Medford Rotary Foundation
Donations deductibleMedford Rotary Foundation's network
10 people1 organisationi10 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anne J Batzer | Trustee | 2023 | 3 yrs |
| Charlie Versteeg | President | 2020 | 6 yrs |
| John Zupan | Trustee | 2020 | 6 yrs |
| Kirk Holten | Trustee | 2021 | 5 yrs |
| Mary Warrick | Trustee | 2023 | 3 yrs |
| Michael Lynch | Company secretary | 2021 | 5 yrs |
| Mike Jacobson | Trustee | 2024 | 2 yrs |
| Richard Thierolf | Trustee | 2024 | 2 yrs |
| Thomas F Carter | Treasurer | 2021 | 5 yrs |
| William A Haden | Trustee | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Lauren Regnani | President | 2020 |
| Michael Lynch | Company secretary | 2020 |
| Thomas F Carter | Treasurer | 2020 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Anne J Batzer | Trustee | 0.5 | $0 | ||
| Thomas F Carter | Treasurer | 2 | $0 | ||
| Michael Lynch | Secretary | 0.5 | $0 | ||
| Mary Warrick | Trustee | 0.5 | $0 | ||
| John Zupan | Trustee | 0.5 | $0 | ||
| Charlie Versteeg | President | 1.5 | $0 | ||
| William A Haden | Trustee | 0.5 | $0 | ||
| Kirk Holten | Trustee | 0.5 | $0 | ||
| Mike Jacobson | Trustee | 0.5 | $0 | ||
| Richard Thierolf | Trustee | 0.5 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Medford Rotary Foundation
- EIN
- 237161853
- Address
- Po Box 811, Medford, OR, 97501-0059
- State
- Oregon
- Mission
- Primarily award grants to local area high schools to be used to fund scholarships given by those schools to students to pursue post high school education. Also smaller grants to other area youth activities. (as filed on the Form 990)
- Activity (NTEE)
- S800 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 5 (IRS master file code)
- Formed
- 1962
- IRS ruling date
- 1 January 1972
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥6years on the filingsCharlie Versteeg
≥6years on the filingsJohn Zupan
≥5years on the filingsKirk Holten
≥5years on the filingsMichael Lynch
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $879k
- Total liabilities
- $0
- Net assets or fund balances
- $879k
- Contributions and grants received
- $41k
- Program service revenue
- $0
- Grants and similar paid out
- $58k
- Employees
- 0
- Volunteers
- 20
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $73k | $61k | $12k |
As filed on the IRS Form 990. US dollars.
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| North Medford High School | Scholarships | $19k |
| South Medford High School | Scholarships | $18k |
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Medford Rotary Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Oregon Secretary of State, active business entities (data.oregon.gov tckn-sxa6). Licence not stated. Data last fetched 18 October 2026.
- State
- Oregon
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 8 August 1962
- Registered agent
- Thomas F Carter (city and state not held)