Rogue Valley Genealogical Society

Nonprofit profile at a glance

EIN
930684590
IRS 990 coverage
2014–2025
Forms available
Form 990 2025, Form 990-EZ 2015
Location
Medford, OR, USA
Phone
5415122340
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$82,360
Expenses
$63,571
Assets
$611,754
Liabilities
$1,338

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

Leadership & pay

9 people listed

Executive titles in this filing

  • ANNE BILLETER (PRESIDENT)
  • FRANK MARKSMAN (VICE PRESIDENT)

People named in this filing

  • ANNE BILLETER (PRESIDENT)
  • FRANK MARKSMAN (VICE PRESIDENT)
  • VALERIE SANDERS (TREASURER)

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

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

Overview

Mission

To inspire interest in genealogy, inform and educate the public and maintain a growing, sustainable library with a strong online presence.

What it reported doing in 2025

To inspire interest in genealogy; inform and educate the public; and maintain a growing, sustainable library with a strong online presence. Rogue valley genealogical society is an all volunteer genealogy library; online library catalog; digital imaging and indexing of jackson county vital, court and miscellaneous records; and internet search requests.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 41
  • Transparency & Controls: 86
  • Accountability: 88
  • Sustainability: 63
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 42.7%; rating input score 43
  • Program expense ratio: 51%; rating input score 51
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 22.8%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 9.62; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: -3.4% per year; rating input score 0; 39th percentile among comparable filings
  • Revenue growth: -2.3% per year; rating input score 0; 48th percentile among comparable filings
  • Asset growth: 2% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 42.7% of revenue deployed · 51% of spending went to programs
  • Governance: 9 of 9 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $32K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 22 of 23 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 10 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
  • Review — Financial Efficiency: Program expense ratio scored 51/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.