Civic Intelligence

Portland Rotary Charitable Trust

990 • Fiscal year 2017 • EIN 93-6031284

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 23, 2018

1220 SW Morrison St Suite 425Portland, OR 97205

(503) 228-1542

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.40x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$70,350

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,911,416

Up $238,400 (+6.5%) from 2016

Net Assets

Up

$3,803,739

Up $209,971 (+5.8%) from 2016

Liabilities

Up

$107,677

Up $28,429 (+36%) from 2016

Revenue

Down

$270,714

Down $676,257 (-71%) from 2016

Expenses

Down

$314,188

Down $13,739 (-4.2%) from 2016

Net Income

Down

-$43,474

Down $662,518 (-107%) from 2016

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

2017

Assets$3,911,416
Liabilities$107,677
Net Assets$3,803,739

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

2017

Revenue$270,714
Expenses$314,188
Net Income-$43,474
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 23, 2018
Return Version
2016v3.0
Gross Receipts
$413,123
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,621,704$3,548,850▲ $927,146
Savings and Temporary Cash Investments$312,806$295,274▼ $17,532
Investments Other Securities$41,825$42,549▲ $724
Pledges and Grants Receivable$696,681$24,743▼ $671,938
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,673,016$3,911,416▲ $238,400
Other Assets Total-$0-
Liabilities
Other Liabilities$70,778$100,005▲ $29,227
Accounts Payable and Accrued Expenses$8,470$7,672▼ $798
Total Liabilities$79,248$107,677▲ $28,429
Net Assets / Fund Balance
Unrestricted Net Assets$2,270,582$2,417,461▲ $146,879
Temporarily Rstr Net Assets$1,323,186$1,386,278▲ $63,092
Total Net Assets Fund Balance$3,593,768$3,803,739▲ $209,971
Total Liabilities and Net Assets / Fund Balance$3,673,016$3,911,416▲ $238,400
Compensation and Service Providers

Employees

NameTitleOtherTotal
Corinn DewaardExec. Director$70,350$70,350

Board Members and Trustees

NameTitle
Maria SchellPresident
Chris AchtermanTrustee
Doug HardestyTrustee
Gary JohnsonTrustee
Leslie BrunkerTrustee
Mike SandovalTrustee
Patrick GalvinTrustee
Russ HaleTrustee
Steve WattsTrustee
Sun LeeTrustee
Susan CookseyTrustee
Yvonne InserraTrustee
Cole MillsTreasurer
Jana ColeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,608
Program Service Revenue
$0
Investment Income
$113,461
Other Revenue
$-3,355
All Other Contributions
$160,608
Change in Net Assets
$-43,474

Audited Revenue Reconciliation

Revenue per Audited Statements
$270,714
Revenue Not Reported on Form 990
$253,445
Total Revenue per Audited Statements
$524,159
Total Revenue per Form 990
$270,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$225,192
Other Expenses$88,996
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,298--$175,298
Grants to Domestic Individuals$49,894--$49,894
Fees for Services Other-$7,600-$7,600
Other Expenses-$108-$108
Total Functional Expenses$225,192$88,996$0$314,188

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$314,188
Total Expenses per Audited Statements$314,188
Total Expenses per Form 990$314,188
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Raphael HousePortland, OR501(c)(3)Purchase Refrigerators, Coaching$11,265
ShelterboxLakewood Ranch, FL501(c)(3)Disaster Relief$10,500
William Temple HousePortland, OR501(c)(3)Advertising$5,850
Nw Associate Blind AthletesVancouver, WA501(c)(3)Purchase Multi-passenger Van$5,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$41,143
Fundraising Gross Income$37,788
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Or Ethics in Business$37,788$37,788$41,143$-3,355
Total Events$37,788$37,788$41,143$-3,355
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$71,992
Due to Rotary Club Portland$28,013
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed by the board of directors before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Disclosure of any potential conflict of interest is requested at every meeting of the board of directors.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The trust has no employees.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Portland Rotary Charitable Trust
EIN
93-6031284
Phone
5032281542
Address
1220 SW Morrison St Suite 425, Portland, OR 97205

Signing Officer

Name
Corinn Dewaard
Title
Exec. Director
Signed
2018-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corinn Dewaard
Formed
1949
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
250

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
William K Rouse CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: world community service projects program provides funds that are used in humanitarian projects in partnership with other clubs abroad. Other program services 5: youth programs benefit youth through unrestricted contributions that are designated by the board, and contributions temporarily restricted to the benefit of youth and sponsoring camperships and youth exchange activities. Other program services 6: wheels of power program provides funds for disbursement to mobility-challenged induviduals and organizations that support them. Other program services 7: miscellaneous programs provide funds that are used to support domestic violence solutions, enterprise academy, interact, preserve planet earth, peace builders committee, and rotary youth leadership awards (ryla).

Raw XML AppendixShowing 400 of 623 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08470
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07672
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0160608
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05032281542
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01220 SW MORRISON ST SUITE 425
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097205
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0160608
IRS990/CYGrantsAndSimilarPaidAmt0225192
IRS990/CYInvestmentIncomeAmt0113461
IRS990/CYOtherExpensesAmt088996
IRS990/CYOtherRevenueAmt0-3355
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-43474
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0314188
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0270714
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0WHEELS OF POWER PROGRAM PROVIDES FUNDS FOR DISBURSEMENT TO MOBILITY-CHALLENGED INDUVIDUALS AND ORGANIZATIONS THAT SUPPORT THEM.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt049894
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07600
IRS990/FeesForServicesOtherGrp/TotalAmt07600
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt146550
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIA SCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm1COLE MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm2JANA COLE
IRS990/Form990PartVIISectionAGrp/PersonNm3YVONNE INSERRA
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE SANDOVAL
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS ACHTERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6LESLIE BRUNKER
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN COOKSEY
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICK GALVIN
IRS990/Form990PartVIISectionAGrp/PersonNm9RUSS HALE
IRS990/Form990PartVIISectionAGrp/PersonNm10DOUG HARDESTY
IRS990/Form990PartVIISectionAGrp/PersonNm11GARY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm12SUN LEE
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVE WATTS
IRS990/Form990PartVIISectionAGrp/PersonNm14CORINN DEWAARD
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1463800
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXEC. DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt041143
IRS990/FundraisingGrossIncomeAmt037788
IRS990/GainOrLossGrp/SecuritiesAmt0-3458
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt049894
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt049894
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt049894
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0175298
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0175298
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt097808
IRS990/GrossReceiptsAmt0413123
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0116919
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116919
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt041825
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt042549
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02621704
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03548850
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0101266
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03593768
IRS990/NetAssetsOrFundBalancesEOYAmt03803739
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3458
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3458
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3355
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3355
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0253445
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TRUST ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1UNCOLLECTIBLE PLEDGES
IRS990/OtherExpensesGrp/Desc2BOARD FUND EXPENSE
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt052260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt128538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2490
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3108
IRS990/OtherExpensesGrp/TotalAmt052260
IRS990/OtherExpensesGrp/TotalAmt128538
IRS990/OtherExpensesGrp/TotalAmt2490
IRS990/OtherExpensesGrp/TotalAmt3108
IRS990/OtherLiabilitiesGrp/BOYAmt070778
IRS990/OtherLiabilitiesGrp/EOYAmt0100005
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0696681
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt024743
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CORINN DEWAARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY GRANTS PROGRAM PROVIDES FUNDS FOR DISBURSEMENT TO COMMUNITY ORGANIZATIONS THAT HAVE REQUESTED DONATIONS AND MEET THE ROTARY CLUB OF PORTLAND, OREGON ESTABLISHED CRITERIA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt049577
IRS990/ProgSrvcAccomActy2Grp/GrantAmt049577
IRS990/ProgSrvcAccomActy3Grp/Desc0MISCELLANEOUS PROGRAMS PROVIDE FUNDS THAT ARE USED TO SUPPORT DOMESTIC VIOLENCE SOLUTIONS, ENTERPRISE ACADEMY, INTERACT, PRESERVE PLANET EARTH, PEACE BUILDERS COMMITTEE, AND ROTARY YOUTH LEADERSHIP AWARDS (RYLA).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt045752
IRS990/ProgSrvcAccomActy3Grp/GrantAmt045752
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0833215
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0262775
IRS990/PYInvestmentIncomeAmt0119402
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt065152
IRS990/PYOtherRevenueAmt0-5646
IRS990/PYRevenuesLessExpensesAmt0619044
IRS990/PYTotalExpensesAmt0327927
IRS990/PYTotalRevenueAmt0946971
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-43474
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0312806
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0295274
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt010287
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt015440
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt020840
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt021217
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt070760
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0138544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0160608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0833215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0192905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0206471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0168173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01561372
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0116919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt054221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt061830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt047001
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0104720
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0384691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037788
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt045076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt057525
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0140389
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0116919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt054221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt061830
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047001
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0104720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0384691
IRS990ScheduleA/InvestmentIncomeCYPct00.18420
IRS990ScheduleA/InvestmentIncomePYPct00.15630
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02442
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02442
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74830
IRS990ScheduleA/PublicSupportPY509Pct00.74520
IRS990ScheduleA/PublicSupportTotal509Amt01563217
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010287
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt015440
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt020840
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt021217
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt070760
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0138544

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)3 • $1M-$5M nonprofits