Rogue Valley Association of Realtors Foundation Inc

Nonprofit profile at a glance

EIN
873387828
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Medford, OR, USA
Phone
5417707060
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$3,338
Expenses
$31,313
Assets
$32,590

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

People named in this filing

  • Brooke Richmond (Trustee)
  • Devin Zupan (Trustee)
  • Victoria Sheadel (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The charitable purpose of the Foundation shall be to: a) Contribute to or provide grants to charitable groups or organizations that directly or indirectly promote home ownership opportunities and/or affordable, adequate, safe and decent housing for Oregon citizens; b) promote awareness of affordable home ownership opportunities by supporting education and research in home ownership opportunities and problems; c) provide technical assistance to charitable groups or organizations seeking to deal with housing issues and needs of Oregon citizens; d) engage in activities intended to enhance the ability of Oregon citizens to purchase housing; and e) contribute to or provide grants to charitable groups, organizations, and/or victims of disasters such as those caused by floods, fires, riots, storms, or similar large-scale events.

What it reported doing in 2025

Provided grant to charitable group that promotes home ownership opportunities.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 98
  • Transparency & Controls: 82
  • Sustainability: 22
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 95.8%; rating input score 96

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -838.1%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 1.04; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 46.2% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: -91.6% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: -29.8% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 95.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $30K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.