SOUTHERN OREGON FRIENDS OF HOSPICE

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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

2009

Legal Domicile

Phone

5415008911

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN OREGON FRIENDS OF HOSPICE, founded in 2009, is a community nonprofit in the Human Services sector that reported $3.5M in total revenue in fiscal year 2024.

Mission

To collaborate with our rogue valley community to raise awareness of and provide support for comprehensive end of life care programs. To construct and operate a 12 bed residential care facility specializing in hospice care. The facility began operations in May 2018.

Program Service Accomplishments

Program 1

Expenses: $2,675,802

TO OPERATE A 12 BED RESIDENTIAL CARE FACILITY SPECIALIZING IN HOSPICE END OF LIFE CARE IN COLLABORATION WITH LOCAL MEDICARE CERTIFED HOSPICE PROVIDERS. OPERATIONS INCLUDE THE 24 HOUR, SEVEN DAYS A...

TO OPERATE A 12 BED RESIDENTIAL CARE FACILITY SPECIALIZING IN HOSPICE END OF LIFE CARE IN COLLABORATION WITH LOCAL MEDICARE CERTIFED HOSPICE PROVIDERS. OPERATIONS INCLUDE THE 24 HOUR, SEVEN DAYS A WEEK CARE OF HOSPICE PATIENTS AND THE SUPPORT OF THEIR FAMILIES AND FRIENDS. THE PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF THE RESIDENTS ARE SUPPORTED BY STAFF AND VOLUNTEERS OPERATING THE RESIDENTIAL CARE FACILITY.

Program 2

Expenses: $394,531

OPERATED A RESALE BOUTIQUE: HOSPICE UNIQUE BOUTIQUE. ITEMS TO BE SOLD ARE DONATED BY COMMUNITY MEMBERS AND THROUGH A DOWNSIZING PROGRAM. ITEMS NOT SOLD ARE DONATED TO OTHER COMMUNITY SUPPORT...

OPERATED A RESALE BOUTIQUE: HOSPICE UNIQUE BOUTIQUE. ITEMS TO BE SOLD ARE DONATED BY COMMUNITY MEMBERS AND THROUGH A DOWNSIZING PROGRAM. ITEMS NOT SOLD ARE DONATED TO OTHER COMMUNITY SUPPORT ORGANIZATIONS. REVENUE FROM OPERATIONS ARE USED TO SUPPORT MISSION. ALSO PROVIDE INFORMATION AND EDUCATIONAL MATERIALS ABOUT END OF LIFE CARE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,100,969

Program Service Revenue $2,304,101

Investment Income $49,490

Other Revenue $7,440

TOTAL REVENUE $3,462,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,683,753

Fundraising Expenses $184,864

Program Expenses $3,070,333

Other Expenses $796,127

TOTAL EXPENSES $3,479,880

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,462,000	$3,259,822	+0.1%
Expenses	$3,479,880	$3,096,327	+0.1%
Net Income	$-17,880	$163,495	-1.1%

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

Volunteers

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
DWIGHT WILSON	EXECUTIVE DIRECTOR	40.00		$135,782	$0	$135,782
PATRICIA NARUS	Director	2.00	Director	$0	$0	$0
STEVE ROE	Director	2.00	Director	$0	$0	$0
DAWN WIPF	Director	2.00	Director	$0	$0	$0
TONI ADAMS	Director	2.00	Director	$0	$0	$0
DIANE WILLIAMS ENGLEHARDT	Director	2.00	Director	$0	$0	$0
JOHN SELLERS	Director	2.00	Director	$0	$0	$0
REBECCA REID	Director	2.00	Director	$0	$0	$0
JERRYE WRIGHT	Director	2.00	Director	$0	$0	$0
DAVID GLAUSER	Director	2.00	Director	$0	$0	$0
RYAN SUVOY	Director	2.00	Director	$0	$0	$0
SHANE ANTHOLZ	Director	2.00	Director	$0	$0	$0
CHRISTINE EBERHARDT	President	2.00	Director	$0	$0	$0
MICHELLE HOLLENBECK	Director	2.00	Director	$0	$0	$0
LORI WILLIAMS	Treasurer	2.00	Officer 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	$3,462,000	$3,479,880	$5,775,940	$-17,880
2023	$3,259,822	$3,096,327	$5,898,170	$163,495
2022	$2,759,897	$2,772,219	$5,673,626	$-12,322
2021	$3,156,686	$2,211,733	$5,540,085	$944,953
2020	$1,965,552	$1,796,501	$5,126,817	$169,051
2019	$1,813,094	$1,682,822	$5,212,910	$130,272
2018	$2,610,062	$1,274,642	$5,695,050	$1,335,420