SOCIETY OF ST VINCENT DE PAUL ROGU… - Form 990 Financial Data

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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

1982

Legal Domicile

Phone

5417723828

Tax Period

2023-10-01 to 2024-09-30

SOCIETY OF ST VINCENT DE PAUL ROGUE VALLEY COUNCIL, founded in 1982, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $492K, a strong 16% operating margin.

Mission

The Rogue Valley Society was established in 1982 to serve the poor and needy. Our all-volunteer staff serve all who come regardless of race, creed, religion or ethnic origin.

Program Service Accomplishments

Program 1

Expenses: $1,058,491

Social Services: Sacred Heart Conference servicing Jackson County ascertained the local needs by conducting interviews and consultations. Specific assistance was given for rent, utilities...

Social Services: Sacred Heart Conference servicing Jackson County ascertained the local needs by conducting interviews and consultations. Specific assistance was given for rent, utilities, medications, and Oregon ID cards. Case histories are maintained and work in conjunction with other charitable organizations in the area. Individuals served was 8,263 by 31 volunteers clocking over 4,439 hours.

Program 2

Expenses: $460,841

Kitchen/Dining: One conference (unit) St. Teresa, is open five days a week serving hot, healthy meals, for men, women and children. The majority of the food is donated by grocery stores, restaurants, and local farmers. Individuals served was 25,042 by 416 volunteers clocking 8,290 hours.

Program 3

Expenses: $448,658

SHELTER: ONE CONFERENCE (UNIT) ST. ANTHONY. OPERATED SHELTER PRIMARILY FOR PARENTS WITH CHILDREN. OPEN 7 NIGHTS A WEEK. MAXIMUM STAY IS 30 DAYS. ON SITE FULL TIME LIVE IN SUPERVISORS. THE CONFERENCE SERVED 9,294 CLIENTS; STAFFED BY AN AVERAGE OF 3 VOLUNTEERS PER MONTH CLOCKING 9,401 HOURS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,984,072

Program Service Revenue $0

Investment Income $12,195

Other Revenue $23,038

TOTAL REVENUE $3,019,305

Expense Breakdown

Grants Paid $1,786,015

Salaries & Benefits $0

Fundraising Expenses $4,567

Program Expenses $2,288,946

Other Expenses $740,884

TOTAL EXPENSES $2,526,899

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,019,305	$2,657,775	+0.1%
Expenses	$2,526,899	$2,960,478	-0.1%
Net Income	$492,406	$-302,703	-2.6%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

2746

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH HANSEN	VP GRANTS	10.00	Officer Director	$0	$0	$0
DENNIS MIHOCKO	VP FACILITIES	10.00	Officer Director	$0	$0	$0
MARILYN GRADWELL	Conference Pres	28.00	Director	$0	$0	$0
KAREN MCNEILLY	MGR	10.00	Director	$0	$0	$0
RALPH BROWNING	Conference Pres	30.00	Director	$0	$0	$0
SOCORRO HOLLOWAY	EXECUTIVE COM	10.00	Director	$0	$0	$0
JERRY PENDZICK	EXECUTIVE COM	6.00	Director	$0	$0	$0
DON KROLAK	Conference Pres	10.00	Director	$0	$0	$0
KATHY BEGLEY	President	15.00	Director	$0	$0	$0
NANCY FLEMING	Secretary	20.00	Director	$0	$0	$0
CLAUDIA VAN DYKE	CONFERENCE PRES	15.00	Director	$0	$0	$0
TOM FLEMING	Treasurer	15.00	Officer Director	$0	$0	$0
FR JIM CLIFFORD	CONFERENCE VP	10.00	Director	$0	$0	$0
LEN HEBERT	EXECUTIVE COM	10.00	Director	$0	$0	$0
CHARLOTTE MARTINSON	MGR	25.00	Director	$0	$0	$0
HELEN SMITH	CONFERENCE PRES	6.00	Director	$0	$0	$0
BRUCE PELLECCHIA	CONFERENCE PRES	20.00	Director	$0	$0	$0
BETH HUNTER	CONFERENCE MGR	10.00	Director	$0	$0	$0
MICHAEL MORGAN	PUBLICITY	10.00	Director	$0	$0	$0
JACKIE CAVANAUGH	CONFERENCE VP	10.00	Director	$0	$0	$0
MAUREEN SWIFT	VOLUNTEER CORD.	2.00	Director	$0	$0	$0
NICK KOUTSOUROS	MGR	10.00	Director	$0	$0	$0

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	$3,019,305	$2,526,899	$5,891,693	$492,406
2023	$2,657,775	$2,960,478	$5,311,161	$-302,703
2022	$2,181,900	$2,588,661	$5,567,748	$-406,761
2021	$3,200,151	$2,482,481	$6,077,176	$717,670
2020	$2,756,947	$2,405,712	$5,316,825	$351,235
2019	$2,700,096	$2,751,537	$4,882,666	$-51,441
2018	$2,663,680	$2,859,090	$4,877,779	$-195,410

SOCIETY OF ST VINCENT DE PAUL ROGUE VALLEY COUNCIL