Civic Intelligence

Rogue Valley Foundation

990EZ • Fiscal year 2017 • EIN 93-0903879

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

101 E 8th StreetMedford, OR 97501

(541) 779-4847

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$91,205

Up $18,672 (+26%) from 2016

Net Assets

Up

$91,205

Up $18,672 (+26%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$67,880

Down $20,242 (-23%) from 2016

Expenses

Down

$49,208

Down $37,678 (-43%) from 2016

Net Income

Up

$18,672

Up $17,436 (+1411%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $110,743Net Assets 2010: $110,7432010Assets 2011: $72,010Net Assets 2011: $72,0102011Assets 2012: $64,674Net Assets 2012: $64,6742012Assets 2013: $54,021Net Assets 2013: $54,0212013Assets 2014: $58,651Net Assets 2014: $58,6512014Assets 2015: $71,297Net Assets 2015: $71,2972015Assets 2016: $72,533Net Assets 2016: $72,5332016Assets 2017: $91,205Net Assets 2017: $91,2052017Assets 2018: $102,463Net Assets 2018: $102,4632018Assets 2019: $144,615Net Assets 2019: $144,6152019Assets 2020: $188,810Liabilities 2020: $02020Assets 2021: $156,554Net Assets 2021: $156,5542021Assets 2022: $158,502Net Assets 2022: $158,5022022Assets 2023: $154,177Liabilities 2023: $02023Assets 2024: $151,701Net Assets 2024: $151,7012024

Highlighted filing

2017

Assets$91,205
Liabilities-
Net Assets$91,205

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $125,333Expenses 2010: $108,278Net Income 2010: $17,0552010Revenue 2011: $63,143Expenses 2011: $101,876Net Income 2011: -$38,7332011Revenue 2012: $53,667Expenses 2012: $61,003Net Income 2012: -$7,3362012Revenue 2013: $64,438Expenses 2013: $75,091Net Income 2013: -$10,6532013Revenue 2014: $33,689Expenses 2014: $29,059Net Income 2014: $4,6302014Revenue 2015: $68,883Expenses 2015: $56,237Net Income 2015: $12,6462015Revenue 2016: $88,122Expenses 2016: $86,886Net Income 2016: $1,2362016Revenue 2017: $67,880Expenses 2017: $49,208Net Income 2017: $18,6722017Revenue 2018: $34,853Expenses 2018: $23,595Net Income 2018: $11,2582018Revenue 2019: $112,689Expenses 2019: $70,537Net Income 2019: $42,1522019Revenue 2020: $152,451Expenses 2020: $108,256Net Income 2020: $44,1952020Revenue 2021: $140,243Expenses 2021: $172,499Net Income 2021: -$32,2562021Revenue 2022: $116,342Expenses 2022: $114,394Net Income 2022: $1,9482022Revenue 2023: $100,135Expenses 2023: $104,460Net Income 2023: -$4,3252023Revenue 2024: $76,792Expenses 2024: $79,268Net Income 2024: -$2,4762024

Highlighted filing

2017

Revenue$67,880
Expenses$49,208
Net Income$18,672
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.2
Gross Receipts
$67,880
Mission and Program Overview

Mission

The organization is primarily a pass through or repository for funds collected by community organizations that have not already established thier non-for-profit status but whose objective(s) meet the 501(c)(3) charitable and educational purposes of the organization.

Program Services

DescriptionGrantsExpenses
The Leadership class raised funds to repave the parking lot for the YMCA and to refurbish the back porch at the Children's Advocacy Center.$23,513-
The Southern Oregon Sports Commission enhances sports tourism and enriches quality of life by promoting events in Medford and the Rogue Valley.$12,976-
The First Citizen Scholarship program awarded college scholarships based on leadership demonstrated by High School junior applicants. All Jackson County students may apply. The total population of Jackson County is approximately 198,615. The program received 34 applications in 2015 and awarded 5 $1,000 scholarships and 1 $5,000 scholarship.$5,390-
The Chamber Leadership Scholarship Committee selects scholarship recipients to receive $550 toward the chamber leadership program registration fee. Applicants must be employed by a local small business or non-profit.$2,200-
NW Seasonal Workers Association is teaching leadership skills necessary for seasonal workers and other low income service workers to vociferate thier needs and advance programs designed to create long term solutions to thier poverty conditions.$975-
The NBC5 Academic Challenge Scholarship is an academic TV program competition for high school teams. The top two teams earn college or continuing education scholarships. Competition is open to southern Oregon high school students. The viewing population is approximately 400,000.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD HICKSSecretary/Treas-$0--
BRUCE HEARNSBERGERDirector-$0--
FRED REICHENSPERGERVice President-$0--
BEN KALINAPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rogue Valley Foundation
EIN
93-0903879
Phone
5417794847
Address
101 E 8TH STREET, MEDFORD, OR 97501

Signing Officer

Name
Brad Hicks
Title
Secretary/Treasurer
Signed
2018-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Richard W Brewster CPA PC
Address
670 Superior Ct 106, Medford, OR 97504
Preparer
Richard W Brewster CPA
Phone
5417731885
Supplemental Narrative

Additional Explanations

Other Expenses.1

2016-2017 class project $24002

Other Expenses.2

So ore sports commission $13687

Other Expenses.3

First citizen scholarships $5390

Other Expenses.4

UMPQUA ADMIN $1386

Other Expenses.5

Nw seasonal workers $1003

Other Expenses.6

GENERAL DONATION $1000

Other Expenses.7

Leadership scholarship $304

Other Expenses.8

BANK FEES $71

Other Expenses.9

STATE FEES $50

Other Expenses.10

LESS TO ADMIN $-1560

Raw XML Appendix181 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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IRS990EZ/OtherExpensesTotalAmt045333
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IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS PRIMARILY A PASS THROUGH OR REPOSITORY FOR FUNDS COLLECTED BY COMMUNITY ORGANIZATIONS THAT HAVE NOT ALREADY ESTABLISHED THIER NON-FOR-PROFIT STATUS BUT WHOSE OBJECTIVE(S) MEET THE 501(C)(3) CHARITABLE AND EDUCATIONAL PURPOSES OF THE ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The NBC5 Academic Challenge Scholarship is an academic TV program competition for high school teams. The top two teams earn college or continuing education scholarships. Competition is open to southern Oregon high school students. The viewing population is approximately 400,000.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Leadership class raised funds to repave the parking lot for the YMCA and to refurbish the back porch at the Children's Advocacy Center.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5The Chamber Leadership Scholarship Committee selects scholarship recipients to receive $550 toward the chamber leadership program registration fee. Applicants must be employed by a local small business or non-profit.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02016-2017 CLASS PROJECT $24002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SO ORE SPORTS COMMISSION $13687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIRST CITIZEN SCHOLARSHIPS $5390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UMPQUA ADMIN $1386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NW SEASONAL WORKERS $1003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GENERAL DONATION $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEADERSHIP SCHOLARSHIP $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STATE FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LESS TO ADMIN $-1560
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD HICKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGUE VALLEY FOUNDATION
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ReturnHeader/Filer/EIN0930903879
ReturnHeader/Filer/PhoneNum05417794847
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0670 Superior Ct 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medford
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ReturnHeader/ReturnTs02018-06-18T15:44:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.77$0.79$0.02
2023Summary only. Only limited summary data is available for this year.$1.54$0.00$1.00$1.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.59$1.59$1.16$1.14$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$1.57$1.40$1.72$0.32
2020Summary only. Only limited summary data is available for this year.$1.89$0.00$1.52$1.08$0.44
2019Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.13$0.71$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.02$0.35$0.24$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.68$0.49$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.73$0.88$0.87$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.69$0.56$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.34$0.29$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.64$0.75$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.65$0.54$0.61$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$0.63$1.02$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.11$1.25$1.08$0.17