AUMdb

Rogue Retreat

EIN 931261999 · 501(c)(3) · Public charity · Medford, OR · recognized 2000

Assets
$10.6M
Revenue
$7.1M
Expenses
$5.5M
Investment income
$24.8K

Form 990 fiscal year ended 12/31/2023

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Richards Construction Contractors Llc General contractor $629,385
Kdp Certified Public Accountants Llp Accounting $137,716
Philadelphia Insurance Companies Insurance $135,760

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Sam Engel Exec director $114,583 $0
Rob Welch Finance director $86,747 $0
Sarah Spansail Member $0 $0
Belle Shepherd Member $0 $0
Jennifer Zammetti Member $0 $0
Karen Cantu Member $0 $0
Geoff Kirkpatrick Member $0 $0
Christine Herbert Secretary/treas $0 $0
Tom Gunderson Member $0 $0
Earlene Schlosser Member $0 $0
Lona Dillard Member $0 $0
Steve Jones Board chair, former vice $0 $0
Thomas Fischer Member, former chair $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2023 $10.6M $7.1M $5.5M 990 990 · obj 202511509349300236 IRS ↗
12/31/2022 $8.6M $6.5M $6.9M 990 990 · obj 202530309349301873 IRS ↗