Rogue Valley Genealogical Society
- Assets
- $565.2k
- Revenue
- $86.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Medford, OR
- Founding
- 03/1984
- Data as of
- 12/2021
- EIN
- 93-0684590
Organization Overview
Rogue Valley Genealogical Society is located in Medford, OR. The organization was established in 1984. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rogue Valley Genealogical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Rogue Valley Genealogical Society generated $86.3k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.3% each year. All expenses for the organization totaled $49.4k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO INSPIRE INTEREST IN GENEALOGY, INFORM AND EDUCATE THE PUBLIC AND MAINTAIN A GROWING, SUBSTAINABLE LIBRARY WITH A STRONG ONLINE PRESENCE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO INSPIRE INTEREST IN GENEALOGY; INFORM AND EDUCATE THE PUBLIC; AND MAINTAIN A GROWING, SUSTAINABLE LIBRARY WITH A STRONG ONLINE PRESENCE. ROGUE VALLEY GENEALOGICAL SOCIETY IS AN ALL VOLUNTEER GENEALOGY LIBRARY; ONLINE LIBRARY CATALOG; DIGITAL IMAGING AND INDEXING OF JACKSON COUNTY VITAL, COURT AND MISCELLANEOUS RECORDS; AND INTERNET SEARCH REQUESTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Katie Haugse Vice President | OfficerTrustee | 8 | $0 |
Barbara Shrewsberry Treasurer | OfficerTrustee | 8 | $0 |
Kimberly Thurman President | OfficerTrustee | 4 | $0 |
Loretta Barker Secretary | OfficerTrustee | 5 | $0 |
Anne Billeter Director | Trustee | 19 | $0 |
Margaret Clark Mayfield Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $22,664 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,500 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $28,164 |
| Total Program Service Revenue | $2,034 |
| Investment income | $5,435 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $50,631 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $86,264 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $1,500 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,652 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $789 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,326 |
| Office expenses | $2,496 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $11,821 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $11,303 |
| Insurance | $3,632 |
| All other expenses | $0 |
| Total functional expenses | $49,359 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $89,423 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $387,532 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $88,248 |
| Total assets | $565,203 |
| Accounts payable and accrued expenses | $4,554 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,554 |
| Net assets without donor restrictions | $535,583 |
| Net assets with donor restrictions | $25,066 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $565,203 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rogue Valley Genealogical Society has recieved totaling $137.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $137 |
Endowment Analysis
| Beg. Balance | $39,559 |
| Earnings | $889 |
| Admin Expense | $408 |
| Ending Balance | $40,040 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Marines Memorial Association San Francisco, CA | $13,712,707 | $12,603,653 |
Oregon Historical Society Portland, OR | $38,558,644 | $10,926,580 |
Ntc Foundation San Diego, CA | $54,489,877 | $9,435,197 |
Vancouver National Historic Reserve Trust Vancouver, WA | $17,541,647 | $5,593,257 |
Hobart Preservation Foundation San Francisco, CA | $24,942,337 | $3,593,927 |
Town Hall Association Seattle, WA | $37,283,818 | $2,376,383 |
Los Angeles Conservancy Los Angeles, CA | $8,280,807 | $3,801,748 |
Bainbridge Island Parks Foundation Bainbridge Island, WA | $1,105,901 | $2,122,063 |
Americas Automotive Trust Tacoma, WA | $1,289,541 | $2,292,379 |
St Paul Rodeo Association St Paul, OR | $6,514,474 | $3,236,482 |
Shapell Manuscript Foundation Los Angeles, CA | $1,711,574 | $1,663,093 |
Gamble House Conservancy Pasadena, CA | $12,495,280 | $2,319,965 |