Civic Intelligence

Springfield Rotary Charitable Foundation

990EZ • Fiscal year 2024 • EIN 93-0775578

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 29, 2025

PO Box 55Springfield, OR 97477

(541) 520-6546

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

59th percentile

8.1%

Higher net margin than 59% 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

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

86th percentile

63%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Up

$435,452

Up $46,314 (+12%) from 2023

Net Assets

Up

$405,452

Up $41,314 (+11%) from 2023

Liabilities

Up

$30,000

Up $5,000 (+20%) from 2023

Revenue

Up

$78,167

Up $30,132 (+63%) from 2023

Expenses

Up

$71,856

Up $40,299 (+128%) from 2023

Net Income

Down

$6,311

Down $10,167 (-62%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $201,670Liabilities 2012: $12,000Net Assets 2012: $189,6702012Assets 2013: $212,713Liabilities 2013: $15,000Net Assets 2013: $197,7132013Assets 2014: $257,363Liabilities 2014: $15,000Net Assets 2014: $242,3632014Assets 2015: $251,163Liabilities 2015: $15,000Net Assets 2015: $236,1632015Assets 2016: $242,596Liabilities 2016: $19,000Net Assets 2016: $223,5962016Assets 2017: $265,852Liabilities 2017: $20,000Net Assets 2017: $245,8522017Assets 2018: $284,913Liabilities 2018: $20,000Net Assets 2018: $264,9132018Assets 2019: $298,955Liabilities 2019: $24,000Net Assets 2019: $274,9552019Assets 2020: $278,357Liabilities 2020: $22,800Net Assets 2020: $255,5572020Assets 2021: $364,226Liabilities 2021: $24,300Net Assets 2021: $339,9262021Assets 2022: $342,040Liabilities 2022: $15,000Net Assets 2022: $327,0402022Assets 2023: $389,138Liabilities 2023: $25,000Net Assets 2023: $364,1382023Assets 2024: $435,452Liabilities 2024: $30,000Net Assets 2024: $405,4522024Assets 2025: $471,310Liabilities 2025: $26,000Net Assets 2025: $445,3102025

Highlighted filing

2024

Assets$435,452
Liabilities$30,000
Net Assets$405,452

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $15,483Expenses 2012: $22,384Net Income 2012: -$6,9012012Revenue 2013: $24,841Expenses 2013: $16,798Net Income 2013: $8,0432013Revenue 2014: $60,554Expenses 2014: $15,904Net Income 2014: $44,6502014Revenue 2015: $11,995Expenses 2015: $18,195Net Income 2015: -$6,2002015Revenue 2016: $18,827Expenses 2016: $31,394Net Income 2016: -$12,5672016Revenue 2017: $44,338Expenses 2017: $22,082Net Income 2017: $22,2562017Revenue 2018: $38,939Expenses 2018: $19,878Net Income 2018: $19,0612018Revenue 2019: $34,345Expenses 2019: $24,304Net Income 2019: $10,0412019Revenue 2020: $4,984Expenses 2020: $24,381Net Income 2020: -$19,3972020Revenue 2021: $111,501Expenses 2021: $27,133Net Income 2021: $84,3682021Revenue 2022: $30,158Expenses 2022: $18,302Net Income 2022: $11,8562022Revenue 2023: $48,035Expenses 2023: $31,557Net Income 2023: $16,4782023Revenue 2024: $78,167Expenses 2024: $71,856Net Income 2024: $6,3112024Revenue 2025: $53,870Expenses 2025: $55,983Net Income 2025: -$2,1132025

Highlighted filing

2024

Revenue$78,167
Expenses$71,856
Net Income$6,311
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Gross Receipts
$78,167
Mission and Program Overview

Mission

College scholarships provided to high school students.

Charitable and educational purposes

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE GRANTS AWARDED TO THE FOLLOWING ORGANZATIONS: VOLUNTEERS IN MEDICINE (2,000), POWER ON WITH LIMB LOSS (2,000), RIVERVIEW CENTER FOR GROWTH (5,000), BRIDGEWAY HOUSE (5,000), ROTARY INTERNATIONAL - UKRAINE RELIEF (2,000), ARC OF LANE COUNTY (20,000)$36,000$37,318
COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.-$34,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE MACKEYSecretary-$0--
LEE BEYERDirector-$0--
ANDREW BUCKDirector-$0--
BRIAN STECKLERTreasurer-$0--
TAMMY FITCHDirector-$0--
BRUCE WEBBERSecretary/Tr-$0--
JOHN THOMASPresident-$0--
Filing and Contact Details

Filer

Filer Name
Springfield Rotary Charitable
EIN
93-0775578
Phone
5415206546
Address
PO BOX 55, SPRINGFIELD, OR 97477

Signing Officer

Name
Bruce Webber
Title
Secretary/treasurer
Phone
5415206546
Signed
2025-04-29

Preparer

Firm
Melinda Handy CPA LLC
Address
386 Q ST, SPRINGFIELD, OR 97477-2140
Preparer
Melinda Handy
Phone
5417440000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses investment fees 1,541 licenses and fees 313 ocf fees 1,808 legal fees 273 bank fees 150 scholarships 30,000 accounting fees 1,755 foundation grants 36,000 supplies 16 total 71,856

Form 990-ez, Part I, Line 20

Unrealized gain on ocf investment account 35,003

Form 990-ez, Part II, Line 26

College scholarship commitments 25,000 30,000

Form 990-ez, Part III, Line 29

Community service grants awarded to the following organzations: volunteers in medicine (2,000), power on with limb loss (2,000), riverview center for growth (5,000), bridgeway house (5,000), rotary international - ukraine relief (2,000), arc of lane county (20,000)

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN STECKLER
IRS990EZ/BooksInCareOfDetail/PhoneNum05415175504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0389138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0435452
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072972
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06311
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0389138
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0435452
IRS990EZ/GrossReceiptsAmt078167
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05195
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0364138
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0405452
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0364138
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0405452
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE MACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEE BEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN STECKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMMY FITCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRUCE WEBBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt035003
IRS990EZ/OtherExpensesTotalAmt071856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS PROVIDED TO HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE GRANTS AWARDED TO THE FOLLOWING ORGANZATIONS: VOLUNTEERS IN MEDICINE (2,000), POWER ON WITH LIMB LOSS (2,000), RIVERVIEW CENTER FOR GROWTH (5,000), BRIDGEWAY HOUSE (5,000), ROTARY INTERNATIONAL - UKRAINE RELIEF (2,000), ARC OF LANE COUNTY (20,000)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034538
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137318
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071856
IRS990EZ/TotalProgramServiceExpensesAmt071856
IRS990EZ/TotalRevenueAmt078167
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0160187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01038
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031535
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83550
IRS990ScheduleA/PublicSupportPY170Pct00.70090
IRS990ScheduleA/PublicSupportTotal170Amt0160187
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt072972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03946
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0160187
IRS990ScheduleA/TotalSupportAmt0191722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INVESTMENT FEES 1,541 LICENSES AND FEES 313 OCF FEES 1,808 LEGAL FEES 273 BANK FEES 150 SCHOLARSHIPS 30,000 ACCOUNTING FEES 1,755 FOUNDATION GRANTS 36,000 SUPPLIES 16 TOTAL 71,856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON OCF INVESTMENT ACCOUNT 35,003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLEGE SCHOLARSHIP COMMITMENTS 25,000 30,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY SERVICE GRANTS AWARDED TO THE FOLLOWING ORGANZATIONS: VOLUNTEERS IN MEDICINE (2,000), POWER ON WITH LIMB LOSS (2,000), RIVERVIEW CENTER FOR GROWTH (5,000), BRIDGEWAY HOUSE (5,000), ROTARY INTERNATIONAL - UKRAINE RELIEF (2,000), ARC OF LANE COUNTY (20,000)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE WEBBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05415206546
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRINGFIELD ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SPRI
ReturnHeader/Filer/EIN0930775578
ReturnHeader/Filer/PhoneNum05415206546
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097477
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510490656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELINDA HANDY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0386 Q ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974772140
ReturnHeader/PreparerPersonGrp/PhoneNum05417440000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA HANDY
ReturnHeader/ReturnTs02025-04-30T16:30:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$0.26$4.45$0.54$0.56$0.02
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.30$4.05$0.78$0.72$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.25$3.64$0.48$0.32$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.15$3.27$0.30$0.18$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.24$3.40$1.12$0.27$0.84
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.23$2.56$0.05$0.24$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.24$2.75$0.34$0.24$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.20$2.65$0.39$0.20$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.20$2.46$0.44$0.22$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.19$2.24$0.19$0.31$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.15$2.36$0.12$0.18$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.15$2.42$0.61$0.16$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.15$1.98$0.25$0.17$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.12$1.90$0.15$0.22$0.07