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Rogue Credit Union

  • Medford, OR
  • EIN: 93-0491115

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$190M (2023)

Expenses
$162M (2023)

Total Assets
$3.36B (2023)

Total Liabilities
$3.12B (2023)

Years with missing data
Source: Form 990 tax filings from 2015 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,096,600
Expenses
$162,205,014
Net Income
$27,891,586
Net Assets
$239,409,579
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $152,996,061
80.5%
Investment Income $41,702,805
21.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,602,266
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,707,997
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $40,811,083
25.2%
Assets/Debt
Total Assets $3,362,829,205
Total Liabilities $3,123,419,626
Net Assets $239,409,579
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Pelham Eugene L (Former Ceo) $1,358,663 $0 $22,400
Stephenson Matthew C (Chief Executive Officer) $1,020,745 $0 $316,257
Heese Chad Richard (Chief Lending And Strategy Officer) $590,450 $0 $110,109
Thurman Blake (Chief Financial Officer) $379,375 $0 $142,396
Pickens Jeanne M (Chief Operations Officer) $371,648 $0 $145,743
Roberson Jeffry Dee (Chief Information Officer) $366,521 $0 $116,432
England Kellie L (Svp Of Member Experience) $283,645 $0 $95,487
Debeikes Christopher James (Financial Advisor) $279,308 $0 $48,631
Overton Troy R (Svp Of Consumer And Mortgage Lending) $278,076 $0 $84,151
Johns Timothy Charles (Svp Of Information Techology Services) $268,717 $0 $93,883
Mulkins Scott Harold (Svp Of Analytics And Enterprise Risk) $255,804 $0 $72,879
Smith Philip (Board Chair) $25,000 $0 $0
Johnson Heather (Board Vice Chair) $21,000 $0 $0
Angstadt Peter (Board Secretary) $21,000 $0 $0
Palm Alex M (Board Treasurer) $21,000 $0 $0
Itzen Neil (Board Member) $21,000 $0 $0
Hutchinson Katie M (Board Member) $19,571 $0 $0
Yasuda Roger (Board Member) $18,000 $0 $0
Hauck Gerald (Board Member Thru 01/23) $1,750 $0 $0
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Document Links

990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,160,770
Expenses
$105,945,835
Net Income
$35,214,935
Net Assets
$187,288,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,503,177
89.6%
Investment Income $23,549,275
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,891,682
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,856,088
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $35,614,464
33.6%
Assets/Debt
Total Assets $2,958,047,425
Total Liabilities $2,770,759,270
Net Assets $187,288,155
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Pelham Eugene L (Retired Ceo) $2,190,526 $0 $79,196
Stephenson Matthew C (Chief Executive Officer) $828,560 $0 $303,029
Thurman Blake (Chief Financial Officer) $436,354 $0 $116,903
Pickens Jeanne M (Chief Operations Officer) $342,666 $0 $104,803
Zerger Karen Aileen (Retired Cao) $336,732 $0 $56,364
Roberson Jeffry Dee (Chief Information Officer) $327,123 $0 $115,340
Heese Chad Richard (Chief Lending And Strategy Officer) $326,494 $0 $134,902
Friden Geoffrey Stanley (Mortgage Loan Officer) $260,563 $0 $28,296
Overton Troy R (Svp Of Consumer And Mortgage Lending) $256,377 $0 $56,850
Johns Timothy Charles (Svp Of Information Tech Services) $245,409 $0 $53,950
Mulkins Scott Harold (Svp Of Analytics And Enterprise Risk) $233,194 $0 $35,010
England Kellie L (Svp Of Member Experience) $231,092 $0 $42,465
Smith Philip (Board Chair) $25,000 $0 $0
Angstadt Peter (Board Member) $21,100 $0 $0
Johnson Heather (Board Vice Chair) $21,000 $0 $0
Hauck Gerald (Board Secretary) $21,000 $0 $0
Palm Alex (Board Treasurer) $21,000 $0 $0
Itzen Neil (Board Member) $21,000 $0 $0
Yasuda Roger (Board Member) $18,000 $0 $0
Hutchinson Katie (Board Associate Member) $9,000 $0 $0
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Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$136,267,424
Expenses
$98,597,299
Net Income
$37,670,125
Net Assets
$266,543,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $120,371,914
88.3%
Investment Income $15,190,970
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $704,540
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,652,311
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $33,794,321
34.3%
Assets/Debt
Total Assets $2,944,952,062
Total Liabilities $2,678,408,740
Net Assets $266,543,322
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eugene L Pelham (Chief Executive Officer) $1,035,503 $0 $247,926
Matt Stephenson (Executive Vice President) $560,922 $0 $194,236
Jeanne Pickens (Chief Operations Officer) $519,064 $0 $123,707
Karen Zerger (Chief Administration Offic) $434,008 $0 $100,385
Blake Thurman (Chief Financial Officer) $339,934 $0 $107,664
Jeffry Roberson (Chief Information Officer) $327,686 $0 $96,451
Geoffrey Friden (Mortgage Loan Officer) $323,058 $0 $26,047
Chad Heese (Chief Lending And Strategy Officer) $321,523 $0 $93,303
Connie Bay (Mortgage Loan Officer) $287,420 $0 $28,405
Virginia Lewis (Mortgage Delivery Manager) $286,459 $0 $21,811
Miranda Triplett (Mortgage Loan Officer) $260,847 $0 $16,460
Donna Gilles (Mortgage Loan Officer) $258,153 $0 $30,745
Philip Smith (Board Chair) $25,000 $0 $0
Gerald Hauck (Board Secretary) $21,000 $0 $0
Heather Johnson (Board Vice Chair) $21,000 $0 $0
Alex Palm (Board Treasurer) $21,000 $0 $0
Peter Angstadt (Board Member) $21,000 $0 $0
Neil Itzen (Board Member) $19,250 $0 $0
Roger Yasuda (Board Member) $16,500 $0 $0
Katie Hutchinson (Board Associate Member) $3,750 $0 $0
Cheryl Mcmahan (Board Member) $1,500 $0 $0
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Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,130,175
Expenses
$85,780,481
Net Income
$32,349,694
Net Assets
$241,939,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,813,375
91.3%
Investment Income $8,504,793
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,812,007
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,908,297
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $28,086,077
32.7%
Assets/Debt
Total Assets $2,489,533,338
Total Liabilities $2,247,594,270
Net Assets $241,939,068
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eugene L Pelham (Chief Executive Officer) $1,364,380 $0 $271,338
Matt Stephenson (Executive Vice President) $919,592 $0 $187,926
Jeffry Roberson (Chief Information Officer) $407,317 $0 $91,609
Blake Thurman (Chief Financial Officer) $292,529 $0 $100,976
Chad Heese (Chief Lending And Strategy) $277,332 $0 $89,504
Jeanne Pickens (Chief Operations Officer) $274,536 $0 $120,344
Karen Zerger (Chief Administration Offic) $272,909 $0 $93,146
Virginia Lewis (Mortgage Delivery Manager) $266,950 $0 $21,783
Geoffrey Friden (Mortgage Loan Officer) $263,664 $0 $25,556
Miranda Triplett (Mortgage Loan Officer) $256,745 $0 $13,646
Pamela Landis (Mortgage Loan Officer) $216,918 $0 $11,894
Jessica Hickman (Mortgage Loan Officer) $216,844 $0 $15,350
Philip Smith (Board Vice Chair) $23,865 $0 $0
Gerald Hauck (Board Chair) $22,209 $0 $0
Heather Johnson (Supervisory Committee Memb) $21,000 $0 $0
Peter Angstadt (Board Member) $21,000 $0 $0
Alex Palm (Board Treasurer) $20,750 $0 $0
Cheryl Mcmahan (Board Secretary) $18,910 $0 $0
Neil Itzen (Board Member) $17,125 $0 $0
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Document Links

990
Filed on Nov. 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,449,378
Expenses
$44,647,132
Net Income
$15,802,246
Net Assets
$104,844,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,560,929
95.2%
Investment Income $2,838,700
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $49,749
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,516,579
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $15,360,425
34.4%
Assets/Debt
Total Assets $1,066,233,978
Total Liabilities $961,388,984
Net Assets $104,844,994
Compensation
Key Employees and Officers Compensation Related Other
Eugene L Pelham (President & Ceo) $598,987 $0 $309,463
Matt Stephenson (Executive Vice President) $530,771 $0 $137,474
Charles Baggett (Chief Loyalty Officer) $230,155 $0 $8,458
Gary Duvall (Financial Advisor) $204,941 $0 $32,978
Karen Zerger (Chief Administrative Officer) $202,110 $0 $61,953
Rich Muckey (Chief Lending Officer) $182,357 $0 $79,817
Blake Thurman (Chief Financial Officer) $181,478 $0 $75,250
Alan W Jackson (Vp Information Services) $178,251 $0 $23,523
Rich A Scholes (Chief Operations Officer) $161,303 $0 $31,031
Jeanne Pickens (Chief Operations Officer) $155,480 $0 $73,168
Dave Mc Laughlin (Vp Business Services) $124,633 $0 $19,505
Jerry Hauck (Chair) $0 $0 $0
Lynn Calhoun (Vice Chair) $0 $0 $0
Mark Collins (Secretary) $0 $0 $0
Philip Smith (Treasurer) $0 $0 $0
Cheryl Mc Mahan (Board Member) $0 $0 $0
Tim George (Board Member, Former Secretary) $0 $0 $0
Liz Shelby (Board Member) $0 $0 $0
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Document Links

990
Filed on Nov. 18, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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