ROGUE VALLEY MANOR MEMORIAL FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROGUE VALLEY MANOR MEMORIAL FOUNDATION (EIN 93-0712867)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-15
- IRS object ID
- 201630479349301363
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930712867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGUE VALLEY MANOR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGU | BusinessNameControlTxt |
| Phone | 8887246424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MIRA MAR AVENUE | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC BAYLISS | PersonNm |
| Person Title | INTERIM DIRECTOR | PersonTitleTxt |
| Phone | 8887246424 | PhoneNum |
| Signature | 2016-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2016-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARC BAYLISS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,965,771 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | ACQUIRE, HOLD, AND DISTRIBUTE GIFTS TO ROGUE VALLEY MANOR AND COMMUNITY ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 523 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,068,697 | PYContributionsGrantsAmt |
| CY Contributions Grants | $922,947 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,971,649 | PYInvestmentIncomeAmt |
| CY Investment Income | $310,901 | CYInvestmentIncomeAmt |
| PY Other Revenue | $99,568 | PYOtherRevenueAmt |
| CY Other Revenue | -$105,775 | CYOtherRevenueAmt |
| PY Total Revenue | $3,139,914 | PYTotalRevenueAmt |
| CY Total Revenue | $1,128,073 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $991,095 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $822,179 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $102,359 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $139,086 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $241,025 | PYOtherExpensesAmt |
| CY Other Expenses | $79,831 | CYOtherExpensesAmt |
| PY Total Expenses | $1,334,479 | PYTotalExpensesAmt |
| CY Total Expenses | $1,041,096 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,805,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $86,977 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,763,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,240,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $247,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $193,940 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,515,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,046,732 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ROGUE VALLEY MANOR FOUNDATION IS TO ENRICH THE QUALITY OF LIFE FOR MANOR RESIDENTS, FOR SENIORS SERVED BY AFFILIATE ORGANIZATIONS, AND FOR OTHERS IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $846,604 | ExpenseAmt |
| Grant | $822,179 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS AND ALLOCATIONS / OUTLAYS ACCORDING TO DONORS SPECIFIED PURPOSES. | Desc |
| Total Program Service Expenses | $846,604 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI LOYA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5418577644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARC BAYLISS | |||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM ELLIS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RON MCUNE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELLEN WALDMAN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYN BOENING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM BROPHY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE HEARTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON HILDEBRAND | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MAYERLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NILS NILSSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL NORGARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $358,379 | FundraisingAmt |
| All Other Contributions | $564,568 | AllOtherContributionsAmt |
| Noncash Contributions | $333,263 | NoncashContributionsAmt |
| Total Contributions | $922,947 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,228 | TotalRevenueColumnAmt |
| Exclusion | $252,228 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,563,677 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,503,912 | SecuritiesAmt |
| Other | $1,092 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,765 | SecuritiesAmt |
| Other | -$1,092 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,673 | TotalRevenueColumnAmt |
| Exclusion | $58,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $226,919 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $358,379 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $332,694 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$105,775 | TotalRevenueColumnAmt |
| Exclusion | -$105,775 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,128,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $205,126 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,129 | TotalAmt |
| Program Services | $711,129 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,050 | TotalAmt |
| Program Services | $111,050 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,240 | TotalAmt |
| Management And General | $108,240 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147 | TotalAmt |
| Management And General | $2,147 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,114 | TotalAmt |
| Management And General | $21,114 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,585 | TotalAmt |
| Management And General | $7,585 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,929 | TotalAmt |
| Management And General | $19,929 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,651 | TotalAmt |
| Management And General | $8,651 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20 | TotalAmt |
| Management And General | $20 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,422 | TotalAmt |
| Management And General | $16,422 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657 | TotalAmt |
| Program Services | $339 | ProgramServicesAmt |
| Management And General | $1,318 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,606 | TotalAmt |
| Program Services | $3,606 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,847 | TotalAmt |
| Program Services | $6,847 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM FUND EXPENSES | $13,633 | $13,633 | |
| FACILITY SERVICE EXPENS | $8,966 | $8,966 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,096 | TotalAmt |
| Program Services | $846,604 | ProgramServicesAmt |
| Management And General | $194,492 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,770 | BOYAmt |
| EOY | $242,094 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,222 | BOYAmt |
| EOY | $121,981 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,976 | BOYAmt |
| EOY | $11,163 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416 | BOYAmt |
| EOY | $6,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,478 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,021 | BOYAmt |
| EOY | $9,823 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,356,999 | BOYAmt |
| EOY | $11,645,974 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $203,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,763,404 | BOYAmt |
| EOY | $12,240,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,241 | BOYAmt |
| EOY | $124,910 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,613 | BOYAmt |
| EOY | $69,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,854 | BOYAmt |
| EOY | $193,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,664,299 | BOYAmt |
| EOY | $7,480,457 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,484,432 | BOYAmt |
| EOY | $3,199,729 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,366,819 | BOYAmt |
| EOY | $1,366,546 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,515,550 | BOYAmt |
| EOY | $12,046,732 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,763,404 | BOYAmt |
| EOY | $12,240,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $86,977 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$677,555 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $123,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,240 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,015,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $668,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,068,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $946,652 | CurrentTaxYearAmt |
| Total | $4,168,935 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,015,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $668,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,068,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $946,652 | CurrentTaxYearAmt |
| Total | $4,168,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $485,288 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,683,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $271,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $252,228 | CurrentTaxYearAmt |
| Total | $1,284,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,453,637 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $970,029 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $80,000 | RevenuesIncludedAmt |
| Assets Included | $203,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,366,819 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$273 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,366,546 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,364,300 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $2,419 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,366,819 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,366,702 | BeginningYearBalanceAmt |
| Contributions | $1,031 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,433 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,364,300 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,366,512 | BeginningYearBalanceAmt |
| Contributions | $50 | ContributionsAmt |
| Investment Earnings Or Losses | $140 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,366,702 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,373,663 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,648 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,503 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,366,512 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,478 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,655 | DepreciationAmt |
| Book Value | $9,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,823 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $69,030 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,030 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $786,839 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$677,555 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $23,705 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $333,785 | OtherRevenueAmt |
| Revenue Not Reported | -$320,065 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,106,904 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,929 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,240 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $21,169 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,128,073 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,378,657 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $23,705 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $333,785 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $357,490 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,021,167 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,929 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,929 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,041,096 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR VARIOUS PURPOSES. |
| PART X, LINE 2: | THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2015 AND 2014, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF FIXED ASSETS 1,092. SPECIAL EVENT EXPENSES 332,693. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ACTUARIAL CHANGE ON GIFT ANNUITIES RECEIVABLE 1,240. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 332,693. LOSS ON SALE OF FIXED ASSETS 1,092. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $170,772 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $151,116 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,656 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $29,540 | OtherDirectExpensesEvent1Amt |
| Event2 | MANOR SALE | Event2Nm |
| Gross Receipts Event2 | $355,866 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $177,933 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $177,933 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $273,101 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $58,660 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $29,330 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $29,330 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $30,053 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $585,298 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $358,379 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $226,919 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $332,694 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $332,694 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$105,775 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGUE VALLEY MANOR INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MIRA MAR AVENUE | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 930453216 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $711,129 | CashGrantAmt |
| Purpose Of Grant | RESIDENT PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 73 | RecipientCnt |
| Cash Grant | $111,050 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS AND IS REVIEWED QUARTERLY FOR PROPRIETY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $80,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $207,263 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $46,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | RVM FOUNDATION USED VOLUNTEERS TO SELL NON-CASH CONTRIBUTIONS ON CRAIGSLIST AND/OR EBAY. THE RVM FOUNDATION ALSO OCCASIONALLY USED CONSIGNMENT AND PROFESSIONAL HELP WITH AUTO SALES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ROGUE VALLEY MANOR FOUNDATION, INC. DELEGATES MANAGEMENT TO ROGUE VALLEY MANOR. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING SIGNIFICANT CHANGES WERE MADE TO THE FORMER 11/20/13 RVMF BYLAWS BY ADOPTION OF THE 11/03/14 BYLAWS: 1. VARIOUS AMENDMENTS TO ARTICLE I INCLUDING PURPOSE AND AUTHORITY, AND LIMITATIONS; 2. VARIOUS AMENDMENTS TO ARTICLE II ESTABLISHING THE NUMBER OF DIRECTORS AND REVISING THE ELECTION, TERM AND REMOVAL OF DIRECTORS; 3. ADDED SECTION REGARDING CONFLICTS OF INTERESTS; 4. REVISED ARTICLE IV PERTAINING TO OFFICER DUTIES; AND 5. REVISED SECTIONS REGARDING LIABILITY AND INDEMNIFICATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE MEMBER, ROGUE VALLEY MANOR. |
| FORM 990, PART VI, SECTION A, LINE 7A | ROGUE VALLEY MANOR HAS THE RIGHT TO ELECT FOUNDATION DIRECTORS FROM NOMINEES SELECTED BY THE FOUNDATION BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | SOME DECISIONS OF THE BOARD ARE SUBJECT TO APROVAL BY ROGUE VALLEY MANOR AS DESCRIBED IN ARTICLE I, SECTION 4 OF THE ORGANIZATION'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS CURRENTLY BEING REVIEWED BY THE CFO, ASSISTANT CONTROLLER AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. THERE ARE TWO POLICIES RELATED TO CONFLICTS OF INTEREST: 1) BOARD OF DIRECTORS; 2) KEY EMPLOYEES, WHICH IDENTIFY THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUESTS GO THROUGH THE CORPORATE COUNSEL. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL CHANGE ON GIFT ANNUITIES RECEIVABLE -1,240. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRS MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931328250 | EIN |
| Primary Activities | MGMT COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PACIFIC RETIREMENT SERVICES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931067253 | SUPPORTING ORGANIZATION | OR | 501(C)(3) | LINE 11C, III-FI | N/A | 0 | |
| PACIFIC RETIREMENT SERVICES FOUNDATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 472352652 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| ROGUE VALLEY MANOR | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930453216 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE CUMBERLAND REST INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 750891470 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CASCADE MANOR INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930557803 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931179254 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| HOLLADAY PARK PLAZA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930513697 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CAPITOL LAKES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 391412320 | SENIOR HOUSING | WI | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS FOUNDATIONINC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931301816 | PUBLIC FOUNDATION | CA | 501(C)(3) | LINE 7 | 0 | UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |
| TRINITY TERRACE FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 912162130 | PUBLIC FOUNDATION | TX | 501(C)(3) | LINE 7 | 0 | THE CUMBERLAND REST INC | |
| HOLLADAY PARK PLAZA FOUNDATIONINC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 264529118 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | HOLLADAY PARK PLAZA | |
| MIRABELLA WASHINGTON FOUNDATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 450574348 | PUBLIC FOUNDATION | WA | 501(C)(3) | LINE 7 | 0 | MIRABELLA | |
| CASCADE MANOR FOUNDATIONINC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931330100 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | CASCADE MANOR INC | |
| CAPITOL LAKES FOUNDATIONINC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 383781089 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | CAPITOL LAKES INC | |
| MIRABELLA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 342030255 | SENIOR HOUSING | WA | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| MIRABELLA PORTLAND FOUNDATIONINC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 452508860 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | MIRABELLA AT SOUTH WATERFRONT | |
| MIRABELLA AT SOUTH WATERFRONT | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 711016384 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| COMMUNITY VOLUNTEER NETWORK | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930892261 | COMM SRVCS | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ASHLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930942933 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943163349 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM CENTRAL POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300315618 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM DAVIS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662208 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH I HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311520436 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587415 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943136037 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662259 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930864466 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD III HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587418 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943162074 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311715321 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311780332 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300037898 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943179782 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587420 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EAGLE POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943191447 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM KLAMATH FALLS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943196455 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212537 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM LIVELY OAKS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943194409 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM REEDSPORT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212538 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM YREKA HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212540 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EUGENE HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943247154 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943260016 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MANSFIELD HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 900292647 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | 0 | PACIFIC RETIREMENT SERVICES INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CREST PARK | |||||||||
| 1 WEST MAIN SUITE 303 | MEDFORD | OR | 97501 | 931169683 | REAL ESTATE | OR | N/A | C | 0 |
| PRS MANAGEMENT INC | |||||||||
| 1 WEST MAIN SUITE 303 | MEDFORD | OR | 97501 | 931328250 | MGMT COMPANY | OR | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |