Civic Intelligence

Milwaukie Rotary Foundation

EIN 94-3119221 • 501(c)3 • Portland, OR

Profile

Charitable Contributions

PO Box 22194Portland, OR 97269

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$423,350

Up $26,845 (+6.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$423,350

Up $26,845 (+6.8%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$64,623

Up $7,089 (+12%) from 2024

Expenses

Up

$38,310

Up $3,806 (+11%) from 2024

Net Income

Up

$26,313

Up $3,283 (+14%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2012: $195,726Liabilities 2012: $0Net Assets 2012: $195,7262012Assets 2013: $224,284Liabilities 2013: $0Net Assets 2013: $224,2842013Assets 2014: $271,632Liabilities 2014: $0Net Assets 2014: $271,6322014Assets 2015: $267,946Liabilities 2015: $0Net Assets 2015: $267,9462015Assets 2016: $267,244Liabilities 2016: $0Net Assets 2016: $267,2442016Assets 2017: $324,639Liabilities 2017: $0Net Assets 2017: $324,6392017Assets 2018: $339,021Net Assets 2018: $339,0212018Assets 2019: $344,092Net Assets 2019: $344,0922019Assets 2020: $347,973Net Assets 2020: $347,9732020Assets 2021: $422,142Net Assets 2021: $422,1422021Assets 2022: $361,333Net Assets 2022: $361,3332022Assets 2023: $373,475Net Assets 2023: $373,4752023Assets 2024: $396,505Net Assets 2024: $396,5052024Assets 2025: $423,350Net Assets 2025: $423,3502025

Highlighted filing

2025

Assets$423,350
Liabilities-
Net Assets$423,350
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2012: $60,252Expenses 2012: $57,796Net Income 2012: $2,4562012Revenue 2013: $83,144Expenses 2013: $54,586Net Income 2013: $28,5582013Revenue 2014: $85,180Expenses 2014: $37,832Net Income 2014: $47,3482014Revenue 2015: $41,208Expenses 2015: $8,631Net Income 2015: $32,5772015Revenue 2016: $64,902Expenses 2016: $51,288Net Income 2016: $13,6142016Revenue 2017: $99,044Expenses 2017: $72,080Net Income 2017: $26,9642017Revenue 2018: $51,594Expenses 2018: $35,834Net Income 2018: $15,7602018Revenue 2019: $48,785Expenses 2019: $43,714Net Income 2019: $5,0712019Revenue 2020: $58,346Expenses 2020: $37,518Net Income 2020: $20,8282020Revenue 2021: $17,646Expenses 2021: $31,279Net Income 2021: -$13,6332021Revenue 2022: $28,304Expenses 2022: $34,459Net Income 2022: -$6,1552022Revenue 2023: $20,837Expenses 2023: $32,450Net Income 2023: -$11,6132023Revenue 2024: $57,534Expenses 2024: $34,504Net Income 2024: $23,0302024Revenue 2025: $64,623Expenses 2025: $38,310Net Income 2025: $26,3132025

Highlighted filing

2025

Revenue$64,623
Expenses$38,310
Net Income$26,313
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$423,350
Liabilities
-
Net assets
$423,350
Revenue
$64,623
Expenses
$38,310
Net income
$26,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.23$4.23$0.65$0.38$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.97$3.97$0.58$0.35$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.73$3.73$0.21$0.32$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.61$3.61$0.28$0.34$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.22$4.22$0.18$0.31$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.48$3.48$0.58$0.38$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.44$3.44$0.49$0.44$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.39$3.39$0.52$0.36$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.99$0.72$0.27
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.65$0.51$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.41$0.09$0.33
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.85$0.38$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.83$0.55$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.60$0.58$0.02
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
$99,463
Mission and Program Overview

Mission

Charitable Contributions

Program Services

DescriptionGrantsExpenses
Rotary Club Community Services--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosie HerbothPresidentPT$0--
Whitney EikmeierVice PresidentPT$0--
Herb BrasingtonSecretaryPT$0--
Heather HobsonTreasurerPT$0--
Colleen RockwellTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Event(s)$45,540$45,540$10,469$35,071
Total Events$45,540$45,540$34,840$10,700
Filing and Contact Details

Filer

Filer Name
Milwaukie Rotary Foundation
EIN
94-3119221
Phone
5033180900
Address
PO Box 22194, Portland, 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.1002

“Office Expenses $217”

Other Expenses.1

“Local Community Service exp $19433”

Other Expenses.2

“World Community Service exp $7000”

Other Expenses.3

“Youth Exchange Service exp $4700”

Other Expenses.4

“Environmental Committee Exp $2402”

Other Expenses.5

“Paul Harris & Charity Board ex $2010”

Other Expenses.6

“Taxes & Fees $90”

Raw XML Appendix171 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 M Mazzotta
IRS990EZ/BooksInCareOfDetail/PhoneNum05036543826
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010824 SE Oak St 323
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0396505
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0423350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026313
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0688
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0396505
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0423350
IRS990EZ/FundraisingGrossIncomeAmt045540
IRS990EZ/GrossReceiptsAmt099463
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt049401
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0396505
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0423350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0396505
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0423350
IRS990EZ/OccupancyRentUtltsAndMaintAmt01770
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/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0532
IRS990EZ/OtherExpensesTotalAmt035852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable Contributions
IRS990EZ/ProgramServiceRevenueAmt04522
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary Club Community Services
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034840
IRS990EZ/SpecialEventsNetIncomeLossAmt010700
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038310
IRS990EZ/TotalRevenueAmt064623
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Due to economic pressures (rising cost of living, inflation, etc), organization saw a decline in donations received during fiscal year. Newly elected board members are working on ways to raise awareness of organization and donation opportunities through more community outreach.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Other Income Explanation
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0798
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018028
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017246
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt086123
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.17310
IRS990ScheduleA/PublicSupportPY170Pct00.27650
IRS990ScheduleA/PublicSupportTotal170Amt018028
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07386
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0798
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018028
IRS990ScheduleA/TotalSupportAmt0104151
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034840
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction Event(s)
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013260
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045540
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010700
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0623
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0623
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010469
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010469
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010488
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Local Community Service exp $19433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2World Community Service exp $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Youth Exchange Service exp $4700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Environmental Committee Exp $2402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Paul Harris & Charity Board ex $2010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes & Fees $90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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 Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0943119221
ReturnHeader/Filer/PhoneNum05033180900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 22194
ReturnHeader/Filer/USAddress/CityNm0Portland
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/ReturnTs02026-02-11T20:46:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.