Civic Intelligence

Keizer Rotary Foundation Inc

EIN 93-1180755 • 501(c)3 • Keizer, OR

Profile

To provide financial assistance to area organizations and award scholarships to local high school students

PO Box 21373Keizer, OR 97307-1373

www.keizerrotary.org

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

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

87th percentile

42%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

146%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$778,918

Up $231,623 (+42%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$778,918

Up $231,623 (+42%) from 2024

Revenue

Up

$173,647

Up $102,963 (+146%) from 2024

Expenses

Down

$30,715

Down $2,156 (-6.6%) from 2024

Net Income

Up

$142,932

Up $105,119 (+278%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $142,989Liabilities 2011: $02011Assets 2012: $173,251Net Assets 2012: $173,2512012Assets 2013: $208,928Liabilities 2013: $02013Assets 2014: $245,057Net Assets 2014: $245,0572014Assets 2015: $207,222Liabilities 2015: $25,000Net Assets 2015: $182,2222015Assets 2016: $234,182Net Assets 2016: $234,1822016Assets 2017: $286,087Net Assets 2017: $286,0872017Assets 2018: $339,626Net Assets 2018: $339,6262018Assets 2019: $334,106Liabilities 2019: $0Net Assets 2019: $334,1062019Assets 2020: $356,475Liabilities 2020: $0Net Assets 2020: $356,4752020Assets 2021: $401,849Liabilities 2021: $0Net Assets 2021: $401,8492021Assets 2022: $342,927Liabilities 2022: $0Net Assets 2022: $342,9272022Assets 2023: $417,183Liabilities 2023: $0Net Assets 2023: $417,1832023Assets 2024: $547,295Liabilities 2024: $0Net Assets 2024: $547,2952024Assets 2025: $778,918Liabilities 2025: $0Net Assets 2025: $778,9182025

Highlighted filing

2025

Assets$778,918
Liabilities$0
Net Assets$778,918

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $46,177Expenses 2011: $24,277Net Income 2011: $21,9002011Revenue 2012: $45,872Expenses 2012: $31,354Net Income 2012: $14,5182012Revenue 2013: $46,453Expenses 2013: $34,862Net Income 2013: $11,5912013Revenue 2014: $54,929Expenses 2014: $35,636Net Income 2014: $19,2932014Revenue 2015: $62,512Expenses 2015: $113,787Net Income 2015: -$51,2752015Revenue 2016: $52,075Expenses 2016: $19,592Net Income 2016: $32,4832016Revenue 2017: $57,673Expenses 2017: $31,865Net Income 2017: $25,8082017Revenue 2018: $59,457Expenses 2018: $30,930Net Income 2018: $28,5272018Revenue 2019: $84,976Expenses 2019: $73,788Net Income 2019: $11,1882019Revenue 2020: $71,600Expenses 2020: $63,573Net Income 2020: $8,0272020Revenue 2021: $55,811Expenses 2021: $74,611Net Income 2021: -$18,8002021Revenue 2022: $57,671Expenses 2022: $40,664Net Income 2022: $17,0072022Revenue 2023: $58,427Expenses 2023: $26,254Net Income 2023: $32,1732023Revenue 2024: $70,684Expenses 2024: $32,871Net Income 2024: $37,8132024Revenue 2025: $173,647Expenses 2025: $30,715Net Income 2025: $142,9322025

Highlighted filing

2025

Revenue$173,647
Expenses$30,715
Net Income$142,932

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$1.74$0.31$1.43
2024Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.71$0.33$0.38
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.58$0.26$0.32
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.58$0.41$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.56$0.75$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.72$0.64$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.85$0.74$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.40$3.40$0.59$0.31$0.29
2017Detailed filing. Detailed filing data is available for this year.$2.86$2.86$0.58$0.32$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.34$2.34$0.52$0.20$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.25$1.82$0.63$1.14$0.51
2014Detailed filing. Detailed filing data is available for this year.$2.45$2.45$0.55$0.36$0.19
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.46$0.35$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$1.73$0.46$0.31$0.15
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.46$0.24$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.5
Gross Receipts
$195,697
Mission and Program Overview

Mission

To provide financial assistance to area organizations and award scholarships to local high school students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$483,327$689,640▲ $206,313
Cash and Non-Interest-Bearing Accounts$63,968$89,278▲ $25,310
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$547,295$778,918▲ $231,623
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$547,295$778,918▲ $231,623
Total Liabilities and Net Assets / Fund Balance$547,295$778,918▲ $231,623
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark CaillierChair
Amy McleodDirector
Bob ZelinskiDirector
Cindy StrawnDirector
Nancy VarnerDirector
Shaney StarrDirector
Vickie JacksonDirector
Alana Lang-neadsSecretary
Katherine WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$138,812
Program Service Revenue
$0
Investment Income
$1,885
Other Revenue
$32,950
All Other Contributions
$104,250
Change in Net Assets
$142,932

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$100,000Fair Market Value (FMV)
Total Noncash Contributions1$100,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,349
Other Expenses$4,366
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,149--$20,149
Grants to Domestic Individuals$6,200--$6,200
Other Expenses-$1,335-$1,335
Total Functional Expenses$26,349$4,366$0$30,715
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gold Star Families Memorial Monument Woody Williams FoundationLouisville, KY-Keizer Gold Star Memorial$6,200
Keizer Heritage FoundationKeizer, OR-Hvac Unit for Heritage Center$5,985
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$55,000
Gaming Direct Expenses$11,700
Fundraising Direct Expenses$10,350
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$34,562---
Total Events$34,562-$10,350$-10,350
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
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

A copy of form 990 is reviewed by the board prior to filing

Form 990, Part VI, Section C, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Keizer Rotary Foundation Inc
EIN
93-1180755
Phone
5035406679
Address
PO BOX 21373, KEIZER, OR 97307-1373

Signing Officer

Name
Katherine R Wilson
Title
Treasurer
Phone
5035406679
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine R Wilson
Formed
1995
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
9

Preparer

Firm
Singerlewak Llp
Address
1255 LEE ST SE SUITE 210, SALEM, OR 97302
Preparer
Kathy Wilson
Phone
5035857751
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016469
IRS990ScheduleA/InvestmentIncomeCYPct00.03200
IRS990ScheduleA/InvestmentIncomePYPct00.03750
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96800
IRS990ScheduleA/PublicSupportPY509Pct00.96250
IRS990ScheduleA/PublicSupportTotal509Amt0497651
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0193812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042704
IRS990ScheduleA/Total509Grp/TotalAmt0497651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0195697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055811
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0514120
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034562
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034562
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010350
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034562
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10350
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt01500
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt01500
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt011700
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt055000
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt055000
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt043300
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt010200
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt010200
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingManagerCompensationAmt00
IRS990ScheduleG/GamingManagerPersonNm0CRAIG WILLIAMS
IRS990ScheduleG/GamingManagerServicesProvTxt0TICKET SALES RECORDS
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd01
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 21373
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0KEIZER
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0OR
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd097307
IRS990ScheduleG/StatesWhereGamingConductedCd0OR
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt05985
IRS990ScheduleI/RecipientTable/CashGrantAmt16200
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HVAC UNIT FOR HERITAGE CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1KEIZER GOLD STAR MEMORIAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KEIZER HERITAGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GOLD STAR FAMILIES MEMORIAL MONUMENT WOODY WILLIAMS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0930987152
IRS990ScheduleI/RecipientTable/RecipientEIN1061840409
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 20845
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt112123 SHELBYVILLE RD STE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KEIZER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd140243
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0100000
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0547295
IRS990/TotalAssetsEOYAmt0778918
IRS990/TotalAssetsGrp/BOYAmt0547295
IRS990/TotalAssetsGrp/EOYAmt0778918
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0138812
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04366
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026349
IRS990/TotalFunctionalExpensesGrp/TotalAmt030715
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0547295
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0778918
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026349
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034835
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173647
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0547295
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0778918
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 21373
IRS990/USAddress/CityNm0KEIZER
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd0973071373

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