Civic Intelligence

Rg Rotary Foundation

990EZ • Fiscal year 2025 • EIN 83-2911657

Sep 01, 2024 to Aug 31, 2025 • Filed on Nov 10, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

31st percentile

-9.3%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$54,975

Down $5,614 (-9.3%) from 2024

Net Assets

Down

$54,975

Down $5,614 (-9.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$51,368

Down $14,197 (-22%) from 2024

Expenses

Down

$56,982

Down $9,112 (-14%) from 2024

Net Income

Down

-$5,614

Down $5,085 (-961%) from 2024

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: $60,589Net Assets 2024: $60,5892024Assets 2025: $54,975Net Assets 2025: $54,9752025

Highlighted filing

2025

Assets$54,975
Liabilities-
Net Assets$54,975

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

2025

Revenue$51,368
Expenses$56,982
Net Income-$5,614
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$58,066
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.$56,545$56,545
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$44,655$44,655$3,404$41,251
Total Events$44,655$44,655$6,698$37,957
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
2025-11-10
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: $15623

Grants and Similar Amounts Paid In Excess of $5,000.9

| Donee's Name: Project Youth+ | Donee's Address: PO Box 1407 Grants Pass OR 97528 | Cash Amount Given: $5200

Grants and Similar Amounts Paid In Excess of $5,000.17

| Donee's Name: Mid Rogue Foundation | Donee's Address: PO Box 1972 Grants Pass OR 97528 | Cash Amount Given: $8492

Grants and Similar Amounts Paid In Excess of $5,000.18

| Donee's Name: Crossing Bridges Riding Center | Donee's Address: 6377 Monument Dr Grants Pass OR 97526 | Cash Amount Given: $5200

Grants and Similar Amounts Paid In Excess of $5,000.19

| Donee's Name: Grants Pass District 7 Early Learning | Donee's Address: 1845 NW Highland Ave Grants Pass OR 97526 | Cash Amount Given: $5200

Grants and Similar Amounts Paid In Excess of $5,000.20

| Donee's Name: Redwood Elementary | Donee's Address: 3163 Leonard Rd Grants Pass OR 97527 | Cash Amount Given: $5200

Grants and Similar Amounts Paid In Excess of $5,000.22

| Donee's Name: Boys & Girls Club of the Rogue Valley | Cash Amount Given: $5200

Other Expenses.2

Telephone/Communications $99

Raw XML Appendix186 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: $15623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Project Youth+ | Donee's Address: PO Box 1407 Grants Pass OR 97528 | Cash Amount Given: $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Mid Rogue Foundation | Donee's Address: PO Box 1972 Grants Pass OR 97528 | Cash Amount Given: $8492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Crossing Bridges Riding Center | Donee's Address: 6377 Monument Dr Grants Pass OR 97526 | Cash Amount Given: $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: Grants Pass District 7 Early Learning | Donee's Address: 1845 NW Highland Ave Grants Pass OR 97526 | Cash Amount Given: $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Donee's Name: Redwood Elementary | Donee's Address: 3163 Leonard Rd Grants Pass OR 97527 | Cash Amount Given: $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6| Donee's Name: Boys & Girls Club of the Rogue Valley | Cash Amount Given: $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Telephone/Communications $99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Grants and Similar Amounts Paid In Excess of $5,000.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Grants and Similar Amounts Paid In Excess of $5,000.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bela Toledo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RG Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RGRO
ReturnHeader/Filer/EIN0832911657
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 176
ReturnHeader/Filer/USAddress/CityNm0Grants Pass
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097528
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-10T10:14:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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