Civic Intelligence

Rotary Club of Lake Oswego

990EZ • Fiscal year 2016 • EIN 93-6031801

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

PO Box 94Lake Oswego, OR 97034

(503) 636-5795

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

95th percentile

50%

Higher net margin than 95% 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

82nd percentile

24%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Up

$93,593

Up $17,858 (+24%) from 2015

Net Assets

Up

$93,593

Up $17,858 (+24%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$35,785

Down $76,872 (-68%) from 2015

Expenses

Down

$17,927

Down $101,250 (-85%) from 2015

Net Income

Up

$17,858

Up $24,378 (+374%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $59,120Liabilities 2011: $1,688Net Assets 2011: $57,4322011Assets 2012: $70,669Liabilities 2012: $2,686Net Assets 2012: $67,9832012Assets 2013: $75,246Liabilities 2013: $1,347Net Assets 2013: $73,8992013Assets 2014: $82,495Liabilities 2014: $240Net Assets 2014: $82,2552014Assets 2015: $75,735Net Assets 2015: $75,7352015Assets 2016: $93,593Net Assets 2016: $93,5932016Assets 2017: $70,525Liabilities 2017: $705Net Assets 2017: $69,8202017Assets 2018: $76,320Liabilities 2018: $2,141Net Assets 2018: $74,1792018Assets 2019: $83,607Liabilities 2019: $5,515Net Assets 2019: $78,0922019Assets 2020: $125,775Liabilities 2020: $23,706Net Assets 2020: $102,0692020Assets 2021: $136,111Liabilities 2021: $6,835Net Assets 2021: $129,2762021Assets 2022: $177,099Liabilities 2022: $38,953Net Assets 2022: $138,1462022Assets 2023: $178,820Liabilities 2023: $21,081Net Assets 2023: $157,7392023Assets 2024: $199,022Liabilities 2024: $0Net Assets 2024: $199,0222024

Highlighted filing

2016

Assets$93,593
Liabilities-
Net Assets$93,593

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $93,503Expenses 2011: $98,358Net Income 2011: -$4,8552011Revenue 2012: $91,497Expenses 2012: $80,946Net Income 2012: $10,5512012Revenue 2013: $90,692Expenses 2013: $84,776Net Income 2013: $5,9162013Revenue 2014: $103,233Expenses 2014: $94,877Net Income 2014: $8,3562014Revenue 2015: $112,657Expenses 2015: $119,177Net Income 2015: -$6,5202015Revenue 2016: $35,785Expenses 2016: $17,927Net Income 2016: $17,8582016Revenue 2017: $115,298Expenses 2017: $139,071Net Income 2017: -$23,7732017Revenue 2018: $108,371Expenses 2018: $104,012Net Income 2018: $4,3592018Revenue 2019: $110,799Expenses 2019: $106,886Net Income 2019: $3,9132019Revenue 2020: $104,852Expenses 2020: $90,656Net Income 2020: $14,1962020Revenue 2021: $54,473Expenses 2021: $42,770Net Income 2021: $11,7032021Revenue 2022: $76,553Expenses 2022: $67,683Net Income 2022: $8,8702022Revenue 2023: $90,728Expenses 2023: $71,135Net Income 2023: $19,5932023Revenue 2024: $99,340Expenses 2024: $79,138Net Income 2024: $20,2022024

Highlighted filing

2016

Revenue$35,785
Expenses$17,927
Net Income$17,858
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$35,785
Mission and Program Overview

Mission

The Rotary Club of Lake Oswego is a service club organized under the umbrella of Rotary International, Inc. The Organization is supported by the dues of its members. The Club provides weekly meetings with timely topics. Additionally, Club members participate in service projects within the local community and internationally.

Program Services

DescriptionGrantsExpenses
Meetings and social functions for the Club members.$2,706-
Community Service Expenditures$500-
Chartible contributions.$100-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynn HennaginDirector-$0--
Alan BazzazVice President-$0--
Roger MayDirector-$0--
Terri ChildressSecretary-$0--
Don IrvingDirector-$0--
Larry LopardoDirector-$0--
Craig ChildressDirector-$0--
Dr Bob WollmuthDirector-$0--
Betsy MillerDirector-$0--
Chris ClancyDirector-$0--
Bill BaarsDirector-$0--
Brian BiceDirector-$0--
John TurchiDirector-$0--
Ramzan MagomedovDirector-$0--
Mirjam MetcalfDirector-$0--
Bob NemhauserTreasurer-$0--
Skip BarnhartDirector-$0--
Malcome MathesPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
93-6031801
Phone
5036365795
Address
PO Box 94, Lake Oswego, OR 97034

Signing Officer

Name
Bob Nemhauser
Title
CPA
Signed
2017-05-12
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

Name: Rotary International | Address: 1560 Sherman Avenue Evanston, IL 60201 | Purpose of payment: Per Capita Dues | Amount: $6993

Payments to Affiliates.2

Name: Rotary District 5100 | Address: 9450 SW Commerce Circle Wilsonville, OR 97070 | Purpose of payment: Per Capita Dues | Amount: $6878

Other Expenses.1002

Office Expenses $150

Other Expenses.1

Meeting expenses $3306

Other Expenses.2

Other Local Activities $600

Raw XML Appendix164 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Rotary International | Address: 1560 Sherman Avenue Evanston, IL 60201 | Purpose of payment: Per Capita Dues | Amount: $6993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: Rotary District 5100 | Address: 9450 SW Commerce Circle Wilsonville, OR 97070 | Purpose of payment: Per Capita Dues | Amount: $6878
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0936031801
ReturnHeader/Filer/PhoneNum05036365795
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ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/ReturnTs02017-05-15T14:10:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.99$0.79$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.21$1.58$0.91$0.71$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.39$1.38$0.77$0.68$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.07$1.29$0.54$0.43$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.24$1.02$1.05$0.91$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.06$0.78$1.11$1.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$1.08$1.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$1.15$1.39$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.36$0.18$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.13$1.19$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.03$0.95$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.01$0.74$0.91$0.85$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.03$0.68$0.91$0.81$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.02$0.57$0.94$0.98$0.05