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Nonprofiteer
← ROGUE CREDIT UNION FOUNDATION INC

Form 990 for tax year 2023

Filed by ROGUE CREDIT UNION FOUNDATION INC.

Totals

Total revenue
$257,726
Total expenses
$258,012
Contributions and grants received
$257,726
Grants paid
$251,238
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$173,809
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$173,809
Program services expenses (Part IX)
$252,082
Management and general expenses
$5,930
Fundraising expenses
$0
Program service expenses (Part III)
$252,082

Program services were 97.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $254,621

  • 1f · All other contributions, gifts and grants

    $3,105

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $251,238 · program services $251,238

  • 11c · Fees: accounting

    total $5,930 · management and general $5,930

  • 23 · Insurance

    total $418 · program services $418

  • 24a · Other expenses: STATE FILING FEES

    total $217 · program services $217

  • 24b · Other expenses: STRIPE FEES

    total $209 · program services $209

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $174,095 · end of year $173,809

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $174,095 · end of year $173,809

Mission and programs · 2023

Mission

ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES TO BENEFIT MEMBERS OF ROGUE CREDIT UNION AND THE COMMUNITIES IT SERVES.

  • 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 $250,547 · Grants $249,703

  • IN 2023, $1,535 WAS RAISED FOR SOUTHERN OREGON SPARROW CLUBS.

    Expenses $1,535 · Grants $1,535

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Matt Stephenson

    BOARD CHAIR

    Total calculated
    $1,337,002
    From this org
    $0
    From related orgs
    $1,020,745
    Other
    $316,257
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $763,942 related
    Bonus
    $0 + $249,167 related
    Other
    $0 + $7,636 related
    Deferred
    $0 + $290,519 related
    Nontaxable benefits
    $0 + $25,738 related
    Filer's total
    $0 + $1,337,002 related

  • Jeanne Pickens

    DIRECTOR

    Total calculated
    $517,391
    From this org
    $0
    From related orgs
    $371,648
    Other
    $145,743
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,027 related
    Bonus
    $0 + $57,030 related
    Other
    $0 + $4,591 related
    Deferred
    $0 + $120,000 related
    Nontaxable benefits
    $0 + $25,743 related
    Filer's total
    $0 + $517,391 related

  • Tom Ersepke

    DEVELOPMENT DIRECTOR

    Total calculated
    $109,460
    From this org
    $0
    From related orgs
    $109,460
    Other
    $0
    Hours/week
    1

  • Heather Johnson

    DIRECTOR

    Total calculated
    $21,000
    From this org
    $0
    From related orgs
    $21,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Katie Hutchinson

    VICE CHAIR

    Total calculated
    $19,571
    From this org
    $0
    From related orgs
    $19,571
    Other
    $0
    Hours/week
    1 + 1 related

  • Jerry Hauck

    RETIRED VICE CHAIR

    Total calculated
    $1,750
    From this org
    $0
    From related orgs
    $1,750
    Other
    $0
    Hours/week
    1 + 1 related

  • Gene Pelham

    FORMER BOARD CHAIR

    Total calculated
    $1,381,064
    From this org
    $0
    From related orgs
    $1,358,664
    Other
    $22,400
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $182,063 related
    Bonus
    $0 + $1,176,601 related
    Other
    $0
    Deferred
    $0 + $22,400 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,381,064 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
IN 2023, A FORMAL OUTSIDE SERVICE WAS UTILIZED BY ROGUE CREDIT UNION TO DETERMINE COMPENSATION, AS WELL AS TWO OTHER PURCHASED SALARY SURVEYS AND REVIEW OF PUBLISHED FORMS 990, FOR ALL VP AND HIGHER POSITIONS, INCLUDING CEO. THE BOARD OF DIRECTORS APPROVED THE CEO'S COMPENSATION, AND THE CEO APPROVED THE COMPENSATION FOR ALL VP AND HIGHER POSITIONS.
PART I, LINE 4B
GENE PELHAM PARTICIPATED IN A SERP AND DISTRIBUTIONS OF $1,076,601 WERE MADE DURING THE YEAR. HE PARTICIPATED IN A 457(F) PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349310797

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