Civic Intelligence

Rotary Club of Lake Oswego

990EZ • Fiscal year 2017 • EIN 93-6031801

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

15th percentile

-21%

Higher net margin than 15% 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

13th percentile

-25%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

98th percentile

222%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Down

$70,525

Down $23,068 (-25%) from 2016

Net Assets

Down

$69,820

Down $23,773 (-25%) from 2016

Liabilities

$705

No earlier filing loaded for comparison.

Revenue

Up

$115,298

Up $79,513 (+222%) from 2016

Expenses

Up

$139,071

Up $121,144 (+676%) from 2016

Net Income

Down

-$23,773

Down $41,631 (-233%) from 2016

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

2017

Assets$70,525
Liabilities$705
Net Assets$69,820

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

2017

Revenue$115,298
Expenses$139,071
Net Income-$23,773
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$115,298
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.$57,218-
Community Service Expenditures$47,195-
Chartible contributions.$3,283$3,283
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri ChildressTreasurer-$0--
Rob LeChevallierPresident-$0--
Bill BaarsPresident Elect-$0--
Bob LiddellExect Secretary-$0--
Lori HenselDirector-$0--
Joshua TomeoniDirector-$0--
Tom MaginnisDirector-$0--
John TurchiDirector-$0--
Barbara ThompsonDirector-$0--
Brian BiceDirector-$0--
Roger MayDirector-$0--
Scott HavensDirector-$0--
Mark WallerDirector-$0--
Barry SheldahlDirector-$0--
Kris ClancyDirector-$0--
Alan CampbellTreasurer-$0--
Judie HammerstadDirector-$0--
Mirjam MetcalfDirector-$0--
Mirjam MetcalfTreasurer-$0--
Linda BrownDirector-$0--
Jessica VogelsangDirector-$0--
David SchultzDirector-$0--
Bill KorachPresident-$0--
Nell DiamondDirector-$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
Mirjam Metcalf
Title
Treasurer
Signed
2018-05-08
Supplemental Narrative

Additional Explanations

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

Class of Activity: Charitable grant | Donee's Name: 35 Holiday Food Boxes | Donee's Address: P.O. Box 94 Lake Oswego OR 97034 | Relationship of Donee: None | Description of Property: Food Boxes | Date of Gift: 20161115 | Book Value: $24498 | Method Used to Determine BV: Cost | Fair Market Value: $24498 | Method Used to Determine FMV: Cost

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

Class of Activity: Charitable grant | Donee's Name: Rotary Youth Programs | Donee's Address: P.O. Box 115 Marylhurst OR 97036 | Relationship of Donee: None | Cash Amount Given: $11916

Payments to Affiliates.1

Name: Rotary International | Address: 1560 Sherman Avenue Evanston, IL 60201 | Purpose of payment: Per Capita Dues | Amount: $12456

Payments to Affiliates.2

Name: Rotary District 5100 | Address: 9450 SW Commerce Circle Wilsonville, OR 97070 | Purpose of payment: Per Capita Dues | Amount: $6925

Other Expenses.1001

Advertising and Promotion $1043

Other Expenses.1005

Travel $1684

Other Expenses.1

Catering $38658

Other Expenses.2

Social Event $18560

Other Expenses.3

Bank Charges $2466

Other Expenses.4

Supplies $2256

Other Expenses.5

Meeting expenses $2001

Other Expenses.6

PETS $806

Other Expenses.7

Website $449

Other Expenses.8

PO Box $70

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $929

Other Assets.1

Lake Oswego Rotary Foundation - Beginning $0 Lake Oswego Rotary Foundation - Ending $347

Total Liabilities.1003

Deferred Revenue - Beginning $0 Deferred Revenue - Ending $500

Total Liabilities.1

Due to Lake Oswego Rotary Foundation - Beginning $0 Due to Lake Oswego Rotary Foundation - Ending $205

Raw XML Appendix219 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Terri Childress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rob LeChevallier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bill Baars
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bob Liddell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lori Hensel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joshua Tomeoni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tom Maginnis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John Turchi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Barbara Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Brian Bice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Roger May
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Scott Havens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Mark Waller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Barry Sheldahl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Kris Clancy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Alan Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Judie Hammerstad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Mirjam Metcalf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Mirjam Metcalf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Linda Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20Jessica Vogelsang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm21David Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm22Bill Korach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm23Nell Diamond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Exect Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01276
IRS990EZ/OtherExpensesTotalAmt067993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt058177
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Meetings and social functions for the Club members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Service Expenditures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Chartible contributions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057218
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt147195
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Charitable grant | Donee's Name: 35 Holiday Food Boxes | Donee's Address: P.O. Box 94 Lake Oswego OR 97034 | Relationship of Donee: None | Description of Property: Food Boxes | Date of Gift: 20161115 | Book Value: $24498 | Method Used to Determine BV: Cost | Fair Market Value: $24498 | Method Used to Determine FMV: Cost
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Charitable grant | Donee's Name: Rotary Youth Programs | Donee's Address: P.O. Box 115 Marylhurst OR 97036 | Relationship of Donee: None | Cash Amount Given: $11916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Name: Rotary International | Address: 1560 Sherman Avenue Evanston, IL 60201 | Purpose of payment: Per Capita Dues | Amount: $12456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Name: Rotary District 5100 | Address: 9450 SW Commerce Circle Wilsonville, OR 97070 | Purpose of payment: Per Capita Dues | Amount: $6925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $1043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel $1684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Catering $38658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Social Event $18560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $2466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $2256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meeting expenses $2001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PETS $806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Website $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PO Box $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Lake Oswego Rotary Foundation - Beginning $0 Lake Oswego Rotary Foundation - Ending $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Deferred Revenue - Beginning $0 Deferred Revenue - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Due to Lake Oswego Rotary Foundation - Beginning $0 Due to Lake Oswego Rotary Foundation - Ending $205
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/FormAndLineReferenceDesc2Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Payments to Affiliates.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mirjam Metcalf
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Rotary Club of Lake Oswego
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0936031801
ReturnHeader/Filer/PhoneNum05036365795
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 94
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/ReturnTs02018-05-11T10:09:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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