Civic Intelligence

Four Way Community Foundation

EIN 51-0173092 • 501(c)3 • Grants Pass, OR

Profile

Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon.

PO Box 652Grants Pass, OR 97528

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.32x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$15,895,352

Up $1,346,900 (+9.3%) from 2024

Liabilities

Up

$509,571

Up $8,031 (+1.6%) from 2024

Net Assets

Up

$15,385,781

Up $1,338,869 (+9.5%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin83rd percentile

Revenue

Up

$1,577,611

Up $236,045 (+18%) from 2024

Expenses

Up

$1,020,822

Up $55,818 (+5.8%) from 2024

Net Income

Up

$556,789

Up $180,227 (+48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $4,214,469Liabilities 2011: $53,171Net Assets 2011: $4,161,2982011Assets 2012: $4,335,334Liabilities 2012: $42,043Net Assets 2012: $4,293,2912012Assets 2013: $4,398,117Liabilities 2013: $25,293Net Assets 2013: $4,372,8242013Assets 2014: $5,626,816Liabilities 2014: $95,296Net Assets 2014: $5,531,5202014Assets 2015: $5,344,025Liabilities 2015: $348,634Net Assets 2015: $4,995,3912015Assets 2016: $5,603,695Liabilities 2016: $322,999Net Assets 2016: $5,280,6962016Assets 2017: $6,918,937Liabilities 2017: $348,686Net Assets 2017: $6,570,2512017Assets 2018: $7,750,503Liabilities 2018: $369,440Net Assets 2018: $7,381,0632018Assets 2019: $8,563,685Liabilities 2019: $350,954Net Assets 2019: $8,212,7312019Assets 2020: $8,772,728Liabilities 2020: $367,655Net Assets 2020: $8,405,0732020Assets 2021: $10,971,738Liabilities 2021: $475,495Net Assets 2021: $10,496,2432021Assets 2022: $10,195,975Liabilities 2022: $514,949Net Assets 2022: $9,681,0262022Assets 2023: $12,762,496Liabilities 2023: $506,999Net Assets 2023: $12,255,4972023Assets 2024: $14,548,452Liabilities 2024: $501,540Net Assets 2024: $14,046,9122024Assets 2025: $15,895,352Liabilities 2025: $509,571Net Assets 2025: $15,385,7812025

Highlighted filing

2025

Assets$15,895,352
Liabilities$509,571
Net Assets$15,385,781
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $298,8902011Expenses 2012: $370,1162012Expenses 2013: $382,9312013Revenue 2014: $614,379Expenses 2014: $415,131Net Income 2014: $199,2482014Revenue 2015: $653,242Expenses 2015: $472,409Net Income 2015: $180,8332015Revenue 2016: $850,021Expenses 2016: $340,367Net Income 2016: $509,6542016Revenue 2017: $1,375,026Expenses 2017: $437,697Net Income 2017: $937,3292017Revenue 2018: $1,158,286Expenses 2018: $455,261Net Income 2018: $703,0252018Revenue 2019: $1,025,418Expenses 2019: $522,467Net Income 2019: $502,9512019Revenue 2020: $512,282Expenses 2020: $522,034Net Income 2020: -$9,7522020Revenue 2021: $1,198,123Expenses 2021: $656,006Net Income 2021: $542,1172021Revenue 2022: $1,481,815Expenses 2022: $855,741Net Income 2022: $626,0742022Revenue 2023: $2,870,303Expenses 2023: $1,006,148Net Income 2023: $1,864,1552023Revenue 2024: $1,341,566Expenses 2024: $965,004Net Income 2024: $376,5622024Revenue 2025: $1,577,611Expenses 2025: $1,020,822Net Income 2025: $556,7892025

Highlighted filing

2025

Revenue$1,577,611
Expenses$1,020,822
Net Income$556,789
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,895,352
Liabilities
$509,571
Net assets
$15,385,781
Revenue
$1,577,611
Expenses
$1,020,822
Net income
$556,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.9$0.51$15.4$1.58$1.02$0.56
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.50$14.0$1.34$0.97$0.38
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.51$12.3$2.87$1.01$1.86
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.51$9.68$1.48$0.86$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.48$10.5$1.20$0.66$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$0.37$8.41$0.51$0.52$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$0.35$8.21$1.03$0.52$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.37$7.38$1.16$0.46$0.70
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$0.35$6.57$1.38$0.44$0.94
2016Detailed filing. Detailed filing data is available for this year.$5.60$0.32$5.28$0.85$0.34$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.35$5.00$0.65$0.47$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.63$0.10$5.53$0.61$0.42$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.03$4.37$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.04$4.29$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.05$4.16$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.5
Gross Receipts
$6,511,646
Mission and Program Overview

Mission

Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,226,917$15,402,781▲ $1,175,864
Savings and Temporary Cash Investments$286,559$487,567▲ $201,008
Cash and Non-Interest-Bearing Accounts$1$85▲ $84
Total Assets$14,548,452$15,895,352▲ $1,346,900
Other Assets Total$34,975$4,919▼ $30,056
Liabilities
Escrow Account Liability$445,184$426,436▼ $18,748
Grants Payable$52,859$78,859▲ $26,000
Accounts Payable and Accrued Expenses$3,497$4,276▲ $779
Total Liabilities$501,540$509,571▲ $8,031
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,186,804$9,705,344▲ $1,518,540
Net Assets Without Donor Restrictions$5,860,108$5,680,437▼ $179,671
Total Net Assets Fund Balance$14,046,912$15,385,781▲ $1,338,869
Total Liabilities and Net Assets / Fund Balance$14,548,452$15,895,352▲ $1,346,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$14,046,912$587,454▲ $1,611,437$157,885$15,385,781
2024$12,255,497$842,794▲ $913,624$299,614$14,046,912
2023$9,681,026$2,383,046▲ $487,258$243,658$12,255,497
2022$10,496,243$722,126▼ $627,185$309,548$9,681,026
2021$8,405,073$441,557▲ $2,295,471$217,109$10,496,243
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate DwyerExecutive DirectorFT$82,800$2,484$85,284
Cynthia Harelson CPAAccountant-$7,200-$7,200

Board Members and Trustees

NameTitle
John HigginsPresident
Teresa StoverVice President
Augustus OguDirector
Erin Smith-MatejaDirector
Greg FishwickDirector
Hyla LipsonDirector
Josh WelchDirector
Leonora RogersDirector
Mark KobersteinDirector
Meadow MartellDirector
Sue OrrisSecretary
Jann TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$587,454
Program Service Revenue
$178,093
Investment Income
$812,064
Other Revenue
$0
All Other Contributions
$587,454
Change in Net Assets
$556,789

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$198,612Public Market Info
Total Noncash Contributions3$198,612-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$551,459
Other Expenses$315,694
Salaries, Compensation, and Employee Benefits$153,669
Total Fundraising Expense$60,765
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$551,459--$551,459
Fees for Services Other$161,075$1,238$1,237$163,550
Current Officers, Directors, Trustees, and Key Employees$42,642$28,521$21,321$92,484
Fees for Service Investment Mgmnt Fees-$86,799-$86,799
Other Salaries and Wages$24,776$12,388$12,388$49,552
Payroll Taxes$5,198$2,599$2,599$10,396
Advertising$4,251$2,834$1,417$8,502
Office Expenses-$8,132-$8,132
Occupancy$2,720$1,813$906$5,439
Travel-$1,642$1,641$3,283
Insurance-$1,482-$1,482
Conferences and Meetings-$660$660$1,320
Pension Plan Contributions$619$309$309$1,237
Other Expenses$138$92$46$276
Total Functional Expenses$809,379$150,678$60,765$1,020,822
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys & Girls Club of the Rogue ValleyGrants Pass, OR501(c)(3)Program support$59,369
Josephine County Educational FoundationGrants Pass, OR501(c)(3)Womer Fund$50,000
Rogue Valley Humane SocietyGrants Pass, OR501(c)(3)Capital improvements & program support$39,565
Grants Pass School District #7Grants Pass, ORPublic schoolProgram$37,735
Family SolutionsMedford, OR501(c)(3)Program support$29,838
Oregon Center for Creative LearningMedford, OR501(c)(3)New preschool in Grants Pass$20,000
Josephine County Historical SocietyGrants Pass, OR501(c)(3)Program support$11,691
City of Gold HillGold Hill, ORGovernmentPlayground fence for family safety$10,000
Friends of the Josephine County FairgroundsGrants Pass, OR501(c)(3)Fresh paint and new gable for square dance building$10,000
Glendale Mat ClubWolf Creek, OR501(c)(3)Cow Creek Sunny Wolf Community Center development$10,000
Healing Hearts and HoovesCave Junction, OR501(c)(3)Program supplies, operations & scholarships$10,000
Josephine Community Library FoundationGrants Pass, OR501(c)(3)Automatic door openers and parking upgrades at Wolf Creek library$10,000
Josephine County Food BankGrants Pass, OR501(c)(3)Program support$10,000
La ClinicaMedford, OR501(c)(3)Equipment for school-based health center at Rogue River Elementary$10,000
Mid Rogue FoundationGrants Pass, OR501(c)(3)Capital equipment$10,000
Mobile Integrative Navigation TeamGrants Pass, OR501(c)(3)Facility upgrades & program support$10,000
Pacifica A Garden in the SiskiyousWilliams, OR501(c)(3)Cedar Hall fire supression system$10,000
Siskiyou Field InstituteSelma, OR501(c)(3)Capital improvements$10,000
Green Leaf IndustriesGrants Pass, OR501(c)(3)Capital improvement$9,000
Healthy UCave Junction, OR501(c)(3)Capital improvement & furniture$8,400
Barnstormers TheaterGrants Pass, OR501(c)(3)Electrical system upgrade$8,000
City of Cave JunctionCave Junction, ORGovernmentShade structures at Jubilee Park Splash Pad$8,000
Illinois Valley Family CoalitionCave Junction, OR501(c)(3)Replace flooring in kitchen and bathrooms$8,000
Sanctuary OneJacksonville, OR501(c)(3)Program support$8,000
Southern Oregon Public TVMedford, OR501(c)(3)Video production equipment with protective cases$8,000
Three Rivers School DistrictGrants Pass, ORPublic schoolKitchen supplies for LIfe Skills classes with focus on IV Schools$8,000
Fusion Performing ArtsGrants Pass, OR501(c)(3)Portable dance floor for events and performances$7,600
The Dome SchoolCave Junction, OR501(c)(3)Tables and chairs for community events, security upgrades$7,500
Josephine County Farm CollectiveGrants Pass, OR501(c)(3)Farm equipment lending library$7,000
MEC DisabilitiesGrants Pass, OR501(c)(3)Program support$7,000
Crossing BridgesGrants Pass, OR501(c)(3)Program support$6,500
Josephin County FoundationMurphy, OR501(c)(3)North Valley High School Veteran's Memorial Park$6,300
Friends of Country LivingWolf Creek, OR501(c)(3)Grave Creek covered bridge historic interpretive kiosk upgrades$6,000
Grants Pass Museum of ArtGrants Pass, OR501(c)(3)upgrades to museum exterior and as AED$6,000
Southern Oregon AspireGrants Pass, OR501(c)(3)2 SOA employees to be trained on IDD Dementia by NTG$6,000
OnTrack Rogue ValleyMedford, OR501(c)(3)Equipment, fixtures and program supplies$5,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Cynthia Harelson, CPA, PC employs Cynthia Harelson, CPA who effectively acts as the CFO for the Four Way Community Foundation. The organization paid Cynthia Harelson, CPA, PC $7,200 during the fiscal year for her professional services.”

Form 990, Part VI, Section A, line 8B

“No committees exist with authorization to act on behalf of the governing body. All committee actions are reviewed and approved/disapproved by the full board, and all record of such activities are noted in the written record of the full board meeting.”

Form 990, Part VI, Section B, line 11B

“All board members received the public inspection copy of the form 990 for review prior to filing. The review of the complete form 990 will be done at the next regularly scheduled board meeting which will take place after the due date of the return.”

Form 990, Part VI, Section B, line 12C

“Organization asks board members to review conflict of interest policy every year.”

Form 990, Part VI, Section B, line 15

“The board "compensation" committee researches and makes comparisions with compensation rates for similar positions in the area and region. Minutes are maintained by the Secretary for the executive session meeting that sets compensation.”

Form 990, Part VI, Section C, line 19

“The governing documents, policies, and financial statements are stored in a Google Drive file which is made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Four Way Community Foundation
EIN
51-0173092
Phone
5414799775
Address
PO Box 652, Grants Pass, OR 97528

Signing Officer

Name
Kate Dwyer
Title
Exec Director
Phone
5414749774
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Dwyer
Formed
1975
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
12

Preparer

Firm
Cynthia Harelson CPA Pc
Address
BOX 1537, GRANTS PASS, OR 97528
Preparer
Cynthia Harelson
Phone
5414799775
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Administrative management fees: Program service expenses 160,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 160,800. Other contract services: Program service expenses 275. Management and general expenses 1,238. Fundraising expenses 1,237. Total expenses 2,750.”

Form 990, Part XI, line 9:

“Returned Grants 2,000. Adjust -21.”

Financial Statement Notes

Part IV, Line 2B:

“Funds held and invested for local 501(c)(3) organizations which want to share in the large investment advisory account this organization maintains.”

Part V, Line 4:

“Endowment funds are restricted to being used for investment and the earnings are used for the support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon.”

Raw XML AppendixShowing 400 of 888 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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