Civic Intelligence

Rogue Valley Manor Memorial Foundation

990 • Fiscal year 2020 • EIN 93-0712867

Oct 01, 2019 to Sep 30, 2020 • Filed on May 29, 2021

Organization ProfileWWW.RETIREMENT.ORG
1200 Mira Mar AvenueMedford, OR 97504

(888) 724-6424

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.05x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

109%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$15,727,944

Up $2,080,007 (+15%) from 2019

Net Assets

Up

$15,603,446

Up $2,069,084 (+15%) from 2019

Liabilities

Up

$124,498

Up $10,923 (+9.6%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin88th percentile

Revenue

Up

$2,542,381

Up $1,323,847 (+109%) from 2019

Expenses

Down

$1,494,159

Down $840,592 (-36%) from 2019

Net Income

Up

$1,048,222

Up $2,164,439 (+194%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$30M$20M$10M$0Assets 2010: $11,169,984Liabilities 2010: $58,283Net Assets 2010: $11,111,7012010Assets 2011: $10,789,601Liabilities 2011: $185,114Net Assets 2011: $10,604,4872011Assets 2012: $11,104,805Liabilities 2012: $267,454Net Assets 2012: $10,837,3512012Assets 2013: $11,609,601Liabilities 2013: $289,067Net Assets 2013: $11,320,5342013Assets 2014: $12,763,404Liabilities 2014: $247,854Net Assets 2014: $12,515,5502014Assets 2015: $12,240,672Liabilities 2015: $193,940Net Assets 2015: $12,046,7322015Assets 2016: $12,516,186Liabilities 2016: $135,486Net Assets 2016: $12,380,7002016Assets 2017: $14,454,195Liabilities 2017: $55,142Net Assets 2017: $14,399,0532017Assets 2018: $14,663,579Liabilities 2018: $125,516Net Assets 2018: $14,538,0632018Assets 2019: $13,647,937Liabilities 2019: $113,575Net Assets 2019: $13,534,3622019Assets 2020: $15,727,944Liabilities 2020: $124,498Net Assets 2020: $15,603,4462020Assets 2021: $20,304,805Liabilities 2021: $77,741Net Assets 2021: $20,227,0642021Assets 2022: $16,370,318Liabilities 2022: $121,717Net Assets 2022: $16,248,6012022Assets 2023: $17,958,291Liabilities 2023: $121,968Net Assets 2023: $17,836,3232023Assets 2024: $22,197,055Liabilities 2024: $133,786Net Assets 2024: $22,063,2692024

Highlighted filing

2020

Assets$15,727,944
Liabilities$124,498
Net Assets$15,603,446
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,443,2802010Expenses 2011: $1,118,8422011Expenses 2012: $1,626,7782012Revenue 2013: $1,211,318Expenses 2013: $1,270,804Net Income 2013: -$59,4862013Revenue 2014: $3,139,914Expenses 2014: $1,334,479Net Income 2014: $1,805,4352014Revenue 2015: $1,128,073Expenses 2015: $1,041,096Net Income 2015: $86,9772015Revenue 2016: $1,494,542Expenses 2016: $1,941,470Net Income 2016: -$446,9282016Revenue 2017: $1,806,109Expenses 2017: $1,264,391Net Income 2017: $541,7182017Revenue 2018: $3,285,223Expenses 2018: $1,574,760Net Income 2018: $1,710,4632018Revenue 2019: $1,218,534Expenses 2019: $2,334,751Net Income 2019: -$1,116,2172019Revenue 2020: $2,542,381Expenses 2020: $1,494,159Net Income 2020: $1,048,2222020Revenue 2021: $3,162,718Expenses 2021: $1,424,031Net Income 2021: $1,738,6872021Revenue 2022: $1,662,291Expenses 2022: $1,559,905Net Income 2022: $102,3862022Revenue 2023: $1,544,784Expenses 2023: $1,497,238Net Income 2023: $47,5462023Revenue 2024: $1,867,002Expenses 2024: $1,532,212Net Income 2024: $334,7902024

Highlighted filing

2020

Revenue$2,542,381
Expenses$1,494,159
Net Income$1,048,222
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
May 29, 2021
Return Version
2019v5.2
Gross Receipts
$5,638,346
Mission and Program Overview

Mission

The mission of rogue valley manor foundation is to support rogue valley manor in serving its residents and enriching their lives.

Support rogue valley manor in serving its residents and enriching their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,068,459$14,882,338▲ $1,813,879
Cash and Non-Interest-Bearing Accounts$334,404$595,115▲ $260,711
Pledges and Grants Receivable$147,523$154,044▲ $6,521
Land, Buildings, and Equipment, Net$11,516$9,895▼ $1,621
Accounts Receivable$1,035$1,552▲ $517
Total Assets$13,647,937$15,727,944▲ $2,080,007
Other Assets Total$85,000$85,000→ $0
Liabilities
Other Liabilities$70,654$78,873▲ $8,219
Accounts Payable and Accrued Expenses$42,921$45,625▲ $2,704
Total Liabilities$113,575$124,498▲ $10,923
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,816,772$12,260,034▲ $2,443,262
Net Assets With Donor Restrictions$3,717,590$3,343,412▼ $374,178
Total Net Assets Fund Balance$13,534,362$15,603,446▲ $2,069,084
Total Liabilities and Net Assets / Fund Balance$13,647,937$15,727,944▲ $2,080,007

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,895$12,801$22,696

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,352,694$42,465--$1,395,159
2018$1,352,694---$1,352,694
2017$1,352,267$427--$1,352,694
2016$1,352,267---$1,352,267
2015$1,366,546-▲ $362$14,641$1,352,267
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Roberta BhasinChair
Michelle CorradettiVice Chair
Al DensmoreDirector
Carolyn Mcentire KingsworthDirector
Don HildebrandDirector
Jacquelyn BunickDirector
Jim TeeceDirector
Karen FinleyDirector
Tim BrophyDirector
Tom WalkerDirector
John BjorkholmDirector & Secretary
Myra SilvermanDirector (left During Fiscal Year)
Ron McuneSecretary (left During Fiscal Year)
Beth KnorrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,338,941
Program Service Revenue
$0
Investment Income
$203,440
Other Revenue
$0
All Other Contributions
$2,338,941
Change in Net Assets
$1,048,222

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles2$26,800Fair Market Value (FMV)
Total Noncash Contributions2$26,800-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,088,999
Salaries, Compensation, and Employee Benefits$207,788
Other Expenses$197,372
Total Fundraising Expense$1,121
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$894,278--$894,278
Grants to Domestic Individuals$194,721--$194,721
Other Salaries and Wages-$149,460-$149,460
Other Employee Benefits-$28,617-$28,617
Fees for Service Investment Mgmnt Fees-$22,564-$22,564
Pension Plan Contributions-$18,705-$18,705
Other Expenses$137,632$15,622$1,121$15,622
Payroll Taxes-$11,006-$11,006
Office Expenses-$6,420-$6,420
Insurance$4,854--$4,854
Advertising-$4,532-$4,532
Fees for Services Other-$2,230-$2,230
Depreciation Depletion$1,621--$1,621
Fees for Services Legal-$776-$776
Total Functional Expenses$1,233,106$259,932$1,121$1,494,159
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rogue Valley Manor IncMedford, OR501(c)(3)Resident Program Support$894,278
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$78,820
Other Current Liabilities$53
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Rogue valley manor foundation, inc. Delegates management to rogue valley manor.”

Form 990, Part VI, Section A, Line 6

“The organization has one member, rogue valley manor.”

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

“Rogue valley manor, inc. Has the right to elect foundation directors from nominees selected by the foundation board of directors.”

Form 990, Part VI, Section A, Line 7B

“The following actions are reserved to rogue valley manor, the sole member: (a) merger, consolidation, reorganization, or dissolution of the foundation; (b) sale, lease, mortgage, pledge or other disposition of all or substantially all of the assets of the foundation; (c) the creation of any taxable or tax-exempt subsidiary organization to the foundation; (d) any acquisitions of controlling interests in organizations or businesses by the foundation; (e) approval of budgets and long range plans before authorized expenditures may be made therefrom; (f) approval of an individual non-budgeted capital expenditure up to $250,000 and a cumulative total of non-budgeted capital expenditures in a fiscal year not to exceed $500,000; (g) any amendment to the mission statement in article i, section 4 of the bylaws; and (h) elect persons to be directors under article ii of the bylaws.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was reviewed by the director of finance, cfo and the board of directors.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy and questionnaire are sent to all board members and key employees annually. There are two policies related to conflicts of interest: 1) board of directors; 2)key employees, which identify the purpose, definitions, and procedures. If a conflict is self-identified by a board member or key employee in the questionnaire and/or meeting, procedures are followed and documented according to the policy.”

Form 990, Part VI, Section C, Line 19

“All requests go through corporate counsel.”

Filing and Contact Details

Filer

Filer Name
Rogue Valley Manor Foundation Inc
EIN
93-0712867
Phone
8887246424
Address
1200 MIRA MAR AVENUE, MEDFORD, OR 97504

Signing Officer

Name
Roberta Bhasin
Title
Chair
Phone
8887246424
Signed
2021-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Bhasin
Formed
1977
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
250

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Kurt Bennion CPA
Phone
4252506100
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“Several paintings are on display throughout the campus to enrich our residents' lives.”

PART V, LINE 4:

“The foundation's endowment consists of various individual funds established for various purpose.”

PART X, LINE 2:

“The foundation recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The foundation recognizes interest and penalties related to income tax matters in operating expenses. At september 30, 2020 and 2019, there were no such uncertain tax positions.”

Raw XML AppendixShowing 400 of 1,102 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt042921
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt045625
IRS990/AccountsReceivableGrp/BOYAmt01035
IRS990/AccountsReceivableGrp/EOYAmt01552
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT ROGUE VALLEY MANOR IN SERVING ITS RESIDENTS AND ENRICHING THEIR LIVES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04532
IRS990/AdvertisingGrp/TotalAmt04532
IRS990/AllOtherContributionsAmt02338941
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSH BLACKSON
IRS990/BooksInCareOfDetail/PhoneNum05418577205
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 WEST MAIN SUITE 303
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEDFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097501
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0334404
IRS990/CashNonInterestBearingGrp/EOYAmt0595115
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02338941
IRS990/CYGrantsAndSimilarPaidAmt01088999
IRS990/CYInvestmentIncomeAmt0203440
IRS990/CYOtherExpensesAmt0197372
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01048222
IRS990/CYSalariesCompEmpBnftPaidAmt0207788
IRS990/CYTotalExpensesAmt01494159
IRS990/CYTotalFundraisingExpenseAmt01121
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02542381
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01621
IRS990/DepreciationDepletionGrp/TotalAmt01621
IRS990/Desc0GRANTS AND ALLOCATIONS / OUTLAYS ACCORDING TO DONORS' SPECIFIED PURPOSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03717590
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03343412
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01233106
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0776
IRS990/FeesForServicesLegalGrp/TotalAmt0776
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02230
IRS990/FeesForServicesOtherGrp/TotalAmt02230
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022564
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022564
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERTA BHASIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE CORRADETTI
IRS990/Form990PartVIISectionAGrp/PersonNm2RON MCUNE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BJORKHOLM
IRS990/Form990PartVIISectionAGrp/PersonNm4BETH KNORR
IRS990/Form990PartVIISectionAGrp/PersonNm5TIM BROPHY
IRS990/Form990PartVIISectionAGrp/PersonNm6JACQUELYN BUNICK
IRS990/Form990PartVIISectionAGrp/PersonNm7AL DENSMORE
IRS990/Form990PartVIISectionAGrp/PersonNm8KAREN FINLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9DON HILDEBRAND
IRS990/Form990PartVIISectionAGrp/PersonNm10CAROLYN MCENTIRE KINGSWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm11MYRA SILVERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM TEECE
IRS990/Form990PartVIISectionAGrp/PersonNm13TOM WALKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY (LEFT DURING FISCAL YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (LEFT DURING FISCAL YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-107602
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt01088999
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0194721
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0194721
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0894278
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0894278
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02988363
IRS990/GrossReceiptsAmt05638346
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt04854
IRS990/InsuranceGrp/TotalAmt04854
IRS990/InvestmentIncomeGrp/ExclusionAmt0311042
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0311042
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013068459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014882338
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012801
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011516
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09895
IRS990/LandBldgEquipCostOrOtherBssAmt022696
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03095965
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF ROGUE VALLEY MANOR FOUNDATION IS TO SUPPORT ROGUE VALLEY MANOR IN SERVING ITS RESIDENTS AND ENRICHING THEIR LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013534362
IRS990/NetAssetsOrFundBalancesEOYAmt015603446
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-107602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-107602
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01020862
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09816772
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012260034
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt026800
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06420
IRS990/OfficeExpensesGrp/TotalAmt06420
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt085000
IRS990/OtherAssetsTotalGrp/EOYAmt085000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028617
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028617
IRS990/OtherExpensesGrp/Desc0PROGRAM FUND EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER FACILITY SERVICE
IRS990/OtherExpensesGrp/FundraisingAmt01121
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015622
IRS990/OtherExpensesGrp/ProgramServicesAmt0137632
IRS990/OtherExpensesGrp/TotalAmt0138753
IRS990/OtherExpensesGrp/TotalAmt115622
IRS990/OtherLiabilitiesGrp/BOYAmt070654
IRS990/OtherLiabilitiesGrp/EOYAmt078873
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0149460
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149460
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011006
IRS990/PayrollTaxesGrp/TotalAmt011006
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018705
IRS990/PensionPlanContributionsGrp/TotalAmt018705
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0147523
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0154044
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERTA BHASIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01002796
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01728120
IRS990/PYInvestmentIncomeAmt0215738
IRS990/PYOtherExpensesAmt0379498
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1116217
IRS990/PYSalariesCompEmpBnftPaidAmt0227133
IRS990/PYTotalExpensesAmt02334751
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01218534
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01048222
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02338941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01002796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0583586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01686265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01319100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06930688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0311042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0307513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0233054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0273348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0265722
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01390679
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0360498
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60950
IRS990ScheduleA/PublicSupportPY170Pct00.65070
IRS990ScheduleA/PublicSupportTotal170Amt05072072
IRS990ScheduleA/SubstantialContributorsTotAmt01858616
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02338941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01002796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0583586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01686265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01319100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06930688
IRS990ScheduleA/TotalSupportAmt08321367
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01352694
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt042465
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01395159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01352694
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01352694
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01352267
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0427
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01352694
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01352267
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01352267
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01366546
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01352267
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt014641
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt09895
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012801
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022696
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt085000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt078820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER CURRENT LIABILITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SEVERAL PAINTINGS ARE ON DISPLAY THROUGHOUT THE CAMPUS TO ENRICH OUR RESIDENTS' LIVES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR VARIOUS PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2020 AND 2019, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09895
IRS990ScheduleD/TotalLiabilityAmt078873
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0194721
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt061
IRS990ScheduleI/RecipientTable/CashGrantAmt0894278
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESIDENT PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROGUE VALLEY MANOR INC
IRS990ScheduleI/RecipientTable/RecipientEIN0930453216
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 MIRA MAR AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEDFORD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,727,944
Liabilities
$124,498
Net assets
$15,603,446
Revenue
$2,542,381
Expenses
$1,494,159
Net income
$1,048,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.13$22.1$1.87$1.53$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.12$17.8$1.54$1.50$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$0.12$16.2$1.66$1.56$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.08$20.2$3.16$1.42$1.74
2020Detailed filing. Detailed filing data is available for this year.$15.7$0.12$15.6$2.54$1.49$1.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.11$13.5$1.22$2.33$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.13$14.5$3.29$1.57$1.71
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.06$14.4$1.81$1.26$0.54
2016Detailed filing. Detailed filing data is available for this year.$12.5$0.14$12.4$1.49$1.94$0.45
2015Detailed filing. Detailed filing data is available for this year.$12.2$0.19$12.0$1.13$1.04$0.09
2014Detailed filing. Detailed filing data is available for this year.$12.8$0.25$12.5$3.14$1.33$1.81
2013Summary only. Only limited summary data is available for this year.$11.6$0.29$11.3$1.21$1.27$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.27$10.8$1.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.19$10.6$1.12
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.06$11.1$1.44