Options for Southern Oregon: FY2021 Nonprofit Profile & 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

88 cents of each dollar spent went to programs.

88%

Program services 88% · $37.7M Management & general 11% · $4.8M Fundraising 0% · $180K

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

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Who runs it and what they're paid

17 people listed on the 990; $1.9M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Joel Suckow

Medical Director

$412,991Pt VII · Sec A

Lorraine Davies

Psychiatrist

$245,991Pt VII · Sec A

Karla McCafferty

Executive Director

$245,625Pt VII · Sec A

Lisa Bailey

Psychiatrist

$178,211Pt VII · Sec A

Shelly Uhrig

Chief Operations Officer

$172,230Pt VII · Sec A

Lori Krayer

Nurse Practioner

$170,274Pt VII · Sec A

Lance Dickenson

Clinical Director

$131,131Pt VII · Sec A

Malia Johnson

Nurse Practioner

$126,133Pt 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.

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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.

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Provided by the organization

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1 program · $37.7M · in their own filed words · FY2020

01

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

$37.7Mprogram 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 FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$58.4M

Ln 12

Fees for servicesLn 2g$57.9M

Gifts and grantsLn 1h$215K

Investment incomeLn 3$123K

Money outPt IX

$42.7M

Ln 25

Programscol B$37.7M

Managementcol C$4.8M

Fundraisingcol D$180K

Owns and owesPt X

$63.8M

net assets · Ln 32

Cash and savingsLn 1–2$43.4M

Total assetsLn 16$73.7M

LiabilitiesLn 26$9.9M

PeoplePt VI, VII

17

listed · VII A

PaidVII A10

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$215K

Fees for servicesLn 2g$57.9M

Investment incomeLn 3$123K

Other incomeLn 4–11$108K

Gains on assetsLn 7$18K

Total revenueLn 12$58.4M

Assets in detailPt X, end of year

CashLn 1$3.5M

SavingsLn 2$39.9M

Cash and savings togetherLn 1–2$43.4M

Land, buildings, equipmentLn 10c$22.3M

Other assetsLn 15$364K

Total assetsLn 16$73.7M

LiabilitiesLn 26$9.9M

Net assetsLn 32$63.8M

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 FY21	End FY21
Cash and savingsLn 1–2	$26.9M	$43.4M
Land, buildings, equipmentLn 10c	$22.1M	$22.3M
Total assetsLn 16	$56.9M	$73.7M
LiabilitiesLn 26	$8.8M	$9.9M
Net assetsLn 32	$48.1M	$63.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$2.2M	$1.4M	$852K
Other salaries and wagesLn 7	$22.8M	$21.0M	$1.7M	$94K
Pension plan contributionsLn 8	$1.0M	$894K	$113K	$4K
Other employee benefitsLn 9	$4.8M	$4.3M	$520K	$16K
Payroll taxesLn 10	$2.0M	$1.7M	$215K	$8K
Legal feesLn 11b	$4K		$4K
Accounting feesLn 11c	$60K		$60K
Other fees for servicesLn 11g	$4.8M	$4.7M	$137K	$26K
Advertising and promotionLn 12	$16K	$2K	$853	$13K
Office expensesLn 13	$515K	$423K	$91K	$881
Information technologyLn 14	$806K	$461K	$345K	$174
OccupancyLn 16	$1.2M	$1.0M	$163K	$320
TravelLn 17	$206K	$181K	$24K	$790
Conferences, conventions and meetingsLn 19	$116K	$103K	$12K	$2K
Depreciation, depletion and amortizationLn 22	$902K	$755K	$142K	$4K
InsuranceLn 23	$269K	$93K	$177K
Other expenses (24a–d)Ln 24	$857K	$785K	$61K	$11K
All other expensesLn 24e	$134K		$134K
Total functional expensesLn 25	$42.7M	$37.7M	$4.8M	$180K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$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 Viewing	$58.4M	$42.7M	$15.7M	$63.8M	990 PDF
FY2020	$49.9M	$42.8M	$7.1M	$47.9M	990 PDF

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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 FY2021 990 (6 parts)

Part I · Summary $58,378,453 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $40,236$215,240

I-9 Program service revenuePrior year $49,694,105$57,932,349

I-10 Investment incomePrior year $100,847$123,290

I-11 Other revenuePrior year $34,950$107,574

I-12 Total revenuePrior year $49,870,138$58,378,453

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $31,686,645$32,772,036

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $11,075,493$9,903,539

I-18 Total expensesPrior year $42,762,138$42,675,575

I-19 Revenue less expensesPrior year $7,108,000$15,702,878

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 $58,378,453 across 8 lines filed

VIII-1f All other contributions, gifts and grants$215,240

VIII-1h Total contributions, gifts and grants$215,240

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $57,932,349$57,932,349

VIII-3 Investment incomeExcluded from tax $105,101$105,101

VIII-6 Net rental income or lossRelated to mission $78,794$78,794

VIII-7 Net gain or loss on sales of assetsExcluded from tax $18,189$18,189

VIII-8 Net income from fundraising eventsExcluded from tax $28,780$28,780

VIII-12 Total revenueRelated to mission $58,011,143 · Unrelated business $0 · Excluded from tax $152,070$58,378,453

Part IX · Statement of functional expenses $42,675,575 across 18 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $1,376,843 · Management $852,473$2,229,316

IX-7 Other salaries and wagesPrograms $20,974,675 · Management $1,713,870 · Fundraising $94,025$22,782,570

IX-8 Pension plan contributionsPrograms $894,120 · Management $112,551 · Fundraising $4,452$1,011,123

IX-9 Other employee benefitsPrograms $4,250,641 · Management $519,773 · Fundraising $15,905$4,786,319

IX-10 Payroll taxesPrograms $1,740,520 · Management $214,627 · Fundraising $7,561$1,962,708

IX-11b Legal feesManagement $4,498$4,498

IX-11c Accounting feesManagement $60,042$60,042

IX-11g Other fees for servicesPrograms $4,685,524 · Management $137,462 · Fundraising $26,100$4,849,086

IX-12 Advertising and promotionPrograms $1,510 · Management $853 · Fundraising $13,320$15,683

IX-13 Office expensesPrograms $423,229 · Management $91,081 · Fundraising $881$515,191

IX-14 Information technologyPrograms $460,619 · Management $345,218 · Fundraising $174$806,011

IX-16 OccupancyPrograms $1,004,727 · Management $163,085 · Fundraising $320$1,168,132

IX-17 TravelPrograms $180,945 · Management $23,765 · Fundraising $790$205,500

IX-19 Conferences, conventions and meetingsPrograms $102,543 · Management $12,315 · Fundraising $1,602$116,460

IX-22 Depreciation, depletion and amortizationPrograms $755,446 · Management $142,236 · Fundraising $4,439$902,121

IX-23 InsurancePrograms $92,750 · Management $176,745$269,495

IX-24 Other expenses (24a–d)Programs $785,263 · Management $60,968 · Fundraising $10,870$857,101

IX-24e All other expensesManagement $134,219$134,219

IX-25 Total functional expensesPrograms $37,729,355 · Management $4,765,781 · Fundraising $180,439$42,675,575

Part X · Balance sheet $73,692,750 assets, 15 lines filed

Asset lines not itemized here account for $10,346; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $3,798,312$3,458,638

X-2 Savings and temporary cash investmentsStart of year $23,148,200$39,919,878

X-4 Accounts receivableStart of year $6,966,570$6,965,221

X-9 Prepaid expenses and deferred chargesStart of year $445,234$715,075

X-10c Land, buildings and equipment, netStart of year $22,137,850$22,259,133

X-15 Other assetsStart of year $364,459$364,459

X-16 Total assetsStart of year $56,873,982$73,692,750

X-17 Accounts payable and accrued expensesStart of year $4,664,066$5,070,611

X-19 Deferred revenue$784,023

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

X-25 Other liabilitiesStart of year $4,644$8,075

X-26 Total liabilitiesStart of year $8,785,910$9,901,800

X-27 Net assets without donor restrictionsStart of year $48,088,072$63,790,950

X-32 Total net assets or fund balancesStart of year $48,088,072$63,790,950

X-33 Total liabilities and net assetsStart of year $56,873,982$73,692,750

Part XI · Reconciliation of net assets $63,790,950 net assets at year end

XI-1 Total revenue$58,378,453

XI-2 Total expenses$42,675,575

XI-3 Revenue less expenses$15,702,878

XI-4 Net assets at start of year$48,088,072

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$63,790,950

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Options for Southern Oregon FY2021 filing

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