Civic Intelligence

Milwaukie Oregon Rotary Club

EIN 93-6033126 • 501(c)4 • Milwaukie, OR

Profile

Community Service

PO Box 22194Milwaukie, OR 97269

n/A

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-77%

Faster asset growth than 12% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,195

Down $4,031 (-77%) from 2024

Liabilities

$100

No earlier filing loaded for comparison.

Net Assets

Down

$1,095

Down $4,131 (-79%) from 2024

Operations
Liabilities / Revenue63rd percentileNet Margin29th percentile

Revenue

Up

$36,312

Up $3,749 (+12%) from 2024

Expenses

Up

$40,443

Up $8,956 (+28%) from 2024

Net Income

Down

-$4,131

Down $5,207 (-484%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$40K$30K$20K$10K$0Assets 2013: $31,931Liabilities 2013: $7,175Net Assets 2013: $24,7562013Assets 2014: $31,744Liabilities 2014: $2,138Net Assets 2014: $29,6062014Assets 2015: $31,600Liabilities 2015: $1,526Net Assets 2015: $30,0742015Assets 2016: $32,725Net Assets 2016: $32,7252016Assets 2017: $19,145Net Assets 2017: $19,1452017Assets 2018: $22,909Net Assets 2018: $22,9092018Assets 2019: $23,331Net Assets 2019: $23,3312019Assets 2020: $16,325Liabilities 2020: $360Net Assets 2020: $15,9652020Assets 2021: $17,050Liabilities 2021: $480Net Assets 2021: $16,5702021Assets 2022: $8,390Liabilities 2022: $1,170Net Assets 2022: $7,2202022Assets 2023: $4,450Liabilities 2023: $300Net Assets 2023: $4,1502023Assets 2024: $5,226Net Assets 2024: $5,2262024Assets 2025: $1,195Liabilities 2025: $100Net Assets 2025: $1,0952025

Highlighted filing

2025

Assets$1,195
Liabilities$100
Net Assets$1,095
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $24,930Expenses 2013: $20,565Net Income 2013: $4,3652013Revenue 2014: $31,850Expenses 2014: $27,000Net Income 2014: $4,8502014Revenue 2015: $26,361Expenses 2015: $25,893Net Income 2015: $4682015Revenue 2016: $28,281Expenses 2016: $25,630Net Income 2016: $2,6512016Revenue 2017: $28,685Expenses 2017: $44,796Net Income 2017: -$16,1112017Revenue 2018: $35,029Expenses 2018: $30,036Net Income 2018: $4,9932018Revenue 2019: $33,000Expenses 2019: $32,578Net Income 2019: $4222019Revenue 2020: $31,802Expenses 2020: $39,168Net Income 2020: -$7,3662020Revenue 2021: $11,875Expenses 2021: $11,270Net Income 2021: $6052021Revenue 2022: $21,393Expenses 2022: $30,743Net Income 2022: -$9,3502022Revenue 2023: $29,127Expenses 2023: $32,197Net Income 2023: -$3,0702023Revenue 2024: $32,563Expenses 2024: $31,487Net Income 2024: $1,0762024Revenue 2025: $36,312Expenses 2025: $40,443Net Income 2025: -$4,1312025

Highlighted filing

2025

Revenue$36,312
Expenses$40,443
Net Income-$4,131
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,195
Liabilities
$100
Net assets
$1,095
Revenue
$36,312
Expenses
$40,443
Net income
-$4,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.10$1.10$36.3$40.4$4.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$5.23$32.6$31.5$1.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.30$4.15$29.1$32.2$3.07
2022Detailed filing. Detailed filing data is available for this year.$8.39$1.17$7.22$21.4$30.7$9.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.48$16.6$11.9$11.3$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.36$16.0$31.8$39.2$7.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$23.3$33.0$32.6$0.42
2018Detailed filing. Detailed filing data is available for this year.$22.9$22.9$35.0$30.0$4.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$19.1$28.7$44.8$16.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$32.7$28.3$25.6$2.65
2015Detailed filing. Detailed filing data is available for this year.$31.6$1.53$30.1$26.4$25.9$0.47
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$2.14$29.6$31.9$27.0$4.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.9$7.18$24.8$24.9$20.6$4.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.2
Gross Receipts
$36,312
Mission and Program Overview

Mission

Community Service

Program Services

DescriptionGrantsExpenses
Service to the local and world community projects--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosie HerbothPresidentPT$0--
Whitney EikmeierVice PresidentPT$0--
Herb BrasingtonSecretaryPT$0--
Heather HobsonTreasurerPT$0--
Colleen RockwellTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Milwaukie Oregon Rotary Club
EIN
93-6033126
Address
PO Box 22194, Milwaukie, OR 97269

Signing Officer

Name
Colleen Rockwell
Title
Treasurer
Signed
2026-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Gina M Mazzotta CPA PC
Address
10824 SE Oak St 323, Milwaukie, OR 97222
Preparer
Gina M Mazzotta
Phone
5036543826
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $14613”

Other Expenses.1002

“Office Expenses $1930”

Other Expenses.1007

“Conferences, Conventions, and Meetings $995”

Other Expenses.1

“TRF/Donations $7985”

Other Expenses.2

“Rotary International Dues $4154”

Other Expenses.3

“District Dues $2731”

Other Expenses.4

“Lunch/Meals $1298”

Other Expenses.5

“Bank Charges $547”

Other Expenses.6

“Miscellaneous $210”

Other Expenses.7

“President Expenses $111”

Other Expenses.8

“Social Committee $100”

Other Expenses.9

“Peace Committee $88”

Other Assets.1

“Cash on Hand - Beginning $100 Cash on Hand - Ending $100”

Other Assets.2

“Charity Board - Beginning $100 Charity Board - Ending $0”

Other Assets.3

“Paul Harris Fundraiser - Beginning $60 Paul Harris Fundraiser - Ending $160”

Total Liabilities.1

“Charity Board - Beginning $0 Charity Board - Ending $100”

Raw XML Appendix142 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/PersonNm0Gina Mazzotta
IRS990EZ/BooksInCareOfDetail/PhoneNum05036543826
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010824 SE Oak Street 323
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04966
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0935
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4131
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0556
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05226
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01195
IRS990EZ/FundraisingGrossIncomeAmt010239
IRS990EZ/GrossReceiptsAmt036312
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012965
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05226
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01095
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05226
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01095
IRS990EZ/OccupancyRentUtltsAndMaintAmt05125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rosie Herboth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Whitney Eikmeier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Herb Brasington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Hobson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Colleen Rockwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0260
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0260
IRS990EZ/OtherExpensesTotalAmt034762
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service
IRS990EZ/ProgramServiceRevenueAmt013108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Service to the local and world community projects
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt010239
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040443
IRS990EZ/TotalRevenueAmt036312
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $14613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRF/Donations $7985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary International Dues $4154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5District Dues $2731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Lunch/Meals $1298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges $547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9President Expenses $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Social Committee $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Peace Committee $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Cash on Hand - Beginning $100 Cash on Hand - Ending $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Charity Board - Beginning $100 Charity Board - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Paul Harris Fundraiser - Beginning $60 Paul Harris Fundraiser - Ending $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Charity Board - Beginning $0 Charity Board - Ending $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Colleen Rockwell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Milwaukie Oregon Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0936033126
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 22194
ReturnHeader/Filer/USAddress/CityNm0Milwaukie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097269
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205277748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gina M Mazzotta CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010824 SE Oak St 323
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097222
ReturnHeader/PreparerPersonGrp/PhoneNum05036543826
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gina M Mazzotta
ReturnHeader/ReturnTs02026-02-11T20:47:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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