Totals
- Total revenue
- $193,588
- Total expenses
- $207,095
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $191,160
- Investment income
- $29
- Other revenue
- $2,399
- Total assets, end of year
- $118,766
- Total liabilities, end of year
- $3,042
- Net assets or fund balances, end of year
- $115,724
- Program services expenses (Part IX)
- $159,116
- Management and general expenses
- $47,979
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $159,116
Program services were 76.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: ADMINISTRATIVE FEES
total $62,772 · related or exempt $62,772
-
2b · Program service revenue: ADVERTISING
total $1,680 · related or exempt $1,680
-
2c · Program service revenue: DUES INCOME
total $68,605 · related or exempt $68,605
-
2d · Program service revenue: LUNCHEONS
total $54,983 · related or exempt $54,983
-
2e · Program service revenue: U40 PROGRAM
total $3,120 · related or exempt $3,120
-
3 · Investment income
total $29 · excluded $29
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$12,613
-
8b · Fundraising events: direct expenses
$10,588
-
8c · Net income from fundraising events
total $2,025 · excluded $2,025
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER REVENUE
total $374 · related or exempt $374
-
11e · Other revenue, total
$374
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $54,524 · program services $20,719 · management and general $33,805
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $6,072 · program services $2,307 · management and general $3,765
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $16,558 · program services $16,558
-
12 · Advertising and promotion
total $515 · program services $515
-
13 · Office expenses
total $2,695 · program services $1,610 · management and general $1,085
-
14 · Information technology
total $975 · program services $975
-
15 · Royalties
total $0
-
16 · Occupancy
total $7,106 · program services $3,553 · management and general $3,553
-
17 · Travel
total $448 · management and general $448
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $4,094 · program services $4,094
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $357 · management and general $357
-
23 · Insurance
total $631 · management and general $631
-
24a · Other expenses: LUNCHEON EXPENSES
total $77,890 · program services $77,890
-
24b · Other expenses: DUES
total $22,196 · program services $22,186 · management and general $10
-
24c · Other expenses: MERCHANT FEES
total $5,689 · program services $5,689
-
24d · Other expenses: TELECOMMUNICATIONS
total $2,247 · management and general $2,247
-
24e · All other expenses
total $5,098 · program services $3,020 · management and general $2,078
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $128,409 · end of year $84,071
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $4,087 · end of year $33,021
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $241 · end of year $245
-
10a · Land, buildings and equipment: cost or other basis
$4,423
-
10b · Land, buildings and equipment: accumulated depreciation
$2,994
-
10c · Land, buildings and equipment, net
beginning of year $1,787 · end of year $1,429
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $4,201 · end of year $3,042
-
19 · Deferred revenue
beginning of year $1,092
-
27 · Net assets without donor restrictions
beginning of year $129,231 · end of year $115,724
Mission and programs · 2022
Mission
THE MISSION OF THE ROTARY CLUB OF PORTLAND IS TO BE THE PRE-EMINENT SERVICE CLUB IN PORTLAND BY BEING THE VEHICLE FOR FOSTERING FELLOWSHIP, LEADERSHIP AND SERVICE THAT BENEFIT OUR MEMBERS, OUR COMMUNITY AND OUR INTERNATIONAL COLLABORATORS.
-
LUNCHEONS, EVENTS, COMMITTEES, MERCHANT DISCOUNTS
Expenses $83,579 · Revenue $54,983
-
ORGANIZATION EXPENSES
Expenses $75,537 · Revenue $136,177
As filed on the 2022 return.
Listed in Part VII
-
Skyler HoweSKYLER HOWE
ADMIN MANAGER
- Total calculated
- $54,666
- From this org
- $50,957
- From related orgs
- $0
- Other
- $3,709
- Hours/week
- 40 + 1 related
-
Maria MoranMARIA MORAN
President
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Will NolanWILL NOLAN
President Elect
- Total calculated
- $0
- Hours/week
- 1
-
Curtis ShireyCURTIS SHIREY
Pres Elect Nom
- Total calculated
- $0
- Hours/week
- 1
-
Marc FovinciMARC FOVINCI
Immed Past Pres
- Total calculated
- $0
- Hours/week
- 1
-
Patsy FeemanPATSY FEEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Blake St OngeBLAKE ST ONGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Terry GoldmanTERRY GOLDMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike RosenbergMIKE ROSENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maggie BolgerMAGGIE BOLGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John HarrisonJOHN HARRISON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott LoftinSCOTT LOFTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patrick GalvinPATRICK GALVIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PORTLAND ROTARY CHARITABLE TRUST
501(C)(3) · COMMUNITY SERVICE · OR
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421299349302652
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