BEAVERTON ROTARY FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BEAVERTON ROTARY FOUNDATION INC (EIN 93-0921893)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-08-01
IRS object ID: 201202149349300955
Schema version: 2011v1.2
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	2012-08-01T16:01:09-05:00	Timestamp
Tax Period End Date	2012-06-30	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	2011-07-01	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	ELLEN BEIGHLEY	Name
Title	PRESIDENT	Title
Date Signed	2012-07-31	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEVEN P SCHMIDT	Name
Phone	5036461432	Phone
Date Prepared	2012-07-23	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	130838	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	35245	ContributionsGrantsPriorYear
Contributions Grants Current Year	76361	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	21341	InvestmentIncomePriorYear
Investment Income Current Year	14394	InvestmentIncomeCurrentYear
Other Revenue Prior Year	134604	OtherRevenuePriorYear
Other Revenue Current Year	40083	OtherRevenueCurrentYear
Total Revenue Prior Year	191190	TotalRevenuePriorYear
Total Revenue Current Year	130838	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	22025	TotalFundrsngExpCurrentYear
Other Expense Prior Year	128791	OtherExpensePriorYear
Other Expenses Current Year	106581	OtherExpensesCurrentYear
Total Expenses Prior Year	128791	TotalExpensesPriorYear
Total Expenses Current Year	106581	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	62399	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	24257	RevenuesLessExpensesCY
Total Assets BOY	603904	TotalAssetsBOY
Total Assets EOY	628161	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	603904	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	628161	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	26472	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	2925	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	8946	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	43231	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	43231	TotalOfOtherProgramServiceExp
Total Program Service Expense	81574	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
Transaction Related Entity	false	TransactionRelatedEntity
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
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
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 (8 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
ELLEN BEIGHLEY
PRESIDENT	5.00	X	X	0	0	0
RALPH SHOFFNER
VICE PRESIDE	2.00	X	X	0	0	0
STEVEN SCHMIDT
TREASUER	5.00	X	X	0	0	0
DAVE SPANGLER
DIRECTOR	2.00	X		0	0	0
CARL VORHIES
DIRECTOR	1.00	X		0	0	0
DON DUTRO
DIRECTOR	2.00	X		0	0	0
JOHN BOONE
SECRETARY	2.00	X	X	0	0	0
JEAN MARIE BORROR
DIRECTOR	2.00	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
Fundraising Events	28472	FundraisingEvents
Government Grants	5000	GovernmentGrants
All Other Contributions	42889	AllOtherContributions
Total Contributions	76361	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	11616	TotalRevenueColumn
Exclusion	$11,616	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	2778	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	2778	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2778	TotalRevenueColumn
Exclusion	$2,778	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	40083	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	28472	CntrbtnsRprtdFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	40083	TotalRevenueColumn
Exclusion	$40,083	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	130838	TotalRevenueColumn
Exclusion	$54,477	ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	2500	Total
Management And General	2500	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	289	Total
Management And General	289	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
PROGRAM EXPENSES	49061	49061
INT'L PROGRAM EXPENSE	32513	32513
COGS	19843		19843
CATERING	1159		1159

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1216	Total
Management And General	193	ManagementAndGeneral
Fundraising	1023	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	106581	Total
Program Services	81574	ProgramServices
Management And General	2982	ManagementAndGeneral
Fundraising	22025	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	81163	BOY
EOY	109819	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	522741	BOY
EOY	518342	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	603904	BOY
EOY	628161	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	542880	BOY
EOY	539760	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	61024	BOY
EOY	88401	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	603904	BOY
EOY	628161	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	603904	BOY
EOY	628161	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	24257	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	56765	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	75211	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35765	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	28194	CurrentTaxYearMinus1Year
Current Tax Year	76361	CurrentTaxYear
Total	272296	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	124788	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	113891	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	114109	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	76315	CurrentTaxYearMinus1Year
Total	429103	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	146899	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	134604	CurrentTaxYearMinus1Year
Current Tax Year	40083	CurrentTaxYear
Total	321586	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	181553	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	189102	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	296773	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	239113	CurrentTaxYearMinus1Year
Current Tax Year	116444	CurrentTaxYear
Total	1022985	Total

Field	Value	IRS element (for citing)
Public Support Total509	1022985	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	22080	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18529	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18023	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	21341	CurrentTaxYearMinus1Year
Current Tax Year	11616	CurrentTaxYear
Total	91589	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	22080	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18529	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18023	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	21341	CurrentTaxYearMinus1Year
Current Tax Year	11616	CurrentTaxYear
Total	91589	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	203633	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	207631	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	314796	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	260454	CurrentTaxYearMinus1Year
Current Tax Year	128060	CurrentTaxYear
Total	1114574	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.91780	PublicSupportPercentage509
Prior Year Support Percentage	0.88950	PriorYearSupportPercentage
Investment Income Percentage	0.08000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.11000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	SHORT TERM INVESTMENTS	Description
Book Value	518342	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	518342	TotalBookValueOtherAssets

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	ROSE SALE	NameOfEvent1
Gross Receipts Event1	52970	GrossReceiptsEvent1
Charitable Contributions Event1	12887	CharitableContributionsEvent1
Gross Revenue Event1	40083	GrossRevenueEvent1
Name Of Event2	RAFFLE	NameOfEvent2
Gross Receipts Event2	12560	GrossReceiptsEvent2
Charitable Contributions Event2	12560	CharitableContributionsEvent2
Gross Receipts Total	65530	GrossReceiptsTotal
Charitable Contributions Total	25447	CharitableContributionsTotal
Gross Revenue Total Events	40083	GrossRevenueTotalEvents
Net Income Summary	40083	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