Wattenberg Scholarship Fund

South Valley Bank & Trust Ttee
  • Medford, OR
  • Tax-exempt since Oct. 2008
  • EIN: 20-4781876

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,805
Expenses
$17,679
Net Income
$5,126
Net Assets
$250,364
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $476
2.1%
Dividends $11,238
49.3%
Sales of Assets $11,091
48.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
70.7%
Compensation of Officers* $4,104
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $250,364
Total Liabilities $0
Net Assets $250,364
Compensation
Key Employees and Officers Compensation Other
Oregon Pacific Bank (Trustee) $4,104 $0

Document Links

990-PF
Filed on May 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,779
Expenses
$17,616
Net Income
-$6,837
Net Assets
$259,088
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $569
5.3%
Dividends $8,332
77.3%
Sales of Assets $1,878
17.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
71.0%
Compensation of Officers* $4,080
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $259,088
Total Liabilities $0
Net Assets $259,088
Compensation
Key Employees and Officers Compensation Other
Oregon Pacific Bank (Trustee) $4,080 $0

Document Links

990-PF
Filed on July 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,949
Expenses
$20,036
Net Income
-$12,087
Net Assets
$241,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $274
3.4%
Dividends $10,650
> 100%
Sales of Assets -$2,975
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,000
74.9%
Compensation of Officers* $4,118
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $241,429
Total Liabilities $0
Net Assets $241,429
Compensation
Key Employees and Officers Compensation Other
Oregon Pacific Bank (Trustee) $4,118 $0

Document Links

990-PF
Filed on May 23, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,684
Expenses
$17,929
Net Income
$3,755
Net Assets
$276,412
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $18,684
86.2%
Sales of Assets $2,163
10.0%
Other Income $834
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
69.7%
Compensation of Officers* $4,546
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $276,412
Total Liabilities $0
Net Assets $276,412
Compensation
Key Employees and Officers Compensation Other
Oregon Pacific Bank (Trustee) $4,546 $0

Document Links

990-PF
Filed on Aug. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,069
Expenses
$17,238
Net Income
-$8,169
Net Assets
$283,076
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28
0.3%
Dividends $10,073
> 100%
Sales of Assets -$1,032
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
72.5%
Compensation of Officers* $3,918
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $283,076
Total Liabilities $0
Net Assets $283,076
Compensation
Key Employees and Officers Compensation Other
Oregon Pacific Bank (Trustee) $3,918 $0

Document Links

990-PF
Filed on Aug. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,880
Expenses
$17,490
Net Income
-$7,610
Net Assets
$224,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $509
5.2%
Dividends $9,751
98.7%
Sales of Assets $0
Other Income $2,500
25.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
71.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $224,215
Total Liabilities $0
Net Assets $224,215

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,811
Expenses
$16,681
Net Income
-$3,870
Net Assets
$259,490
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.1%
Dividends $12,717
99.3%
Sales of Assets $79
0.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
74.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $259,490
Total Liabilities $0
Net Assets $259,490

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,924
Expenses
$18,381
Net Income
$543
Net Assets
$281,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,578
87.6%
Sales of Assets $2,346
12.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
68.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $281,198
Total Liabilities $0
Net Assets $281,198

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,573
Expenses
$16,726
Net Income
$23,847
Net Assets
$286,617
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $11,880
29.3%
Sales of Assets $28,692
70.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
74.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $286,617
Total Liabilities $0
Net Assets $286,617

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,016
Expenses
$19,288
Net Income
-$9,272
Net Assets
$279,742
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $9,408
93.9%
Sales of Assets $606
6.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,000
77.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $279,742
Total Liabilities $0
Net Assets $279,742

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,014
Expenses
$16,741
Net Income
-$4,727
Net Assets
$275,341
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,467
87.1%
Sales of Assets $1,547
12.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
74.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $275,341
Total Liabilities $0
Net Assets $275,341

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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