Rogue Retreat
Standards Not Met
- 6
- 7
- 11
- 13
- 14
- 16
- 17
- 18
- 9
- 15
Standards Not Met
Standards Legend
- Meets Standards
- Standards Not Met
- Did Not Disclose
- Review In Progress
- Unable to Verify
Standards For Charity Accountability
Governance
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Board Oversight
Oversight of Operations and Staff: Standard 1
Description
Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fundraising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.The organization meets this standard.
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Board Size
Number of Board Members: Standard 2
Description
Soliciting organizations shall have a board of directors with a minimum of five voting members.The organization meets this standard.
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Board Meetings
Frequency and Attendance of Board Meetings: Standard 3
Description
An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.The organization meets this standard.
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Board Compensation
Compensated Board Members: Standard 4
Description
Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.The organization meets this standard.
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Conflict of Interest
Conflict of Interest: Standard 5
Description
No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.The organization meets this standard.
Measuring Effectiveness
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Effectiveness Policy
Board Policy on Effectiveness: Standard 6
Description
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.Rogue Retreat does not meet this standard because:Its board of directors does not have a board policy stating that the organization's performance and effectiveness will be assessed at least once every two years.
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Effectiveness Report
Board Approval of Written Report on Effectiveness: Standard 7
Description
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.Rogue Retreat does not meet this standard because:It's board does not approve a written report outlining the results of an effectiveness assessment.
Finances
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Program Expenses
Program Service Expense Ratio: Standard 8
Description
Spend at least 65% of its total expenses on program activities.The organization meets this standard.
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Fundraising Expenses
Fundraising Expense Ratio: Standard 9
Description
Spending should be no more than 35% of related contributions on fundraising. Related contributions include donations, legacies, and other gifts received as a result of fundraising efforts. -
Accumulating Funds
Ending Net Assets: Standard 10
Description
Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.The organization meets this standard.
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Audit Report
Financial Statements: Standard 11
Description
Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $1 million, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $1 million, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.Rogue Retreat does not meet this standard because:The organization does not conduct an annual audit of its financial statements, which BBB Standards require for charities with revenues exceeding $1 million.
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Detailed Expense Breakdown
Detailed Functional Breakdown of Expenses: Standard 12
Description
Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fundraising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.The organization meets this standard.
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Accurate Expense Reporting
Accuracy of Expenses in Financial Statements: Standard 13
Description
Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fundraising expenses or otherwise understate the amount a charity spends on fundraising, and/or overstate the amount it spends on programs will not meet this standard.Rogue Retreat does not meet this standard because:Its IRS Form 990 for the fiscal year ended December 31, 2018 report no fundraising expenses, although fundraising activities including direct mail appeals, fundraising events, print advertisements, internet appeals, planned-giving arrangements, social media and solicitations for used clothing were used as methods of fundraising.
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Budget Plan
Budget: Standard 14
Description
Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fundraising, and administration.Rogue Retreat does not meet this standard because:The organization provided information on its budget but did not clearly identify the projected amounts to be spent on program services, fundraising and administration.
Fundraising & Info
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Truthful Materials
Misleading Appeals: Standard 15
Description
Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations. -
Annual Report
Annual Report: Standard 16
Description
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fundraising and administrative categories as in the financial statements, and (iii) ending net assets.Rogue Retreat does not meet this standard because:The organization's 2019 annual report did not provide a roster of the members of the board of directors and its officers or provide the following details in its financial overview: total revenue; total expenses; program, fundraising and administrative expense totals or ending net assets.
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Website Disclosures
Web Site Disclosures: Standard 17
Description
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.Rogue Retreat does not meet this standard because:Itswebsite, rogueretreat.com, does not include all of the recommended information for those charity websites that solicit for donations. Specifically, it did not include a link to the organization's most recent annual report.
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Donor Privacy
Privacy for Written Appeals & Internet Privacy: Standard 18
Description
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.Rogue Retreat does not meet this standard because: The organization's privacy policy on rogueretreat.com does not include all of the recommended privacy information. Specifically, it does not indicate what security measures are in place to protect personal information or how to contact the charity to review one's personal information and, if needed, ask for corrections.
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Cause Marketing Disclosures
Cause Related Marketing: Standard 19
Description
Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).The organization meets this standard.
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Complaints
Complaints: Standard 20
Description
Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fundraising practices, privacy policy violations and/or other issues.The organization meets this standard.
Conclusion
Rogue Retreat does not meet the following 8 Standards for Charity Accountability:
Standard 6: Board Policy on Effectiveness - Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.
Rogue Retreat does not meet this standard because:Its board of directors does not have a board policy stating that the organization's performance and effectiveness will be assessed at least once every two years.
Standard 7: Board Approval of Written Report on Effectiveness - Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.
Rogue Retreat does not meet this standard because:It's board does not approve a written report outlining the results of an effectiveness assessment.
Standard 11: Financial Statements - Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $1 million, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $1 million, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.
Rogue Retreat does not meet this standard because:The organization does not conduct an annual audit of its financial statements, which BBB Standards require for charities with revenues exceeding $1 million.
Standard 13: Accuracy of Expenses in Financial Statements - Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fundraising expenses or otherwise understate the amount a charity spends on fundraising, and/or overstate the amount it spends on programs will not meet this standard.
Rogue Retreat does not meet this standard because:Its IRS Form 990 for the fiscal year ended December 31, 2018 report no fundraising expenses, although fundraising activities including direct mail appeals, fundraising events, print advertisements, internet appeals, planned-giving arrangements, social media and solicitations for used clothing were used as methods of fundraising.
Standard 14: Budget - Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fundraising, and administration.
Rogue Retreat does not meet this standard because:The organization provided information on its budget but did not clearly identify the projected amounts to be spent on program services, fundraising and administration.
Standard 16: Annual Report - Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fundraising and administrative categories as in the financial statements, and (iii) ending net assets.
Rogue Retreat does not meet this standard because:The organization's 2019 annual report did not provide a roster of the members of the board of directors and its officers or provide the following details in its financial overview: total revenue; total expenses; program, fundraising and administrative expense totals or ending net assets.
Standard 17: Web Site Disclosures - Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.
Rogue Retreat does not meet this standard because:Itswebsite, rogueretreat.com, does not include all of the recommended information for those charity websites that solicit for donations. Specifically, it did not include a link to the organization's most recent annual report.
Standard 18: Privacy for Written Appeals & Internet Privacy - Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.
Rogue Retreat does not meet this standard because: The organization's privacy policy on rogueretreat.com does not include all of the recommended privacy information. Specifically, it does not indicate what security measures are in place to protect personal information or how to contact the charity to review one's personal information and, if needed, ask for corrections.
The BBB Wise Giving Alliance requested but did not receive complete information from the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: 15, 9
Rogue Retreat meets the remaining 10 Standards for Charity Accountability.
Purpose
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Year, State Incorporated
1998, OR
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Stated Purpose
Providing opportunities for the homeless to have hope.
Programs
Rogue Retreat envisions a community where all homeless have a place to call home and are empowered to strengthen the quality of their lives.Hope Village provides short term transitional shelter and case management for individuals and families to help move up from homelessness and ultimately into long term housing. The Village concept is based upon Village residents having private space in their tiny house combined with a mix of shared community space that fosters both independence and the companionship and mutual-aid of others within the Village.Kelly Shelter is a 54-bed, low barrier shelter that provides year-round shelter to men and women. Rogue Retreat's case management staff meet daily with homeless men and women to help them work on permanent ways to get off the streets, address their individual barriers and transition back into society.Restart Retreat is an affordable housing second chance renters program for those who are homeless and need a fresh start. Participants in this program already have a consistent, reliable source of income and can afford to pay an affordable rent, but due to less than desirable credit/rental/criminal histories, they find it difficult finding a landlord in the community who are willing to take a risk and rent to them. Participants are responsible for paying the full rent and agreeing to the Rogue Retreat Participation Contract.Housing Retreat is a rent subsidized program for people who are currently and chronically homeless. Participants are responsible for paying 30% of their adjusted gross income for rent through our partnership with the Housing Authority of Jackson County and agreeing to the Rogue Retreat Participation Contract.Shared Recovery Housing provides housing opportunities to men and women who have completed inpatient recovery treatment and are ready for the next step in independent living after treatment but have no safe place to return home to. Participants are responsible for paying a small participation fee and household chores. Heather’s Haven is for women, Harold’s Haven is for men, and Starting Strong are studio apartments for women who are pregnant or parenting a child under the age of 3.Hope University shares resources with cities, counties and states on starting tiny house villages and creating or operating shelters. Current audio courses include:- Clean Sweep 101: Discover How To Create Your Own Community Clean Sweep “Job Readiness” Program For Your Homeless to Clean Your Streets!- Community Village Creation 101: Discover “How to Launch Your Own Tiny House Transitional Village for the Homeless in Your Community.”- Winter Shelters 101: Winter Shelters 101 covers the most important issues for your community to address and how to turn problems into opportunities for creative partnerships.Foundations for Recovery is a community-based program that exists for the purpose of changing lives isolated by the grip of substance abuse, offering help and hope through personalized one on one Recovery Coaching.Thrift Shop by Rogue Retreat offers a variety of items at discounted prices for the community. We accept gently-used donations to resell to the community to provide funds for our homeless services. Visit the Thrift Shop at 1116 N Riverside Ave, Medford, OR 97501.Clean Sweep is a unique job training program that improves the overall image of our community while providing work opportunities for our homeless neighbors. Clean Sweep crews pick up trash on the streets and neighborhoods of Medford, Ashland, Talent, Phoenix as well as other important environmental areas such as the Bear Creek watershed in Southern Oregon.
For the year ended December 31, 2018, Rogue Retreat program expenses were:
| Programs | $1,344,781 |
| Program Expenses | $1,344,781 |
Governance & Staff
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CEO
Mr. Chad McComas, Executive Director
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Compensation*
¤0.00
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Board Chair
Mr. Thomas Fischer, Owner/Broker
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Chair's Profession / Business Affiliation
Coldwell Banker Commercial NW
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Board Size
15
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Paid Staff Size
50
Fundraising
Method(s) Used:
Direct mail appeals, Invitations to fundraising events, Print advertisements (newspapers, magazines, etc.), Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.).
% of Related Contributions on Fundraising: 0.00%
Tax Status
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
Financial
The following information is based on Rogue Retreat's IRS Form 990 for the fiscal year ending December 31, 2018
| Source of Funds | |
|---|---|
| Grants and contributions | $672,598 |
| Rents and fees | $626,742 |
| Thrift shop | $87,014 |
| Other services | $4,997 |
| Reimbursements | $1,861 |
| Investment income | $555 |
| Total Income | $1,393,767 |
Breakdown of Expenses
| Total Income | $1,393,767 |
| Total Expenses: | $1,350,484 |
| Program Expenses | $1,344,781 |
| Fundraising Expenses | $0 |
| Administrative Expenses | $5,703 |
| Other Expenses | $0 |
| Income in Excess of Expenses | $43,283 |
| Beginning Net Assets | $2,439,448 |
| Other Changes In Net Assets | $0 |
| Ending Net Assets | $2,482,731 |
| Total Liabilities | $83,875 |
| Total Assets | $2,566,606 |
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