Nonprofit · EIN 93-0514209
ST MARYS OF MEDFORD INC
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,874,980 | $13,538,894 | -$663,914 | $32,898,691 | $12,796,564 | $20,102,127 |
| June 30, 2024 | 990 | $13,138,379 | $13,063,099 | $75,280 | $33,079,960 | $12,567,357 | $20,512,603 |
| June 30, 2023 | 990 | $12,606,316 | $12,581,782 | $24,534 | $32,440,388 | $12,245,566 | $20,194,822 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,167,191
- Program service revenue
- $11,310,049
- Investment income
- $360,268
- Net income from fundraising events
- -$16,767
- Other revenue
- $37,472
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $663,734
- Other salaries and wages
- $5,510,001
- Salaries, compensation and benefits (total)
- $8,041,071
- Professional fundraising fees
- $0
- Legal fees
- $4,629
- Occupancy
- $31,127
- Travel
- $135,407
- Depreciation
- $1,083,645
- Program services (functional)
- $11,210,115
- Management and general (functional)
- $1,956,404
- Fundraising (functional)
- $372,375
Balance sheet and other
- Total assets, start of year
- $33,079,960
- Total assets, end of year
- $32,898,691
- Total liabilities, end of year
- $12,796,564
- Net assets, end of year
- $20,102,127
- Land, buildings and equipment
- $19,785,434
- Publicly traded securities
- $1,215,526
- Net assets without donor restrictions
- $15,945,002
- Net assets with donor restrictions
- $4,157,125
- Gross receipts
- $12,895,697
- Employees
- 178
- Volunteers
- 250
- Year formed
- 1972
- 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 |
|---|---|---|---|
| FRANK J PHILLIPS RETIRED 2022 | FORMER PRESIDENT OF SCHOOL Former | 0 | $250,720 |
| RYAN BERNARD | PRESIDENT OF SCHOOL Trustee or director | 40 | $153,600 |
| ANDREA SAXON | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $139,037 |
| BETHANY BROWN | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $116,764 |
| CHRIS JOHNSON | COO, VICE PRINCIPAL MIDDLE Highest-paid employee | 40 | $113,189 |
| JAMES MEYER | PRINCIPAL Highest-paid employee | 40 | $111,144 |
| STEVEN BOSWELL | TRUSTEE Trustee or director | 1 | $0 |
| DR MIREK BOBEK | TRUSTEE Trustee or director | 1 | $0 |
| JUDY GAMBEE | TRUSTEE Trustee or director | 1 | $0 |
| TINA MILLER | TRUSTEE Trustee or director | 1 | $0 |
| AMY KRANENBURG | TRUSTEE Trustee or director | 1 | $0 |
| DR PETER GRANT | TRUSTEE Trustee or director | 1 | $0 |
| JENS HEYCKE | TREASURER Trustee or director, Officer | 1 | $0 |
| JERESA HREN | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT KING | TRUSTEE Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHUCK WATSON | TRUSTEE Trustee or director | 1 | $0 |
| TANNY FLOWERS | TRUSTEE Trustee or director | 1 | $0 |
| TRACY MCGOVERN | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| ADAM PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| REV KEN SAMPSON | TRUSTEE Trustee or director | 1 | $0 |
| DR NATASHA CHMELIR | SECRETARY Trustee or director, Officer | 1 | $0 |
| CHRISTIAN ISTEL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RYAN BERNARD | PRESIDENT OF SCHOOL Trustee or director | 40 | $161,100 | $22,500 |
| ANDREA SAXON | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $143,067 | $0 |
| BETHANY BROWN | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $127,307 | $0 |
| JAMES MEYER | PRINCIPAL Highest-paid employee | 40 | $124,329 | $0 |
| CHRIS JOHNSON | COO, VICE PRINCIPAL MIDDLE SCHOOL Highest-paid employee | 40 | $112,219 | $0 |
| STEVEN BOSWELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR MIREK BOBEK | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JUDY GAMBEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TINA MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY KRANENBURG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR DAVID CHAMBERLAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR PETER GRANT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENS HEYCKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JERESA HREN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT KING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHUCK WATSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TANNY FLOWERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS BOROVANSKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRACY MCGOVERN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ADAM PETERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REV KEN SAMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR NATASHA CHMELIR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTIAN ISTEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN BERNARD | PRESIDENT OF SCHOOL Trustee or director | 40 | $124,084 |
| CHRIS JOHNSON | EMPLOYEE Highest-paid employee | 40 | $102,035 |
| ANDREA SAXON | EMPLOYEE Highest-paid employee | 40 | $101,817 |
| STEVEN BOSWELL | TRUSTEE Trustee or director | 1 | $0 |
| DR MIREK BOBEK | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| JUDY GAMBEE | TRUSTEE Trustee or director | 1 | $0 |
| TINA MILLER | TRUSTEE Trustee or director | 1 | $0 |
| AMY KRANENBURG | TRUSTEE Trustee or director | 1 | $0 |
| DR DAVID CHAMBERLAND | TRUSTEE Trustee or director | 1 | $0 |
| DR PETER GRANT | TRUSTEE Trustee or director | 1 | $0 |
| JENS HEYCKE | TREASURER Trustee or director, Officer | 1 | $0 |
| JERESA HREN | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT KING | TRUSTEE Trustee or director | 1 | $0 |
| CHUCK WATSON | TRUSTEE Trustee or director | 1 | $0 |
| TANNY FLOWERS | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS BOROVANSKY | TRUSTEE Trustee or director | 1 | $0 |
| TRACY MCGOVERN | SECRETARY Trustee or director, Officer | 1 | $0 |
| ADAM PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| REV KEN SAMPSON | TRUSTEE Trustee or director | 1 | $0 |
| DR NATASHA CHMELIR | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTIAN ISTEL | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 816 BLACK OAK DR, MEDFORD, OR 97504-8504
- Principal officer (990 for 2024)
- RYAN BERNARD, 816 BLACK OAK DRIVE, MEDFORD, OR 97504
- Signed the 990
- RYAN BERNARD, SCHOOL PRESIDENT
- Phone
- (541) 773-7877
- Website
- WWW.SMSCHOOL.US
- Return prepared by
- CAPSTONE ACCOUNTING
Mission
TO PROVIDE A COMMUNITY IN WHICH INTELLECTUAL CURIOSITY AND ACADEMIC EXCELLENCE COMBINE WITH CATHOLIC AND DEMOCRATIC VALUES TO INSPIRE AND PREPARE RESPONSIBLE LOCAL, NATIONAL, AND GLOBAL CITIZENS.
Program accomplishments
- HIGH-SCHOOL/MIDDLE SCHOOL OPERATIONS FOR APPROXIMATELY 513 STUDENTS.Expenses $11,210,115 · revenue $11,724,556
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
- 93-0514209
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $32,898,691
- Income (IRS master file)
- $12,895,697
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,874,980 | $13,538,894 | $32,898,691 | XML |
| 990 | June 2024 | $13,138,379 | $13,063,099 | $33,079,960 | XML |
| 990 | June 2023 | $12,606,316 | $12,581,782 | $32,440,388 | XML |
| 990 | June 2022 | $12,692,889 | $11,181,361 | $34,861,412 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 93-0514209).
Questions about ST MARYS OF MEDFORD INC
- What is the EIN of ST MARYS OF MEDFORD INC?
- The employer identification number (EIN) of ST MARYS OF MEDFORD INC is 93-0514209.
- Is ST MARYS OF MEDFORD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to ST MARYS OF MEDFORD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MARYS OF MEDFORD 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 ST MARYS OF MEDFORD INC 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 ST MARYS OF MEDFORD INC 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 ST MARYS OF MEDFORD INC?
- The 990 for the year ended June 30, 2025 names RYAN BERNARD.
- Who are the officers and directors of ST MARYS OF MEDFORD INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 6 received compensation from the organization, the highest $250,720 (FRANK J PHILLIPS RETIRED 2022, FORMER PRESIDENT OF SCHOOL).
- How much revenue does ST MARYS OF MEDFORD INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,874,980, expenses of $13,538,894 and total assets of $32,898,691 at year end.
Other nonprofits in MEDFORD
- ASANTE EIN 93-0223960 · last filed 990 for 2025
- ASANTE PHYSICIAN PARTNERS EIN 38-3849354 · last filed 990 for 2025
- ROGUE VALLEY MANOR EIN 93-0453216 · last filed 990 for 2025
- LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER INC EIN 94-3096772 · last filed 990 for 2025
- COLUMBIACARE SERVICES INC EIN 81-0609831 · last filed 990 for 2024
- ACCESS EIN 93-0665396 · last filed 990 for 2025
- ROGUE COMMUNITY HEALTH EIN 23-7366812 · last filed 990 for 2024
- PACIFIC RETIREMENT SERVICES INC EIN 93-1067253 · last filed 990 for 2025