Taubert Memorial Foundation

Cottage Grove, OR
Tax-exempt since June 1999
EIN: 95-4705413

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Type of Nonprofit

Designated as a 501(c)(3) 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: Medical Research N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$92.5k (2024)

Expenses

$141k (2024)

Total Assets

$2.19M (2024)

Total Liabilities

$1.11k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$92,525

Expenses

$141,301

Net Income

-$48,776

Net Assets

$2,190,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98,014	> 100%
Dividends	$0
Sales of Assets	-$5,489
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,870	57.2%
Compensation of Officers*	$48,550	34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,191,619
Total Liabilities	$1,110
Net Assets	$2,190,509

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (Past Preside)	$30,122	$0
Laurie Fox (Treasurer)	$18,428	$0
Phil Ritter (President)	$0	$0
Johonn Goodlin (Secretary)	$0	$0

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990-PF

Filed on April 9, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$73,174

Expenses

$248,711

Net Income

-$175,537

Net Assets

$2,239,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$73,563	> 100%
Dividends	$0
Sales of Assets	-$389
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,064	62.7%
Compensation of Officers*	$66,522	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,238,622
Total Liabilities	-$663
Net Assets	$2,239,285

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$54,522	$0
Laurie Fox (Treasurer)	$12,000	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on May 6, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$4,070

Expenses

$294,103

Net Income

-$290,033

Net Assets

$2,414,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300	7.4%
Interest Revenue	$3,770	92.6%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,608	61.4%
Compensation of Officers*	$79,795	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,420,570
Total Liabilities	$5,748
Net Assets	$2,414,822

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$67,795	$0
Laurie Fox (Treasurer)	$12,000	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Oct. 4, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$19,882

Expenses

$543,602

Net Income

-$523,720

Net Assets

$2,704,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,882	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,627	82.5%
Compensation of Officers*	$63,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,705,933
Total Liabilities	$1,078
Net Assets	$2,704,855

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$43,000	$0
Laurie Fox (Treasurer)	$20,000	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Sept. 6, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$55,843

Expenses

$548,959

Net Income

-$493,116

Net Assets

$3,228,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54,766	98.1%
Dividends	$0
Sales of Assets	$0
Other Income	$1,077	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$455,835	83.0%
Compensation of Officers*	$48,000	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,228,712
Total Liabilities	$137
Net Assets	$3,228,575

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$48,000	$0
Laurie Fox (Treasurer)	$0	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$1,057,779

Expenses

$898,565

Net Income

$159,214

Net Assets

$3,721,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,152	0.5%
Dividends	$0
Sales of Assets	$881,346	83.3%
Other Income	$171,281	16.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$737,209	82.0%
Compensation of Officers*	$48,000	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,723,015
Total Liabilities	$1,324
Net Assets	$3,721,691

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$48,000	$0
Laurie Fox (Treasurer)	$0	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$301,074

Expenses

$347,854

Net Income

-$46,780

Net Assets

$3,486,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,632	0.5%
Dividends	$0
Sales of Assets	$0
Other Income	$299,442	99.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,539	54.5%
Compensation of Officers*	$3,500	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,512,232
Total Liabilities	$25,417
Net Assets	$3,486,815

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$3,500	$0
Laurie Fox (Treasurer)	$0	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Sept. 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$281,536

Expenses

$474,799

Net Income

-$193,263

Net Assets

$3,530,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,452	0.5%
Dividends	$0
Sales of Assets	$0
Other Income	$280,084	99.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,924	47.8%
Compensation of Officers*	$38,500	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,555,742
Total Liabilities	$25,587
Net Assets	$3,530,155

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$38,500	$0
Laurie Fox (Treasurer)	$0	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$338,409

Expenses

$354,224

Net Income

-$15,815

Net Assets

$3,723,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,867	0.6%
Dividends	$0
Sales of Assets	$0
Other Income	$336,542	99.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,914	49.4%
Compensation of Officers*	$42,000	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,730,225
Total Liabilities	$6,807
Net Assets	$3,723,418

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President &)	$42,000	$0
Laurie Fox (Treasurer)	$0	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$309,318

Expenses

$348,988

Net Income

-$39,670

Net Assets

$3,739,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,181	0.7%
Dividends	$0
Sales of Assets	-$759
Other Income	$307,896	99.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,681	43.7%
Compensation of Officers*	$42,000	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,746,603
Total Liabilities	$7,369
Net Assets	$3,739,234

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President & Ceo)	$42,000	$0
Laurie Fox (Treasurer)	$0	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Nov. 6, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$307,228

Expenses

$294,381

Net Income

$12,847

Net Assets

$3,778,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$933	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$306,295	99.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,181	37.4%
Compensation of Officers*	$42,000	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,784,258
Total Liabilities	$5,354
Net Assets	$3,778,904

Compensation

Key Employees and Officers	Compensation	Other
Peter Rozsa (President & Ceo)	$42,000	$0
Laurie Fox (Treasurer)	$0	$0
Phil Ritter (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$306,684

Expenses

$317,966

Net Income

-$11,282

Net Assets

$3,766,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,091	0.4%
Dividends	$2,811	0.9%
Sales of Assets	$0
Other Income	$303,343	98.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,275	34.7%
Compensation of Officers*	$53,000	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,771,176
Total Liabilities	$5,119
Net Assets	$3,766,057

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$282,845

Expenses

$318,246

Net Income

-$35,401

Net Assets

$3,777,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$501	0.2%
Dividends	$5,157	1.8%
Sales of Assets	$0
Other Income	$277,192	98.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,292	35.3%
Compensation of Officers*	$60,600	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,783,204
Total Liabilities	$5,865
Net Assets	$3,777,339

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$297,364

Expenses

$463,928

Net Income

-$166,564

Net Assets

$3,812,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$580	0.2%
Dividends	$0
Sales of Assets	$12,870	4.3%
Other Income	$283,914	95.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,038	54.8%
Compensation of Officers*	$60,300	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,818,419
Total Liabilities	$5,679
Net Assets	$3,812,740

990-PF

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

Fiscal Year Ending Dec.
2007

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

990-PF

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

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

PDF

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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.

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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.

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Taubert Memorial Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $92.5k (2024)

Expenses $141k (2024)

Total Assets $2.19M (2024)

Total Liabilities $1.11k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$92.5k (2024)

Expenses

$141k (2024)

Total Assets

$2.19M (2024)

Total Liabilities

$1.11k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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