Nonprofit · EIN 93-0684590
ROGUE VALLEY GENEALOGICAL SOCIETY
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $82,360 | $63,571 | $18,789 | $611,754 | $1,338 | $610,416 |
| December 31, 2024 | 990 | $74,555 | $69,056 | $5,499 | $581,387 | $1,140 | $580,247 |
| December 31, 2023 | 990 | $71,704 | $78,156 | -$6,452 | $568,190 | $2,421 | $565,769 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $29,220
- Membership dues
- $24,220
- Program service revenue
- $2,815
- Investment income
- $2,607
- Net income from fundraising events
- $44,991
- Net income from sales of inventory
- $2,727
- Other revenue
- $47,718
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,364
- Occupancy
- $14,352
- Depreciation
- $10,479
- Program services (functional)
- $32,426
- Management and general (functional)
- $31,145
Balance sheet and other
- Total assets, start of year
- $581,387
- Total assets, end of year
- $611,754
- Total liabilities, end of year
- $1,338
- Net assets, end of year
- $610,416
- Land, buildings and equipment
- $358,304
- Net assets without donor restrictions
- $565,586
- Net assets with donor restrictions
- $44,830
- Gross unrelated business income
- $2,607
- Gross receipts
- $84,306
- Employees
- 0
- Volunteers
- 80
- Year formed
- 1977
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE BILLETER | PRESIDENT Trustee or director, Officer | 19 | $0 |
| FRANK MARKSMAN | VICE PRESIDENT Trustee or director, Officer | 4 | $0 |
| VALERIE SANDERS | TREASURER Trustee or director, Officer | 5 | $0 |
| CATHY ULLRICH | SECRETARY Trustee or director, Officer | 5 | $0 |
| ANN BARACKER | VOLUNTEER DIRECTOR Trustee or director | 8 | $0 |
| RICHARD MILES | TECH & DATA MGMT. DIRECTOR Trustee or director | 7 | $0 |
| ROS LYNE | TRUSTEE Trustee or director, Officer | 3 | $0 |
| JEAN HOADLEY | EDUCATION DIRECTOR Trustee or director | 7 | $0 |
| LORETTA BARKER | MEMBERSHIP DIRECTOR Trustee or director | 4 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE BILLETER | PRESIDENT Trustee or director, Officer | 23 | $0 |
| FRANK MARKSMAN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| KIMBERLY THURMAN | TREASURER Trustee or director, Officer | 5 | $0 |
| CATHY ULLRICH | SECRETARY Trustee or director, Officer | 5 | $0 |
| ANN BARACKER | DIRECTOR Trustee or director | 10 | $0 |
| RICHARD MILES | DIRECTOR Trustee or director | 8 | $0 |
| ROS LYNE | TRUSTEE Trustee or director, Officer | 4 | $0 |
| JEAN HOADLEY | DIRECTOR Trustee or director | 9 | $0 |
| LORETTA BARKER | DIRECTOR Trustee or director | 5 | $0 |
| PAM OLSEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE HAUGSE | PRESIDENT Trustee or director, Officer | 10 | $0 |
| CHRIS MASON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| LYNNE HUNTER | DIRECTOR Trustee or director | 3 | $0 |
| KIMBERLY THURMAN | TREASURER Trustee or director, Officer | 7 | $0 |
| CATHY ULLRICH | SECRETARY Trustee or director, Officer | 5 | $0 |
| ANNE BILLETER | DIRECTOR Trustee or director | 19 | $0 |
| RICHARD MILES | DIRECTOR Trustee or director | 9 | $0 |
| CHRIS GALLIGAN | TRUSTEE Trustee or director, Officer | 4 | $0 |
| PATRICIA JENKINS | DIRECTOR Trustee or director | 5 | $0 |
| LORETTA BARKER | DIRECTOR Trustee or director | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 3405 S PACIFIC HWY, MEDFORD, OR 97501-8807
- Principal officer (990 for 2025)
- ANNE BILLETER, 3405 S PACIFIC HWY, MEDFORD, OR 97501
- Signed the 990
- ANNE BILLETER, PRESIDENT
- Phone
- (541) 512-2340
- Website
- RVGSLIBRARY.ORG
- Return prepared by
- CAPSTONE ACCOUNTING
Mission
TO INSPIRE INTEREST IN GENEALOGY, INFORM AND EDUCATE THE PUBLIC AND MAINTAIN A GROWING, SUSTAINABLE LIBRARY WITH A STRONG ONLINE PRESENCE.
Program accomplishments
- 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.Expenses $32,426 · revenue $5,542
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 | 990 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
- 93-0684590
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $611,754
- Income (IRS master file)
- $84,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $82,360 | $63,571 | $611,754 | XML |
| 990 | December 2024 | $74,555 | $69,056 | $581,387 | XML |
| 990 | December 2023 | $71,704 | $78,156 | $568,190 | XML |
| 990 | December 2022 | $62,234 | $54,234 | $585,796 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 93-0684590).
Questions about ROGUE VALLEY GENEALOGICAL SOCIETY
- What is the EIN of ROGUE VALLEY GENEALOGICAL SOCIETY?
- The employer identification number (EIN) of ROGUE VALLEY GENEALOGICAL SOCIETY is 93-0684590.
- Is ROGUE VALLEY GENEALOGICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ROGUE VALLEY GENEALOGICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROGUE VALLEY GENEALOGICAL SOCIETY 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 VALLEY GENEALOGICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROGUE VALLEY GENEALOGICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROGUE VALLEY GENEALOGICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names ANNE BILLETER.
- Who are the officers and directors of ROGUE VALLEY GENEALOGICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ROGUE VALLEY GENEALOGICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $82,360, expenses of $63,571 and total assets of $611,754 at year end.
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