Civic Intelligence

Four Way Community Foundation

990 • Fiscal year 2016 • EIN 51-0173092

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 11, 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

32nd percentile

0.06x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.38x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$13,334

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

30%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$5,603,695

Up $259,670 (+4.9%) from 2015

Net Assets

Up

$5,280,696

Up $285,305 (+5.7%) from 2015

Liabilities

Down

$322,999

Down $25,635 (-7.4%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin94th percentile

Revenue

Up

$850,021

Up $196,779 (+30%) from 2015

Expenses

Down

$340,367

Down $132,042 (-28%) from 2015

Net Income

Up

$509,654

Up $328,821 (+182%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2016

Assets$5,603,695
Liabilities$322,999
Net Assets$5,280,696
Open 2016 Filing

Operations Trend

Revenue Growth85th 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

2016

Revenue$850,021
Expenses$340,367
Net Income$509,654
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$2,893,277
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$5,178,744$5,473,819▲ $295,075
Cash and Non-Interest-Bearing Accounts$123,279$97,236▼ $26,043
Savings and Temporary Cash Investments$42,002$32,640▼ $9,362
Total Assets$5,344,025$5,603,695▲ $259,670
Liabilities
Other Liabilities$336,444$319,299▼ $17,145
Grants Payable$12,190$3,700▼ $8,490
Total Liabilities$348,634$322,999▼ $25,635
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,499,968$3,100,490▲ $600,522
Unrestricted Net Assets$2,049,300$1,909,468▼ $139,832
Temporarily Rstr Net Assets$446,123$270,738▼ $175,385
Total Net Assets Fund Balance$4,995,391$5,280,696▲ $285,305
Total Liabilities and Net Assets / Fund Balance$5,344,025$5,603,695▲ $259,670

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,995,391$638,963▲ $14,367$39,644$5,280,696
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
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jann Taylor formerExecutive DirectorPT$13,334$13,334
Walter D Slater currentExecutive DirectorPT$6,667$6,667
Cynthia Harelson CPAAccountant-$6,000$6,000

Board Members and Trustees

NameTitle
Todd ThompsonPresident
Susan CohenVice President
Margaret BradfordBoard Member
Alvin SpearsDirector
Chuck Potter part yearDirector
Dawn WelchDirector
Debbie Brownell part yearDirector
Deborah SorensonDirector
Jennifer Krauss-PhillippiDirector
Richard AdamsDirector
Steve RoeDirector
Steve SwearingenDirector
Midge RentonSecretary
Mike PeilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$638,963
Program Service Revenue
$39,854
Investment Income
$132,548
Other Revenue
$38,656
All Other Contributions
$638,963
Change in Net Assets
$509,654

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 Traded1$570,109Market Value
Total Noncash Contributions1$570,109-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$260,754
Other Expenses$51,699
Salaries, Compensation, and Employee Benefits$27,914
Total Fundraising Expense$7,334
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$255,896--$255,896
Fees for Service Investment Mgmnt Fees$37,578--$37,578
Current Officers, Directors, Trustees, and Key Employees$13,001$7,251$5,749$26,001
Grants to Domestic Individuals$4,858--$4,858
Payroll Taxes$956$479$478$1,913
Office Expenses$890$593$296$1,779
Occupancy$675$450$225$1,350
Conferences and Meetings-$293$586$879
All Other Expenses$858--$858
Other Expenses$625$1,185-$625
Total Functional Expenses$322,782$10,251$7,334$340,367
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Oregon Aspire IncGrants Pass, OR501(c)(3)Capital-equipment$20,000
Grants Pass School DistrictGrants Pass, ORPublic SchoolCapital improvement$15,000
Grants Pass Family YMCAGrants Pass, OR501(c)(3)Program, operations$14,364
Three Rivers School DistrictMurphy, ORPublic SchoolCapital improvement$13,982
Josephine County Historical SocietyGrants Pass, OR501(c)(3)Program$12,864
Crossing Bridges Therapeutic Riding Center IncGrants Pass, OR501(c)(3)Capital equipment$11,000
Women's Crisis Support TeamGrants Pass, OR501(c)(3)Operations$10,364
College DreamsGrants Pass, OR501(c)(3)Program & capital$10,000
Partners In Community LivingMonmouth, OR501(c)(3)Program$10,000
Hearts with a MissionGrants Pass, OR501(c)(3)Capital improvements$8,000
Rogue Valley Council of GovernmentsCentral Point, OR501(c)(3)Equipment acquisition$7,500
Table Rock FoundationGrants Pass, OR501(c)(3)Capital improvement$7,500
The Dome SchoolCave Junction, OR501(c)(3)Equipment acquisition$7,500
Boys & Girls Clubs of the Rogue ValleyGrants Pass, OR501(c)(3)Capital-facility$7,000
PacificaWilliams, OR501(c)(3)Capital improvement$7,000
Josephine Community Libraries IncGrants Pass, OR501(c)(3)Program and capital$6,864
Josephine County Search and RescueGrants Pass, OR501(c)(3)Program$6,864
Friends of the Oregon CavesGrants Pass, OR501(c)(3)Capital-equipment$5,813
Josephine County FairgroundsGrants Pass, ORCounty AgencyCapital-equipment$5,000
Josephine Parks FoundationGrants Pass, OR501(c)(3)Equipment acquisition$5,000
Lovejoy HospiceGrants Pass, OR501(c)(3)Equipment acquisition$5,000
New Hope Christian SchoolGrants Pass, OR501(c)(3)Equipment acquisition$5,000
Wilderness TrailsMedford, OR501(c)(3)Equipment acquisiton$5,000
Woodland Educational Institute Woodland Charter SchoolMurphy, ORPublic SchoolEquipment acquisition$5,000
Grants Pass Museum of ArtGrants Pass, OR501(c)(3)Capital-equipment$4,000
Rogue River RatsMerlin, OR501(c)(3)Equipment acquisition$4,000
Rogue Outreach CenterGrants Pass, OR501(c)(3)Equipment acquisition$3,750
Rogue Valley Humane SocietyGrants Pass, OR501(c)(3)Program, operations & equipment$3,599
Rogue Community CollegeGrants Pass, ORPublic CollegeCapital improvement$3,572
Josephine County FoundationMurphy, OR501(c)(3)Equipment acquisition$3,000
On TrackMedford, OR501(c)(3)Equipment acquisition$3,000
Rogue River Community CenterRogue River, OR501(c)(3)Equipment acquisition$3,000
Siskiyou Field InstituteSelma, OR501(c)(3)Capital improvement$3,000
Sugarloaf Community AssnWilliams, OR501(c)(3)Equipment acquisition$3,000
White Oak FarmWilliams, OR501(c)(3)Equipment acquisition$3,000
Illinois Valley CDOCave Junction, OR501(c)(3)Capital improvement$2,400
Sanctuary OneJacksonville, OR501(c)(3)Capital improvement$2,000
Rogue Valley SymphonyAshland, OR501(c)(3)Capital improvement$1,500
UCAN-Josephine County Food BankRoseburg, OR501(c)(3)Equipment acquisition$1,000
Brighton AcademyGrants Pass, OR501(c)(3)Program$460
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$318,787
Payroll liabilities$512
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
2016-08-11

Organization Details

Principal Officer
Walt Slater
Formed
1975
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
2
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 7,183. Rounding”

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.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm10Alvin Spears
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/OtherExpensesGrp/Desc0Event expenses-Communit
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01185
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IRS990/OtherExpensesGrp/ProgramServicesAmt13576
IRS990/OtherExpensesGrp/ProgramServicesAmt2625
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IRS990/OtherExpensesGrp/TotalAmt13576
IRS990/OtherExpensesGrp/TotalAmt21185
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IRS990/OtherRevenueMiscGrp/Desc1Gain on merger
IRS990/OtherRevenueMiscGrp/Desc2Community Celebration
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IRS990/OtherRevenueMiscGrp/ExclusionAmt117626
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02550
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt117626
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22550
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0478
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0956
IRS990/PayrollTaxesGrp/TotalAmt01913
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02499968
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03100490
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Walt Slater
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039854
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt079634
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt032640
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0109504
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0134951
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0109504
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05386268
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0306927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0392003
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt056913

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,603,695
Liabilities
$322,999
Net assets
$5,280,696
Revenue
$850,021
Expenses
$340,367
Net income
$509,654
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits