Southeast Portland Rotary Foundation Inc

Nonprofit profile at a glance

EIN
911750852
IRS 990-EZ coverage
2022–2023
Forms available
Form 990-EZ 2023
Location
Portland, OR, USA
Phone
5037201840
Rating
33
Verdict
REVIEW
Rating confidence
Moderate
Sector
Private Grantmaking Foundations

Official website

Reported finances

Revenue
$14,838
Expenses
$186,989
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • William Meyer (President)
  • Bruce Poinsette (Vice President)

People named in this filing

  • William Meyer (President)
  • Bruce Poinsette (Vice President)
  • Kathy Stromvig (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support and implement community and international service projects

What it reported doing in 2023

Community grants to projects and organizations in the Portland, Oregon area. Salvation Army food pantry ($5000), Salvation Army youth anti-violence program ($10,000), support for repair of Sellwood Community House from water damage during winter storm ($30,000), help fund completion of construction of Episcopal church new food pantry ($20,000), support for Portland Open Bible Community Pantry food program ($5000), support for Meals on Wheels People (Portland) food security program ($10,000), support for a Robotics Team's student training and competitions ($2308), support for Heart To Soles program (shoes for needy youth ($1000), Oregon Music Hall of Fame student scholarship ($2500), Oregon Food Bank ($2000); support for local campaign against human traffiking ($1500), funds for food supplies for local high school's student culinary training program ($2000), support for Black Futures Farm, to educate African-Americans about growing food ($3000), support for Portland Peace Corps Assn. assistance to newly arrived refugees ($2500), payment for food and utility expenses for needful persons ($1300), funds for Street Soccer USA to buy suitable soccer shoes for needy youth ($422), donation for advocacy work of NW Pandas Pans Network regarding these medical disorders ($2500), support for local Rotary Peace Pole project ($92).

Operating model

Revenue model
Investment-supported. 90% of the money available for current operations came from recurring investment income.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 8
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -1,160.2%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -37.1% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -200% per year; rating input score 0; 0th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 6 filed program accomplishments
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2022 to 2023
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.