Civic Intelligence

Rotary Club of Florence Foundation

EIN 45-2602682 • 501(c)3 • Florence, OR

Profile

To provide support for scholarships, community assistance programs and other grants for charitable and educational purposes.

PO Box 294Florence, OR 97439

theflorencerotary.org

Siviq Scores

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

Liabilities / Assets

89th percentile

0.53x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

1.55x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

56th percentile

5.1%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.3%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

5.7%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$172,010

Down $456 (-0.3%) from 2024

Liabilities

Down

$90,578

Down $3,422 (-3.6%) from 2024

Net Assets

Up

$81,432

Up $2,966 (+3.8%) from 2024

Operations
Liabilities / Revenue96th percentileNet Margin56th percentile

Revenue

Up

$58,617

Up $3,158 (+5.7%) from 2024

Expenses

Up

$55,651

Up $1,463 (+2.7%) from 2024

Net Income

Up

$2,966

Up $1,695 (+133%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2012: $55,393Liabilities 2012: $54,0002012Assets 2013: $71,953Liabilities 2013: $69,5982013Assets 2014: $75,157Liabilities 2014: $72,9912014Assets 2015: $84,230Liabilities 2015: $81,5062015Assets 2016: $93,774Liabilities 2016: $88,2532016Assets 2017: $100,689Liabilities 2017: $96,6802017Assets 2018: $109,630Liabilities 2018: $103,8882018Assets 2019: $122,330Liabilities 2019: $92,5002019Assets 2020: $129,606Liabilities 2020: $91,8632020Assets 2021: $115,719Liabilities 2021: $74,2192021Assets 2022: $125,694Liabilities 2022: $74,719Net Assets 2022: $50,9752022Assets 2023: $153,495Liabilities 2023: $76,300Net Assets 2023: $77,1952023Assets 2024: $172,466Liabilities 2024: $94,000Net Assets 2024: $78,4662024Assets 2025: $172,010Liabilities 2025: $90,578Net Assets 2025: $81,4322025

Highlighted filing

2025

Assets$172,010
Liabilities$90,578
Net Assets$81,432
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2012: $55,525Expenses 2012: $39,132Net Income 2012: $16,3932012Revenue 2013: $48,432Expenses 2013: $47,470Net Income 2013: $9622013Revenue 2014: $49,413Expenses 2014: $49,603Net Income 2014: -$1902014Revenue 2015: $50,411Expenses 2015: $49,852Net Income 2015: $5592015Revenue 2016: $59,699Expenses 2016: $56,903Net Income 2016: $2,7962016Revenue 2017: $52,850Expenses 2017: $56,861Net Income 2017: -$4,0112017Revenue 2018: $72,900Expenses 2018: $73,167Net Income 2018: -$2672018Revenue 2019: $91,495Expenses 2019: $67,407Net Income 2019: $24,0882019Revenue 2020: $54,700Expenses 2020: $50,787Net Income 2020: $3,9132020Revenue 2021: $52,500Expenses 2021: $52,743Net Income 2021: -$2432021Revenue 2022: $57,317Expenses 2022: $50,842Net Income 2022: $6,4752022Revenue 2023: $80,969Expenses 2023: $50,249Net Income 2023: $30,7202023Revenue 2024: $55,459Expenses 2024: $54,188Net Income 2024: $1,2712024Revenue 2025: $58,617Expenses 2025: $55,651Net Income 2025: $2,9662025

Highlighted filing

2025

Revenue$58,617
Expenses$55,651
Net Income$2,966
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,010
Liabilities
$90,578
Net assets
$81,432
Revenue
$58,617
Expenses
$55,651
Net income
$2,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.72$0.91$0.81$0.59$0.56$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.94$0.78$0.55$0.54$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.76$0.77$0.81$0.50$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.75$0.51$0.57$0.51$0.06
2021Summary only. Only limited summary data is available for this year.$1.16$0.74$0.53$0.53$0.00
2020Summary only. Only limited summary data is available for this year.$1.30$0.92$0.55$0.51$0.04
2019Summary only. Only limited summary data is available for this year.$1.22$0.93$0.91$0.67$0.24
2018Summary only. Only limited summary data is available for this year.$1.10$1.04$0.73$0.73$0.00
2017Summary only. Only limited summary data is available for this year.$1.01$0.97$0.53$0.57$0.04
2016Summary only. Only limited summary data is available for this year.$0.94$0.88$0.60$0.57$0.03
2015Summary only. Only limited summary data is available for this year.$0.84$0.82$0.50$0.50$0.01
2014Summary only. Only limited summary data is available for this year.$0.75$0.73$0.49$0.50$0.00
2013Summary only. Only limited summary data is available for this year.$0.72$0.70$0.48$0.47$0.01
2012Summary only. Only limited summary data is available for this year.$0.55$0.54$0.56$0.39$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 17, 2025
Return Version
2024v5.0
Gross Receipts
$58,617
Mission and Program Overview

Mission

To provide support for scholarships, community assistance programs and other grants for charitable and educational purposes.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT FOR SCHOLARSHIPS, COMMUNITY ASSISTANCE PROGRAMS AND OTHER GRANTS FOR CHARITABLE AND EDUCATIONAL PURPOSES.$54,500$55,651
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY FARNSWORTHPresident-$0--
MEG SPENCERVice Preside-$0--
DAN GREENSecretary-$0--
DAN GARNERTreasurer-$0--
JANET HUSTONDirector-$0--
ARLENE MORROWDirector-$0--
DEANN HAWKINSDirector-$0--
VICKI PHILBENDirector-$0--
STEPHAINE RESTREPODirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Florence Foundation
EIN
45-2602682
Address
PO BOX 294, FLORENCE, OR 97439

Signing Officer

Name
Meg Spencer
Title
Vice President
Signed
2025-09-17
Discuss with paid preparer
Yes

Preparer

Firm
HOLLOWAY & ASSOCIATES LLC CPA'S
Address
733 HIGHWAY 101, FLORENCE, OR 97439-7626
Preparer
Karla D Holloway
Phone
5419973434
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 54,500”

Form 990-ez, Part I, Line 16

“Expenses taxes and fees 862 total 862”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 495 scholarships payable 94,000 90,083”

Form 990-ez, Part III

“To provide support for scholarships, community assistance programs and other grants for charitable and educational purposes.”

Raw XML Appendix162 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05419993109
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097439
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0172466
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0172010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02966
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0172466
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172010
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054500
IRS990EZ/GrossReceiptsAmt058617
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01117
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078466
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081432
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY FARNSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEG SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANET HUSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARLENE MORROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEANN HAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VICKI PHILBEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEPHAINE RESTREPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0862
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR SCHOLARSHIPS, COMMUNITY ASSISTANCE PROGRAMS AND OTHER GRANTS FOR CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/PrintingPublicationsPostageAmt0289
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR SCHOLARSHIPS, COMMUNITY ASSISTANCE PROGRAMS AND OTHER GRANTS FOR CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055651
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt094000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt090578
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055651
IRS990EZ/TotalProgramServiceExpensesAmt055651
IRS990EZ/TotalRevenueAmt058617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0THEFLORENCEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0298317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01117
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06545
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0304862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058617
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IRS990ScheduleA/Total509Grp/TotalAmt0304862
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 54,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TAXES AND FEES 862 TOTAL 862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 495 SCHOLARSHIPS PAYABLE 94,000 90,083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SUPPORT FOR SCHOLARSHIPS, COMMUNITY ASSISTANCE PROGRAMS AND OTHER GRANTS FOR CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEG SPENCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF FLORENCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0452602682
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 294
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097439
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201567266
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 HIGHWAY 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974397626
ReturnHeader/PreparerPersonGrp/PhoneNum05419973434
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARLA D HOLLOWAY
ReturnHeader/ReturnTs02025-12-15T15:08:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits