Civic Intelligence

Bend Rotary Club

990EZ • Fiscal year 2014 • EIN 93-6031479

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

Organization ProfileN/A
PO Box 30597709

(541) 450-5799

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

14th percentile

-22%

Faster asset growth than 14% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$45,410

Down $12,583 (-22%) from 2013

Net Assets

Down

$45,192

Down $12,801 (-22%) from 2013

Liabilities

$218

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin18th percentile

Revenue

Down

$87,531

Down $41,273 (-32%) from 2013

Expenses

Down

$100,333

Down $15,238 (-13%) from 2013

Net Income

Down

-$12,802

Down $26,035 (-197%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$80K$60K$40K$20K$0Assets 2011: $49,461Liabilities 2011: $02011Assets 2012: $44,760Liabilities 2012: $02012Assets 2013: $57,993Net Assets 2013: $57,9932013Assets 2014: $45,410Liabilities 2014: $218Net Assets 2014: $45,1922014Assets 2015: $47,944Liabilities 2015: $200Net Assets 2015: $47,7442015Assets 2016: $43,212Net Assets 2016: $43,2122016Assets 2017: $46,256Liabilities 2017: $4,923Net Assets 2017: $41,3332017Assets 2018: $33,733Liabilities 2018: $6,916Net Assets 2018: $26,8172018Assets 2019: $39,398Liabilities 2019: $9,004Net Assets 2019: $30,3942019Assets 2020: $46,064Liabilities 2020: $7,181Net Assets 2020: $38,8832020Assets 2021: $61,434Net Assets 2021: $61,4342021Assets 2022: $78,133Net Assets 2022: $78,1332022Assets 2023: $74,673Net Assets 2023: $74,6732023Assets 2024: $67,325Net Assets 2024: $67,3252024Assets 2025: $65,053Net Assets 2025: $65,0532025

Highlighted filing

2014

Assets$45,410
Liabilities$218
Net Assets$45,192
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $90,803Expenses 2011: $80,820Net Income 2011: $9,9832011Revenue 2012: $96,765Expenses 2012: $101,466Net Income 2012: -$4,7012012Revenue 2013: $128,804Expenses 2013: $115,571Net Income 2013: $13,2332013Revenue 2014: $87,531Expenses 2014: $100,333Net Income 2014: -$12,8022014Revenue 2015: $91,869Expenses 2015: $89,317Net Income 2015: $2,5522015Revenue 2016: $90,466Expenses 2016: $94,998Net Income 2016: -$4,5322016Revenue 2017: $76,245Expenses 2017: $78,123Net Income 2017: -$1,8782017Revenue 2018: $81,337Expenses 2018: $95,852Net Income 2018: -$14,5152018Revenue 2019: $97,824Expenses 2019: $94,247Net Income 2019: $3,5772019Revenue 2020: $82,198Expenses 2020: $73,710Net Income 2020: $8,4882020Revenue 2021: $97,539Expenses 2021: $74,988Net Income 2021: $22,5512021Revenue 2022: $79,324Expenses 2022: $62,625Net Income 2022: $16,6992022Revenue 2023: $112,285Expenses 2023: $115,745Net Income 2023: -$3,4602023Revenue 2024: $88,896Expenses 2024: $96,244Net Income 2024: -$7,3482024Revenue 2025: $94,018Expenses 2025: $96,289Net Income 2025: -$2,2712025

Highlighted filing

2014

Revenue$87,531
Expenses$100,333
Net Income-$12,802
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$87,531
Mission and Program Overview

Mission

Community projects which vary from year to year depending on the needs of the community.

Program Services

DescriptionGrantsExpenses
COMMUNITY PROJECTS WHICH VARY FROM YEAR TO YEAR DEPENDING ON THE NEEDS OF THE COMMUNITY.$33,548$92,665
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY POLISDirector-$0--
KATE BAILEYSecretary-$0--
BILL ANDERSONTreasurer-$0--
JILL TREKELLDirector-$0--
ROBERT HOLLEYPresident-$0--
EMY VALLERGADirector-$0--
ANGELA PRICEVice Preside-$0--
JULIE MILLERPresident El-$0--
CJ FERARRIDirector-$0--
LAURA BREITDirector-$0--
Filing and Contact Details

Filer

EIN
93-6031479

Signing Officer

Name
Julie Miller
Title
President
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Stephen L Callan
Phone
5413883838
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“VARIOUS 33,548 0 0”

Form 990-ez, Part I, Line 16

“Expenses marketing 274 supplies 883 district conference 438 rotary intl conference 8,149 dues 10,282 administrative costs 2,162 non-investment depreciation 68 total 22,256”

Form 990-ez, Part II, Line 24

“Equipment 1,600 1,600 less accumulated depreciation 1,430 1,498 total 170 102”

Form 990-ez, Part II, Line 26

“OTHER LIABILITIES 0 218”

Form 990-ez, Part III

“Community projects which vary from year to year depending on the needs of the community.”

Raw XML Appendix147 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0HOLLY POLIS
CompensationExplanation/CompensationExplanationGrp/PersonNm1KATE BAILEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2BILL ANDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3JILL TREKELL
CompensationExplanation/CompensationExplanationGrp/PersonNm4ROBERT HOLLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm5EMY VALLERGA
CompensationExplanation/CompensationExplanationGrp/PersonNm6ANGELA PRICE
CompensationExplanation/CompensationExplanationGrp/PersonNm7JULIE MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm8CJ FERARRI
CompensationExplanation/CompensationExplanationGrp/PersonNm9LAURA BREIT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt040248
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IRS990EZ/BooksInCareOfDetail/PhoneNum05414505799
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 305
IRS990EZ/BooksInCareOfDetail/USAddress/City0BEND
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097709
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021826
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12802
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04281
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065585
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057994
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLY POLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JILL TREKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT HOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMY VALLERGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGELA PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CJ FERARRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LAURA BREIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0170
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0102
IRS990EZ/OtherExpensesTotalAmt022256
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY PROJECTS WHICH VARY FROM YEAR TO YEAR DEPENDING ON THE NEEDS OF THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY PROJECTS WHICH VARY FROM YEAR TO YEAR DEPENDING ON THE NEEDS OF THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033548
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092665
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt0105
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0218
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100333
IRS990EZ/TotalProgramServiceExpensesAmt092665
IRS990EZ/TotalRevenueAmt087531
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS 33,548 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 274 SUPPLIES 883 DISTRICT CONFERENCE 438 ROTARY INTL CONFERENCE 8,149 DUES 10,282 ADMINISTRATIVE COSTS 2,162 NON-INVESTMENT DEPRECIATION 68 TOTAL 22,256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 1,600 1,600 LESS ACCUMULATED DEPRECIATION 1,430 1,498 TOTAL 170 102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER LIABILITIES 0 218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY PROJECTS WHICH VARY FROM YEAR TO YEAR DEPENDING ON THE NEEDS OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10BEND ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BEND
ReturnHeader/Filer/EIN0936031479
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 305
ReturnHeader/Filer/USAddress/City0BEND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097709
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931318784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALLAN ACCOUNTING SERVICES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10855 SW YATES DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0977023217
ReturnHeader/PreparerPersonGrp/PhoneNum05413883838
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN L CALLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-17T19:05:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,410
Liabilities
$218
Net assets
$45,192
Revenue
$87,531
Expenses
$100,333
Net income
-$12,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.94$0.96$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.89$0.96$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.12$1.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.79$0.63$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.98$0.75$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.07$0.39$0.82$0.74$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.09$0.30$0.98$0.94$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.07$0.27$0.81$0.96$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.41$0.76$0.78$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.90$0.95$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.92$0.89$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.88$1.00$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$1.29$1.16$0.13
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.97$1.01$0.05
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.91$0.81$0.10