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Nonprofit · EIN 23-7170144

ASHLAND ROTARY FOUNDATION

Tax-exempt · ASHLAND, OR 97520

Financials

$143K$127K2023$240K$51K2024
Revenue Expenses · by fiscal year end
Financials of ASHLAND ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$239,913$50,808$189,105$2,189,448$0$2,189,448
June 30, 2024990$142,990$126,763$16,227$1,844,992$0$1,844,992
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$156,303
Program service revenue
$0
Investment income
$57,291
Net income from fundraising events
$26,050
Other revenue
$26,319

Expenses

Grants and similar amounts paid
$8,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,875
Program services (functional)
$26,683
Management and general (functional)
$24,125

Balance sheet and other

Total assets, start of year
$1,844,992
Total assets, end of year
$2,189,448
Total liabilities, end of year
$0
Net assets, end of year
$2,189,448
Publicly traded securities
$1,925,472
Net assets without donor restrictions
$241,291
Net assets with donor restrictions
$1,948,157
Gross receipts
$260,180
Employees
0
Volunteers
10
Year formed
1972
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.

NameTitleHours / weekCompensation
DAVE KANNERTreasurer
Trustee or director, Officer
3$0
MARK JAFFETrustee
Trustee or director
1$0
LISA DUNAGANSecretary
Trustee or director, Officer
3$0
LISA MOLNARTrustee
Trustee or director
1$0
JOAN McBEETrustee
Trustee or director
1$0
ALAN HARPERTrustee
Trustee or director
1$0
JIMMY KOLKERTrustee
Trustee or director
1$0
NEAL GOVERNORPresident
Trustee or director, Officer
3$0
DANN HAUSERTrustee
Trustee or director
1$0
SUSAN HEARNTrustee
Trustee or director
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
DAVE KANNERTreasurer
Trustee or director, Officer
1$0
MARK JAFFETrustee
Trustee or director
1$0
LISA DUNAGANTrustee
Trustee or director
1$0
LISA MOLNARTrustee
Trustee or director
1$0
JOAN McBEETrustee
Trustee or director
1$0
ALAN HARPERSecretary
Trustee or director, Officer
1$0
JIMMY KOLKERTrustee
Trustee or director
1$0
NEAL GOVERNORTrustee
Trustee or director, Officer
1$0
DANN HAUSERPresident
Trustee or director, Officer
5$0
SUSAN HEARNTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 511, ASHLAND, OR 97520-0018
Signed the 990
DAVE KANNER, Treasurer
Phone
(541) 851-1267
Return prepared by
NAGEL & PADILLA LLC

Mission

Provide financial support for local and international projects of the Rotary Club of Ashland, Oregon and fund multiple college scholarships for Ashland High School graduates and Southern Oregon University students.

990 for the year ended June 30, 2025

Program accomplishments

  • Provide financial assistance and support to service and other Rotary related projects, including, but not limited to:EASTER EGG HUNTROTARY GARDENINTERNATIONAL YOUTH EXCHANGERYLAINTERACTYOUTH OF THE MONTHASHLAND READSSISTER CITY-GUANAJUATO
    Expenses $26,683
  • FUNDED MULTIPLE COLLEGE SCHOLARSHIPS FOR ASHLAND HIGH SCHOOL GRADUATES AND SOUTHERN OREGON UNIVERSITY STUDENTS.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7170144
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1972
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,189,448
Income (IRS master file)
$260,180

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$239,913$50,808$2,189,448XML
990June 2024$142,990$126,763$1,844,992XML
990June 2023$102,608$161,436$1,615,047IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––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 23-7170144).

Questions about ASHLAND ROTARY FOUNDATION

What is the EIN of ASHLAND ROTARY FOUNDATION?
The employer identification number (EIN) of ASHLAND ROTARY FOUNDATION is 23-7170144.
Is ASHLAND ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to ASHLAND ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ASHLAND 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 ASHLAND 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 ASHLAND 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 ASHLAND ROTARY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ASHLAND ROTARY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $239,913, expenses of $50,808 and total assets of $2,189,448 at year end.

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