Options for Southern Oregon: Nonprofit Profile, Financials & Form 990 (EIN 93-0804385)

Revenue by fiscal year
FY2020	$49.9M
FY2021	$58.4M
FY2022	$56.3M
FY2023	$71.0M
FY2024	$70.4M
FY2025	$78.8M

Expenses by fiscal year
FY2020	$42.8M
FY2021	$42.7M
FY2022	$45.8M
FY2023	$56.7M
FY2024	$66.5M
FY2025	$77.2M

Net assets by fiscal year
FY2020	$47.9M
FY2021	$63.8M
FY2022	$74.3M
FY2023	$88.6M
FY2024	$92.4M
FY2025	$93.3M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

89%

Program services 89% · $68.6M Management & general 11% · $8.6M Fundraising 0% · $76

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

18 people listed on the 990; $2.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Joel Suckow

Medical Director

$464,361Pt VII · Sec A

Karla McCafferty

FMR. Executive Director

$293,570Pt VII · Sec A

Shelly Uhrig

Executive Director

$265,954Pt VII · Sec A

James Hodgson

Info. Tech. Director

$197,328Pt VII · Sec A

Clint Mooney

Assoc. Clinical Dir.

$169,239Pt VII · Sec A

Heidi Herinckx

Or Centers for Excellence Director

$164,573Pt VII · Sec A

Christina Shayne

Finance Director

$164,112Pt VII · Sec A

Nancy Fitting

Human Resource Dir.

$164,112Pt VII · Sec A

Joel Suckow’s $464K as Medical Director is at the 91st percentile of top reported officer pay among 746 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Joel Suckow	$464,361	$453,520	$437,892	$412,991	$412,991	$340,880
Lorraine Davies	—	—	—	—	$245,991	$334,332
Karla McCafferty	$293,570	$269,621	$264,056	$245,625	$245,625	$205,885
Shelly Uhrig	$265,954	$209,251	$206,384	$172,230	$172,230	$145,513
James Hodgson	$197,328	$163,797	—	—	—	—
Lisa Bailey	—	—	$170,478	$178,211	$178,211	$170,205
Dawn Cogliser	—	$168,503	$173,182	—	—	—
Lori Krayer	—	—	—	—	$170,274	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Options for Southern Oregon executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides comprehensive support for mental health needs, including housing, therapy, and job assistance.

Questions for Options for Southern Oregon

Tap to ask. Options for Southern Oregon sees how many people are interested.

Your first name shows with your question. Options for Southern Oregon answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $68.6M · in their own filed words · FY2024

01

Programs for people of all ages who have mental health needs. Our holistic approach addresses housing, advocacy, community integration, crisis intervention, therapy, co-occuring issues, education, work & economic well-being

$68.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Quinn Hill FoundationFY2024$1K

Total grants receivedfrom 1 funder$1K

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$78.8M

Ln 12

Fees for servicesLn 2g$78.2M

Investment incomeLn 3$569K

Other incomeLn 4–11$35K

Money outPt IX

$77.2M

Ln 25

Programscol B$68.6M

Managementcol C$8.6M

Fundraisingcol D$76

Owns and owesPt X

$93.3M

net assets · Ln 32

Cash and savingsLn 1–2$79.3M

Total assetsLn 16$114.2M

LiabilitiesLn 26$20.9M

PeoplePt VI, VII

18

listed · VII A

PaidVII A12

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$7K

Fees for servicesLn 2g$78.2M

Investment incomeLn 3$569K

Other incomeLn 4–11$35K

Gains on assetsLn 7$36K

Total revenueLn 12$78.8M

Assets in detailPt X, end of year

CashLn 1$17K

SavingsLn 2$79.3M

Cash and savings togetherLn 1–2$79.3M

Land, buildings, equipmentLn 10c$26.6M

Other assetsLn 15$636K

Total assetsLn 16$114.2M

LiabilitiesLn 26$20.9M

Net assetsLn 32$93.3M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$85.0M	$79.3M
Land, buildings, equipmentLn 10c	$25.6M	$26.6M
Total assetsLn 16	$119.2M	$114.2M
LiabilitiesLn 26	$26.8M	$20.9M
Net assetsLn 32	$92.4M	$93.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$3.0M	$1.2M	$1.9M	$0
Other salaries and wagesLn 7	$40.1M	$36.6M	$3.6M	−$592
Pension plan contributionsLn 8	$1.4M	$1.3M	$131K	$58
Other employee benefitsLn 9	$7.2M	$6.4M	$827K	$444
Payroll taxesLn 10	$3.4M	$3.0M	$337K	$166
Legal feesLn 11b	$60K	$0	$60K	$0
Accounting feesLn 11c	$91K	$0	$91K	$0
Other fees for servicesLn 11g	$14.0M	$13.6M	$390K	$0
Advertising and promotionLn 12	$33K	$33K	$572	$0
Office expensesLn 13	$551K	$422K	$129K	$0
Information technologyLn 14	$1.3M	$926K	$384K	$0
OccupancyLn 16	$1.8M	$1.6M	$216K	$0
TravelLn 17	$502K	$431K	$71K	$0
Conferences, conventions and meetingsLn 19	$240K	$180K	$60K	$0
InterestLn 20	$15K	$13K	$3K	$0
Depreciation, depletion and amortizationLn 22	$1.2M	$981K	$176K	$0
InsuranceLn 23	$392K	$208K	$184K	$0
Other expenses (24a–d)Ln 24	$1.9M	$1.8M	$83K	$0
Total functional expensesLn 25	$77.2M	$68.6M	$8.6M	$76

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$78.8M	$77.2M	$1.6M	$93.3M	990 PDF
FY2024	$70.4M	$66.5M	$4.0M	$92.4M	990 PDF
FY2023	$71.0M	$56.7M	$14.3M	$88.6M	990 PDF
FY2022	$56.3M	$45.8M	$10.5M	$74.3M	990 PDF
FY2021	$58.4M	$42.7M	$15.7M	$63.8M	990 PDF
FY2020	$49.9M	$42.8M	$7.1M	$47.9M	990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $78,830,448 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $23,734$7,014

I-9 Program service revenuePrior year $69,735,194$78,219,158

I-10 Investment incomePrior year $639,980$569,174

I-11 Other revenuePrior year $49,359$35,102

I-12 Total revenuePrior year $70,448,267$78,830,448

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $49,838,833$55,186,124

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $16,656,414$22,023,921

I-18 Total expensesPrior year $66,495,247$77,210,045

I-19 Revenue less expensesPrior year $3,953,020$1,620,403

Part VI · Governance 7 of 7 board members independent, 2 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $78,830,448 across 8 lines filed

VIII-1f All other contributions, gifts and grants$7,014

VIII-1h Total contributions, gifts and grants$7,014

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$78,219,158

VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $532,723$532,723

VIII-6 Net rental income or lossUnrelated business −$7,321−$7,321

VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $36,451$36,451

VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $42,423$42,423

VIII-12 Total revenueRelated to mission $78,219,158 · Unrelated business −$7,321 · Excluded from tax $611,597$78,830,448

Part IX · Statement of functional expenses $77,210,045 across 18 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $1,168,608 · Management $1,859,429 · Fundraising $0$3,028,037

IX-7 Other salaries and wagesPrograms $36,574,649 · Management $3,567,771 · Fundraising −$592$40,141,828

IX-8 Pension plan contributionsPrograms $1,273,790 · Management $130,508 · Fundraising $58$1,404,356

IX-9 Other employee benefitsPrograms $6,402,427 · Management $826,725 · Fundraising $444$7,229,596

IX-10 Payroll taxesPrograms $3,044,757 · Management $337,384 · Fundraising $166$3,382,307

IX-11b Legal feesPrograms $0 · Management $60,166 · Fundraising $0$60,166

IX-11c Accounting feesPrograms $0 · Management $91,123 · Fundraising $0$91,123

IX-11g Other fees for servicesPrograms $13,617,129 · Management $389,539 · Fundraising $0$14,006,668

IX-12 Advertising and promotionPrograms $32,694 · Management $572 · Fundraising $0$33,266

IX-13 Office expensesPrograms $422,180 · Management $129,095 · Fundraising $0$551,275

IX-14 Information technologyPrograms $925,782 · Management $384,104 · Fundraising $0$1,309,886

IX-16 OccupancyPrograms $1,588,051 · Management $216,268 · Fundraising $0$1,804,319

IX-17 TravelPrograms $430,743 · Management $70,916 · Fundraising $0$501,659

IX-19 Conferences, conventions and meetingsPrograms $180,398 · Management $59,792 · Fundraising $0$240,190

IX-20 InterestPrograms $12,888 · Management $2,562 · Fundraising $0$15,450

IX-22 Depreciation, depletion and amortizationPrograms $981,499 · Management $175,612 · Fundraising $0$1,157,111

IX-23 InsurancePrograms $208,191 · Management $183,838 · Fundraising $0$392,029

IX-24 Other expenses (24a–d)Programs $1,777,791 · Management $82,988 · Fundraising $0$1,860,779

IX-25 Total functional expensesPrograms $68,641,577 · Management $8,568,392 · Fundraising $76$77,210,045

Part X · Balance sheet $114,220,079 assets, 15 lines filed

Asset lines not itemized here account for $2,832; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $16,500$16,900

X-2 Savings and temporary cash investmentsStart of year $84,973,257$79,262,341

X-4 Accounts receivableStart of year $6,653,731$6,287,154

X-9 Prepaid expenses and deferred chargesStart of year $1,117,607$1,409,065

X-10c Land, buildings and equipment, netStart of year $25,644,703$26,605,632

X-15 Other assetsStart of year $787,699$636,155

X-16 Total assetsStart of year $119,194,462$114,220,079

X-17 Accounts payable and accrued expensesStart of year $9,694,973$11,324,530

X-19 Deferred revenueStart of year $12,875,453$3,494,703

X-24 Unsecured notes and loans payableStart of year $707,792$279,753

X-25 Other liabilitiesStart of year $5,592$9,854

X-26 Total liabilitiesStart of year $26,807,379$20,888,965

X-27 Net assets without donor restrictionsStart of year $92,387,083$93,331,114

X-32 Total net assets or fund balancesStart of year $92,387,083$93,331,114

X-33 Total liabilities and net assetsStart of year $119,194,462$114,220,079

Part XI · Reconciliation of net assets $93,331,114 net assets at year end

XI-1 Total revenue$78,830,448

XI-2 Total expenses$77,210,045

XI-3 Revenue less expenses$1,620,403

XI-4 Net assets at start of year$92,387,083

XI-8 Prior period adjustments−$676,372

XI-10 Net assets at end of year$93,331,114

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org