Civic Intelligence

Rogue Credit Union

990 • Fiscal year 2015 • EIN 93-0491115

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 18, 2016

Organization Profilewww.roguecu.org

View Organization Page

1370 Center DriveMedford, OR 97501

(800) 856-7328

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.90x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • 501(c)14 • $1B+ nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

15.90x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • 501(c)14 • $1B+ nonprofits • Source year 2015

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)14 • $1B+ nonprofits • Source year 2015

Top Officer Pay

57th percentile

$908,450

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2015 filings • 501(c)14 • $1B+ nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets64th percentile

Assets

$1,066,233,978

No earlier filing loaded for comparison.

Net Assets

$104,844,994

No earlier filing loaded for comparison.

Liabilities

$961,388,984

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin84th percentile

Revenue

$60,449,378

No earlier filing loaded for comparison.

Expenses

$44,647,132

No earlier filing loaded for comparison.

Net Income

$15,802,246

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0B$3.0B$2.0B$1.0B$0Assets 2015: $1,066,233,978Liabilities 2015: $961,388,984Net Assets 2015: $104,844,9942015Assets 2020: $2,489,533,338Liabilities 2020: $2,247,594,270Net Assets 2020: $241,939,0682020Assets 2021: $2,944,952,062Liabilities 2021: $2,678,408,740Net Assets 2021: $266,543,3222021Assets 2022: $2,958,047,425Liabilities 2022: $2,770,759,270Net Assets 2022: $187,288,1552022Assets 2023: $3,362,829,205Liabilities 2023: $3,123,419,626Net Assets 2023: $239,409,5792023Assets 2024: $3,616,311,100Liabilities 2024: $3,340,753,833Net Assets 2024: $275,557,2672024

Highlighted filing

2015

Assets$1,066,233,978
Liabilities$961,388,984
Net Assets$104,844,994
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0Revenue 2015: $60,449,378Expenses 2015: $44,647,132Net Income 2015: $15,802,2462015Revenue 2020: $118,130,175Expenses 2020: $85,780,481Net Income 2020: $32,349,6942020Revenue 2021: $136,267,424Expenses 2021: $98,597,299Net Income 2021: $37,670,1252021Revenue 2022: $141,160,770Expenses 2022: $105,945,835Net Income 2022: $35,214,9352022Revenue 2023: $190,096,600Expenses 2023: $162,205,014Net Income 2023: $27,891,5862023Revenue 2024: $225,240,586Expenses 2024: $200,882,793Net Income 2024: $24,357,7932024

Highlighted filing

2015

Revenue$60,449,378
Expenses$44,647,132
Net Income$15,802,246
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 18, 2016
Return Version
2015v2.1
Gross Receipts
$109,148,545
Mission and Program Overview

Mission

To create the most loyal members in the nation by providing exceptional experiences that build mutually beneficial relationships.

A member-owned, not-for-profit financial cooperative for the purpose of encouraging thrift among its members, creating a source of credit at a fair and reasonable rate of interest, and providing an opportunity for its members to use and control their own money in order to improve their economic and social condition and to conduct such activities as permitted under the Oregon Credit Union Act.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$738,560,847$823,580,703▲ $85,019,856
Investments in Publicly Traded Securities$89,959,994$110,355,997▲ $20,396,003
Rtn Earn Endowment Incm Other Fnds$89,484,020$104,844,994▲ $15,360,974
Land, Buildings, and Equipment, Net$38,675,666$50,366,676▲ $11,691,010
Savings and Temporary Cash Investments$25,557,516$35,279,434▲ $9,721,918
Cash and Non-Interest-Bearing Accounts$8,063,928$12,170,444▲ $4,106,516
Investments Other Securities$13,405,863$2,196,439▼ $11,209,424
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$943,235,635$1,066,233,978▲ $122,998,343
Other Assets Total$29,011,821$32,284,285▲ $3,272,464
Liabilities
Other Liabilities$830,724,505$944,898,639▲ $114,174,134
Accounts Payable and Accrued Expenses$14,754,701$16,170,012▲ $1,415,311
Unsecured Notes Loans Payable$8,000,000--
Escrow Account Liability$272,409$320,333▲ $47,924
Total Liabilities$853,751,615$961,388,984▲ $107,637,369
Net Assets / Fund Balance
Total Net Assets Fund Balance$89,484,020$104,844,994▲ $15,360,974
Total Liabilities and Net Assets / Fund Balance$943,235,635$1,066,233,978▲ $122,998,343

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$27,854,694$3,803,662$31,658,356
Land$17,408,300-$17,408,300
Equipment$4,966,311$7,441,061$12,407,372
Leasehold Improvements$137,371$477,981$615,352
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eugene L PelhamPresident & CEOFT$359,806$548,644$908,450
Matt StephensonExecutive Vice PresidentFT$226,933$441,312$668,245
Karen ZergerChief Administrative OfficerFT$138,769$125,294$264,063
Rich MuckeyChief Lending OfficerFT$156,362$105,812$262,174
Blake ThurmanChief Financial OfficerFT$157,448$99,280$256,728
Charles BaggettChief Loyalty OfficerFT$74,488$164,125$238,613
Gary DuvallFinancial AdvisorFT$204,101$33,818$237,919
Jeanne PickensChief Operations OfficerFT$133,337$95,311$228,648
Alan W JacksonVP Information ServicesFT$95,234$106,540$201,774
Rich A ScholesChief Operations OfficerFT$138,174$54,160$192,334
Dave McLaughlinVP Business ServicesFT$124,633$19,505$144,138

Board Members and Trustees

NameTitle
Jerry HauckChair
Lynn CalhounVice Chair
Cheryl McMahanBoard Member
Liz ShelbyBoard Member
Tim GeorgeBoard Member, Former Secretary
Mark CollinsSecretary
Philip SmithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Adroit ConstructionConstructionPO Box 609, Ashland, OR 97520$6,151,957
RE NoahConstruction241 NE Ivan St, Roseburg, OR 97470$1,260,285
Cooks SecuritySecurity/equipment Maintenance5841 SE INTERNATIONAL WAY, Milwaukie, OR 97222$740,949
Prime Valuation ServicesThird Party AppraisalsPO BOX 202863, Dallas, TX 75320$357,481
Equifax Information Services LLCCredit ReportingPO BOX 105835, Atlanta, GA 30348$241,093
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,560,929
Investment Income
$2,888,449
Other Revenue
$0
Change in Net Assets
$15,802,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,633,086
Salaries, Compensation, and Employee Benefits$21,866,968
Grants and Similar Amounts Paid$147,078
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$15,360,425
Interest---$5,059,899
Fees for Services Other---$2,778,854
Current Officers, Directors, Trustees, and Key Employees---$2,516,579
All Other Expenses---$2,115,565
Depreciation Depletion---$1,767,978
Other Employee Benefits---$1,705,072
Occupancy---$1,606,736
Office Expenses---$1,485,322
Payroll Taxes---$1,471,219
Information Technology---$1,185,049
Pension Plan Contributions---$813,673
Advertising---$595,914
Travel---$303,155
Other Expenses---$183,556
Insurance---$147,307
Grants to Domestic Orgs---$147,078
Fees for Services Legal---$72,454
Fees for Services Accounting---$63,443
Total Functional Expenses$0$0$0$44,647,132
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rogue Credit Union Foundation iNCMedford, OR501(c)(3)local programs and scholarship funds$52,085
Grants Pass Rotary Club FoundationGrants Pass, OR501(c)(3)Local Programs$7,500
Pear Blossom Festival AssociationMedford, OR501(c)(3)Local Programs$5,500
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
member shares$944,898,639
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The credit union is a financial cooperative that is member owned.”

Form 990, Part VI, Section A, line 7A

“Members that have reached sixteen years of age each have one vote on matters brough to vote at member meetings, including election of board of directors.”

Form 990, Part VI, Section B, line 11

“Form 990 is reviewed by the CEO, EVP, CFO and controller, as well as by the Board of Directors, before being filed.”

Form 990, Part VI, Section B, line 15

“In 2015, a formal outside service was utilized, as well as two other purchased salary surveys and review of published Forms 990, for all VP and higher positions, including CEO The Board of Directors approved the CEO's compensation, and the CEO approved the compensation for all VP and higher positions.”

Form 990, Part VI, Section C, line 19

“Monthly financial statements are posted in branches for members to view. Governing documents and conflict of interest policy are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Rogue Credit Union
EIN
93-0491115
Phone
8008567328
Address
1370 Center Drive, Medford, OR 97501

Signing Officer

Name
Gene Pelham
Title
President & CEO
Phone
8008567328
Signed
2016-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gene Pelham
Formed
1956
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
407
Volunteers
10

Preparer

Firm
Moss Adams LLP
Address
805 SW Broadway Ste 1200, Portland, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“passthrough income -64,606.”

Raw XML AppendixShowing 400 of 722 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/Form990PartVIISectionAGrp/PersonNm3Philip Smith
IRS990/Form990PartVIISectionAGrp/PersonNm4Cheryl McMahan
IRS990/Form990PartVIISectionAGrp/PersonNm5Tim George
IRS990/Form990PartVIISectionAGrp/PersonNm6Liz Shelby
IRS990/Form990PartVIISectionAGrp/PersonNm7Eugene L Pelham
IRS990/Form990PartVIISectionAGrp/PersonNm8Matt Stephenson
IRS990/Form990PartVIISectionAGrp/PersonNm9Blake Thurman
IRS990/Form990PartVIISectionAGrp/PersonNm10Rich Muckey
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member, Former Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chief Lending Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chief Operations Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chief Operations Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Administrative Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Financial Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP Information Services
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP Business Services
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chief Loyalty Officer
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IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0-75191
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047344547
IRS990/GrossReceiptsAmt0109148545
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IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InterestGrp/TotalAmt05059899
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0110355997
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt062089380
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047419738
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To create the most loyal members in the nation by providing exceptional experiences that build mutually beneficial relationships.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt089484020
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IRS990/NetUnrelatedBusTxblIncmAmt045575
IRS990/NetUnrlzdGainsLossesInvstAmt0-376666
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01606736
IRS990/OfficeExpensesGrp/TotalAmt01485322
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029011821
IRS990/OtherAssetsTotalGrp/EOYAmt032284285
IRS990/OtherChangesInNetAssetsAmt0-64606
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01705072
IRS990/OtherExpensesGrp/Desc0provision for loan loss
IRS990/OtherExpensesGrp/Desc1loan servicing
IRS990/OtherExpensesGrp/Desc2OREO impairment
IRS990/OtherExpensesGrp/Desc3ATM Maintenance
IRS990/OtherExpensesGrp/TotalAmt04147160
IRS990/OtherExpensesGrp/TotalAmt1909687
IRS990/OtherExpensesGrp/TotalAmt2211007
IRS990/OtherExpensesGrp/TotalAmt3183556
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IRS990/OtherSalariesAndWagesGrp/TotalAmt015360425
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0738560847
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0823580703
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IRS990/PayrollTaxesGrp/TotalAmt01471219
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IRS990/PensionPlanContributionsGrp/TotalAmt0813673
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Gene Pelham
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
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IRS990/ProgramServiceRevenueGrp/Desc0interest on loans
IRS990/ProgramServiceRevenueGrp/Desc1other operating income
IRS990/ProgramServiceRevenueGrp/Desc2service charges & fees
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18427126
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22799033
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18453692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22899323
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1100290
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt03803662
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt031658356
IRS990ScheduleD/EquipmentGrp/BookValueAmt04966311
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07441061
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012407372
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt017408300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017408300
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0137371
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0477981
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0615352
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0944898639
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0member shares
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050366676
IRS990ScheduleD/TotalLiabilityAmt0944898639
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt052085
IRS990ScheduleI/RecipientTable/CashGrantAmt15500
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0local programs and scholarship funds
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LOCAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LOCAL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rogue Credit Union Foundation iNC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PEAR BLOSSOM FESTIVAL ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GRANTS PASS ROTARY CLUB FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0464522157
IRS990ScheduleI/RecipientTable/RecipientEIN1936031411
IRS990ScheduleI/RecipientTable/RecipientEIN2943255535
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 4550

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,066,233,978
Liabilities
$961,388,984
Net assets
$104,844,994
Revenue
$60,449,378
Expenses
$44,647,132
Net income
$15,802,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,616$3,341$276$225$201$24.4
2023Detailed filing. Detailed filing data is available for this year.$3,363$3,123$239$190$162$27.9
2022Detailed filing. Detailed filing data is available for this year.$2,958$2,771$187$141$106$35.2
2021Detailed filing. Detailed filing data is available for this year.$2,945$2,678$267$136$98.6$37.7
2020Detailed filing. Detailed filing data is available for this year.$2,490$2,248$242$118$85.8$32.3
2015Detailed filing. Detailed filing data is available for this year.$1,066$961$105$60.4$44.6$15.8