Civic Intelligence

Bend Rotary Club

990EZ • Fiscal year 2019 • EIN 93-6031479

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 27, 2019

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

84th percentile

0.23x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.09x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$39,398

Up $5,665 (+17%) from 2018

Net Assets

Up

$30,394

Up $3,577 (+13%) from 2018

Liabilities

Up

$9,004

Up $2,088 (+30%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin51st percentile

Revenue

Up

$97,824

Up $16,487 (+20%) from 2018

Expenses

Down

$94,247

Down $1,605 (-1.7%) from 2018

Net Income

Up

$3,577

Up $18,092 (+125%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$39,398
Liabilities$9,004
Net Assets$30,394
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$97,824
Expenses$94,247
Net Income$3,577
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 27, 2019
Return Version
2018v3.1
Gross Receipts
$103,438
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.$16,502$81,403
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL TREKELLPresident-$0--
STEVE MCDONALDPresident El-$0--
PATRICK O'KEEFEVice Preside-$0--
CINDI O'NEILPast Preside-$0--
KATE BAILEYSecretary-$0--
NORM RUSHTreasurer-$0--
CHRIS DITTMANDirector-$0--
MICHAEL HOPPDirector-$0--
LINDA JOHNSONDirector-$0--
SABRINA SLUSSERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Daddy Daughter$18,387$18,387$5,614$12,773
Total Events$18,387$18,387$5,614$12,773
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
Steve Mcdonald
Title
President Elect
Phone
5414505799
Signed
2019-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Callan Accounting Cpas & Advisors 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

“Name: various cash contribution: 16,502”

Form 990-ez, Part I, Line 16

“Expenses marketing 492 supplies 920 international conference 4,584 dues 9,758 administrative costs 1,548 bad debt write-off 525 total 17,827”

Form 990-ez, Part II, Line 24

“Equipment 1,600 1,600 less accumulated depreciation 1,600 1,600 total 0 0”

Form 990-ez, Part II, Line 26

“Due to foundation 6,916 6,425 credit card payable 0 2,579”

Form 990-ez, Part III

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

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097709
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL TREKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK O'KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDI O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NORM RUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS DITTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL HOPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LINDA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SABRINA SLUSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017827
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/GrantsAndAllocationsAmt016502
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094247
IRS990EZ/TotalProgramServiceExpensesAmt081403
IRS990EZ/TotalRevenueAmt097824
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05614
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DADDY DAUGHTER
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05614
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS CASH CONTRIBUTION: 16,502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 492 SUPPLIES 920 INTERNATIONAL CONFERENCE 4,584 DUES 9,758 ADMINISTRATIVE COSTS 1,548 BAD DEBT WRITE-OFF 525 TOTAL 17,827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 1,600 1,600 LESS ACCUMULATED DEPRECIATION 1,600 1,600 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO FOUNDATION 6,916 6,425 CREDIT CARD PAYABLE 0 2,579
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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05414505799
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-27
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ReturnHeader/Filer/EIN0936031479
ReturnHeader/Filer/PhoneNum05414505799
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-12-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:45:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931318784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALLAN ACCOUNTING CPAS & ADVISORS 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/PreparationDt02019-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN L CALLAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-02T17:45:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,398
Liabilities
$9,004
Net assets
$30,394
Revenue
$97,824
Expenses
$94,247
Net income
$3,577
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