Nonprofit · EIN 94-3119221
MILWAUKIE ROTARY FOUNDATION INC
Tax-exempt · PORTLAND, OR 97269
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $64,623 | $38,310 | $26,313 | $423,350 | – | $423,350 |
| June 30, 2024 | 990-EZ | $57,534 | $34,504 | $23,030 | $396,505 | – | $396,505 |
| June 30, 2023 | 990-EZ (amended) | $20,837 | $32,450 | -$11,613 | $373,475 | – | $373,475 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Program service revenue
- $4,522
- Investment income
- $49,401
- Net income from fundraising events
- $10,700
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $688
- Occupancy
- $1,770
- Other expenses
- $35,852
Balance sheet and other
- Total assets, start of year
- $396,505
- Total assets, end of year
- $423,350
- Total liabilities, end of year
- –
- Net assets, end of year
- $423,350
- Cash, savings and investments
- $423,350
- Gross receipts
- $99,463
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rosie Herboth | President | 10 | $0 |
| Whitney Eikmeier | Vice President | 10 | $0 |
| Herb Brasington | Secretary | 5 | $0 |
| Heather Hobson | Treasurer | 5 | $0 |
| Colleen Rockwell | Treasurer | 5 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXA MORRIS | President | 10 | $0 |
| ROSIE HERBOTH | Vice President | 10 | $0 |
| STEPHANIE ROSE | Secretary | 5 | $0 |
| HEATHER HOBSON | Treasurer | 5 | $0 |
| COLLEEN ROCKWELL | Asst. Treasurer | 2 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE ROSE | President | 10 | $0 |
| ALEXA MORRIS | Vice President | 10 | $0 |
| LESLEY TOWNSEND | Secretary | 5 | $0 |
| HEATHER HOBSON | Treasurer | 5 | $0 |
| COLLEEN ROCKWELL | Asst. Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 22194, PORTLAND, OR 97269-2194
- Signed the 990-EZ
- Colleen Rockwell, Treasurer
- Phone
- (503) 318-0900
- Return prepared by
- Gina M Mazzotta CPA PC
Mission
Charitable Contributions
Program accomplishments
- Rotary Club Community Services
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-3119221
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $423,350
- Income (IRS master file)
- $99,463
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $64,623 | $38,310 | $423,350 | XML |
| 990-EZ | June 2024 | $57,534 | $34,504 | $396,505 | IRS |
| 990-EZ | June 2023 | $20,837 | $32,450 | $373,475 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 94-3119221).
Questions about MILWAUKIE ROTARY FOUNDATION INC
- What is the EIN of MILWAUKIE ROTARY FOUNDATION INC?
- The employer identification number (EIN) of MILWAUKIE ROTARY FOUNDATION INC is 94-3119221.
- Is MILWAUKIE ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MILWAUKIE ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILWAUKIE ROTARY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILWAUKIE ROTARY FOUNDATION INC 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 MILWAUKIE ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of MILWAUKIE ROTARY FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MILWAUKIE ROTARY FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $64,623, expenses of $38,310 and total assets of $423,350 at year end.
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