Society of St Vincent De Paul Rogue Valley Council

Nonprofit profile at a glance

EIN
930831082
IRS 990 coverage
2016–2024
Forms available
Form 990 2024
Location
Medford, OR, USA
Phone
5417723828
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$2,967,154
Expenses
$2,984,278
Assets
$5,924,612
Liabilities
$23,184

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • KATHY BEGLEY (President)

People named in this filing

  • JAY STOCKTON (VP GRANTS)
  • RICH HANSEN (EXECUTIVE COM)
  • DENNIS MIHOCKO (EXECUTIVE COM)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Rogue Valley Society was established in 1982 to serve the poor and needy. Our all-volunteer staff serve all who come regardless of race, creed, religion or ethnic origin.

What it reported doing in 2024

Home visits & medication assist program: two conferences (units) our lady of the mountain and st. Augustine, servicing ashland, medford and central point. Needs were ascertained by home visitation and consultation. Specific assistance was given for rent, utilities, groceries, medications and transportation costs. St. Augustine conference also participates in a perscription medication assistances through interface with pharmaceutical companies. Individuals served - 1,365; staffed by an average of 24 volunteers per month clocking 3,916 hours.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 85% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 81
  • Accountability: 76
  • Sustainability: 54
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.9%; rating input score 91
  • Program expense ratio: 90%; rating input score 90
  • Fundraising efficiency: $849.47 raised per $1 spent on fundraising; rating input score 97; 97th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 85.7%; rating input score 86; 1st 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; 63rd percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -0.6%; rating input score 31; 31st percentile among comparable filings
  • Total-asset coverage ratio: 1.99; rating input score 62; 62nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 89; 89th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings

Growth

  • Program expense growth: -1% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 11th percentile among comparable filings
  • Asset growth: 2.2% per year; rating input score 100; 21st percentile among comparable filings

Details

  • Where the money goes: 90.9% of revenue deployed · 90% of spending went to programs
  • Governance: 17 of 17 board members independent · 3 of 7 filing controls reported
  • Programs: 8 filed program accomplishments · $2.7M in reported program spending
  • Leadership: top reported pay $0 · 23 people listed
  • Consistency: 23 of 25 current checks pass · 2 findings to review
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 9 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Accountability: Governance controls: 4 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 31/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Foreign grants require schedule f did not reconcile in the filed values.