Civic Intelligence

Rotary International District 5100

990 • Fiscal year 2016 • EIN 94-3131764

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 09, 2017

Organization ProfileWWW.ISROTARYFORYOU.COM
6700 SW 105th AvenueBeaverton, OR 97008

(503) 605-5100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.08x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.05x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

31st percentile

-2.2%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Asset Growth

29th percentile

-2.5%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-1.4%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$394,768

Down $10,218 (-2.5%) from 2015

Net Assets

Down

$363,641

Down $12,779 (-3.4%) from 2015

Liabilities

Up

$31,127

Up $2,561 (+9.0%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin31st percentile

Revenue

Down

$568,360

Down $7,959 (-1.4%) from 2015

Expenses

Up

$581,139

Up $44,776 (+8.3%) from 2015

Net Income

Down

-$12,779

Down $52,735 (-132%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2011: $233,058Liabilities 2011: $0Net Assets 2011: $233,0582011Assets 2012: $293,287Liabilities 2012: $0Net Assets 2012: $293,2872012Assets 2013: $275,329Liabilities 2013: $0Net Assets 2013: $275,3292013Assets 2014: $305,745Liabilities 2014: $0Net Assets 2014: $305,7452014Assets 2015: $404,986Liabilities 2015: $28,566Net Assets 2015: $376,4202015Assets 2016: $394,768Liabilities 2016: $31,127Net Assets 2016: $363,6412016Assets 2017: $422,643Liabilities 2017: $30,512Net Assets 2017: $392,1312017Assets 2018: $492,663Liabilities 2018: $39,163Net Assets 2018: $453,5002018Assets 2019: $527,061Liabilities 2019: $89,202Net Assets 2019: $437,8592019Assets 2020: $483,120Liabilities 2020: $13,093Net Assets 2020: $470,0272020Assets 2021: $445,508Liabilities 2021: $11,138Net Assets 2021: $434,3702021Assets 2022: $544,257Liabilities 2022: $106,624Net Assets 2022: $437,6332022Assets 2023: $499,165Liabilities 2023: $94,659Net Assets 2023: $404,5062023

Highlighted filing

2016

Assets$394,768
Liabilities$31,127
Net Assets$363,641
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $557,4472011Expenses 2012: $506,8782012Expenses 2013: $544,6642013Revenue 2014: $610,269Expenses 2014: $579,853Net Income 2014: $30,4162014Revenue 2015: $576,319Expenses 2015: $536,363Net Income 2015: $39,9562015Revenue 2016: $568,360Expenses 2016: $581,139Net Income 2016: -$12,7792016Revenue 2017: $566,860Expenses 2017: $538,370Net Income 2017: $28,4902017Revenue 2018: $645,963Expenses 2018: $584,594Net Income 2018: $61,3692018Revenue 2019: $635,101Expenses 2019: $650,742Net Income 2019: -$15,6412019Revenue 2020: $630,130Expenses 2020: $597,962Net Income 2020: $32,1682020Revenue 2021: $358,402Expenses 2021: $394,059Net Income 2021: -$35,6572021Revenue 2022: $494,960Expenses 2022: $491,697Net Income 2022: $3,2632022Revenue 2023: $676,561Expenses 2023: $709,688Net Income 2023: -$33,1272023

Highlighted filing

2016

Revenue$568,360
Expenses$581,139
Net Income-$12,779
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 9, 2017
Return Version
2015v3.0
Gross Receipts
$568,360
Mission and Program Overview

Mission

Provide leadership training to members of rotary clubs within the district.

Provide leadership to the clubs within the district and provide training to club officers and members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$201,740$286,550▲ $84,810
Savings and Temporary Cash Investments$146,809$86,805▼ $60,004
Accounts Receivable$38,315$8,861▼ $29,454
Prepaid Expenses and Deferred Charges$16,955$7,830▼ $9,125
Land, Buildings, and Equipment, Net$1,167$4,722▲ $3,555
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$404,986$394,768▼ $10,218
Other Assets Total-$0-
Liabilities
Deferred Revenue$21,880$24,371▲ $2,491
Accounts Payable and Accrued Expenses$6,686$6,756▲ $70
Total Liabilities$28,566$31,127▲ $2,561
Net Assets / Fund Balance
Unrestricted Net Assets$376,420$363,641▼ $12,779
Total Net Assets Fund Balance$376,420$363,641▼ $12,779
Total Liabilities and Net Assets / Fund Balance$404,986$394,768▼ $10,218

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,722$14,835$19,557
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Steve WilliamsAag
Barbara CrozierDg
Tom MarkosDge
Renee CampbellDgn
Chuck SwankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,811
Program Service Revenue
$422,271
Investment Income
$0
Other Revenue
$2,278
All Other Contributions
$15,464
Change in Net Assets
$-12,779

Audited Revenue Reconciliation

Revenue per Audited Statements
$568,360
Total Revenue per Audited Statements
$568,360
Total Revenue per Form 990
$568,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$447,206
Grants and Similar Amounts Paid$115,067
Salaries, Compensation, and Employee Benefits$18,866
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$110,395$58,709-$169,104
Travel$117,077--$117,077
Grants to Domestic Orgs$115,067--$115,067
Insurance$40,756$479-$41,235
Other Salaries and Wages-$14,582-$14,582
Fees for Services Accounting-$13,968-$13,968
All Other Expenses$7,218$6,598-$13,816
Office Expenses$4,510$4,537-$9,047
Occupancy$834$6,463-$7,297
Other Expenses$1,667$5,762-$5,762
Payroll Taxes-$4,284-$4,284
Information Technology$512$3,680-$4,192
Depreciation Depletion-$1,180-$1,180
Total Functional Expenses$415,714$165,425$0$581,139

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$581,139
Total Expenses per Audited Statements$581,139
Total Expenses per Form 990$581,139
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,598
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by board before issuance.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 5100
EIN
94-3131764
Phone
5036055100
Address
6700 SW 105TH AVENUE, BEAVERTON, OR 97008

Signing Officer

Name
Barbara Crozier
Title
District Governor
Signed
2017-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Crozier
Formed
2003
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
4

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
William K Rouse CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: rotary international block grant/trf global grant scholarship other program services 5: rotary youth leadership: to recognize young leaders and provide them with an opportunity to expand their perceptions and ideals. Participants gain knowledge about themselves and learn to work with others in order to become a better person and a future leader.”

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3106922
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4183924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt078883
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3106922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4183924
IRS990/ProgSrvcAccomActy2Grp/Desc0ROTARY INTERNATIONAL BLOCK GRANT/TRF GLOBAL GRANT SCHOLARSHIP
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0115067
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0115067
IRS990/ProgSrvcAccomActy3Grp/Desc0DISTRICT CONFERENCE ASSEMBLIES: TO PROVIDE SUPPORT TRAINING AND LEADERSHIP EXPERIENCE TO ROTARIANS IN DISTRICT 5100.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt074492
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt078883
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148449
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0106664
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0407676
IRS990/PYOtherRevenueAmt03970
IRS990/PYProgramServiceRevenueAmt0423900
IRS990/PYRevenuesLessExpensesAmt039956
IRS990/PYSalariesCompEmpBnftPaidAmt022023
IRS990/PYTotalExpensesAmt0536363
IRS990/PYTotalRevenueAmt0576319
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-12779
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0183924
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146809
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086805
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0581139
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04722
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014835
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019557
IRS990ScheduleD/RevenueSubtotalAmt0568360
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04722
IRS990ScheduleD/TotalExpensesPerForm990Amt0581139
IRS990ScheduleD/TotalRevenuePerForm990Amt0568360
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0568360
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0581139
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: ROTARY INTERNATIONAL BLOCK GRANT/TRF GLOBAL GRANT SCHOLARSHIP OTHER PROGRAM SERVICES 5: ROTARY YOUTH LEADERSHIP: TO RECOGNIZE YOUNG LEADERS AND PROVIDE THEM WITH AN OPPORTUNITY TO EXPAND THEIR PERCEPTIONS AND IDEALS. PARTICIPANTS GAIN KNOWLEDGE ABOUT THEMSELVES AND LEARN TO WORK WITH OTHERS IN ORDER TO BECOME A BETTER PERSON AND A FUTURE LEADER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY BOARD BEFORE ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0404986
IRS990/TotalAssetsEOYAmt0394768
IRS990/TotalAssetsGrp/BOYAmt0404986
IRS990/TotalAssetsGrp/EOYAmt0394768
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0143811
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165425
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0415714
IRS990/TotalFunctionalExpensesGrp/TotalAmt0581139
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028566
IRS990/TotalLiabilitiesEOYAmt031127
IRS990/TotalLiabilitiesGrp/BOYAmt028566
IRS990/TotalLiabilitiesGrp/EOYAmt031127
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0376420
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0363641
IRS990/TotalOtherProgSrvcExpenseAmt036679
IRS990/TotalOtherProgSrvcRevenueAmt026185
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt03529
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03529
IRS990/TotalProgramServiceExpensesAmt0415714
IRS990/TotalProgramServiceRevenueAmt0422271
IRS990/TotalRevenueGrp/ExclusionAmt01598
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0422951
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0568360
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0404986
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0394768
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0117077
IRS990/TravelGrp/TotalAmt0117077
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0376420
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0363641
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O ORGANIZATION
IRS990/USAddress/CityNm0BEAVERTON
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097008
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ISROTARYFORYOU.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA CROZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International District 5100
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0943131764
ReturnHeader/Filer/PhoneNum05036055100
ReturnHeader/Filer/USAddress/AddressLine1Txt06700 SW 105TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$394,768
Liabilities
$31,127
Net assets
$363,641
Revenue
$568,360
Expenses
$581,139
Net income
-$12,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.99$0.95$4.05$6.77$7.10$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$1.07$4.38$4.95$4.92$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.11$4.34$3.58$3.94$0.36
2020Summary only. Only limited summary data is available for this year.$4.83$0.13$4.70$6.30$5.98$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.89$4.38$6.35$6.51$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.39$4.54$6.46$5.85$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.31$3.92$5.67$5.38$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.95$0.31$3.64$5.68$5.81$0.13
2015Summary only. Only limited summary data is available for this year.$4.05$0.29$3.76$5.76$5.36$0.40
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$6.10$5.80$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$5.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$5.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.00$2.33$5.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • $500k-$1M nonprofits