Civic Intelligence

Rogue River Valley University Club Scholarship Foundation

EIN 26-3438492 • 501(c)3 • Medford, OR

Profile

The purpose of the Foundation

PO Box 616Medford, OR 97501

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-4230%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-69%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $23,606 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $23,606 (-100%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$558

Down $1,245 (-69%) from 2024

Expenses

Up

$24,164

Up $20,379 (+538%) from 2024

Net Income

Down

-$23,606

Down $21,624 (-1091%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $21,748Liabilities 2010: $0Net Assets 2010: $21,7482010Assets 2011: $27,369Liabilities 2011: $0Net Assets 2011: $27,3692011Assets 2012: $36,378Liabilities 2012: $0Net Assets 2012: $36,3782012Assets 2013: $50,461Liabilities 2013: $0Net Assets 2013: $50,4612013Assets 2014: $54,427Liabilities 2014: $0Net Assets 2014: $54,4272014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $69,908Liabilities 2016: $0Net Assets 2016: $69,9082016Assets 2017: $75,096Liabilities 2017: $0Net Assets 2017: $75,0962017Assets 2018: $77,833Liabilities 2018: $0Net Assets 2018: $77,8332018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $48,778Liabilities 2020: $0Net Assets 2020: $48,7782020Assets 2021: $43,210Liabilities 2021: $0Net Assets 2021: $43,2102021Assets 2022: $26,137Liabilities 2022: $0Net Assets 2022: $26,1372022Assets 2023: $25,588Liabilities 2023: $0Net Assets 2023: $25,5882023Assets 2024: $23,606Liabilities 2024: $0Net Assets 2024: $23,6062024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KExpenses 2010: $3702010Expenses 2011: $1,9252011Expenses 2012: $5,7932012Revenue 2013: $14,133Expenses 2013: $50Net Income 2013: $14,0832013Revenue 2014: $10,430Expenses 2014: $6,464Net Income 2014: $3,9662014Revenue 2015: $14,354Expenses 2015: $5,506Net Income 2015: $8,8482015Revenue 2016: $13,477Expenses 2016: $6,844Net Income 2016: $6,6332016Revenue 2017: $14,541Expenses 2017: $9,354Net Income 2017: $5,1872017Revenue 2018: $11,649Expenses 2018: $8,911Net Income 2018: $2,7382018Revenue 2019: $13,360Expenses 2019: $26,317Net Income 2019: -$12,9572019Revenue 2020: $21,439Expenses 2020: $35,481Net Income 2020: -$14,0422020Revenue 2021: $4,870Expenses 2021: $24,229Net Income 2021: -$19,3592021Revenue 2022: $1,834Expenses 2022: $18,907Net Income 2022: -$17,0732022Revenue 2023: $2,990Expenses 2023: $3,539Net Income 2023: -$5492023Revenue 2024: $1,803Expenses 2024: $3,785Net Income 2024: -$1,9822024Revenue 2025: $558Expenses 2025: $24,164Net Income 2025: -$23,6062025

Highlighted filing

2025

Revenue$558
Expenses$24,164
Net Income-$23,606
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$558
Expenses
$24,164
Net income
-$23,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.56$24.2$23.6
2024Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.80$3.79$1.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.00$25.6$2.99$3.54$0.55
2022Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$1.83$18.9$17.1
2021Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$4.87$24.2$19.4
2020Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$21.4$35.5$14.0
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$13.4$26.3$13.0
2018Detailed filing. Detailed filing data is available for this year.$77.8$0.00$77.8$11.6$8.91$2.74
2017Detailed filing. Detailed filing data is available for this year.$75.1$0.00$75.1$14.5$9.35$5.19
2016Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$13.5$6.84$6.63
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$14.4$5.51$8.85
2014Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$10.4$6.46$3.97
2013Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$14.1$0.05$14.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$0.00$36.4$5.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$0.00$27.4$1.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.00$21.7$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 5, 2026
Return Version
2025v4.0
Gross Receipts
$558
Mission and Program Overview

Mission

The purpose of the Foundation is to raise and administer college scholarship funds for qualified individuals residing in Jackson County, Oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,606$0▼ $23,606
Savings and Temporary Cash Investments$21,864$0▼ $21,864
Cash and Non-Interest-Bearing Accounts$1,742$0▼ $1,742
Total Assets$23,606$0▼ $23,606
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,606$0▼ $23,606
Total Liabilities and Net Assets / Fund Balance$23,606$0▼ $23,606
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Greg KoenigPresident
David StrausTrustee
Ron KramerTrustee
Ron NaumannTreasurer
Peter SageVP/Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$558
Other Revenue
$0
Change in Net Assets
$-23,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,857
Other Expenses$2,307
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,857--$21,857
Fees for Services Other$0$1,300$0$1,300
Fees for Services Accounting$0$700$0$700
Office Expenses$0$112$0$112
Other Expenses$0$-188$0$-188
Total Functional Expenses$21,877$2,287$0$24,164
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Rogue River Valley University Club Foundation
EIN
26-3438492
Phone
5419444214
Address
PO BOX 616, MEDFORD, OR 97501

Signing Officer

Name
Ron Naumann
Title
Treasurer
Phone
5419444214
Signed
2026-02-05
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Or
Voting Board Members
40
Independent Board Members
0
Employees
0
Volunteers
9

Preparer

Firm
Bagley Accounting
Address
1175 E Main Street Ste 2A, Medford, OR 97504
Preparer
Benjamin D Bagley CPA
Phone
5417796059
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board Meeting”

Pt VI, Line 19

“Any individual can come to the board meetings and request a copy.”

Raw XML Appendix330 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/FormationYr02009
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021877
IRS990/TotalFunctionalExpensesGrp/TotalAmt024164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceExpensesAmt021877
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0558
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0558
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023606
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TransactionWithControlEntInd0false
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0218 WEST SIXTH ST
IRS990/USAddress/CityNm0MEDFORD
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097501
IRS990/VotingMembersGoverningBodyCnt040
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON NAUMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05419444214
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGUE RIVER VALLEY UNIVERSITY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROGU
ReturnHeader/Filer/EIN0263438492
ReturnHeader/Filer/PhoneNum05419444214
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 616
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475524445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bagley Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 E Main Street Ste 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417796059
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN D BAGLEY CPA
ReturnHeader/ReturnTs02026-02-12T12:00:32-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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