Medford Rotary Foundation
EIN: 237161853 · Medford, OR · NTEE: S800
| Metric | Value |
|---|---|
| Total Revenue | $91K |
| Total Expenses | $57K |
| Net Assets | $794K |
Is Medford Rotary Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Medford Rotary Foundation
Medford Rotary Foundation (EIN: 237161853) is a nonprofit organization based in Medford, OR, classified under NTEE code S800. The organization reported total revenue of $91K and total assets of $879K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Medford Rotary Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Medford Rotary Foundation is a micro nonprofit that has been operating for 54 years, with 14 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 3.1%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $73K |
| Total Expenses | $57K |
| Surplus / Deficit | +$16K |
| Total Assets | $794K |
| Total Liabilities | $100 |
| Net Assets | $794K |
| Operating Margin | 21.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 167.1 months |
Financial Health Grade: A
In 2024, Medford Rotary Foundation reported a surplus of $16K with revenue exceeding expenses, holds 167.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 14 years of filings (2011–2024), Medford Rotary Foundation's revenue has grown at a compound annual growth rate (CAGR) of 3.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +94.0% | +19.9% | +6.9% |
| 2023 | +1.9% | +8.4% | +1.6% |
| 2022 | +0.5% | +0.4% | -4.4% |
| 2021 | -23.2% | -12.0% | +15.9% |
| 2020 | -4.4% | -6.4% | -8.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 1972 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Medford Rotary Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Medford Rotary Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $16K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Medford Rotary Foundation
Is Medford Rotary Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Medford Rotary Foundation (EIN: 237161853) insufficient data. 0 red flags identified, 0 strengths noted.
How does Medford Rotary Foundation spend its money?
Detailed spending breakdown data is not yet available for Medford Rotary Foundation. Check back for updated IRS 990 analysis.
Are donations to Medford Rotary Foundation tax-deductible?
Medford Rotary Foundation is registered as a tax-exempt nonprofit (EIN: 237161853). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Medford Rotary Foundation located?
Medford Rotary Foundation is headquartered in Medford, Oregon and files with the IRS under EIN 237161853. It is classified under NTEE code S800.
How many years of IRS 990 filings does Medford Rotary Foundation have?
Medford Rotary Foundation has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $91K in total revenue.
Filing History
IRS 990 filing history for Medford Rotary Foundation showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2011–2024), Medford Rotary Foundation's revenue has grown by 48.3%, moving from $49K to $73K. Total assets increased by 15.9% over the same period, from $684K to $794K. Total functional expenses rose by 12.5%, from $51K to $57K. In its most recent filing year (2024), Medford Rotary Foundation reported a surplus of $16K, with revenue exceeding expenses. The organization holds $100 in liabilities against $794K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $794K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $73K | $57K | $794K | $100 | — | — |
| 2023 | $38K | $48K | $742K | $615 | — | View 990 |
| 2022 | $37K | $44K | $731K | $0 | — | View 990 |
| 2021 | $37K | $44K | $764K | $50 | — | — |
| 2020 | $48K | $50K | $660K | $0 | — | View 990 |
| 2019 | $50K | $53K | $719K | $0 | — | View 990 |
| 2018 | $50K | $54K | $693K | $91 | — | View 990 |
| 2017 | $62K | $59K | $682K | $0 | — | — |
| 2016 | $63K | $60K | $662K | $589 | — | View 990 |
| 2015 | $46K | $46K | $651K | $750 | — | View 990 |
| 2014 | $54K | $47K | $689K | $0 | — | View 990 |
| 2013 | $45K | $45K | $645K | $0 | — | View 990 |
| 2012 | $51K | $63K | $667K | $0 | — | View 990 |
| 2011 | $49K | $51K | $684K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $73K, expenses of $57K, and assets of $794K (revenue +94.0% year-over-year).
- 2023: Revenue of $38K, expenses of $48K, and assets of $742K (revenue +1.9% year-over-year).
- 2022: Revenue of $37K, expenses of $44K, and assets of $731K (revenue +0.5% year-over-year).
- 2021: Revenue of $37K, expenses of $44K, and assets of $764K (revenue -23.2% year-over-year).
- 2020: Revenue of $48K, expenses of $50K, and assets of $660K (revenue -4.4% year-over-year).
- 2019: Revenue of $50K, expenses of $53K, and assets of $719K (revenue -0.6% year-over-year).
- 2018: Revenue of $50K, expenses of $54K, and assets of $693K (revenue -18.4% year-over-year).
- 2017: Revenue of $62K, expenses of $59K, and assets of $682K (revenue -2.6% year-over-year).
- 2016: Revenue of $63K, expenses of $60K, and assets of $662K (revenue +37.2% year-over-year).
- 2015: Revenue of $46K, expenses of $46K, and assets of $651K (revenue -15.3% year-over-year).
- 2014: Revenue of $54K, expenses of $47K, and assets of $689K (revenue +20.4% year-over-year).
- 2013: Revenue of $45K, expenses of $45K, and assets of $645K (revenue -12.2% year-over-year).
- 2012: Revenue of $51K, expenses of $63K, and assets of $667K (revenue +4.8% year-over-year).
- 2011: Revenue of $49K, expenses of $51K, and assets of $684K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Medford Rotary Foundation:
Data Sources and Methodology
This transparency report for Medford Rotary Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.