Civic Intelligence

Rogue Valley Veterans and Community

EIN 93-0779926 • 501(c)3 • Medford, OR

Profile

Providing emergency relief & veterans housing/assistance

601 N Grape StMedford, OR 97501

www.rvvco.com

Siviq Scores

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

Liabilities / Assets

88th percentile

0.62x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.61x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

29th percentile

-5.8%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$3,500

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$635,708

Up $17,101 (+2.8%) from 2017

Liabilities

Up

$394,302

Up $54,877 (+16%) from 2017

Net Assets

Down

$241,406

Down $37,776 (-14%) from 2017

Revenue

Down

$645,843

Down $761,833 (-54%) from 2017

Expenses

Down

$683,619

Down $814,557 (-54%) from 2017

Net Income

Up

-$37,776

Up $52,724 (+58%) from 2017

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $747,256Liabilities 2011: $289,062Net Assets 2011: $458,1942011Assets 2012: $781,804Liabilities 2012: $258,779Net Assets 2012: $523,0252012Assets 2013: $738,247Liabilities 2013: $243,338Net Assets 2013: $494,9092013Assets 2014: $676,011Liabilities 2014: $239,169Net Assets 2014: $436,8422014Assets 2015: $684,677Liabilities 2015: $335,264Net Assets 2015: $349,4132015Assets 2016: $676,399Liabilities 2016: $297,904Net Assets 2016: $378,4952016Assets 2017: $618,607Liabilities 2017: $339,425Net Assets 2017: $279,1822017Assets 2018: $635,708Liabilities 2018: $394,302Net Assets 2018: $241,4062018

Highlighted filing

2018

Assets$635,708
Liabilities$394,302
Net Assets$241,406

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,164,766Expenses 2011: $1,122,680Net Income 2011: $42,0862011Revenue 2012: $971,303Expenses 2012: $906,472Net Income 2012: $64,8312012Revenue 2013: $989,823Expenses 2013: $1,017,939Net Income 2013: -$28,1162013Revenue 2014: $993,352Expenses 2014: $1,051,419Net Income 2014: -$58,0672014Revenue 2015: $1,033,322Expenses 2015: $995,774Net Income 2015: $37,5482015Revenue 2016: $1,535,321Expenses 2016: $1,506,239Net Income 2016: $29,0822016Revenue 2017: $1,407,676Expenses 2017: $1,498,176Net Income 2017: -$90,5002017Revenue 2018: $645,843Expenses 2018: $683,619Net Income 2018: -$37,7762018

Highlighted filing

2018

Revenue$645,843
Expenses$683,619
Net Income-$37,776

Filings

Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 16, 2017
Return Version
2015v3.0
Gross Receipts
$1,535,321
Mission and Program Overview

Mission

Providing emergency relief & veterans housing/assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$594,675$570,113▼ $24,562
Pledges and Grants Receivable$48,435$73,716▲ $25,281
Cash and Non-Interest-Bearing Accounts$40,162$31,070▼ $9,092
Accounts Receivable-$1,500-
Prepaid Expenses and Deferred Charges$1,405$0▼ $1,405
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$684,677$676,399▼ $8,278
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$319,261$280,891▼ $38,370
Other Liabilities$8,939$12,226▲ $3,287
Accounts Payable and Accrued Expenses$7,064$4,787▼ $2,277
Total Liabilities$335,264$297,904▼ $37,360
Net Assets / Fund Balance
Unrestricted Net Assets$349,413$378,495▲ $29,082
Total Net Assets Fund Balance$349,413$378,495▲ $29,082
Total Liabilities and Net Assets / Fund Balance$684,677$676,399▼ $8,278

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$330,051$279,388$609,439
Land$238,212-$238,212
Equipment$1,850$45,447$47,297
Other Land Buildings-$2,500$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Samantha BrixExecutive DirectorFT$64,714$64,714

Board Members and Trustees

NameTitle
John FowlerPresident
Dr Peter ClarkVice President
Dalton MaurinDirector
David DabelDirector
Stephanie KrunglevichDirector
Wayne HolbrookDirector
Duane DesautelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,467,205
Program Service Revenue
$55,475
Investment Income
$0
Other Revenue
$12,641
All Other Contributions
$194,046
Change in Net Assets
$29,082

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported Amount
Food Inventory$118,013
Other Non Cash Contri Table$22,553
Clothing and Household Goods$14,535
Total Noncash Contributions$155,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$881,436
Salaries, Compensation, and Employee Benefits$624,803
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$495,496--$495,496
Occupancy$110,252--$110,252
Current Officers, Directors, Trustees, and Key Employees$20,734$43,980-$64,714
Payroll Taxes$64,593--$64,593
Depreciation Depletion$24,562--$24,562
Insurance$24,282--$24,282
Information Technology$20,320--$20,320
Fees for Services Accounting$10,968--$10,968
Travel$10,883--$10,883
All Other Expenses$10,485--$10,485
Interest$8,259--$8,259
Conferences and Meetings$6,023--$6,023
Other Expenses$5,667--$5,667
Fees for Services Legal$2,500--$2,500
Advertising$2,027--$2,027
Total Functional Expenses$1,462,259$43,980$0$1,506,239
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Taxes$12,225
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

990 reveiwed by executive director and board of directors before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Financial statements, 990, and governing documents are available to public upon request of management.

Filing and Contact Details

Filer

Filer Name
Rogue Valley Veterans and Community
EIN
93-0779926
Phone
5417798564
Address
601 N GRAPE ST, MEDFORD, OR 97501

Signing Officer

Name
Samantha Brix
Title
Executive Director
Signed
2017-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samantha Brix
Formed
1981
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
23

Preparer

Firm
Cramer & Associates
Address
3232 Hillcrest Park Drive, Medford, OR 97504
Preparer
Gerri D Davis
Phone
5417796600
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The organization's tax returns are subject to examination by the tax authorities, generally for three years after they were filed.

Raw XML AppendixShowing 400 of 446 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
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IRS990/PrincipalOfficerNm0SAMANTHA BRIX
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IRS990/ProgramServiceRevenueGrp/Desc0VA PROGRAM FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055475
IRS990/ProgSrvcAccomActy2Grp/Desc0VETERANS ADMINISTRATION ASSISTANCE PROJECT.
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IRS990/PYContributionsGrantsAmt0965532
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IRS990/PYTotalRevenueAmt01033322
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0945373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0938495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0917071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05233677
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02776
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07507
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IRS990ScheduleD/EquipmentGrp/BookValueAmt01850
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047297
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02500
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0570113
IRS990ScheduleD/TotalLiabilityAmt012226
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 REVEIWED BY EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENTS, 990, AND GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01462259
IRS990/TotalFunctionalExpensesGrp/TotalAmt01506239
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt01462259
IRS990/TotalProgramServiceRevenueAmt055475
IRS990/TotalReportableCompFromOrgAmt064714
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068116

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