Civic Intelligence

Bend Rotary Club

990EZ • Fiscal year 2017 • EIN 93-6031479

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
PO Box 305Bend, OR 97709

(541) 450-5799

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.06x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

7.0%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-16%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$46,256

Up $3,044 (+7.0%) from 2016

Net Assets

Down

$41,333

Down $1,879 (-4.3%) from 2016

Liabilities

$4,923

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin35th percentile

Revenue

Down

$76,245

Down $14,221 (-16%) from 2016

Expenses

Down

$78,123

Down $16,875 (-18%) from 2016

Net Income

Up

-$1,878

Up $2,654 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2017

Assets$46,256
Liabilities$4,923
Net Assets$41,333
Open 2017 Filing

Operations Trend

Revenue Growth24th 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

2017

Revenue$76,245
Expenses$78,123
Net Income-$1,878
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$76,245
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.$15,273$71,454
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CJ FERRARIPresident-$0--
STEVE PETERSTreasurer-$0--
MICHELLE WAINWRIGHTSecretary-$0--
JULIE MILLERDirector-$0--
DAN EVANSDirector-$0--
TIA LEWISDirector-$0--
KIMBERLY MCNAMERDirector-$0--
CINDI O'NEILDirector-$0--
KEVIN IVERSONDirector-$0--
LESLIE WEAVERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bend Rotary Club
EIN
93-6031479
Phone
5414505799
Address
PO BOX 305, BEND, OR 97709

Signing Officer

Name
CINDI O'NEIL
Title
Director
Phone
5414505799
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Callan Accounting Services CPA LLC
Address
855 SW YATES DR STE 101, BEND, OR 97702-3217
Preparer
Stephen L Callan
Phone
5413883838
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“VARIOUS 15,273 0 0”

Form 990-ez, Part I, Line 16

“Expenses marketing 98 supplies 361 district conference 568 dues 9,328 administrative costs 2,278 bad debt write-off 907 total 13,540”

Form 990-ez, Part II, Line 24

“Equipment 1,600 1,600 less accumulated depreciation 1,600 1,600 due from foundation 1,982 0 total 1,982 0”

Form 990-ez, Part II, Line 26

“Due to foundation 0 4,923”

Form 990-ez, Part III

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

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt046285
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE PETERS
IRS990EZ/BooksInCareOfDetail/PhoneNum05414505799
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 305
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097709
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046256
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011847
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1878
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03025
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046256
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015273
IRS990EZ/GrossReceiptsAmt076245
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt064386
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041333
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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/PersonNm0CJ FERRARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE WAINWRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIA LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIMBERLY MCNAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CINDI O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEVIN IVERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LESLIE WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01982
IRS990EZ/OtherExpensesTotalAmt013540
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/GrantsAndAllocationsAmt015273
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071454
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04923
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078123
IRS990EZ/TotalProgramServiceExpensesAmt071454
IRS990EZ/TotalRevenueAmt076245
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS 15,273 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 98 SUPPLIES 361 DISTRICT CONFERENCE 568 DUES 9,328 ADMINISTRATIVE COSTS 2,278 BAD DEBT WRITE-OFF 907 TOTAL 13,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 1,600 1,600 LESS ACCUMULATED DEPRECIATION 1,600 1,600 DUE FROM FOUNDATION 1,982 0 TOTAL 1,982 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO FOUNDATION 0 4,923
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDI O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05414505799
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEND ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BEND
ReturnHeader/Filer/EIN0936031479
ReturnHeader/Filer/PhoneNum05414505799
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 305
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097709
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId053D458C82320E5CA4BCA37F288A6CEEB15A0A3C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F54AA8E5C2852FAB473639AD7A0166FAFED196F4
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931318784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALLAN ACCOUNTING SERVICES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0855 SW YATES DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0977023217
ReturnHeader/PreparerPersonGrp/PhoneNum05413883838
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN L CALLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T07:33:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,256
Liabilities
$4,923
Net assets
$41,333
Revenue
$76,245
Expenses
$78,123
Net income
-$1,878
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