Civic Intelligence

Rg Rotary Foundation

990EZ • Fiscal year 2024 • EIN 83-2911657

Sep 01, 2023 to Aug 31, 2024 • Filed on Oct 07, 2024

PO Box 176Grants Pass, OR 97528

(650) 450-0630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-0.8%

Higher net margin than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-0.7%

Faster asset growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$60,589

Down $429 (-0.7%) from 2023

Net Assets

Down

$60,589

Down $429 (-0.7%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$65,565

Up $8,587 (+15%) from 2023

Expenses

Up

$66,094

Up $29,283 (+80%) from 2023

Net Income

Down

-$529

Down $20,696 (-103%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2019: $75,759Net Assets 2019: $75,7592019Assets 2020: $19,171Net Assets 2020: $19,1712020Assets 2021: $34,999Net Assets 2021: $34,9992021Assets 2022: $40,851Net Assets 2022: $40,8512022Assets 2023: $61,018Net Assets 2023: $61,0182023Assets 2024: $60,589Liabilities 2024: $0Net Assets 2024: $60,5892024Assets 2025: $54,975Net Assets 2025: $54,9752025

Highlighted filing

2024

Assets$60,589
Liabilities$0
Net Assets$60,589

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2019: $92,977Expenses 2019: $17,218Net Income 2019: $75,7592019Revenue 2020: $22,827Expenses 2020: $79,415Net Income 2020: -$56,5882020Revenue 2021: $25,384Expenses 2021: $9,556Net Income 2021: $15,8282021Revenue 2022: $56,722Expenses 2022: $50,870Net Income 2022: $5,8522022Revenue 2023: $56,978Expenses 2023: $36,811Net Income 2023: $20,1672023Revenue 2024: $65,565Expenses 2024: $66,094Net Income 2024: -$5292024Revenue 2025: $51,368Expenses 2025: $56,982Net Income 2025: -$5,6142025

Highlighted filing

2024

Revenue$65,565
Expenses$66,094
Net Income-$529
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Oct 7, 2024
Return Version
2023v5.1
Gross Receipts
$76,752
Mission and Program Overview

Mission

RG Rotary Foundation is the charitable arm of the Rogue Gateway Rotary Club with the purpose of funding grants and other activities for charitable and educational services primarily in Josephine County, Oregon.

Program Services

DescriptionGrantsExpenses
Provided grants to community organizations and to fund youth projects including Rogue Gateway Rotary's backpack program, 4-Way Speech Contest, Student Exchange, Shoes That Fit, and Shelter Box.$65,799$65,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug WalkerPresident-$0--
Gina Marie AgostaVice President-$0--
Bela ToledoTreasurer-$0--
Janice JonesSecretaryPT$0--
Dawn WelchDirector-$0--
Jim LefeberDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Porchfest Community Event$53,009$53,009$7,333$45,676
Total Events$53,009$53,009$11,187$41,822
Filing and Contact Details

Filer

Filer Name
RG Rotary Foundation
EIN
83-2911657
Address
PO Box 176, Grants Pass, OR 97528

Signing Officer

Name
Bela Toledo
Title
Treasurer
Signed
2024-10-07
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Rogue Gateway Rotary | Donee's Address: PO Box 14 Grants Pass Or 97528 | Cash Amount Given: $28074

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: Maslow Project | Donee's Address: PO Box 999 Medford OR 97501 | Cash Amount Given: $7000

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: CASA of Josephine County | Donee's Address: 304 NW D Street Grants PAss OR 97526 | Cash Amount Given: $7000

Grants and Similar Amounts Paid In Excess of $5,000.5

| Donee's Name: Family Solutions | Donee's Address: 402 NW F Street Grants Pass OR 97526 | Cash Amount Given: $7000

Grants and Similar Amounts Paid In Excess of $5,000.15

| Donee's Name: Family Nurturing Center | Donee's Address: 825 E Main St Suite A Medford OR 97504 | Cash Amount Given: $7000

Grants and Similar Amounts Paid In Excess of $5,000.16

| Donee's Name: Our Foster Kids | Donee's Address: 1252 NW 6th St Suite 9 Grants Pass OR 97526 | Cash Amount Given: $7000

Raw XML Appendix189 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rogue Gateway Rotary | Donee's Address: PO Box 14 Grants Pass Or 97528 | Cash Amount Given: $28074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Maslow Project | Donee's Address: PO Box 999 Medford OR 97501 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: CASA of Josephine County | Donee's Address: 304 NW D Street Grants PAss OR 97526 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Family Solutions | Donee's Address: 402 NW F Street Grants Pass OR 97526 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: Family Nurturing Center | Donee's Address: 825 E Main St Suite A Medford OR 97504 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Donee's Name: Our Foster Kids | Donee's Address: 1252 NW 6th St Suite 9 Grants Pass OR 97526 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Grants and Similar Amounts Paid In Excess of $5,000.16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bela Toledo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
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ReturnHeader/Filer/EIN0832911657
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ReturnHeader/Filer/USAddress/CityNm0Grants Pass
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ReturnHeader/Filer/USAddress/ZIPCd097528
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ReturnHeader/ReturnTs02024-10-07T14:55:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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Filings