Civic Intelligence

Rotary International of Cottage Grove

990EZ • Fiscal year 2016 • EIN 93-6031735

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 21, 2016

Organization Profilewww.cgrotary.com
P O Box 424Cottage Grove, OR 97424

(541) 942-8241

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-46%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-35%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

22%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$43,872

Down $23,754 (-35%) from 2015

Net Assets

Down

$43,872

Down $23,754 (-35%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$51,698

Up $9,213 (+22%) from 2015

Expenses

Up

$75,452

Up $25,656 (+52%) from 2015

Net Income

Down

-$23,754

Down $16,443 (-225%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$100K$50K$0Assets 2012: $67,527Liabilities 2012: $02012Assets 2013: $71,181Liabilities 2013: $02013Assets 2014: $74,937Liabilities 2014: $02014Assets 2015: $67,626Liabilities 2015: $0Net Assets 2015: $67,6262015Assets 2016: $43,872Liabilities 2016: $0Net Assets 2016: $43,8722016Assets 2017: $40,960Liabilities 2017: $0Net Assets 2017: $40,9602017Assets 2018: $47,687Liabilities 2018: $0Net Assets 2018: $47,6872018Assets 2019: $68,408Liabilities 2019: $2,822Net Assets 2019: $65,5862019Assets 2020: $63,498Liabilities 2020: $245Net Assets 2020: $63,2532020Assets 2021: $63,523Liabilities 2021: $10Net Assets 2021: $63,5132021Assets 2022: $92,160Liabilities 2022: $0Net Assets 2022: $92,1602022Assets 2023: $82,106Liabilities 2023: $0Net Assets 2023: $82,1062023Assets 2024: $84,289Liabilities 2024: $0Net Assets 2024: $84,2892024

Highlighted filing

2016

Assets$43,872
Liabilities$0
Net Assets$43,872
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KRevenue 2012: $55,116Expenses 2012: $35,774Net Income 2012: $19,3422012Revenue 2013: $44,001Expenses 2013: $40,347Net Income 2013: $3,6542013Revenue 2014: $46,439Expenses 2014: $40,245Net Income 2014: $6,1942014Revenue 2015: $42,485Expenses 2015: $49,796Net Income 2015: -$7,3112015Revenue 2016: $51,698Expenses 2016: $75,452Net Income 2016: -$23,7542016Revenue 2017: $40,427Expenses 2017: $43,339Net Income 2017: -$2,9122017Revenue 2018: $40,148Expenses 2018: $33,421Net Income 2018: $6,7272018Revenue 2019: $59,169Expenses 2019: $41,270Net Income 2019: $17,8992019Revenue 2020: $39,452Expenses 2020: $41,712Net Income 2020: -$2,2602020Revenue 2021: $34,506Expenses 2021: $34,246Net Income 2021: $2602021Revenue 2022: $48,855Expenses 2022: $29,987Net Income 2022: $18,8682022Revenue 2023: $28,949Expenses 2023: $39,003Net Income 2023: -$10,0542023Revenue 2024: $47,403Expenses 2024: $45,220Net Income 2024: $2,1832024

Highlighted filing

2016

Revenue$51,698
Expenses$75,452
Net Income-$23,754
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 21, 2016
Return Version
2015v2.0
Gross Receipts
$60,024
Mission and Program Overview

Mission

To raise funds for high school scholarships, youth activities, community programs, local and international projects as needed.

Program Services

DescriptionGrantsExpenses
To provide funds for local high school scholarships, youth leadership camp scholarships, support families and children at risk through the Family Relief Nursery, and to support and fund local community and international projects as needed.$10,202-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SCHMALESecretary-$0--
RUTH LINOZPresident-$0--
KAROL KUHN SIMONSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cycle The Lakes$20,075$20,075$6,754$13,321
Total Events$20,075$20,075$8,226$11,849
Filing and Contact Details

Filer

Filer Name
Rotary International of Cottage Grove
EIN
93-6031735
Phone
5419428241
Address
P O BOX 424, COTTAGE GROVE, OR 97424

Signing Officer

Name
Ruth Linoz
Title
President
Signed
2016-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Lane Ventures Inc
Address
516 East Whiteaker Avenue, Cottage Grove, OR 97424-1648
Preparer
Karen T Winters
Phone
5419428241
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: SCHOLARSHIPS | Donee's Name: VARIOUS SCHOLARSHIPS COTTAGE GROVE OR 97424 | Relationship of Donee: NONE | Cash Amount Given: $8202”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: COMMUNITY PROJECTS | Donee's Name: COMMUNITY SUPPORT PROJECTS COTTAGE GROVE OR 97424 | Relationship of Donee: NONE | Cash Amount Given: $26869”

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: WORLD SERVICE PROJECTS | Donee's Name: WORLD COMMUNITY SERVICE/ROTARY | Relationship of Donee: NONE | Cash Amount Given: $9260”

Other Expenses.1001

“Advertising and Promotion $398”

Other Expenses.1012

“Insurance $155”

Other Expenses.1

“Lunches & Other Food Exp $11135”

Other Expenses.2

“International Dues $4279”

Other Expenses.3

“District Dues $2464”

Other Expenses.4

“Community Benefits-X-MAS $1896”

Other Expenses.5

“Fellowship Expenses $1335”

Other Expenses.6

“Awards & Installation $1254”

Other Expenses.7

“Foreign & GSE Exchange Exp $584”

Other Expenses.8

“Club Supply Purchases $427”

Other Expenses.9

“Educational Materials $369”

Other Expenses.10

“Licenses & Fees $108”

Other Expenses.11

“P O Box Rental $70”

Other Expenses.12

“Bank Charges $48”

Other Assets.1

“Dues Receivable - Beginning $22123 Dues Receivable - Ending $22166”

Raw XML Appendix150 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/BenefitsPaidToOrForMembersAmt02097
IRS990EZ/BooksInCareOfDetail/PersonNm0KAROL KUHN SIMONS
IRS990EZ/BooksInCareOfDetail/PhoneNum05419422104
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt075682 LONDON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COTTAGE GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097424
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045503
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04922
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23754
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067626
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043872
IRS990EZ/FundraisingGrossIncomeAmt020527
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047900
IRS990EZ/GrossReceiptsAmt060024
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017475
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043872
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067626
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043872
IRS990EZ/OccupancyRentUtltsAndMaintAmt0910
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA SCHMALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUTH LINOZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAROL KUHN SIMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt022123
IRS990EZ/OtherAssetsTotalDetail/EOYAmt022166
IRS990EZ/OtherExpensesTotalAmt024522
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds for high school scholarships, youth activities, community programs, local and international projects as needed.
IRS990EZ/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramServiceRevenueAmt017100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide funds for local high school scholarships, youth leadership camp scholarships, support families and children at risk through the Family Relief Nursery, and to support and fund local community and international projects as needed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010202
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08326
IRS990EZ/SpecialEventsNetIncomeLossAmt012201
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075452
IRS990EZ/TotalProgramServiceExpensesAmt010202
IRS990EZ/TotalRevenueAmt051698
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.cgrotary.com
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08226
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cycle The Lakes
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01472
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020075
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011849
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06754
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIPS | Donee's Name: VARIOUS SCHOLARSHIPS COTTAGE GROVE OR 97424 | Relationship of Donee: NONE | Cash Amount Given: $8202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: COMMUNITY PROJECTS | Donee's Name: COMMUNITY SUPPORT PROJECTS COTTAGE GROVE OR 97424 | Relationship of Donee: NONE | Cash Amount Given: $26869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: WORLD SERVICE PROJECTS | Donee's Name: WORLD COMMUNITY SERVICE/ROTARY | Relationship of Donee: NONE | Cash Amount Given: $9260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Lunches & Other Food Exp $11135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6International Dues $4279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7District Dues $2464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Community Benefits-X-MAS $1896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fellowship Expenses $1335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Awards & Installation $1254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Foreign & GSE Exchange Exp $584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Club Supply Purchases $427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Educational Materials $369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Licenses & Fees $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15P O Box Rental $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Bank Charges $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Dues Receivable - Beginning $22123 Dues Receivable - Ending $22166
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH LINOZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OF COTTAGE GROVE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0936031735
ReturnHeader/Filer/PhoneNum05419428241
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 424
ReturnHeader/Filer/USAddress/CityNm0COTTAGE GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lane Ventures Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0516 East Whiteaker Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cottage Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974241648
ReturnHeader/PreparerPersonGrp/PhoneNum05419428241
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen T Winters
ReturnHeader/ReturnTs02016-11-21T12:11:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,872
Liabilities
$0
Net assets
$43,872
Revenue
$51,698
Expenses
$75,452
Net income
-$23,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$84.3$0.00$84.3$47.4$45.2$2.18
2023Detailed filing. Detailed filing data is available for this year.$82.1$0.00$82.1$28.9$39.0$10.1
2022Detailed filing. Detailed filing data is available for this year.$92.2$0.00$92.2$48.9$30.0$18.9
2021Detailed filing. Detailed filing data is available for this year.$63.5$0.01$63.5$34.5$34.2$0.26
2020Detailed filing. Detailed filing data is available for this year.$63.5$0.25$63.3$39.5$41.7$2.26
2019Detailed filing. Detailed filing data is available for this year.$68.4$2.82$65.6$59.2$41.3$17.9
2018Detailed filing. Detailed filing data is available for this year.$47.7$0.00$47.7$40.1$33.4$6.73
2017Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$40.4$43.3$2.91
2016Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$51.7$75.5$23.8
2015Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$42.5$49.8$7.31
2014Summary only. Only limited summary data is available for this year.$74.9$0.00$46.4$40.2$6.19
2013Summary only. Only limited summary data is available for this year.$71.2$0.00$44.0$40.3$3.65
2012Summary only. Only limited summary data is available for this year.$67.5$0.00$55.1$35.8$19.3