Rogue Workforce Partnership FY2022 filing

Tax-deductible

Medford, OR501(c)(3)Since 1991EmploymentEIN 94-3143232

To advance the region's economic vitality by developing a business-responsive workforce that promotes prosperity.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$138K 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

FY2022 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $6K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$138K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $168K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.8M
41% of total assets
Looks good: liabilities are 41% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.0M
+225% vs prior year
Spent
$6.5M
To programs
95%
Net assets
$2.5M
By yearFY2020–FY2024
Revenue
$8.0M
FY2022▲ +225%
Revenue by fiscal year
FY2020$3.1M
FY2021$2.5M
FY2022$8.0M
FY2023$5.1M
FY2024$5.6M
FY2024$6.5M
Expenses
$6.5M
FY2022▲ +158%
Expenses by fiscal year
FY2020$3.1M
FY2021$2.5M
FY2022$6.5M
FY2023$6.7M
FY2024$5.6M
FY2024$6.5M
Net assets
$2.5M
FY2022▲ +124%
Net assets by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$2.5M
FY2023$898K
FY2024$913K
FY2024$987K

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2013-11-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Sep 2014.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $6.2M Management & general 5% · $302K

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

Who runs it and what they're paid

13 people listed on the 990; $138K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Dir.
$138,440Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Heather Stafford’s $170K as CEO is at the 75th percentile of top reported officer pay among 1245 $1–10M employment 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 · 7 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Heather Stafford$170,257—————
James G Fong—$37,395$156,566$138,440$126,478$111,486
Matt Fadich$137,612$111,248$31,109———
Stephannie Krunglevich$119,265—————
Sherri Emitte—————$107,144
Haylee Ulrey$105,356—————
Sharon Emitte————$73,530—

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 Rogue Workforce Partnership executive salaries →

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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

Develops a skilled workforce to boost the region's economic prosperity.

Provided by the organization

This section is blank until Rogue Workforce Partnership claims this page.

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1 program service account for $6.2M of program spending, described in the organization's own filed words · FY2021.
01

The organization carries out various iterations of federal workforce programs, the largest of which is workforce innovation and opportunity act (wioa) through the department of labor. In addition, the organization receives other workforce-related grants from hecc and other state agencies, as well as grants from public and non-profit…

$6.2Mprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$168K
Grants paid · 6 grants · $4.0M · 2024–2024
Oregon Employment DepartmentFY2024$2,809,956
Project Youth PlusOR · FY2024$636,303
Valley Immediate CareFY2024$160,519
Golden RuleFY2024$111,724

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$8.0M
Ln 12
Gifts and grantsLn 1h$8.0M
Other incomeLn 4–11$37K
Investment incomeLn 3$772
Money outPt IX
$6.5M
Ln 25
Programscol B$6.2M
Managementcol C$302K
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$4.3M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.0M
Government grantsLn 1e$5.6M
Noncash giftsLn 1g$18K
Investment incomeLn 3$772
Other incomeLn 4–11$37K
Gains on assetsLn 7$0
Total revenueLn 12$8.0M
Assets in detailPt X, end of year
CashLn 1$1.9M
SavingsLn 2$402K
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$3K
Total assetsLn 16$4.3M
LiabilitiesLn 26$1.8M
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 511
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 FY22End FY22
Cash and savingsLn 1–2$1.2M$2.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.7M$4.3M
LiabilitiesLn 26$559K$1.8M
Net assetsLn 32$1.1M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$138K$112K$26K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$689K$557K$132K
Pension plan contributionsLn 8$49K$40K$9K
Other employee benefitsLn 9$139K$112K$26K
Payroll taxesLn 10$81K$65K$15K
Management feesLn 11a$0
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$38K$38K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$5.0M$5.0M$16K
Advertising and promotionLn 12$133K$133K
Office expensesLn 13$3K$3K$231
Information technologyLn 14$83K$67K$16K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$15K$9K$6K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$10K$2K$7K
Other expenses (24a–d)Ln 24$84K$75K$9K
All other expensesLn 24e$0
Total functional expensesLn 25$6.5M$6.2M$302K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $5.6M$5.6M−$7K$913K 990 PDF
FY2023 $5.1M$6.7M−$1.6M$898K 990 PDF
FY2022 Viewing $8.0M$6.5M$1.5M$2.5M 990 PDF
FY2021 $2.5M$2.5M−$43K$1.1M 990 PDF
FY2020 $3.1M$3.1M$82K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $8,003,294 across 11 lines filed
VIII-1e Government grants$5,648,116
VIII-1f All other contributions, gifts and grants$2,317,353
VIII-1g Noncash contributions (included above)$17,542
VIII-1h Total contributions, gifts and grants$7,965,469
VIII-3 Investment incomeRelated to mission $772$772
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $37,053$37,053
VIII-12 Total revenueRelated to mission $37,825$8,003,294
Part IX · Statement of functional expenses $6,471,083 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $111,968 · Management $26,471$138,439
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $557,419 · Management $131,783$689,202
IX-8 Pension plan contributionsPrograms $39,504 · Management $9,340$48,844
IX-9 Other employee benefitsPrograms $112,037 · Management $26,488$138,525
IX-10 Payroll taxesPrograms $65,381 · Management $15,457$80,838
IX-11a Management fees$0
IX-11b Legal feesPrograms $1,007$1,007
IX-11c Accounting feesManagement $38,188$38,188
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $4,991,908 · Management $15,558$5,007,466
IX-12 Advertising and promotionPrograms $133,233$133,233
IX-13 Office expensesPrograms $3,125 · Management $231$3,356
IX-14 Information technologyPrograms $67,101 · Management $16,197$83,298
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $8,811 · Management $6,259$15,070
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $2,414 · Management $7,414$9,828
IX-24 Other expenses (24a–d)Programs $74,923 · Management $8,866$83,789
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $6,168,831 · Management $302,252 · Fundraising $0$6,471,083
Part X · Balance sheet $4,285,050 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $687,792$1,885,910
X-2 Savings and temporary cash investmentsStart of year $541,245$402,000
X-3 Pledges and grants receivableStart of year $415,544$1,961,394
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $32,593$32,287
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $2,726$3,459
X-16 Total assetsStart of year $1,679,900$4,285,050
X-17 Accounts payable and accrued expensesStart of year $558,846$1,771,030
X-26 Total liabilitiesStart of year $558,846$1,771,030
X-27 Net assets without donor restrictionsStart of year $1,121,054$2,514,020
X-32 Total net assets or fund balancesStart of year $1,121,054$2,514,020
X-33 Total liabilities and net assetsStart of year $1,679,900$4,285,050
Part XI · Reconciliation of net assets $2,514,020 net assets at year end
XI-1 Total revenue$8,003,294
XI-2 Total expenses$6,471,083
XI-3 Revenue less expenses$1,532,211
XI-4 Net assets at start of year$1,121,054
XI-5 Net unrealized gains (losses) on investments−$139,245
XI-10 Net assets at end of year$2,514,020

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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