Nonprofit · EIN 46-4522157
ROGUE CREDIT UNION FOUNDATION INC
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $250,086 | $255,638 | -$5,552 | $168,257 | $0 | $168,257 |
| December 31, 2023 | 990 | $257,726 | $258,012 | -$286 | $173,809 | $0 | $173,809 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $250,086
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $251,478
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $281
- Accounting fees
- $3,124
- Program services (functional)
- $252,233
- Management and general (functional)
- $3,405
Balance sheet and other
- Total assets, start of year
- $173,809
- Total assets, end of year
- $168,257
- Total liabilities, end of year
- $0
- Net assets, end of year
- $168,257
- Gross receipts
- $250,086
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2014
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW STEPHENSON | CHAIR Trustee or director, Officer | 1 | $0 | $1,008,195 | $339,545 |
| JEANNE PICKENS | DIRECTOR Trustee or director | 1 | $0 | $429,997 | $150,102 |
| TOM ERSEPKE | DEVELOPMENT DIRECTOR Trustee or director | 1 | $0 | $114,590 | $0 |
| BENJI FARGASON | ASST DEVELOPMENT DIRECTOR Trustee or director | 1 | $0 | $61,742 | $0 |
| KATIE HUTCHINSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $21,000 | $0 |
| HEATHER SCOTT | DIRECTOR Trustee or director | 1 | $0 | $21,000 | $0 |
| GENE PELHAM | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GENE PELHAM | FORMER BOARD CHAIR Former | 1 | $0 | $1,358,664 | $22,400 |
| MATT STEPHENSON | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $1,020,745 | $316,257 |
| JEANNE PICKENS | DIRECTOR Trustee or director | 1 | $0 | $371,648 | $145,743 |
| TOM ERSEPKE | DEVELOPMENT DIRECTOR Trustee or director | 1 | $0 | $109,460 | $0 |
| HEATHER JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $21,000 | $0 |
| KATIE HUTCHINSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $19,571 | $0 |
| JERRY HAUCK | RETIRED VICE CHAIR Trustee or director, Officer | 1 | $0 | $1,750 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4450, MEDFORD, OR 97501-0000
- In care of
- % MIRAH SMITH
- Mailing address (990-N for 2014)
- PO Box 4550, Medford OR 97501
- Principal officer (990 for 2024)
- MATT STEPHENSON, PO BOX 4450, MEDFORD, OR 975010276
- Principal officer (990-N for 2014)
- Gene Pelham, PO Box 4550, Medford OR 97501
- Signed the 990
- BLAKE THURMAN, CFO
- Phone
- (541) 858-7536
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES TO BENEFIT MEMBERS OF ROGUE CREDIT UNION AND THE COMMUNITIES IT SERVES.
Program accomplishments
- CHILDREN'S MIRACLE NETWORK - SINCE 1983, CHILDREN'S MIRACLE NETWORK HOSPITALS HAVE HELPED FILL THE FUNDING GAPS BETWEEN THE COST OF GIVING SICK KIDS THE BEST CARE AND WHAT MEDICADE AND INSURANCE PROGRAMS COVER. GIVE AND SAVE - ROGUE CREDIT UNION MEMBERS CONTRIBUTE TO CHILDREN'S MIRACLE NETWORK WHEN TRANSFERRING MONEY INTO THEIR OWNERSHIP ACCOUNT (HIGH YIELD SAVINGS).SKIP A PAY - ROGUE CREDIT UNION MEMBERS CONTRIBUTE TO CHILDREN'S MIRACLE NETWORK WHEN SKIPPING AN AUTO LOAN PAYMENT.JEANS DAY - ROGUE CREDIT UNION EMPLOYEES CONTRIBUTE TO CHILDREN'S MIRACLE NETWORK ON DESIGNATED DAYS AND WEAR JEANS AT WORK.Expenses $234,733 · grants $233,978
- SCHOLARSHIPS.Expenses $13,000 · grants $13,000
- IN 2024, $1,500 WAS RAISED FOR ACCESS, $1,500 WAS RAISED FOR SPARROW CLUB, AND $1,500 WAS RAISED FOR KIDS UNLIMITED OF OR.Expenses $4,500 · grants $4,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4522157
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $168,257
- Income (IRS master file)
- $250,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $250,086 | $255,638 | $168,257 | XML |
| 990 | December 2023 | $257,726 | $258,012 | $173,809 | XML |
| 990 | December 2022 | $370,862 | $327,251 | $174,095 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2014 Officer: Gene Pelham | December 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4522157).
Questions about ROGUE CREDIT UNION FOUNDATION INC
- What is the EIN of ROGUE CREDIT UNION FOUNDATION INC?
- The employer identification number (EIN) of ROGUE CREDIT UNION FOUNDATION INC is 46-4522157.
- Is ROGUE CREDIT UNION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ROGUE CREDIT UNION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROGUE CREDIT UNION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROGUE CREDIT UNION FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROGUE CREDIT UNION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ROGUE CREDIT UNION FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names MATT STEPHENSON.
- Who are the officers and directors of ROGUE CREDIT UNION FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROGUE CREDIT UNION FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $250,086, expenses of $255,638 and total assets of $168,257 at year end.
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