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Rogue Credit Union

Public charity · Grantmaker Medford, OR EIN: 93-0491115 Website

Rogue Credit Union is based in Medford, Oregon, and was formed in 1956. It is listed as filing Form 990 (a public charity). Its community giving includes local donations and sponsorships, with stated interests in youth, family, education, and community sustainability.

Rogue Credit Union at a glance

In short: Rogue Credit Union gave $660K across 24 grants in 2024 (avg $27K), mostly in Oregon. Source: 2024 IRS Form 990.

Annual giving (2024)
$659,941
+131.9% vs 2023
Grants made (2024)
24
+700.0% vs 2023
Average grant
$27,498
-71.0% vs 2023
Median grant
$13,945
Total assets
$3,616,311,100
+7.5% vs 2023
Primary geography
Oregon (98% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

How to apply to Rogue Credit Union

How to Apply

Submit the Giving Local request form during the annual application period. The website does not specify required application materials beyond the request form.

Review Cycle
The stated annual request period is September 1–November 15; recipients are notified by January 31.
Deadline
The stated annual request period is September 1–November 15; recipients are notified by January 31.
Contact

Mailing address: 1370 Center Drive, Medford, OR 97501
Phone: (800) 856-7328
Website: https://roguecu.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Rogue Credit Union funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Medford Parks & Recreation Foundation: $278KMedford Parks & RecreationFoundation$278KAsante Foundation: $40KAsante Foundation$40KAccess: $35KAccess$35KUmpqua Valley Habitat for Humanity: $25KUmpqua Valley Habitat forHumanity$25KCoalicion Fortaleza DBA My Valley Home: $25KCoalicion Fortaleza DBA MyValley Home$25KOregon Coast Community Action Services: $25KOregon Coast Community ActionServices$25KCommunity in Action: $25KCommunity in Action$25KHabitat for Humanity Rogue Valley: $25KHabitat for Humanity RogueValley$25KKlamath & Lake Community Action Services: $25KKlamath & Lake CommunityAction Services$25KLittle League Baseball Inc: $25KLittle League Baseball Inc$25K

The largest 2024 recipient was Medford Parks & Recreation Foundation ($278K). Together the top 10 received $529K.

Grant Size Distribution

42 grants across all recorded years

39<$50K$50–100K1$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 42 (93%).

Geographic Focus

Where this funder awards grants

The 2024 filing’s grants went predominantly to Oregon recipients: 98% of grant dollars went to Oregon and 2% to Wisconsin. The listed Oregon grantees serve communities including Medford, Roseburg, Coos Bay, Ontario, and Klamath Falls. Rogue’s website also describes a grant partnership serving Oregon residents.

Grant Distribution by State

4states

Share of 2024 grant dollars across all 24 itemized grants.

Cities

MedfordSeatacOntarioRoseburgCentral PointCoos BayKlamath FallsMadisonAshlandBandonBrookingsPortlandWailuku

How Rogue Credit Union gives

  • Giving grew 893% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K10 grants2020 3 grants2021 2 grants2022 3 grants2023 24 grants2024

From 2020 to 2024, annual grant giving ranged from $66K (2021) to $660K (2024). In 2024 it made 24 grants totaling $660K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Medford Parks & Recreation Foundation Medford, ORRogue x community outreach building and movies in the park medford or$278,165
Asante Foundation Medford, ORElectronic Car - Maxx and Pledge Completion$40,346
Access Medford, ORAffordable Housing Program$35,000
Umpqua Valley Habitat for Humanity Roseburg, ORAffordable Housing Program$25,000
Coalicion Fortaleza DBA My Valley Home Medford, ORRebuild Homes After Almeda Fire$25,000
Oregon Coast Community Action Services Coos Bay, ORAffordable Housing Program$25,000
Community in Action Ontario, ORAffordable Housing Program$25,000
Habitat for Humanity Rogue Valley Medford, ORAffordable Housing Program$25,000
Klamath & Lake Community Action Services Klamath Falls, ORAffordable Housing Program$25,000
Little League Baseball Inc Central Point, ORScoreboard Year 1$25,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$3,616,311,100$225,240,586$200,882,793$659,94124$56,396,353
2023$3,362,829,205$190,096,600$162,205,014$284,6213$37,100,539
2022$2,958,047,425$141,160,770$105,945,835$236,4762$14,657,593
2021$2,944,952,062$136,267,424$98,597,299$66,4423$15,895,510
2020$2,489,533,338$118,130,175$85,780,481$109,10310$10,316,800

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The mission stated in Rogue Credit Union’s 2024 filing is “to create the most loyal members in the nation by providing exceptional experiences that build mutually beneficial relationships.” The filing says its program provides a source of credit at a fair and reasonable rate and gives members an opportunity to use and control their money to improve their economic and social condition.

For Giving Local, the credit union says it typically supports organizations or groups focused on youth, family, education, and community sustainability. It considers whether a request will help build a stronger community, how many local people it will affect, and who will benefit.

Examples of supported organizations include ACCESS, which describes its mission as providing assistance to low-income individuals and families; Umpqua Valley Habitat for Humanity, which says it partners with low-income families seeking to own a home; and Asante Foundation, which says it raises funds and in-kind donations for Asante, a hospital and healthcare system serving Southern Oregon. These are the grantees’ descriptions of their own missions.

Grantmaking

The 2024 filing reports 24 grants totaling $659,941. Grant amounts ranged from $5,190 to $278,165, with a median of $13,945. The largest listed grant was $278,165 to Medford Parks & Recreation Foundation for the Rogue X community outreach building and Movies in the Park in Medford. Other listed grants included $40,346 to Asante Foundation for an electric car and pledge completion, and $35,000 to ACCESS for an affordable housing program. Several other recipients received $25,000 for affordable housing programs, including Umpqua Valley Habitat for Humanity, Oregon Coast Community Action Services, Community in Action, Habitat for Humanity Rogue Valley, and Klamath & Lake Community Action Services.

Separately, Rogue’s website announced a partnership with the Federal Home Loan Bank of Des Moines to provide eight $100,000 grants to nonprofits serving Oregon residents and focused on affordable housing. The listed recipients served communities in Jackson, Josephine, Douglas, Curry, Klamath, and Malheur counties.

Rogue says it accepts Giving Local donation and sponsorship requests annually from September 1 through November 15, and that applicants are notified by January 31. The website invites eligible organizations to submit a request form during the application period. It says the program does not fund requests from individuals, faith-based organizations, political groups, personal travel or entertainment, or animal shelters and programs.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Matthew C. Stephenson as chief executive officer; Blake Thurman as chief financial officer; Jeffry Dee Roberson as chief information officer; Jeanne M. Pickens as EVP/chief operations officer; and Chad Richard Heese as chief lending and strategy officer. It also lists Kellie L. England, SVP of member experience; Ben William Davol, SVP of information technology services; Scott Harold Mulkins, SVP of analytics and enterprise risk; Troy R. Overton, SVP of consumer and mortgage lending; and Daniel Ripplinger, VP of business services.

Rogue Credit Union is led by Stephenson Matthew C., Chief Executive Officer on every filing since 2022; all 17 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Stephenson Matthew C.

    Chief Executive Officer

    On filings since 2022

    50 hrs/week

    $829K (2022) → $1M (2024)

  • Smith Philip

    Board Chair

    On filings since 2022

    1 hr/week

    $25K (2022) → $25K (2024)

  • Angstadt Peter

    Board Secretary

    Board Member → Board Secretary, 2023

    On filings since 2022

    1 hr/week

    $21K (2022) → $21K (2024)

  • England Kellie L.

    Senior Vice President of Member Experience

    On filings since 2022

    50 hrs/week

    $231K (2022) → $299K (2024)

  • Heese Chad Richard

    Chief Lending & Strategy Officer

    On filings since 2022

    50 hrs/week

    $326K (2022) → $395K (2024)

  • Itzen Neil

    Board Member

    On filings since 2022

    1 hr/week

    $21K (2022) → $21K (2024)

  • Mulkins Scott Harold

    Senior Vice President of Analytics & Enterprise Risk

    On filings since 2022

    50 hrs/week

    $233K (2022) → $265K (2024)

  • Overton Troy R.

    Senior Vice President of Consumer & Mortgage Lending

    On filings since 2022

    50 hrs/week

    $256K (2022) → $291K (2024)

  • Pickens Jeanne M.

    Executive Vice President & Chief Operations Officer

    Chief Operations Officer → Executive Vice President & Chief Operations Officer, 2024

    On filings since 2022

    50 hrs/week

    $343K (2022) → $430K (2024)

  • Roberson Jeffry Dee

    Chief Information Officer

    On filings since 2022

    50 hrs/week

    $327K (2022) → $638K (2024)

  • Thurman Blake

    Chief Financial Officer

    On filings since 2022

    50 hrs/week

    $436K (2022) → $693K (2024)

  • Yasuda Roger

    Board Member

    On filings since 2022

    1 hr/week

    $18K (2022) → $18K (2024)

  • Hutchinson Katie M.

    Board Member

    On filings since 2023

    1 hr/week

    $20K (2023) → $21K (2024)

  • Palm Alex M.

    Board Treasurer

    On filings since 2023

    1 hr/week

    $21K (2023) → $21K (2024)

  • Davol Ben William

    Senior Vice President & Information Technology Services

    New on the 2024 filing

    50 hrs/week

    $264K (2024)

  • Ripplinger Daniel

    Vice President of Business Services

    New on the 2024 filing

    50 hrs/week

    $274K (2024)

  • Scott Heather

    Board Vice Chair

    New on the 2024 filing

    1 hr/week

    $21K (2024)

Former officers (32)
  • Former: Hauck Gerald (2022–2023) — Board Member
  • Former: Johns Timothy Charles (2022–2023) — Senior Vice President of Information Techology Services
  • Former: Johnson Heather (2022–2023) — Board Vice Chair
  • Former: Pelham Eugene L. (2022–2023) — Former CEO
  • Former: Debeikes Christopher James (2023) — Financial Advisor
  • Former: Friden Geoffrey Stanley (2022) — Mortgage Loan Officer
  • Former: Hutchinson Katie (2022) — Board Associate Member
  • Former: Palm Alex (2022) — Board Treasurer
  • Former: Zerger Karen Aileen (2022) — Retired CAO
  • Former: Alex Palm (2020–2021) — Board Treasurer
  • Former: Blake Thurman (2020–2021) — Chief Financial Officer
  • Former: Chad Heese (2020–2021) — Chief Lending & Strategy Officer
  • Former: Cheryl McMahan (2020–2021) — Board Member
  • Former: Eugene L. Pelham (2020–2021) — Chief Executive Officer
  • Former: Geoffrey Friden (2020–2021) — Mortgage Loan Officer
  • Former: Gerald Hauck (2020–2021) — Board Secretary
  • Former: Heather Johnson (2020–2021) — Board Vice Chair
  • Former: Jeanne Pickens (2020–2021) — Chief Operations Officer
  • Former: Jeffry Roberson (2020–2021) — Chief Information Officer
  • Former: Karen Zerger (2020–2021) — Chief Administration Officer
  • Former: Matt Stephenson (2020–2021) — Executive Vice President
  • Former: Miranda Triplett (2020–2021) — Mortgage Loan Officer
  • Former: Neil Itzen (2020–2021) — Board Member
  • Former: Peter Angstadt (2020–2021) — Board Member
  • Former: Philip Smith (2020–2021) — Board Chair
  • Former: Virginia Lewis (2020–2021) — Mortgage Delivery Manager
  • Former: Connie Bay (2021) — Mortgage Loan Officer
  • Former: Donna Gilles (2021) — Mortgage Loan Officer
  • Former: Katie Hutchinson (2021) — Board Associate Member
  • Former: Roger Yasuda (2021) — Board Member
  • Former: Jessica Hickman (2020) — Mortgage Loan Officer
  • Former: Pamela Landis (2020) — Mortgage Loan Officer

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Stephenson Matthew C — Chief Executive Officer: $1.0MStephenson Matthew CChief Executive Officer$1.0MThurman Blake — Chief Financial Officer: $693KThurman BlakeChief Financial Officer$693KRoberson Jeffry Dee — Chief Information Officer: $638KRoberson Jeffry DeeChief Information Officer$638KPickens Jeanne M — EVP/Chief Operations Officer: $430KPickens Jeanne MEVP/Chief Operations Officer$430KHeese Chad Richard — Chief Lending and Strategy Officer: $395KHeese Chad RichardChief Lending and Strategy…$395KEngland Kellie L — SVP of Member Experience: $299KEngland Kellie LSVP of Member Experience$299KOverton Troy R — SVP of Consumer and Mortgage Lending: $291KOverton Troy RSVP of Consumer and Mortgage…$291KRipplinger Daniel — VP of Business Services: $274KRipplinger DanielVP of Business Services$274KMulkins Scott Harold — SVP of Analytics and Enterprise Risk: $265KMulkins Scott HaroldSVP of Analytics and Enterprise…$265KDavol Ben William — SVP, Information Technology Services: $264KDavol Ben WilliamSVP, Information Technology…$264KSmith Philip — Board Chair: $25KSmith PhilipBoard Chair$25KScott Heather — Board Vice Chair: $21KScott HeatherBoard Vice Chair$21KAngstadt Peter — Board Secretary: $21KAngstadt PeterBoard Secretary$21KPalm Alex M — Board Treasurer: $21KPalm Alex MBoard Treasurer$21KItzen Neil — Board Member: $21KItzen NeilBoard Member$21KHutchinson Katie M — Board Member: $21KHutchinson Katie MBoard Member$21KYasuda Roger — Board Member: $18KYasuda RogerBoard Member$18K

The highest reported compensation on the 2024 filing was $1.0M, to Stephenson Matthew C (Chief Executive Officer). 17 officers or directors reported compensation on that filing.

Frequently asked questions about Rogue Credit Union

How much does Rogue Credit Union give each year?

Rogue Credit Union gave $660K across 24 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $285K across 3 grants.

What is Rogue Credit Union's typical grant size?

Rogue Credit Union's median grant in 2024 was $13,945, and its average grant was $27,498, across 24 grants on its 2024 IRS Form 990.

Where does Rogue Credit Union give grants?

Rogue Credit Union gives mostly in Oregon: 98% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Medford, OR (11 grants), Coos Bay, OR (2 grants), Central Point, OR (2 grants) and Ontario, OR (2 grants).

Does Rogue Credit Union give general operating support?

Occasionally: 4% of Rogue Credit Union's 2024 grants with a stated purpose (1 of 24) were for general or operating support, per its 2024 IRS Form 990. Recurring purposes include "Affordable Housing Program" (6 grants).

Who are Rogue Credit Union's largest grantees?

Rogue Credit Union's largest 2024 grantees include Medford Parks & Recreation Foundation ($278,165), Asante Foundation ($40,346) and Access ($35,000), according to its 2024 IRS Form 990. Together they received 54% of its itemized 2024 grant dollars.

How large is Rogue Credit Union?

Rogue Credit Union reported $3.6B in total assets on its 2024 IRS Form 990. Its revenue that year was $225.2M.

What does Rogue Credit Union fund?

The mission stated in Rogue Credit Union’s 2024 filing is “to create the most loyal members in the nation by providing exceptional experiences that build mutually beneficial relationships.” See mission & focus areas ↑

How do I apply for a grant from Rogue Credit Union?

Submit the Giving Local request form during the annual application period. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Rogue Credit Union's EIN?

Rogue Credit Union's EIN (Employer Identification Number) is 93-0491115. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Rogue Credit Union's focus areas in our free grants database

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Cite this profile

Grantable. (2026). Rogue Credit Union funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/rogue-credit-union-morg_104dd0c02ad0417b99a2c6a00e95d134

BibTeX
@misc{grantable_930491115_2026,
  author       = {{Grantable}},
  title        = {{Rogue Credit Union funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/rogue-credit-union-morg_104dd0c02ad0417b99a2c6a00e95d134},
  note         = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Rogue Credit Union's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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