Civic Intelligence

Portland Rotary Charitable Trust

990 • Fiscal year 2013 • EIN 93-6031284

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

619 SW 11th Avenue Suite 11097205
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

89th percentile

34%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,629,891

Up $664,623 (+34%) from 2012

Net Assets

Up

$2,624,156

Up $658,888 (+34%) from 2012

Liabilities

Up

$5,735

Up $5,735 from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$245,795

Up $13,407 (+5.8%) from 2012

Net Income

-

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.

$6.0M$4.0M$2.0M$0Assets 2010: $1,931,463Liabilities 2010: $3,560Net Assets 2010: $1,927,9032010Assets 2011: $2,032,221Liabilities 2011: $7,375Net Assets 2011: $2,024,8462011Assets 2012: $1,965,268Liabilities 2012: $0Net Assets 2012: $1,965,2682012Assets 2013: $2,629,891Liabilities 2013: $5,735Net Assets 2013: $2,624,1562013Assets 2014: $3,238,299Liabilities 2014: $7,053Net Assets 2014: $3,231,2462014Assets 2015: $3,115,191Liabilities 2015: $1,005Net Assets 2015: $3,114,1862015Assets 2016: $3,673,016Liabilities 2016: $79,248Net Assets 2016: $3,593,7682016Assets 2017: $3,911,416Liabilities 2017: $107,677Net Assets 2017: $3,803,7392017Assets 2018: $4,113,491Liabilities 2018: $67,457Net Assets 2018: $4,046,0342018Assets 2019: $4,540,504Liabilities 2019: $90,828Net Assets 2019: $4,449,6762019Assets 2020: $4,125,819Liabilities 2020: $45,537Net Assets 2020: $4,080,2822020Assets 2021: $4,907,730Liabilities 2021: $90,805Net Assets 2021: $4,816,9252021Assets 2022: $4,171,645Liabilities 2022: $51,520Net Assets 2022: $4,120,1252022Assets 2023: $4,328,386Liabilities 2023: $129,434Net Assets 2023: $4,198,9522023

Highlighted filing

2013

Assets$2,629,891
Liabilities$5,735
Net Assets$2,624,156

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $881,3162010Expenses 2011: $318,2882011Revenue 2012: $207,511Expenses 2012: $232,388Net Income 2012: -$24,8772012Expenses 2013: $245,7952013Revenue 2014: $629,109Expenses 2014: $258,875Net Income 2014: $370,2342014Revenue 2015: $350,247Expenses 2015: $338,816Net Income 2015: $11,4312015Revenue 2016: $946,971Expenses 2016: $327,927Net Income 2016: $619,0442016Revenue 2017: $270,714Expenses 2017: $314,188Net Income 2017: -$43,4742017Revenue 2018: $468,330Expenses 2018: $310,323Net Income 2018: $158,0072018Revenue 2019: $704,096Expenses 2019: $341,265Net Income 2019: $362,8312019Revenue 2020: $338,338Expenses 2020: $686,537Net Income 2020: -$348,1992020Revenue 2021: $378,455Expenses 2021: $423,820Net Income 2021: -$45,3652021Revenue 2022: $235,975Expenses 2022: $327,165Net Income 2022: -$91,1902022Revenue 2023: $297,214Expenses 2023: $366,461Net Income 2023: -$69,2472023

Highlighted filing

2013

Revenue-
Expenses$245,795
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.0
Gross Receipts
$917,560
Mission and Program Overview

Mission

The portland rotary charitable trust is the entity by which the rotary club of portland carries out its philanthropic activities in both the local and world communities servicing primarily the needs of youth.

Major Activities

Activity 2
Youth programs benefit youth by sponsoring scholarships, camperships and youth exchange activities that promote international understanding and peace by providing young people with the opportunity to visit other countries and experience their cultures.
Activity 3
Wheels of power program purchases wheel chairs for physically challenged individuals in the portland community.
Filing and Contact Details

Filer

EIN
93-6031284
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IRS990/Activity3/Description0WHEELS OF POWER PROGRAM PURCHASES WHEEL CHAIRS FOR PHYSICALLY CHALLENGED INDIVIDUALS IN THE PORTLAND COMMUNITY.
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0422439
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0479505
IRS990ScheduleA/TotalSupportTotal/Total01594869
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/ExpensesSubtotal0245795
IRS990ScheduleD/NetUnrealizedGainsInvestments084348
IRS990ScheduleD/OtherLiabilities/Amount05735
IRS990ScheduleD/OtherLiabilities/Description0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherSecurities/BookValue045076
IRS990ScheduleD/OtherSecurities/Description0WELLS FARGO BENEFICIAL INTEREST
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/RevenueNotRptdF990084348
IRS990ScheduleD/RevenueSubtotal0820335
IRS990ScheduleD/TotalExpensesPerForm9900245795

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.33$0.13$4.20$0.30$0.37$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.05$4.12$0.24$0.33$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.09$4.82$0.38$0.42$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.05$4.08$0.34$0.69$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.09$4.45$0.70$0.34$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.07$4.05$0.47$0.31$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.11$3.80$0.27$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.08$3.59$0.95$0.33$0.62
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.11$0.35$0.34$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.01$3.23$0.63$0.26$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.01$2.62$0.25
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.21$0.23$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.01$2.02$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.88
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits