.

Form 990-EZ, Part I, Line 20

The investment account incurred an unrealized loss during the 2022 year for this tax reporting period

Form 990-EZ, Part V, Line 34

During the 2022 tax period the Kiwanis Foundation of Medford, Inc filed a name change with the Oregon Dept of Justice and Sec of State renaming the foundation Table Rock Kiwanis Foundation, Inc. This concluded the process of merging the associated clubs and Foundations of Kiwanis Club of Jacksonville and Table Rock Kiwanis Club.

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IRS990EZ/PrimaryExemptPurposeTxt0Kiwanis Foundation Of Medford is a supporting organization Of Kiwanis clubs of Medford, Table Rock and Jacksonville Oregon which are affiliated with the Kiwanis International Organization. The overriding mission is to support programs which provided educational, development, health and welfare benefits to children in the immediate area of the sponsoring clubs, or in conjunction with the larger mission of the district and national Kiwanis organization, within the guidelines of our charter. Note the boards and members of each club (Kiwanis clubs of Medford, Table Rock and Jacksonville ) have voted to merge and combine their foundation. This was concluded by the end of the 2022 tax year.
IRS990EZ/PrintingPublicationsPostageAmt0130
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the fiscal year 2022 the Kiwanis Foundation of Medford awarded 21 grants amounting to 18,900 dollars for programs servicing children from birth through college age. The grants awarded included 7 college scholarships to local high schools accounting for about 40%. The remaining went primarily to local entities including the following: MotherTeresaHomedba Magdalene Home, Maslow Project Oregon, Children's FDN/Smart Reading, Arthritis Foundation , Neu.Ped.Ther dba Medford Children's Theropy , Youth 71Five Ministries-Juvenile Justice, Ja.Co. Comm. Serv.Consortium /KidSpree, Sleep in Heavenly Peace, Society of St. Vincent de Paul, Rogue Community Health, Spartan Boxing Club Storytelling Guild. A small amount went outside the local community including Kiwanis International FDN, and Doernbecher Children's cancer program.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Schedule A, Part IV, Section A, Line 1 - Supported organizations are designated by purpose. Table Rock Kiwanis Club, Inc. operates under the Kiwanis International Organization. At this time the supported organization - The Kiwanis Club of Medford has been merged into the Table Rock Kiwanis club. The articles and by-laws are being reviewed, revised and pending submission to Kiwanis International. The purpose of the Table Rock Kiwanis Foundation and the supported Table Rock Kiwanis Club's joint purpose is improving our communities with a focus on the well-being of youth, Locally, regionally and nationally, through support of entities that provide health and welfare services, scholastics, athletics, protective services etc.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Schedule A, Part IV, Section A, Line 5 - In 2021 the Supported Organization - The Kiwanis Club of Medford, Inc terminated operations. Prior to doing so the boards of the Kiwanis Club of Medford and Table Rock Kiwanis Club, Inc. agreed to merge into the Table Rock Club. The Medford Club board agreed after a vote of the club membership to authorize the Kiwanis Club of Medford Foundation, to Merge with the Foundation of Table Rock. The clubs and foundation boards approved the Table Rock Kiwanis club as the ongoing supported organization. The changes and mergers were implemented in 2022 tax year. Changes were reported to the state DOJ, Secretary of State and Kiwanis International.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include required state of Oregon annual filing for charity/nonprofit organization Name change filing and annual CT-12 filing with the DOJ of Oregon Primary expense of 3556.00 was for legal fees involving the merger of the Kiwanis foundations of Table Rock and Jacksonville into the Kiwanis Foundation of Medford and restating the name to Table Rock Kiwanis Foundation Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The investment account incurred an unrealized loss during the 2022 year for this tax reporting period
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2During the 2022 tax period the Kiwanis Foundation of Medford, Inc filed a name change with the Oregon Dept of Justice and Sec of State renaming the foundation Table Rock Kiwanis Foundation, Inc. This concluded the process of merging the associated clubs and Foundations of Kiwanis Club of Jacksonville and Table Rock Kiwanis Club.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V, Line 34
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Naumann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05412610472
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-29
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ReturnHeader/Filer/PhoneNum05412610472
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3341
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-05-03T22:22:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.31$0.22$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.14$0.25$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.48$0.29$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.44$0.52$0.08
2020Summary only. Only limited summary data is available for this year.$4.54$0.00$0.08$0.23$0.15
2019Summary only. Only limited summary data is available for this year.$4.21$0.00$0.34$0.18$0.15
2018Summary only. Only limited summary data is available for this year.$3.67$0.00$0.26$0.22$0.04
2017Summary only. Only limited summary data is available for this year.$4.09$0.00$0.26$0.19$0.07
2016Summary only. Only limited summary data is available for this year.$3.69$0.00$0.15$0.25$0.10
2015Summary only. Only limited summary data is available for this year.$3.64$0.00$0.15$0.23$0.07
2014Summary only. Only limited summary data is available for this year.$3.94$0.00$0.24$0.23$0.02
2013Summary only. Only limited summary data is available for this year.$3.98$0.00$0.15$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$3.66$0.00$0.14$0.22$0.09
2011Summary only. Only limited summary data is available for this year.$3.39$0.00$0.16$0.23$0.07
Peer Organizations

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