Civic Intelligence

Rotary International District 5100

990 • Fiscal year 2018 • EIN 94-3131764

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 11, 2019

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

59th percentile

0.08x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.06x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Net Margin

57th percentile

9.5%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$492,663

Up $70,020 (+17%) from 2017

Net Assets

Up

$453,500

Up $61,369 (+16%) from 2017

Liabilities

Up

$39,163

Up $8,651 (+28%) from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin57th percentile

Revenue

Up

$645,963

Up $79,103 (+14%) from 2017

Expenses

Up

$584,594

Up $46,224 (+8.6%) from 2017

Net Income

Up

$61,369

Up $32,879 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$492,663
Liabilities$39,163
Net Assets$453,500
Open 2018 Filing

Operations Trend

Revenue Growth73rd 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

2018

Revenue$645,963
Expenses$584,594
Net Income$61,369
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 11, 2019
Return Version
2017v2.2
Gross Receipts
$645,963
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$207,183$275,000▲ $67,817
Savings and Temporary Cash Investments$157,134$177,304▲ $20,170
Prepaid Expenses and Deferred Charges$35,098$25,268▼ $9,830
Accounts Receivable$19,404$11,271▼ $8,133
Land, Buildings, and Equipment, Net$3,824$3,820▼ $4
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$422,643$492,663▲ $70,020
Other Assets Total-$0-
Liabilities
Deferred Revenue$26,962$22,224▼ $4,738
Accounts Payable and Accrued Expenses$3,550$16,939▲ $13,389
Total Liabilities$30,512$39,163▲ $8,651
Net Assets / Fund Balance
Unrestricted Net Assets$392,131$453,500▲ $61,369
Total Net Assets Fund Balance$392,131$453,500▲ $61,369
Total Liabilities and Net Assets / Fund Balance$422,643$492,663▲ $70,020

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,820$17,902$21,722
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Marcia WimmerAag
Renee CampbellDg
Larry HatchDge
Diane NoriegaDgn
Tom MarkosIpdg
Revenue and Support

Revenue Composition

Contributions and Grants
$151,907
Program Service Revenue
$490,681
Investment Income
$0
Other Revenue
$3,375
All Other Contributions
$22,754
Change in Net Assets
$61,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$645,963
Total Revenue per Audited Statements
$645,963
Total Revenue per Form 990
$645,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$434,785
Grants and Similar Amounts Paid$130,950
Salaries, Compensation, and Employee Benefits$18,859
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$102,750$49,978-$152,728
Grants to Domestic Orgs$130,950--$130,950
Travel$120,665--$120,665
Insurance$42,005$404-$42,409
Other Salaries and Wages-$14,930-$14,930
All Other Expenses$7,440$6,681-$14,121
Fees for Services Accounting-$13,280-$13,280
Occupancy$859$10,979-$11,838
Office Expenses$4,648$2,341-$6,989
Other Expenses$1,718$5,110-$6,828
Payroll Taxes-$3,929-$3,929
Depreciation Depletion-$1,534-$1,534
Information Technology$527$760-$1,287
Total Functional Expenses$430,833$153,761$0$584,594

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$584,594
Total Expenses per Audited Statements$584,594
Total Expenses per Form 990$584,594
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,367
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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
Renee Campbell
Title
District Governor
Signed
2019-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Campbell
Formed
2003
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
350

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 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. Other program services 5: miscellaneous events”

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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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt324372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4224473
IRS990/ProgSrvcAccomActy2Grp/Desc0ROTARY INTERNATIONAL BLOCK GRANT/TRF GLOBAL GRANT SCHOLARSHIP
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0130950
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0137479
IRS990/ProgSrvcAccomActy3Grp/Desc0DISTRICT CONFERENCE ASSEMBLIES: TO PROVIDE SUPPORT TRAINING AND LEADERSHIP EXPERIENCE TO ROTARIANS IN DISTRICT 5100.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt074415
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt077673
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IRS990/PYOtherExpensesAmt0408696
IRS990/PYOtherRevenueAmt08398
IRS990/PYProgramServiceRevenueAmt0420317
IRS990/PYRevenuesLessExpensesAmt028490
IRS990/PYSalariesCompEmpBnftPaidAmt015572
IRS990/PYTotalExpensesAmt0538370
IRS990/PYTotalRevenueAmt0566860
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt03820
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017902
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021722
IRS990ScheduleD/ExpensesSubtotalAmt0584594
IRS990ScheduleD/RevenueSubtotalAmt0645963
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03820
IRS990ScheduleD/TotalExpensesPerForm990Amt0584594
IRS990ScheduleD/TotalRevenuePerForm990Amt0645963
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0645963
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0584594
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: 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. OTHER PROGRAM SERVICES 5: MISCELLANEOUS EVENTS
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
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IRS990/TravelGrp/TotalAmt0120665
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0453500
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IRS990/USAddress/AddressLine1Txt0C/O ORGANIZATION
IRS990/USAddress/CityNm0BEAVERTON
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097008
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ISROTARYFORYOU.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-11
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,663
Liabilities
$39,163
Net assets
$453,500
Revenue
$645,963
Expenses
$584,594
Net income
$61,369
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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