Civic Intelligence

The Foundation of Southern Oregon

EIN 83-1746245 • Rogue River, OR

810 Robbins AveRogue River, OR 97537
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.03x

Higher debt load relative to revenue than 50% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

3rd percentile

-154%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

17th percentile

-7.9%

Faster asset growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,971,957

Down $254,016 (-7.9%) from 2024

Liabilities

Down

$7,577

Down $2,184 (-22%) from 2024

Net Assets

Down

$2,964,380

Down $251,832 (-7.8%) from 2024

Revenue

Down

$232,715

Down $776,344 (-77%) from 2024

Expenses

Down

$591,514

Down $442,007 (-43%) from 2024

Net Income

Down

-$358,799

Down $334,337 (-1367%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $525,338Liabilities 2019: $38,091Net Assets 2019: $487,2472019Assets 2020: $1,891,978Liabilities 2020: $10,937Net Assets 2020: $1,881,0412020Assets 2021: $1,645,857Liabilities 2021: $26,466Net Assets 2021: $1,619,3912021Assets 2022: $2,133,625Liabilities 2022: $18,739Net Assets 2022: $2,114,8862022Assets 2023: $3,249,140Liabilities 2023: $8,466Net Assets 2023: $3,240,6742023Assets 2024: $3,225,973Liabilities 2024: $9,761Net Assets 2024: $3,216,2122024Assets 2025: $2,971,957Liabilities 2025: $7,577Net Assets 2025: $2,964,3802025

Highlighted filing

2025

Assets$2,971,957
Liabilities$7,577
Net Assets$2,964,380

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $515,000Expenses 2019: $27,753Net Income 2019: $487,2472019Revenue 2020: $1,575,000Expenses 2020: $181,206Net Income 2020: $1,393,7942020Revenue 2021: $214,103Expenses 2021: $475,753Net Income 2021: -$261,6502021Revenue 2022: $1,199,629Expenses 2022: $704,134Net Income 2022: $495,4952022Revenue 2023: $2,241,854Expenses 2023: $1,116,066Net Income 2023: $1,125,7882023Revenue 2024: $1,009,059Expenses 2024: $1,033,521Net Income 2024: -$24,4622024Revenue 2025: $232,715Expenses 2025: $591,514Net Income 2025: -$358,7992025

Highlighted filing

2025

Revenue$232,715
Expenses$591,514
Net Income-$358,799

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 20, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymond G ParenteauPresident/ VP/ DirectorPT$0--
Jolene SessoSecretary/ Treasurer/ Director-$0--
Greg MccaulDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Foundation of Southern Oregon
EIN
83-1746245
In Care Of
% THE FOUNDATION
Phone
8082847463
Address
810 Robbins Ave, Rogue River, OR 97537

Signing Officer

Name
Raymond Parenteau
Title
President
Phone
8082847463
Signed
2025-11-20
Discuss with paid preparer
Yes

Preparer

Firm
KBF Advisory LLC
Address
5285 Meadows Road Suite 420, Lake Oswego, OR 97035
Preparer
Chad N Herman
Phone
5039634720
Raw XML Appendix332 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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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.thefoundationso.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EXPENSES PAID FOR DEVELOPMENT/ OPERATION OF RANCH WHERE PROGRAM SERVICES ARE PROVIDED
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0591514
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RAYMOND G PARENTEAU
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0591514
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0591514
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0591514
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0591514
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0591514
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Raymond G Parenteau
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0810 Robbins Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Rogue River
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097537
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05745
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05745
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANIMAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AUTO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SMALL EQUIPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040892
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16634
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt220359
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31952
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt45455
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt58794
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61060
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt710446
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040892
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16634
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31952
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt58794
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt710446
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt030716
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11886
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Horse Lesson Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030716
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11886
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0106967
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASES IN NET ASSETS
TaxesSchedule/TaxesDetail/Amt022717
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt022717
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond Parenteau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08082847463
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Foundation of Southern Oregon
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0831746245
ReturnHeader/Filer/InCareOfNm0% THE FOUNDATION
ReturnHeader/Filer/PhoneNum08082847463
ReturnHeader/Filer/USAddress/AddressLine1Txt0810 Robbins Ave
ReturnHeader/Filer/USAddress/CityNm0Rogue River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097537
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KBF Advisory LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05285 Meadows Road Suite 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Oswego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05039634720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad N Herman
ReturnHeader/ReturnTs02026-01-27T14:42:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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