Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
Liabilities / Revenue
45th percentile
Higher debt load relative to revenue than 45% of similar nonprofits.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
20th percentile
Higher top officer pay than 20% of similar nonprofits.
Top officer pay equals 3.3% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Assets
Up$5,626,816
Up $1,228,699 (+28%) from 2013
Net Assets
Up$5,531,520
Up $1,158,696 (+26%) from 2013
Liabilities
Up$95,296
Up $70,003 (+277%) from 2013
Revenue
$614,379
No earlier filing loaded for comparison.
Expenses
Up$415,131
Up $32,200 (+8.4%) from 2013
Net Income
$199,248
No earlier filing loaded for comparison.
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.
Support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $4,339,226 | $5,508,014 | ▲ $1,168,788 |
| Savings and Temporary Cash Investments | $46,957 | $80,928 | ▲ $33,971 |
| Cash and Non-Interest-Bearing Accounts | $11,934 | $37,874 | ▲ $25,940 |
| Total Assets | $4,398,117 | $5,626,816 | ▲ $1,228,699 |
| Liabilities | |||
| Grants Payable | $25,293 | $94,822 | ▲ $69,529 |
| Other Liabilities | $0 | $474 | ▲ $474 |
| Total Liabilities | $25,293 | $95,296 | ▲ $70,003 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $1,289,842 | $2,586,218 | ▲ $1,296,376 |
| Unrestricted Net Assets | $1,597,899 | $2,253,182 | ▲ $655,283 |
| Temporarily Rstr Net Assets | $1,485,083 | $692,120 | ▼ $792,963 |
| Total Net Assets Fund Balance | $4,372,824 | $5,531,520 | ▲ $1,158,696 |
| Total Liabilities and Net Assets / Fund Balance | $4,398,117 | $5,626,816 | ▲ $1,228,699 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $4,372,824 | $98,883 | ▲ $1,338,474 | $59,619 | $5,386,268 |
| 2013 | $4,293,291 | $70,462 | ▲ $392,003 | $56,913 | $4,372,824 |
| 2012 | $4,161,303 | $320,256 | ▲ $181,853 | $69,449 | $4,293,291 |
| 2011 | $3,313,142 | $846,975 | ▲ $300,074 | - | $4,161,303 |
| 2010 | $3,267,714 | $29,058 | ▲ $304,931 | - | $3,313,142 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Mike Murphy | Executive Director 1/2 year | PT | $20,000 | $20,000 |
| Name | Title |
|---|---|
| Debbie Brownell | President |
| Margaret Bradford | Vice-President |
| Chuck Potter | Director |
| Jennifer Krauss-Phillippi | Director |
| Richard Adams | Director |
| Steve Roe | Director |
| Susan Cohen | Director |
| Todd Thompson | Director |
| Jann Taylor | Executive Director 1/2 year |
| Midge Renton | Secretary |
| Mike Peil | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $319,908 |
| Other Expenses | $72,139 |
| Salaries, Compensation, and Employee Benefits | $23,084 |
| Total Fundraising Expense | $5,661 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $319,908 | - | - | $319,908 |
| Fees for Service Investment Mgmnt Fees | $37,784 | - | - | $37,784 |
| Current Officers, Directors, Trustees, and Key Employees | $10,000 | $7,500 | $2,500 | $20,000 |
| Fees for Services Accounting | $3,000 | $2,250 | $750 | $6,000 |
| Payroll Taxes | $1,542 | $1,157 | $385 | $3,084 |
| All Other Expenses | $1,087 | $1,185 | - | $2,272 |
| Other Expenses | $2,080 | - | $1,759 | $1,759 |
| Office Expenses | $444 | $178 | $267 | $889 |
| Total Functional Expenses | $397,200 | $12,270 | $5,661 | $415,131 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| 93-6015456 | - | 501(c)(3) | Operations | $20,657 |
| 93-6008718 | - | 501(c)(3) | Facility acquisiton/improvement | $14,736 |
| 26-1114708 | - | 501(c)(3) | Operations & facility improvement | $12,272 |
| 93-1285490 | - | 501(c)(3) | Program | $12,000 |
| 93-0558872 | - | 501(c)(3) | Program, operations & equipment | $10,013 |
| 48-1268637 | - | 501(c)(3) | Equipment acquisition | $10,000 |
| 93-6002300 | - | County Agency | Program | $10,000 |
| 93-0654596 | - | 501(c)(3) | Program | $9,878 |
| 93-0588108 | - | 501(c)(3) | Program | $8,605 |
| 93-0763734 | - | 501(c)(3) | Operations | $8,172 |
| 27-1447732 | - | 501(c)(3) | Facility improvement | $7,500 |
| 93-0972035 | - | 501(c)(3) | Operations | $7,335 |
| 93-0829653 | - | 501(c)(3) | Capital improvement | $6,000 |
| 20-4274096 | - | 501(c)(3) | Operations | $6,000 |
| 93-0952207 | - | 501(c)(3) | Program | $6,000 |
| 93-6000542 | - | Public School | Program | $5,200 |
| 93-6039433 | - | 501(c)(3) | Program | $5,000 |
| 93-1322736 | - | 501(c)(3) | Program | $5,000 |
| 93-1151316 | - | 501(c)(3) | Program | $5,000 |
| 27-1714059 | - | 501(c)(3) | Program | $5,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Payroll liabilities | $474 |
“No committies 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.”
“All board members recieved the Form 990 for review prior to filing.”
“Organizations asks board members to review conflict of interest policy every year.”
“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”
“Endowment funds are restricted to being used for the support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. |
| IRS990/AllOtherContributionsAmt | 0 | 96058 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1185 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 1087 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2272 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | Cynthia Harelson CPA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5414799775 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 318 NW A Street |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Grants Pass |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | OR |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 97526 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 11934 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 37874 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 2500 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 7500 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 10000 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 20000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 96058 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 319908 |
| IRS990/CYInvestmentIncomeAmt | 0 | 466559 |
| IRS990/CYOtherExpensesAmt | 0 | 72139 |
| IRS990/CYOtherRevenueAmt | 0 | 11606 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 40156 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 199248 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 23084 |
| IRS990/CYTotalExpensesAmt | 0 | 415131 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 5661 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 614379 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Grants made to charitable organizations for the benefit of residents of Josephine and Western Jackson counties in the State of Oregon |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 397200 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 750 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2250 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 3000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 6000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 37784 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 37784 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Midge Renton |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Margaret Bradford |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Jennifer Krauss-Phillippi |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Debbie Brownell |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Susan Cohen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Mike Peil |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Chuck Potter |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Jann Taylor |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Richard Adams |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Todd Thompson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Mike Murphy |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Steve Roe |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 20000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice-President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Executive Director 1/2 year |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Executive Director 1/2 year |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1975 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 376170 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantAmt | 0 | 319908 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 25293 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 94822 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 319908 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 319908 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2511278 |
| IRS990/GrossReceiptsAmt | 0 | 2749487 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 90389 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 90389 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4339226 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5508014 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OR |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2135108 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | Support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4372824 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5531520 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 376170 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 376170 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 959448 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 267 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 178 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 444 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 889 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Scholarships |
| IRS990/OtherExpensesGrp/Desc | 1 | Event expenses-Communit |
| IRS990/OtherExpensesGrp/Desc | 2 | Investment expenses |
| IRS990/OtherExpensesGrp/Desc | 3 | Publications-brochures |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 1759 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 17673 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 3682 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2080 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 17673 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3682 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2080 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1759 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 474 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Returned Grants |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | Community Celebration |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8782 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 2824 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 8782 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 2824 |
| IRS990/OtherRevenueTotalAmt | 0 | 11606 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 385 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1157 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 1542 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 3084 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 1289842 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 2586218 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Jann Taylor |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 523930 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Administration Fees |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 40156 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 40156 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 70462 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 291847 |
| IRS990/PYInvestmentIncomeAmt | 0 | 379157 |
| IRS990/PYOtherExpensesAmt | 0 | 68530 |
| IRS990/PYOtherRevenueAmt | 0 | 12845 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 79533 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 22554 |
| IRS990/PYTotalExpensesAmt | 0 | 382931 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 462464 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 199248 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 46957 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 80928 |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt | 0 | The organization is currently working on expanding it's outreach to the local community to broaden the public support base and provide additional grants to assist local charitable organizations. This is being accomplished through expanded public relations programs and direct mail campaigns. Because of the substantial size of the endowment funds and resulting investment revenues it is expected these changes will take several years to bring the public support percentage up to 33-1/3%. A change was made to prior year amounts to change the treatment of the administrative fee to bring in accordance with the current year presentation. |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc | 0 | Part II, Section C, line 17a Facts and Circumstances Test: |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 96058 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 70462 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 109504 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 21167 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 29058 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 326249 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 90389 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 100960 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 134951 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 93428 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 77920 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 497648 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 729201 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.25230 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.25130 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 207871 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 118378 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 96058 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 70462 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 109504 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 21167 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 29058 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 326249 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 823897 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 17931 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4372824 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 98883 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 5386268 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 346363 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1338474 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 59619 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 19092 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4293291 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 70462 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4372824 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 306927 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 392003 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 56913 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 15661 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4161303 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 320256 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4293291 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 285011 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 181853 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 69449 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 66337 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 3313142 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 846975 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4161303 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 232552 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 300074 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 33326 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 3267714 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 29058 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 3313142 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 255235 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 304931 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 1 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 474 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Payroll liabilities |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Endowment funds are restricted to being used for the support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 474 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 8605 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 6000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 7335 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 20657 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 9878 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 7500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 10013 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 8172 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 12272 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 14736 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 6000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 12 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 13 | 12000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 14 | 5200 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 15 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 16 | 6000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 17 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 18 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 19 | 5000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 4 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 6 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 7 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 8 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 9 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 10 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 11 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 12 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 13 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 14 | Public School |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
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