Skip to main content

Nonprofit · EIN 39-1563000

OREGON ROTARY FOUNDATION

Tax-exempt · OREGON, WI 53575

Financials

$34K$7K2021$37K$7K2022$29K$8K2023$4K$02024
Revenue Expenses · by fiscal year end
Financials of OREGON ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$3,602$0$3,602$419,886$0$419,886
June 30, 2024990-PF$28,997$8,000$20,997$350,036$0$350,036
June 30, 2023990-PF$36,948$7,000$29,948$329,434$0$329,434
June 30, 2022990-PF$34,031$7,000$27,031$299,165$0$299,165
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,602

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$9,250
Excise tax on investment income
$1,049

Balance sheet and other

Total assets, start of year
$350,036
Total assets, end of year
$419,886
Total liabilities, end of year
$0
Net assets, end of year
$419,886
Fair market value of assets
$434,408
Qualifying distributions
$9,250
Net investment income
$78,142

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN BONSETT-VEAL
357 N Main Street, OREGON, WI 53575
PRESIDENT0$0
ARLAN KAY
5685 Lincoln Road, OREGON, WI 53575
ACTING SECRETARY0$0
Justin Johnson
5463 Alan Drive, Oregon, WI 53575
ACTING TREASURER1$0
BILL ROCKWELL
925 GLENWAY ROAD, OREGON, WI 53575
DIRECTOR0$0
LESLIE BERGSTROM
4101 MONONA DR 201, MADISON, WI 53716
DIRECTOR0$0
URIAH CARPENTER
515 OAKWOOD DR, OREGON, WI 53575
DIRECTOR0$0
990-PF for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
JOHN BONSETT-VEAL
N MAIN STREET, OREGON, WI 53575
PRESIDENT0$0
ARLAN KAY
HWY D, OREGON, WI 53575
ACTING SECRETARY0$0
MARSHALL MENNENGA
6221 KILPATRICK LANE, MADISON, WI 53718
ACTING TREASURER1$0
BILL ROCKWELL
925 GLENWAY ROAD, OREGON, WI 53575
DIRECTOR0$0
GREG GRANDBERG
4419 GOODLAND PARK RD, OREGON, WI 53575
DIRECTOR0$0
LESLIE BERGSTROM
4101 MONONA DR 201, MADISON, WI 53716
DIRECTOR0$0
URIAH CARPENTER
515 OAKWOOD DR, OREGON, WI 53575
DIRECTOR0$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
JAN BONSETT-VEAL
N MAIN STREET, OREGON, WI 53575
PRESIDENT0$0
ARLAN KAY
HWY D, OREGON, WI 53575
SECRETARY0$0
MARSHALL MENNENGA
6221 KILPATRICK LANE, MADISON, WI 53718
TREASURER0$0
990-PF for the year ended June 30, 2022: 3 people
NameTitleHours / weekCompensation
JAN BONSETT-VEAL
N MAIN STREET, OREGON, WI 53575
PRESIDENT0$0
ARLAN KAY
HWY D, OREGON, WI 53575
SECRETARY0$0
MARSHALL MENNENGA
6221 KILPATRICK LANE, MADISON, WI 53718
TREASURER0$0

Address and contacts

Address (IRS master file)
5685 LINCOLN RD, OREGON, WI 53575-2620
Signed the 990-PF
Arlan Kay, Acting Secretary
Phone
(608) 235-1920

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
39-1563000
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$419,886
Income (IRS master file)
$3,602

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$3,602$0$419,886IRS
990-PFJune 2024$28,997$8,000$350,036XML
990-PFJune 2023$36,948$7,000$329,434XML
990-PFJune 2022$34,031$7,000$299,165XML
990-PFJune 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1563000).

Questions about OREGON ROTARY FOUNDATION

What is the EIN of OREGON ROTARY FOUNDATION?
The employer identification number (EIN) of OREGON ROTARY FOUNDATION is 39-1563000.
Is OREGON ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to OREGON ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OREGON ROTARY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OREGON ROTARY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OREGON ROTARY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of OREGON ROTARY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does OREGON ROTARY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,602, expenses of $0 and total assets of $419,886 at year end.

Other nonprofits in OREGON

All nonprofits in OREGON · Wisconsin