Nonprofit · EIN 23-7161853
MEDFORD ROTARY FOUNDATION
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $72,613 | $60,531 | $12,082 | $879,220 | $0 | $879,220 |
| June 30, 2024 | 990 | $72,822 | $57,007 | $15,815 | $793,610 | $100 | $793,510 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $41,389
- Program service revenue
- $0
- Investment income
- $31,224
- Net gain from sales of assets
- $156
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $58,101
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $800
- Program services (functional)
- $60,531
Balance sheet and other
- Total assets, start of year
- $793,610
- Total assets, end of year
- $879,220
- Total liabilities, end of year
- $0
- Net assets, end of year
- $879,220
- Publicly traded securities
- $633,546
- Net assets without donor restrictions
- $222,627
- Net assets with donor restrictions
- $656,593
- Gross receipts
- $90,509
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1962
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE J BATZER | Trustee Trustee or director | 0.5 | $0 |
| THOMAS F CARTER | Treasurer Trustee or director, Officer | 2 | $0 |
| MICHAEL LYNCH | Secretary Trustee or director, Officer | 0.5 | $0 |
| MARY WARRICK | Trustee Trustee or director | 0.5 | $0 |
| JOHN ZUPAN | Trustee Trustee or director | 0.5 | $0 |
| CHARLIE VERSTEEG | President Trustee or director, Officer | 1.5 | $0 |
| WILLIAM A HADEN | Trustee Trustee or director | 0.5 | $0 |
| KIRK HOLTEN | Trustee Trustee or director | 0.5 | $0 |
| MIKE JACOBSON | Trustee Trustee or director | 0.5 | $0 |
| RICHARD THIEROLF | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE J BATZER | Trustee Trustee or director | 0.5 | $0 |
| THOMAS F CARTER | Treasurer Trustee or director, Officer | 2 | $0 |
| MICHAEL LYNCH | Secretary Trustee or director, Officer | 0.5 | $0 |
| MARY WARRICK | Trustee Trustee or director | 0.5 | $0 |
| JOHN ZUPAN | Trustee Trustee or director | 0.5 | $0 |
| CHARLIE VERSTEEG | President Trustee or director, Officer | 1.5 | $0 |
| WILLIAM A HADEN | Trustee Trustee or director | 0.5 | $0 |
| JON RUSSELL | Trustee Trustee or director | 0.5 | $0 |
| MIKE JACOBSON | Trustee Trustee or director | 0.5 | $0 |
| RICHARD THIEROLF | Trustee Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 811, MEDFORD, OR 97501-0059
- Signed the 990
- THOMAS F CARTER, Treasurer
- Phone
- (541) 690-8353
- Return prepared by
- RWB AND CO
Mission
PRIMARILY AWARD GRANTS TO LOCAL AREA HIGH SCHOOLS TO BE USED TO FUND SCHOLARSHIPS GIVEN BY THOSE SCHOOLS TO STUDENTS TO PURSUE POST HIGH SCHOOL EDUCATION. ALSO SMALLER GRANTS TO OTHER AREA YOUTH ACTIVITIES.
Program accomplishments
- AWARDED GRANTS TO FIVE (5) LOCAL HIGH SCHOOLS TO BE USED TO FUND SCHOLARSHIPS GIVEN BY THOSE SCHOOLS TO GRADUATING SENIORS TO PURSUE POST HIGH SCHOOL EDUCATION. AWARDED GRANT FOR YOUTH LEADERSHIP ACADEMY.Expenses $49,921
- THE ROTARY FOUNDATION GRANTSExpenses $10,610
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7161853
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S800)
- Assets (IRS master file)
- $879,220
- Income (IRS master file)
- $90,509
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $72,613 | $60,531 | $879,220 | XML |
| 990 | June 2024 | $72,822 | $57,007 | $793,610 | XML |
| 990 | June 2023 | $37,545 | $47,546 | $742,215 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7161853).
Questions about MEDFORD ROTARY FOUNDATION
- What is the EIN of MEDFORD ROTARY FOUNDATION?
- The employer identification number (EIN) of MEDFORD ROTARY FOUNDATION is 23-7161853.
- Is MEDFORD ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to MEDFORD ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MEDFORD ROTARY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MEDFORD ROTARY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEDFORD ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of MEDFORD ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does MEDFORD ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $72,613, expenses of $60,531 and total assets of $879,220 at year end.
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All nonprofits in MEDFORD · Oregon · Community improvement and capacity building