Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 93-1286864

ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION

Tax-exempt (reinstated) · ASHLAND, OR 97520

Financials

$88K$84K2024$27K$60K2025
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$27,130$60,156-$33,026$297,573$4,430$293,143
December 31, 2024990-PF$88,154$83,982$4,172$311,055$4,430$306,625
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$18,317
Dividends
$8,813

Expenses

Grants and similar amounts paid
$0

Balance sheet and other

Total assets, start of year
$310,444
Total assets, end of year
$297,573
Total liabilities, end of year
$4,430
Net assets, end of year
$293,143
Fair market value of assets
$273,551

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PAULA WALKER
PO BOX 1304, ASHLAND, OR 97520
SECRETARY4$0
MICHAEL HANSEN
PO BOX 1304, ASHLAND, OR 97520
FOUNDATION TREASURER4$0
JERRY SCHWEIKERT
PO BOX 1304, ASHLAND, OR 97520
SERVICE PROJECT CHAIR4$0
JERRY KENEFICK
PO BOX 1304, ASHLAND, OR 97520
TREASURER1$0
LISA SMITH
PO BOX 1304, ASHLAND, OR 97520
MEMBERSHIP CHAIR1$0
TYSEN MUELLER
PO BOX 1304, ASHLAND, OR 97520
OFFICER1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
PAULA WALKER
PO BOX 1304, ASHLAND, OR 97520
SECRETARY4$0
MICHAEL HANSEN
PO BOX 1304, ASHLAND, OR 97520
FOUNDATION TREASURER4$0
JERRY SCHWEIKERT
PO BOX 1304, ASHLAND, OR 97520
SERVICE PROJECT CHAIR4$0
JERRY KENEFICK
PO BOX 1304, ASHLAND, OR 97520
TREASURER1$0
LISA SMITH
PO BOX 1304, ASHLAND, OR 97520
MEMBERSHIP CHAIR1$0
TYSEN MUELLER
PO BOX 1304, ASHLAND, OR 97520
OFFICER1$0

Address and contacts

Address (IRS master file)
PO BOX 1304, ASHLAND, OR 97520-0044
In care of
% MICHAEL HANSEN
Mailing address (990-N for 2015)
PO Box 1304, Ashland OR 97520
Principal officer (990-N for 2015)
Tim Heim, 356 S Groveland Ave, Medford OR 97504
Signed the 990-PF
MICHAEL HANSEN, FOUNDATION TREASURER
Phone
(541) 821-6484
Return prepared by
John A Warekois CPA LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
93-1286864
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$297,573
Income (IRS master file)
$27,130

Revocation and reinstatement

Exemption revoked
May 15, 2023
Posted by the IRS
August 14, 2023
Reinstated
Effective May 15, 2023

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$27,130$60,156$297,573IRS
990-PFDecember 2024$88,154$83,982$311,055XML
990-EZDecember 2018–––IRS
990-N for 2015
Officer: Tim Heim
December 31, 2015≤ $50,000 receipts––e-Postcard

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 93-1286864).

Questions about ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION

What is the EIN of ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION?
The employer identification number (EIN) of ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION is 93-1286864.
Is ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2023 and reinstated it effective May 15, 2023.
Are donations to ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who is the principal officer of ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION?
The 990-N for 2015 names Tim Heim.
Who are the officers and directors of ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF ASHLAND LITHIA SPRINGS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $27,130, expenses of $60,156 and total assets of $297,573 at year end.

Other nonprofits in ASHLAND

All nonprofits in ASHLAND · Oregon · Youth development