Civic Intelligence

Portland Rotary Charitable Trust

990 • Fiscal year 2012 • EIN 93-6031284

Jul 01, 2011 to Jun 30, 2012

Portland, OR
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

13th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

29th percentile

-3.3%

Faster asset growth than 29% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Assets

Down

$1,965,268

Down $66,953 (-3.3%) from 2011

Net Assets

Down

$1,965,268

Down $59,578 (-2.9%) from 2011

Liabilities

Down

$0

Down $7,375 (-100%) from 2011

Revenue

$207,511

No earlier filing loaded for comparison.

Expenses

Down

$232,388

Down $85,900 (-27%) from 2011

Net Income

-$24,877

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

2012

Assets$1,965,268
Liabilities$0
Net Assets$1,965,268

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

2012

Revenue$207,511
Expenses$232,388
Net Income-$24,877
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
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.

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
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