Rotary Club of Portland

EIN: 930269205

Portland, OR

Total Revenue
$187,188
Total Expenses
$179,038
Total Assets
$124,157
Net Assets
$109,244
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1910
Legal Domicile
OR
Principal Officer
JANA COLE
Phone
5032281542
Tax Period
2024-07-01 to 2025-06-30

Rotary Club of Portland, founded in 1910, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Expenses of $179K left a modest 4% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $55,000
Program Service Revenue $126,932
Investment Income $2,480
Other Revenue $2,776
TOTAL REVENUE $187,188

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $148,994
Other Expenses $179,038
TOTAL EXPENSES $179,038

Year-over-Year Comparison

2024 2023 Change
Revenue $187,188 $191,638 0.0%
Expenses $179,038 $206,268 -0.1%
Net Income $8,150 $-14,630 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
20

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CURTIS SHIREY President 1.00
Officer Director
$0 $0 $0
JANA COLE PRESIDENT ELECT 1.00
Officer Director
$0 $0 $0
LAURA FOLEY PRES ELECT NOM 1.00
Officer Director
$0 $0 $0
WILL NOLAN PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
NIHAD AWIDEH BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT KRAFT BOARD MEMBER 1.00
Director
$0 $0 $0
ULRIKE DEVOTO BOARD MEMBER 1.00
Director
$0 $0 $0
JERRY ELLIOT BOARD MEMBER 1.00
Director
$0 $0 $0
DON LIVINGSTONE BOARD MEMBER 1.00
Director
$0 $0 $0
TAMARA BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
JESSICA CERNE BOARD MEMBER 1.00
Director
$0 $0 $0
TIM BECKER BOARD MEMBER 1.00
Director
$0 $0 $0
JIM DUNN BOARD MEMBER 1.00
Director
$0 $0 $0
ALEXIA BALTAZAR BOARD MEMBER 1.00
Director
$0 $0 $0
COLE MILLS BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN WATERS BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $187,188 $179,038 $124,157 $8,150
2024 $191,638 $206,268 $120,851 $-14,630
2023 $193,588 $207,095 $118,766 $-13,507
2020 $313,457 $320,351 $147,562 $-6,894
2019 $352,608 $354,569 $166,766 $-1,961
2018 $352,313 $383,068 $172,836 $-30,755
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