Options for Southern Oregon FY2023 filing

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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

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$2.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $8.9M a year · 14% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.1M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
14 mo
of spending, in cash
Looks good: 14.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$16.5M
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$71.0M
+26% vs prior year
Spent
$56.7M
To programs
88%
Net assets
$88.6M
By yearFY2020–FY2025
Revenue
$71.0M
FY2023▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$49.9M
FY2021$58.4M
FY2022$56.3M
FY2023$71.0M
FY2024$70.4M
FY2025$78.8M
Expenses
$56.7M
FY2023▲ +24%
Tap a bar for its year
Expenses by fiscal year
FY2020$42.8M
FY2021$42.7M
FY2022$45.8M
FY2023$56.7M
FY2024$66.5M
FY2025$77.2M
Net assets
$88.6M
FY2023▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2020$47.9M
FY2021$63.8M
FY2022$74.3M
FY2023$88.6M
FY2024$92.4M
FY2025$93.3M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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.

Program services 88% · $49.7M Management & general 12% · $7.0M Fundraising 0% · $150

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

18 people listed on the 990; $2.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Medical Director
$437,892Pt VII · Sec A
Executive Director
$264,056Pt VII · Sec A
Chief Operations Officer
$206,384Pt VII · Sec A
Nurse Pract & Addictions Spe
$173,182Pt VII · Sec A
Psychiatrist
$170,478Pt VII · Sec A
Nurse Practioner
$166,859Pt VII · Sec A
Clinical Director
$144,941Pt VII · Sec A
Oregon Centers for Excellence
$136,290Pt 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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 →

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

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1 program · $49.7M · in their own filed words · FY2022
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.

$49.7Mprogram 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
Total grants receivedfrom 1 funder$1K

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $884K federal money spent
Section 223 Demonstration Programs to Improve Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.829 · Direct$884K

The auditor reported no findings.

Year ending Jun 2021 · $3.4M federal money spent
Section 223 Demonstration Programs to Improve Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.829 · Direct$2.0M
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$1.4M
Supplemental Nutrition Assistance ProgramDepartment of Agriculture · ALN 10.551 · Direct$16K

The auditor reported no findings.

Year ending Jun 2020 · $1.8M federal money spent
Section 223 Demonstration Programs to Improve Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.829 · Direct$1.6M
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$209K
Supplemental Nutrition Assistance ProgramDepartment of Agriculture · ALN 10.551 · Direct$15K

The auditor reported no findings.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$71.0M
Ln 12
Fees for servicesLn 2g$70.7M
Investment incomeLn 3$178K
Other incomeLn 4–11$61K
Money outPt IX
$56.7M
Ln 25
Programscol B$49.7M
Managementcol C$7.0M
Fundraisingcol D$150
Owns and owesPt X
$88.6M
net assets · Ln 32
Cash and savingsLn 1–2$68.7M
Total assetsLn 16$105.0M
LiabilitiesLn 26$16.5M
PeoplePt VI, VII
18
listed · VII A
PaidVII A11
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$30K
Noncash giftsLn 1g$9K
Fees for servicesLn 2g$70.7M
Investment incomeLn 3$178K
Other incomeLn 4–11$61K
Gains on assetsLn 7$6K
Total revenueLn 12$71.0M
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$68.7M
Cash and savings togetherLn 1–2$68.7M
Land, buildings, equipmentLn 10c$24.6M
Other assetsLn 15$564K
Total assetsLn 16$105.0M
LiabilitiesLn 26$16.5M
Net assetsLn 32$88.6M
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
LineStart FY23End FY23
Cash and savingsLn 1–2$59.7M$68.7M
Land, buildings, equipmentLn 10c$22.0M$24.6M
Total assetsLn 16$88.8M$105.0M
LiabilitiesLn 26$14.5M$16.5M
Net assetsLn 32$74.3M$88.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$3.3M$2.0M$1.4M
Other salaries and wagesLn 7$30.2M$27.7M$2.5M
Pension plan contributionsLn 8$1.0M$924K$103K
Other employee benefitsLn 9$5.1M$4.4M$633K
Payroll taxesLn 10$2.5M$2.2M$310K
Legal feesLn 11b$13K$13K
Accounting feesLn 11c$72K$72K
Other fees for servicesLn 11g$7.5M$7.3M$178K
Advertising and promotionLn 12$18K$17K$1K$150
Office expensesLn 13$567K$460K$107K
Information technologyLn 14$1.1M$766K$381K
OccupancyLn 16$1.4M$1.2M$166K
TravelLn 17$474K$431K$43K
Conferences, conventions and meetingsLn 19$210K$148K$62K
InterestLn 20$8K$8K
Depreciation, depletion and amortizationLn 22$1.0M$848K$187K
InsuranceLn 23$376K$147K$229K
Other expenses (24a–d)Ln 24$1.7M$1.1M$589K
Total functional expensesLn 25$56.7M$49.7M$7.0M$150

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 13, 2026 $78.8M$77.2M$1.6M$93.3M 990 PDF
FY2024Filed with the IRS May 13, 2025 $70.4M$66.5M$4.0M$92.4M 990 PDF
FY2023 ViewingFiled with the IRS May 7, 2024 $71.0M$56.7M$14.3M$88.6M 990 PDF
FY2022Filed with the IRS May 14, 2023 $56.3M$45.8M$10.5M$74.3M 990 PDF
FY2021Filed with the IRS May 16, 2022 $58.4M$42.7M$15.7M$63.8M 990 PDF
FY2020Filed with the IRS Feb 25, 2021 $49.9M$42.8M$7.1M$47.9M 990 PDF

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 FY2023 990 (6 parts)
Part I · Summary $70,968,940 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $27,299$29,872
I-9 Program service revenuePrior year $55,959,161$70,700,328
I-10 Investment incomePrior year $121,123$177,776
I-11 Other revenuePrior year $213,140$60,964
I-12 Total revenuePrior year $56,320,723$70,968,940
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $34,866,562$42,173,568
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $10,976,693$14,496,078
I-18 Total expensesPrior year $45,843,255$56,669,646
I-19 Revenue less expensesPrior year $10,477,468$14,299,294
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 $70,968,940 across 9 lines filed
VIII-1f All other contributions, gifts and grants$29,872
VIII-1g Noncash contributions (included above)$8,533
VIII-1h Total contributions, gifts and grants$29,872
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $70,700,328$70,700,328
VIII-3 Investment incomeExcluded from tax $172,043$172,043
VIII-6 Net rental income or lossExcluded from tax −$4,550−$4,550
VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,733$5,733
VIII-8 Net income from fundraising eventsExcluded from tax $65,514$65,514
VIII-12 Total revenueRelated to mission $70,700,328 · Unrelated business $0 · Excluded from tax $238,740$70,968,940
Part IX · Statement of functional expenses $56,669,646 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $1,955,475 · Management $1,382,334$3,337,809
IX-7 Other salaries and wagesPrograms $27,684,072 · Management $2,549,920$30,233,992
IX-8 Pension plan contributionsPrograms $924,345 · Management $103,329$1,027,674
IX-9 Other employee benefitsPrograms $4,430,396 · Management $632,998$5,063,394
IX-10 Payroll taxesPrograms $2,201,150 · Management $309,549$2,510,699
IX-11b Legal feesManagement $13,324$13,324
IX-11c Accounting feesManagement $72,267$72,267
IX-11g Other fees for servicesPrograms $7,322,840 · Management $178,470$7,501,310
IX-12 Advertising and promotionPrograms $16,977 · Management $1,324 · Fundraising $150$18,451
IX-13 Office expensesPrograms $459,979 · Management $106,578$566,557
IX-14 Information technologyPrograms $766,085 · Management $380,535$1,146,620
IX-16 OccupancyPrograms $1,190,136 · Management $166,028$1,356,164
IX-17 TravelPrograms $431,211 · Management $42,856$474,067
IX-19 Conferences, conventions and meetingsPrograms $147,816 · Management $62,449$210,265
IX-20 InterestManagement $8,053$8,053
IX-22 Depreciation, depletion and amortizationPrograms $848,002 · Management $187,051$1,035,053
IX-23 InsurancePrograms $147,260 · Management $228,792$376,052
IX-24 Other expenses (24a–d)Programs $1,128,579 · Management $589,316$1,717,895
IX-25 Total functional expensesPrograms $49,654,323 · Management $7,015,173 · Fundraising $150$56,669,646
Part X · Balance sheet $105,049,651 assets, 14 lines filed
Asset lines not itemized here account for $10,689; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $3,236,560$7,200
X-2 Savings and temporary cash investmentsStart of year $56,434,701$68,678,684
X-4 Accounts receivableStart of year $5,398,749$10,135,384
X-9 Prepaid expenses and deferred chargesStart of year $825,075$1,062,734
X-10c Land, buildings and equipment, netStart of year $22,027,225$24,591,359
X-15 Other assetsStart of year $849,884$563,601
X-16 Total assetsStart of year $88,786,846$105,049,651
X-17 Accounts payable and accrued expensesStart of year $5,984,761$8,126,915
X-19 Deferred revenueStart of year $4,242,046$4,359,935
X-24 Unsecured notes and loans payableStart of year $279,753$471,918
X-26 Total liabilitiesStart of year $14,518,429$16,481,939
X-27 Net assets without donor restrictionsStart of year $74,268,417$88,567,712
X-32 Total net assets or fund balancesStart of year $74,268,417$88,567,712
X-33 Total liabilities and net assetsStart of year $88,786,846$105,049,651
Part XI · Reconciliation of net assets $88,567,712 net assets at year end
XI-1 Total revenue$70,968,940
XI-2 Total expenses$56,669,646
XI-3 Revenue less expenses$14,299,294
XI-4 Net assets at start of year$74,268,417
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$88,567,712

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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