BEAVERTON ROTARY FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BEAVERTON ROTARY FOUNDATION INC (EIN 93-0921893)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-08-12
IRS object ID: 201312249349301651
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-12T12:56:59-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCHMIDT & JOHNSON LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5075 SW GRIFFITH DR STE 100	AddressLine1
City	BEAVERTON	City
State	OR	State
ZIP Code	97005	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	930921893	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BEAVERTON ROTARY FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BEAV	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 385	AddressLine1
City	BEAVERTON	City
State	OR	State
ZIP Code	970750385	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RALPH SHOFFNER	Name
Title	PRESIDENT	Title
Date Signed	2013-08-07	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEVEN P SCHMIDT	Name
Phone	5036461432	Phone
Date Prepared	2013-08-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	170224	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	BEAVERTONROTARY.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Activity Or Mission Description	EDUCATION AND COMMUNITY SERVICE	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	76361	ContributionsGrantsPriorYear
Contributions Grants Current Year	30311	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	14394	InvestmentIncomePriorYear
Investment Income Current Year	68387	InvestmentIncomeCurrentYear
Other Revenue Prior Year	40083	OtherRevenuePriorYear
Other Revenue Current Year	71526	OtherRevenueCurrentYear
Total Revenue Prior Year	130838	TotalRevenuePriorYear
Total Revenue Current Year	170224	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	26459	TotalFundrsngExpCurrentYear
Other Expense Prior Year	106581	OtherExpensePriorYear
Other Expenses Current Year	122844	OtherExpensesCurrentYear
Total Expenses Prior Year	106581	TotalExpensesPriorYear
Total Expenses Current Year	122844	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	24257	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	47380	RevenuesLessExpensesCY
Total Assets BOY	628161	TotalAssetsBOY
Total Assets EOY	675541	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	628161	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	675541	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	EDUCATION AND COMMUNITY SERVICE	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	25362	Expense
Description	SCHOLARSHIPS: ACADEMIC, VOCATIONAL AND NEED-BASED AWARDED BASED ON MERIT AND NEED, UP TO 1,000 PER YEAR RENEWABLE BASED ON PROGRESS TO GRADUATION	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	4809	Expense
Description	INTERNATIONAL YOUTH EXCHANGE - SUPPORT FOR ONE INBOUND AND ONE OUTBOUND STUDENT FOR A FULL ACADEMIC YEAR OVERSEAS	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	9347	Expense
Description	DENTAL AID FOR CHILDREN - WORK WITH LOCAL DENTISTS AND OREGON DENTAL FOUNDATION TO PROVIDE CARE FOR NEEDY CHILDREN	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	53786	Expense
Description	PROVIDE FUNDING FOR LOCAL AREA PROJECTS (9) PROVIDE FUNDING FOR WORLD COMMUNITY SERVICE PROJECTS (8)	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	53786	TotalOfOtherProgramServiceExp
Total Program Service Expense	93304	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	SCHMIDT & JOHNSON LLP	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5036461432	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	5075 SW GRIFFITH DRIVE	AddressLine1
Address Line2	SUITE 100	AddressLine2
City	BEAVERTON	City
State	OR	State
ZIP Code	97005	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
RALPH SHOFFNER
PRESIDENT	5.00	X	X	0	0	0
CARL VORHIES
VICE PRESIDE	1.00	X	X	0	0	0
STEVEN SCHMIDT
TREASUER	5.00	X	X	0	0	0
JOHN LAPLANTE
SECRETARY	1.00	X		0	0	0
JOHN COOK
DIRECTOR	1.00	X		0	0	0
KENNETH DAILEY
DIRECTOR	1.00	X		0	0	0
LARRY MCMACKEN
DIRECTOR	1.00	X	X	0	0	0
CHRISTINE HUOT
DIRECTOR	1.00	X		0	0	0
TONY PASION
DIRECTOR	1.00	X		0	0	0
CHRIS WINN
DIRECTOR	1.00	X		0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	30311	AllOtherContributions
Total Contributions	30311	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	68387	TotalRevenueColumn
Exclusion	$68,387	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	71526	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	71526	TotalRevenueColumn
Exclusion	$71,526	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	170224	TotalRevenueColumn
Exclusion	$139,913	ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	2625	Total
Management And General	2625	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	300	Total
Fundraising	300	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	406	Total
Management And General	111	ManagementAndGeneral
Fundraising	295	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
PROGRAM EXPENSES	76994	76994
COGS	23934		23934
INT'L PROGRAM EXPENSE	16310	16310
CATERING	1074		1074

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1201	Total
Management And General	345	ManagementAndGeneral
Fundraising	856	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	122844	Total
Program Services	93304	ProgramServices
Management And General	3081	ManagementAndGeneral
Fundraising	26459	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	109819	BOY
EOY	108035	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	518342	BOY
EOY	567506	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	628161	BOY
EOY	675541	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	539760	BOY
EOY	588933	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	88401	BOY
EOY	86608	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	628161	BOY
EOY	675541	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	628161	BOY
EOY	675541	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	47380	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	75211	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	35765	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	28194	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	76361	CurrentTaxYearMinus1Year
Current Tax Year	26810	CurrentTaxYear
Total	242341	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	113891	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	114109	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	76315	CurrentTaxYearMinus2Years
Current Tax Year	71494	CurrentTaxYear
Total	375809	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	146899	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	134604	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	40083	CurrentTaxYearMinus1Year
Current Tax Year	47808	CurrentTaxYear
Total	369394	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	189102	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	296773	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	239113	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	116444	CurrentTaxYearMinus1Year
Current Tax Year	146112	CurrentTaxYear
Total	987544	Total

Field	Value	IRS element (for citing)
Public Support Total509	987544	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	18529	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18023	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	21341	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11616	CurrentTaxYearMinus1Year
Current Tax Year	20580	CurrentTaxYear
Total	90089	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	18529	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18023	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	21341	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11616	CurrentTaxYearMinus1Year
Current Tax Year	20580	CurrentTaxYear
Total	90089	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	207631	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	314796	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	260454	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	128060	CurrentTaxYearMinus1Year
Current Tax Year	166692	CurrentTaxYear
Total	1077633	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.91640	PublicSupportPercentage509
Prior Year Support Percentage	0.91780	PriorYearSupportPercentage
Investment Income Percentage	0.08000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.08000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	SHORT TERM INVESTMENTS	Description
Book Value	567506	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	567506	TotalBookValueOtherAssets

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	ROSE SALE	NameOfEvent1
Gross Receipts Event1	51103	GrossReceiptsEvent1
Gross Revenue Event1	51103	GrossRevenueEvent1
Name Of Event2	WINE RAFFLE	NameOfEvent2
Gross Receipts Event2	15491	GrossReceiptsEvent2
Gross Revenue Event2	15491	GrossRevenueEvent2
Gross Receipts Total	66594	GrossReceiptsTotal
Gross Revenue Total Events	66594	GrossRevenueTotalEvents
Net Income Summary	66594	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ALL OTHER ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	PROVIDE FUNDING FOR LOCAL AREA PROJECTS (9) PROVIDE FUNDING FOR WORLD COMMUNITY SERVICE PROJECTS (8)
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC