Civic Intelligence

Medford Rotary Foundation Inc

EIN 23-7161853 • 501(c)3 • Medford, OR

Profile

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.

PO Box 811Medford, OR 97501

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

80th percentile

39%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$879,220

Up $137,005 (+18%) from 2023

Liabilities

Down

$0

Down $615 (-100%) from 2023

Net Assets

Up

$879,220

Up $137,620 (+19%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin69th percentile

Revenue

Up

$72,613

Up $35,068 (+93%) from 2023

Expenses

Up

$60,531

Up $12,985 (+27%) from 2023

Net Income

Up

$12,082

Up $22,083 (+221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2020: $659,626Liabilities 2020: $0Net Assets 2020: $659,6262020Assets 2021: $764,178Liabilities 2021: $50Net Assets 2021: $764,1282021Assets 2022: $730,676Liabilities 2022: $0Net Assets 2022: $730,6762022Assets 2023: $742,215Liabilities 2023: $615Net Assets 2023: $741,6002023Assets 2025: $879,220Liabilities 2025: $0Net Assets 2025: $879,2202025

Highlighted filing

2025

Assets$879,220
Liabilities$0
Net Assets$879,220
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $47,763Expenses 2020: $49,691Net Income 2020: -$1,9282020Revenue 2021: $36,667Expenses 2021: $43,720Net Income 2021: -$7,0532021Revenue 2022: $36,860Expenses 2022: $43,875Net Income 2022: -$7,0152022Revenue 2023: $37,545Expenses 2023: $47,546Net Income 2023: -$10,0012023Revenue 2025: $72,613Expenses 2025: $60,531Net Income 2025: $12,0822025

Highlighted filing

2025

Revenue$72,613
Expenses$60,531
Net Income$12,082
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$879,220
Liabilities
$0
Net assets
$879,220
Revenue
$72,613
Expenses
$60,531
Net income
$12,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.79$0.00$8.79$0.73$0.61$0.12
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.01$7.42$0.38$0.48$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.37$0.44$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.00$7.64$0.37$0.44$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.00$6.60$0.48$0.50$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$90,509
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$576,856$633,546▲ $56,690
Savings and Temporary Cash Investments$3,339$21,643▲ $18,304
Cash and Non-Interest-Bearing Accounts$11,182$8,103▼ $3,079
Accounts Receivable$2,180$2,116▼ $64
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$793,610$879,220▲ $85,610
Other Assets Total$200,053$213,812▲ $13,759
Liabilities
Accounts Payable and Accrued Expenses$100--
Total Liabilities$100$0▼ $100
Net Assets / Fund Balance
Net Assets With Donor Restrictions$656,593$656,593→ $0
Net Assets Without Donor Restrictions$136,917$222,627▲ $85,710
Total Net Assets Fund Balance$793,510$879,220▲ $85,710
Total Liabilities and Net Assets / Fund Balance$793,610$879,220▲ $85,610

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$213,812--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$200,052-▲ $23,529-$213,812
2023$188,428-▲ $21,136-$200,052
2022$185,220-▲ $12,340-$188,428
2021$203,143-▼ $9,906-$185,220
2020$153,634-▲ $57,156-$203,143
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Charlie VersteegPresident
Anne J BatzerTrustee
John ZupanTrustee
Kirk HoltenTrustee
Mary WarrickTrustee
Mike JacobsonTrustee
Richard ThierolfTrustee
William a HadenTrustee
Michael LynchSecretary
Thomas F CarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,389
Program Service Revenue
$0
Investment Income
$31,224
Other Revenue
$0
All Other Contributions
$41,389
Change in Net Assets
$12,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,101
Other Expenses$2,430
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$58,101--$58,101
Fees for Services Accounting$800--$800
Other Expenses$26--$26
Total Functional Expenses$60,531$0$0$60,531
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Medford High SchoolMedford, OR-Scholarships$18,796
South Medford High SchoolMedford, OR-Scholarships$18,375
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 and related schedules are presented to the governing board for review and approval.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Medford Rotary Foundation Inc
EIN
23-7161853
Phone
5416908353
Address
PO BOX 811, MEDFORD, OR 97501

Signing Officer

Name
Thomas F Carter
Title
Treasurer
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Formed
1962
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Rwb and Co
Address
670 SUPERIOR CT STE 106, MEDFORD, OR 97504
Preparer
Richard W Brewster CPA
Phone
5417731885
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Brokerage account = $51941”

Form 990, Part XI, Line 9

“Ocf beneficial interest = $21687”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Part v, line 4 use the income to award grants and scholarships.”

Raw XML AppendixShowing 400 of 500 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ROTARY FOUNDATION GRANTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010610
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt024873
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt054650
IRS990/PYInvestmentIncomeAmt047949
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02357
IRS990/PYRevenuesLessExpensesAmt015815
IRS990/PYTotalExpensesAmt057007
IRS990/PYTotalRevenueAmt072822
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012082
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03339
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0110063
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047949
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt025987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023553
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0153159
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41810
IRS990ScheduleA/PublicSupportPY170Pct00.38220
IRS990ScheduleA/PublicSupportTotal170Amt0110063
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017403
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013079
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0110063
IRS990ScheduleA/TotalSupportAmt0263222
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01842
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0200052
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0213812
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt07927
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt023529
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01784
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0188428
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0200052
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt07728
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021136
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01745
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0185220
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0188428
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt07387
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012340
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01026
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0203143
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0185220
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt06991
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9906
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0875
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0153634
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0203143
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt06772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057156
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0213812
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS-OCF
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART V, LINE 4 USE THE INCOME TO AWARD GRANTS AND SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0213812
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt018796
IRS990ScheduleI/RecipientTable/CashGrantAmt118375
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTH MEDFORD HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUTH MEDFORD HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0936000519
IRS990ScheduleI/RecipientTable/RecipientEIN1936000519
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01900 N KEEN WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11551 CUNNINGHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEDFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MEDFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097504
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197501
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 and related schedules are presented to the governing board for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BROKERAGE ACCOUNT = $51941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OCF BENEFICIAL INTEREST = $21687
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF MEDFORD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0PO BOX 811
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0MEDFORD

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