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Nonprofit · EIN 93-1261999

ROGUE RETREAT

Tax-exempt · MEDFORD, OR 97504

Financials

$6.5M$6.9M2022$7.1M$5.5M2023$9.5M$7M2024
Revenue Expenses · by fiscal year end
Financials of ROGUE RETREAT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$9,518,433$7,009,815$2,508,618$12,172,550$1,943,905$10,228,645
December 31, 2023990 (amended)$7,092,350$5,459,832$1,632,518$10,575,048$2,855,021$7,720,027
December 31, 2022990 (amended)$6,484,273$6,897,358-$413,085$8,582,752$1,002,475$7,580,277
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$6,298,937
of which government grants
$2,886,927
Program service revenue
$3,159,670
Investment income
$59,826
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$130,406
Other salaries and wages
$3,658,786
Salaries, compensation and benefits (total)
$4,525,159
Professional fundraising fees
$0
Legal fees
$62,101
Occupancy
$201,351
Travel
$6,764
Depreciation
$354,342
Program services (functional)
$4,588,771
Management and general (functional)
$1,893,271
Fundraising (functional)
$527,773

Balance sheet and other

Total assets, start of year
$10,575,048
Total assets, end of year
$12,172,550
Total liabilities, end of year
$1,943,905
Net assets, end of year
$10,228,645
Land, buildings and equipment
$8,044,556
Net assets without donor restrictions
$10,114,617
Net assets with donor restrictions
$114,028
Gross receipts
$9,518,433
Employees
114
Volunteers
236
Year formed
1998
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.

NameTitleHours / weekCompensationOther / benefits
SAM ENGELEXEC DIRECTOR
Officer
40$130,406$14,844
SARAH SPANSAILMEMBER
Trustee or director
0.5$0$0
BELLE SHEPHERDMEMBER
Trustee or director
0.5$0$0
JENNIFER ZAMMETTISECRETARY/TREASURER
Trustee or director, Officer
0.5$0$0
KAREN CANTUMEMBER
Trustee or director
0.5$0$0
FLOYD HARMONMEMBER
Trustee or director
0.5$0$0
CHRISTINE HERBERTVICE CHAIR
Trustee or director, Officer
0.5$0$0
TOM GUNDERSONMEMBER
Trustee or director
0.5$0$0
EARLENE SCHLOSSERMEMBER
Trustee or director
0.5$0$0
STEVE JONESBOARD CHAIR
Trustee or director, Officer
0.5$0$0
THOMAS FISCHERMEMBER, FORMER CHAIR
Trustee or director, Officer
0.5$0$0
JERRYCK MURREYMEMBER
Trustee or director
0.5$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
SAM ENGELEXEC DIRECTOR
Officer
40$114,583
ROB WELCHFINANCE DIRECTOR
Officer
40$86,747
SARAH SPANSAILMEMBER
Trustee or director
0.25$0
BELLE SHEPHERDMEMBER
Trustee or director
0.25$0
JENNIFER ZAMMETTIMEMBER
Trustee or director
0.25$0
KAREN CANTUMEMBER
Trustee or director
0.25$0
GEOFF KIRKPATRICKMEMBER
Trustee or director
0.25$0
CHRISTINE HERBERTSECRETARY/TREAS
Trustee or director, Officer
0.25$0
TOM GUNDERSONMEMBER
Trustee or director
0.25$0
EARLENE SCHLOSSERMEMBER
Trustee or director
0.25$0
LONA DILLARDMEMBER
Trustee or director
0.25$0
STEVE JONESBOARD CHAIR, FORMER VICE
Trustee or director, Officer
0.25$0
THOMAS FISCHERMEMBER, FORMER CHAIR
Trustee or director
0.25$0
990 for the year ended December 31, 2022: 13 people
NameTitleHours / weekCompensationOther / benefits
HEATHER HASSETSUPPORT SVC DIR
Trustee or director
40$57,128$7,852
JUSTIN HONOPERATIONS DIR
Trustee or director
40$48,567$6,477
CHAD MCCOMASEXEC DIRECTOR
Trustee or director
40$52,140$0
WILLIAM IHLEINERIM EXEC DIR
Trustee or director
40$50,750$0
ELIZABETH ADAMSOPS DIRECTOR
Trustee or director
40$20,559$3,370
CANTU KARENMEMBER
Trustee or director
0.25$0$0
DILLARD LONAMEMBER
Trustee or director
0.25$0$0
SCHLOSSER EARLENEMEMBER
Trustee or director
0.25$0$0
GUNDERSON TOMMEMBER
Trustee or director
0.25$0$0
KIRKPATRICK GEOFFMEMBER
Trustee or director
0.25$0$0
FISCHER THOMASBoard Chairman
Officer
0.25$0$0
JONES STEVEVICE CHAIR
Officer
0.25$0$0
HERBERT CHRISTINESECRETARY/TREAS
Officer
0.25$0$0

Address and contacts

Address (IRS master file)
711 E MAIN ST STE 25, MEDFORD, OR 97504-7139
In care of
% SAM ENGEL
Principal officer (990 for 2024)
STEVE JONES, 711 E MAIN STREET 25, MEDFORD, OR 97504
Signed the 990
SAM ENGEL, EXECUTIVE DIRECTOR
Phone
(541) 499-0880
Return prepared by
SORREN

Mission

PROVIDE CASE MANAGEMENT, VOCATIONAL TRAINING, AND HOUSING SERVICES FOR THOSE EXPERIENCING HOMELESSNESS

990 for the year ended December 31, 2024

Program accomplishments

  • HOUSING & SHELTER - PROVIDING CREATIVE HOUSING PROGRAMS & WRAP-AROUND SERVICES. CAPACITY TO SERVE 350 PEOPLE IN JACKSON COUNTY.
    Expenses $2,765,210 · revenue $1,680,238
  • HOPE UNIVERSITY
    Expenses $84,400 · revenue $75,576
  • SUPPORTIVE SERVICES - EMPOWERING OUR PARTICIPANTS WITH A COMPREHENSIVE CASE MANAGEMENT PROGRAM THAT HELPS THEM REGAIN THEIR DIGNITY AND STABILITY.
    Expenses $1,739,161 · revenue $1,403,856

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-1261999
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
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$12,172,550
Income (IRS master file)
$9,518,433

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$9,518,433$7,009,815$12,172,550IRS
990December 2023$7,092,350$5,459,832$10,575,048XML
990December 2022$6,484,273$6,897,358$8,582,752XML
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 93-1261999).

Questions about ROGUE RETREAT

What is the EIN of ROGUE RETREAT?
The employer identification number (EIN) of ROGUE RETREAT is 93-1261999.
Is ROGUE RETREAT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to ROGUE RETREAT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROGUE RETREAT 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 RETREAT 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 RETREAT 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 RETREAT?
The 990 for the year ended December 31, 2024 names STEVE JONES.
Who are the officers and directors of ROGUE RETREAT?
The 990 for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $130,406 (SAM ENGEL, EXEC DIRECTOR).
How much revenue does ROGUE RETREAT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $9,518,433, expenses of $7,009,815 and total assets of $12,172,550 at year end.

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