SOUTHERN OREGON GOODWILL INDUSTRIES INC

EIN: 930564141 501(c)(3) Employment

MEDFORD, OR

Total Revenue
$31,856,933
Total Expenses
$30,728,271
Total Assets
$34,320,973
Net Assets
$25,608,907
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
OR
Principal Officer
SHAE JOHNS
Phone
5417723300
Tax Period
2024-01-01 to 2024-12-31

SOUTHERN OREGON GOODWILL INDUSTRIES INC, founded in 1967, is a mid-sized nonprofit in the Employment sector that reported $31.9M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $30.7M left a modest 4% surplus.

Mission

GOODWILL'S MISSION IS TO ENABLE EMPLOYMENT BY PROVIDING OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL GROWTH, WHILE COMMITTING TO SUSTAINABLE PRACTICES. GOODWILL ACCOMPLISHES THIS MISSION THROUGH ITS VARIOUS PROGRAMS AND SERVICES, WHICH INCLUDE ITS GOODWORKS PROGRAM, JOB CONNECTION CENTERS, TUITION ASSISTANCE, EMPLOYMENT AT ITS FACILITIES, LEARNING LABS AND COMMUNITY AFFILIATIONS AND PARTNERSHIPS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,384,262
Program Service Revenue $22,778,555
Investment Income $1,621,863
Other Revenue $72,253
TOTAL REVENUE $31,856,933

Expense Breakdown

Grants Paid $79,511
Salaries & Benefits $15,584,736
Fundraising Expenses $0
Program Expenses $26,066,651
Other Expenses $15,064,024
TOTAL EXPENSES $30,728,271

Year-over-Year Comparison

2024 2023 Change
Revenue $31,856,933 $26,028,265 +0.2%
Expenses $30,728,271 $23,822,724 +0.3%
Net Income $1,128,662 $2,205,541 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
12
Employees
739
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$445,163
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTA AMUNDSEN DIRECTOR 1.00
Director
$0 $0 $0
ARA AGUIRRE DIRECTOR 1.00
Director
$0 $0 $0
CHRIS JANISCH DIRECTOR 1.00
Director
$0 $0 $0
KATIE ZERKEL BOARD CHAIR 1.00
Officer Director
$0 $0 $0
CRAIG PENA DIRECTOR 1.00
Director
$0 $0 $0
KATIE AMERAL VICE CHAIR 1.00
Officer Director
$0 $0 $0
STEVE LOOSLEY DIRECTOR 1.00
Director
$0 $0 $0
KARLA VILLINES DIRECTOR 1.00
Director
$0 $0 $0
JEANNE GRAZIOLI DIRECTOR 1.00
Director
$0 $0 $0
AIMEE QUALLS TREASURER 1.00
Officer Director
$0 $0 $0
JUSTIN IVENS DIRECTOR 1.00
Director
$0 $0 $0
JAYMES TADLOCK DIRECTOR 1.00
Director
$0 $0 $0
LAYNE SNYDER DIR. OF FINANCE 40.00
Officer
$120,390 $25,447 $145,837
SHAE JOHNS PRESIDENT/CEO 40.00
Officer
$283,067 $16,259 $299,326
ALICIA PRESTON VP OF WORKFORCE 40.00
Highest
$125,449 $18,502 $143,951
JAYNE SHAFER DIR. OF RETAIL 40.00
Highest
$108,376 $14,450 $122,826
MICHAEL MURPHY VP OF RETAIL 40.00
Highest
$132,919 $15,482 $148,401
DAVID ROBISON COO 40.00
Highest
$106,532 $0 $106,532
DAVID TRAPHAGEN FACILITIES MANAGER 40.00
Highest
$102,549 $30,902 $133,451
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $31,856,933 $30,728,271 $34,320,973 $1,128,662
2023 $26,028,265 $23,822,724 $37,644,537 $2,205,541
2023 $26,028,265 $23,822,724 $37,644,537 $2,205,541
2022 $21,190,635 $19,664,936 $29,192,839 $1,525,699
2021 $21,994,585 $16,291,382 $22,996,545 $5,703,203
2020 $22,303,137 $14,424,812 $19,140,202 $7,878,325
2019 $19,139,262 $18,024,474 $11,117,425 $1,114,788
2018 $17,502,428 $17,653,348 $10,403,605 $-150,920
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