Civic Intelligence

Four Way Community Foundation

990 • Fiscal year 2015 • EIN 51-0173092

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 18, 2016

Organization ProfileN/A
PO Box 652Grants Pass, OR 97528

(541) 479-9775

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.07x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.53x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

20th percentile

$17,167

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

20th percentile

-5.0%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.3%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$5,344,025

Down $282,791 (-5.0%) from 2014

Net Assets

Down

$4,995,391

Down $536,129 (-9.7%) from 2014

Liabilities

Up

$348,634

Up $253,338 (+266%) from 2014

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin83rd percentile

Revenue

Up

$653,242

Up $38,863 (+6.3%) from 2014

Expenses

Up

$472,409

Up $57,278 (+14%) from 2014

Net Income

Down

$180,833

Down $18,415 (-9.2%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$5,344,025
Liabilities$348,634
Net Assets$4,995,391
Open 2015 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$653,242
Expenses$472,409
Net Income$180,833
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 18, 2016
Return Version
2014v6.0
Gross Receipts
$3,240,123
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,508,014$5,178,744▼ $329,270
Cash and Non-Interest-Bearing Accounts$37,874$123,279▲ $85,405
Savings and Temporary Cash Investments$80,928$42,002▼ $38,926
Total Assets$5,626,816$5,344,025▼ $282,791
Liabilities
Other Liabilities$338,282$336,444▼ $1,838
Grants Payable$94,822$12,190▼ $82,632
Total Liabilities$433,104$348,634▼ $84,470
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,586,218$2,499,968▼ $86,250
Unrestricted Net Assets$2,253,182$2,049,300▼ $203,882
Temporarily Rstr Net Assets$354,312$446,123▲ $91,811
Total Net Assets Fund Balance$5,193,712$4,995,391▼ $198,321
Total Liabilities and Net Assets / Fund Balance$5,626,816$5,344,025▼ $282,791

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,386,268$33,701▲ $139,097$186,943$4,995,391
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
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jann TaylorExecutive DirectorPT$17,167$17,167

Board Members and Trustees

NameTitle
Margaret BradfordPresident
Todd ThompsonVice President
Alvin SpearsDirector
Chuck PotterDirector
Debbie BrownellDirector
Jennifer Krauss-PhillippiDirector
Richard AdamsDirector
Steve RoeDirector
Steve SwearingenDirector
Susan CohenDirector
Cynthia Harelson CPAAccountant
Midge RentonSecretary
Mike PeilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,701
Program Service Revenue
$41,127
Investment Income
$535,066
Other Revenue
$43,348
All Other Contributions
$33,701
Change in Net Assets
$180,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$389,403
Other Expenses$53,983
Salaries, Compensation, and Employee Benefits$29,023
Total Fundraising Expense$5,576
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$373,028--$373,028
Fees for Service Investment Mgmnt Fees$41,120--$41,120
Current Officers, Directors, Trustees, and Key Employees$11,584$7,972$3,611$23,167
Grants to Domestic Individuals$16,375--$16,375
Other Salaries and Wages$1,667$1,111$555$3,333
Payroll Taxes$1,262$841$420$2,523
Office Expenses$928$618$310$1,856
All Other Expenses$662-$680$1,342
Other Expenses$689$1,185-$689
Total Functional Expenses$455,106$11,727$5,576$472,409
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Josephine Community Libraries IncGrants Pass, OR501(c)(3)Program and capital$30,664
Women's Crisis Support TeamGrants Pass, OR501(c)(3)Operations$30,564
Josephine County Historical SocietyGrants Pass, OR501(c)(3)Program$25,000
Southern Oregon Aspire IncGrants Pass, OR501(c)(3)Capital-equipment$25,000
Three Rivers School DistrictMurphy, ORPublic SchoolCapital improvement$22,900
Green Leaf IndustriesGrants Pass, OR501(c)(3)Capital-equipment$20,000
Grants Pass School DistrictGrants Pass, ORPublic SchoolProgram & capital$17,040
Rogue Valley Humane SocietyGrants Pass, OR501(c)(3)Program, operations & equipment$16,929
Grants Pass Family YMCAGrants Pass, OR501(c)(3)Program$12,664
Josephine County Search and RescueGrants Pass, OR501(c)(3)Program$12,664
Boys & Girls Clubs of the Rogue ValleyGrants Pass, OR501(c)(3)Capital-facility$11,737
Crossing Bridges Therapeutic Riding Center IncGrants Pass, OR501(c)(3)Capital equipment$8,000
Healthy UCave Junction, OR501(c)(3)Capital improvement$8,000
Rogue Valley SymphonyAshland, OR501(c)(3)Capital-equipment$7,500
Gospel Rescue MissionGrants Pass, OR501(c)(3)Program$5,000
Grants Pass Sobering CenterGrants Pass, OR501(c)(3)Capital-equipment$5,000
Josephine County FairgroundsGrants Pass, ORCounty AgencyCapital-equipment$5,000
Pregnancy Center-Illinois ValleyCave Junction, OR501(c)(3)Capital improvements$5,000
Rogue River School DistrictRogue River, ORPublic SchoolCapital improvements$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Managed funds$336,023
Payroll liabilities$421
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
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 $6,000 during the fiscal year for such 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 11

“All board members received the Form 990 for review prior to filing.”

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 C, line 19

“The governing documents, conflict of interest policy, and financial statements are 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
Walt Slater
Title
Exec Director
Phone
5419551859
Signed
2016-02-18

Organization Details

Principal Officer
Walt Slater
Formed
1975
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
0

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 XI, line 9:

“Prior year grants returned 95,676. Rounding 2.”

Financial Statement Notes

Part V, Line 4:

“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.”

Raw XML AppendixShowing 400 of 660 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon.
IRS990/AllOtherContributionsAmt033701
IRS990/AllOtherExpensesGrp/FundraisingAmt0680
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0662
IRS990/AllOtherExpensesGrp/TotalAmt01342
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Cynthia Harelson CPA
IRS990/BooksInCareOfDetail/PhoneNum05414799775
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0318 NW A Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Grants Pass
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097526
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt037874
IRS990/CashNonInterestBearingGrp/EOYAmt0123279
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt03611
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07972
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt011584
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt023167
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt033701
IRS990/CYGrantsAndSimilarPaidAmt0389403
IRS990/CYInvestmentIncomeAmt0535066
IRS990/CYOtherExpensesAmt053983
IRS990/CYOtherRevenueAmt043348
IRS990/CYProgramServiceRevenueAmt041127
IRS990/CYRevenuesLessExpensesAmt0180833
IRS990/CYSalariesCompEmpBnftPaidAmt029023
IRS990/CYTotalExpensesAmt0472409
IRS990/CYTotalFundraisingExpenseAmt05576
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0653242
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0Grants made to charitable organizations for the benefit of residents of Josephine and Western Jackson counties in the State of Oregon
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0438731
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt041120
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041120
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Midge Renton
IRS990/Form990PartVIISectionAGrp/PersonNm1Margaret Bradford
IRS990/Form990PartVIISectionAGrp/PersonNm2Jennifer Krauss-Phillippi
IRS990/Form990PartVIISectionAGrp/PersonNm3Debbie Brownell
IRS990/Form990PartVIISectionAGrp/PersonNm4Susan Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm5Mike Peil
IRS990/Form990PartVIISectionAGrp/PersonNm6Chuck Potter
IRS990/Form990PartVIISectionAGrp/PersonNm7Jann Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm8Richard Adams
IRS990/Form990PartVIISectionAGrp/PersonNm9Todd Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm10Alvin Spears
IRS990/Form990PartVIISectionAGrp/PersonNm11Steve Roe
IRS990/Form990PartVIISectionAGrp/PersonNm12Steve Swearingen
IRS990/Form990PartVIISectionAGrp/PersonNm13Cynthia Harelson CPA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt717167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Accountant
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0448179
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0373028
IRS990/GrantsPayableGrp/BOYAmt094822
IRS990/GrantsPayableGrp/EOYAmt012190
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016375
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016375
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0373028
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0373028
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03035060
IRS990/GrossReceiptsAmt03240123
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt086887
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086887
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05508014
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05178744
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02586881
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05193712
IRS990/NetAssetsOrFundBalancesEOYAmt04995391
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0448179
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0448179
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-474832
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0310
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0618
IRS990/OfficeExpensesGrp/ProgramServicesAmt0928
IRS990/OfficeExpensesGrp/TotalAmt01856
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt095678
IRS990/OtherExpensesGrp/Desc0Event expenses-Communit
IRS990/OtherExpensesGrp/Desc1Reclassify earnings on
IRS990/OtherExpensesGrp/Desc2Board insurance
IRS990/OtherExpensesGrp/Desc3License & fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01185
IRS990/OtherExpensesGrp/ProgramServicesAmt04451
IRS990/OtherExpensesGrp/ProgramServicesAmt13340
IRS990/OtherExpensesGrp/ProgramServicesAmt2689
IRS990/OtherExpensesGrp/TotalAmt04451
IRS990/OtherExpensesGrp/TotalAmt13340
IRS990/OtherExpensesGrp/TotalAmt21185
IRS990/OtherExpensesGrp/TotalAmt3689
IRS990/OtherLiabilitiesGrp/BOYAmt0338282
IRS990/OtherLiabilitiesGrp/EOYAmt0336444
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Capital gain distributions
IRS990/OtherRevenueMiscGrp/Desc1Community Celebration
IRS990/OtherRevenueMiscGrp/ExclusionAmt040361
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02987
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040361
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12987
IRS990/OtherRevenueTotalAmt043348
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0555
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01111
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01667
IRS990/OtherSalariesAndWagesGrp/TotalAmt03333
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0420
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0841
IRS990/PayrollTaxesGrp/ProgramServicesAmt01262
IRS990/PayrollTaxesGrp/TotalAmt02523
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02586218
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02499968
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Walt Slater
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523930
IRS990/ProgramServiceRevenueGrp/Desc0Administration Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041127
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships made to individuals residing in Josephine and Western Jackson counties in the State of Oregon
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016375
IRS990/ProgSrvcAccomActy2Grp/GrantAmt016375
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt096058
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0319908
IRS990/PYInvestmentIncomeAmt0466559
IRS990/PYOtherExpensesAmt072139
IRS990/PYOtherRevenueAmt011606
IRS990/PYProgramServiceRevenueAmt040156
IRS990/PYRevenuesLessExpensesAmt0199248
IRS990/PYSalariesCompEmpBnftPaidAmt023084
IRS990/PYTotalExpensesAmt0415131
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0614379
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0180833
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080928
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0109504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0330892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt086879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt090389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0100960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0134951
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt093428
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0506607
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01423571
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25470
IRS990ScheduleA/PublicSupportPY170Pct00.25230
IRS990ScheduleA/PublicSupportTotal170Amt0213330
IRS990ScheduleA/SubstantialContributorsTotAmt0117562
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt070462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0109504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021167
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0330892
IRS990ScheduleA/TotalSupportAmt0837499
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.41100
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt083005
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05386268
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt033701
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04995391
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0293727
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0139097
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0186943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt017931
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04372824
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt098883
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05386268
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0346363
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01338474
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt059619
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt019092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04293291
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070462
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04372824
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0306927
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0392003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt056913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt015661
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04161303
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0320256
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04293291
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0285011
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0181853
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt069449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt066337
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03313142
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0846975
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04161303
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0232552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0300074
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0421
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1336023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Managed funds
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment 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/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08900
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0336444
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016375
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships-These are generally paid directly to the school, otherwise a receipt for books or tuition is required prior to disbursement.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/CashGrantAmt011737
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt416929
IRS990ScheduleI/RecipientTable/CashGrantAmt530564
IRS990ScheduleI/RecipientTable/CashGrantAmt630664
IRS990ScheduleI/RecipientTable/CashGrantAmt717040

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,344,025
Liabilities
$348,634
Net assets
$4,995,391
Revenue
$653,242
Expenses
$472,409
Net income
$180,833
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
2015Detailed filing. Detailed filing data is available for this year.$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