Nonprofit · EIN 47-3873798
SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD
Tax-exempt · COOS BAY, OR 97420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,644,747 | $7,157,480 | $487,267 | $3,705,558 | $1,499,772 | $2,205,786 |
| June 30, 2024 | 990 | $8,111,643 | $7,977,899 | $133,744 | $3,632,163 | $1,913,644 | $1,718,519 |
| June 30, 2023 | 990 | $8,983,720 | $8,445,525 | $538,195 | $2,869,119 | $1,284,344 | $1,584,775 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,470,652
- of which government grants
- $6,822,300
- Program service revenue
- $167,713
- Investment income
- $3,581
- Other revenue
- $2,801
Expenses
- Grants and similar amounts paid
- $3,431,966
- Compensation of officers, directors and key employees
- $338,380
- Other salaries and wages
- $1,391,346
- Salaries, compensation and benefits (total)
- $2,231,337
- Professional fundraising fees
- $0
- Legal fees
- $10,290
- Accounting fees
- $17,325
- Occupancy
- $38,260
- Travel
- $49,860
- Depreciation
- $51,412
- Program services (functional)
- $6,722,562
- Management and general (functional)
- $434,918
Balance sheet and other
- Total assets, start of year
- $3,632,163
- Total assets, end of year
- $3,705,558
- Total liabilities, end of year
- $1,499,772
- Net assets, end of year
- $2,205,786
- Land, buildings and equipment
- $243,051
- Net assets without donor restrictions
- $1,538,125
- Net assets with donor restrictions
- $667,661
- Gross receipts
- $7,644,747
- Employees
- 34
- Volunteers
- 0
- Year formed
- 2015
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARA STEPHENS | EXECUTIVE DIRECTOR Officer | 40 | $142,752 | $19,521 |
| YOLANDA BRUMFIELD | FINANCE DIRECTOR Officer | 40 | $122,893 | $18,012 |
| TINA CARPENTER | DATA & PROJECTS DIRECTOR Highest-paid employee | 40 | $104,162 | $22,266 |
| DORENA S LANGSTON | PROGRAM DIRECTOR Highest-paid employee | 40 | $104,426 | $17,141 |
| KYLE STEPHENS | EXECUTIVE DIRECTOR Officer | 40 | $106,821 | $14,191 |
| JOE BENETTI | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT WESTERMAN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ALI MAGEEHON | TREASURER/SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| CHRIS GUASTAFERRO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON TRAYLOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE HICKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR JASON GRAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RACHEL PROKRANDT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBBIE SARGENT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDY OWENS | DIRECTOR Trustee or director | 2 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY KINCAID | DIRECTOR Trustee or director | 2 | $0 |
| BEN MESSNER | DIRECTOR Trustee or director | 2 | $0 |
| LAURA MCKEANE | DIRECTOR Trustee or director | 2 | $0 |
| MARIE SIMONDS | DIRECTOR Trustee or director | 2 | $0 |
| RHONDA JOY AMER | DIRECTOR Trustee or director | 2 | $0 |
| ANNA MARTIN | DIRECTOR Trustee or director | 2 | $0 |
| DAVE SANDERS | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KYLE STEVENS | EXECUTIVE DIRECTOR Officer | 40 | $171,586 | $23,139 |
| TINA CARPENTER | DATA & PROJECTS DIRECTOR Highest-paid employee | 40 | $114,357 | $19,705 |
| JENNIFER SPATZ | OPERATIONS DIRECTOR Highest-paid employee | 40 | $107,885 | $15,486 |
| SARA STEPHENS | SCREL HUB DIRECTOR Highest-paid employee | 40 | $105,673 | $15,353 |
| YOLANDA BRUMFIELD | FINANCE DIRECTOR Officer | 40 | $105,417 | $6,750 |
| JOE BENETTI | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT WESTERMAN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ALI MAGEEHON | TREASURER/SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| CHRIS GUASTAFERRO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON TRAYLOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE HICKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR JASON GRAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RACHEL PROKRANDT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBBIE SARGENT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDY OWENS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY KINCAID | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BEN MESSNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA MCKEANE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIE SIMONDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RHONDA JOY AMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNA MARTIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVE SANDERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KYLE STEVENS | EXECUTIVE DIRECTOR Officer | 40 | $161,582 | $9,983 |
| ANGIE BILLINGS | FINANCE DIRECTOR - PAST Officer | 40 | $122,267 | $11,376 |
| CHRIS GUASTAFERRO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON TRAYLOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT WESTERMAN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MIKE HICKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR JASON GRAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOE BENETTI | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| RACHEL PROKRANDT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBBIE SARGENT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDY OWENS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY KINCAID | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALI MAGEEHON | TREASURER/SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| BEN MESSNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA MCKEANE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIE SIMONDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RHONDA JOY AMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNA MARTIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVE SANDERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| YOLANDA BRUMFIELD | FINANCE DIRECTOR Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 990 S 2ND ST, COOS BAY, OR 97420-1405
- In care of
- % COOS CO OFFICE OF LEGAL COUNSEL
- Principal officer (990 for 2024)
- SARA STEPHENS, PO BOX 415, COOS BAY, OR 97420
- Signed the 990
- SARA STEPHENS, EXECUTIVE DIRECTOR
- Phone
- (844) 532-6893
- Website
- WWW.SOWIB.ORG
- Return prepared by
- AIKEN & SANDERS INC PS
Mission
TO COORDINATE WORKFORCE PROGRAMS AND SERVICES IN COOS, CURRY, AND DOUGLAS COUNTIES, OREGON THROUGH A NETWORK OF LOCAL PARTNERS.
Program accomplishments
- EMPLOYMENT AND TRAININGExpenses $2,365,880 · grants $625,434 · revenue $162,625
- SOWIB SERVES AS THE ADMINISTRATIVE ENTITY FOR WORKFORCE DEVELOPMENT PROGRAMS FOR COOS, CURRY, AND DOUGLAS COUNTIES, OREGON.Expenses $2,983,848 · grants $2,194,230
- EARLY LEARNING CHILDCARE AND PARENTING RESOURCES FOR COOS, CURRY AND COASTAL DOUGLAS COUNTIESExpenses $1,372,834 · grants $612,302 · revenue $5,088
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-3873798
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J22)
- Assets (IRS master file)
- $3,705,558
- Income (IRS master file)
- $7,644,747
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,644,747 | $7,157,480 | $3,705,558 | IRS |
| 990 | June 2024 | $8,111,643 | $7,977,899 | $3,632,163 | XML |
| 990 | June 2023 | $8,983,720 | $8,445,525 | $2,869,119 | XML |
| 990 | June 2022 | $4,480,546 | $5,641,276 | $3,191,097 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
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 47-3873798).
Questions about SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD
- What is the EIN of SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD?
- The employer identification number (EIN) of SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD is 47-3873798.
- Is SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD 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 SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD?
- The 990 for the year ended June 30, 2025 names SARA STEPHENS.
- Who are the officers and directors of SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD?
- The 990 for the year ended June 30, 2025 lists 22 people; 5 received compensation from the organization, the highest $142,752 (SARA STEPHENS, EXECUTIVE DIRECTOR).
- How much revenue does SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,644,747, expenses of $7,157,480 and total assets of $3,705,558 at year end.
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