Civic Intelligence

Four Way Community Foundation

990 • Fiscal year 2017 • EIN 51-0173092

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

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

0.05x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.25x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$20,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

62%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,918,937

Up $1,315,242 (+23%) from 2016

Net Assets

Up

$6,570,251

Up $1,289,555 (+24%) from 2016

Liabilities

Up

$348,686

Up $25,687 (+8.0%) from 2016

Revenue

Up

$1,375,026

Up $525,005 (+62%) from 2016

Expenses

Up

$437,697

Up $97,330 (+29%) from 2016

Net Income

Up

$937,329

Up $427,675 (+84%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$6,918,937
Liabilities$348,686
Net Assets$6,570,251

Operations Trend

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

2017

Revenue$1,375,026
Expenses$437,697
Net Income$937,329
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$3,573,583
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$5,473,819$6,502,889▲ $1,029,070
Savings and Temporary Cash Investments$32,640$409,138▲ $376,498
Cash and Non-Interest-Bearing Accounts$97,236$6,910▼ $90,326
Total Assets$5,603,695$6,918,937▲ $1,315,242
Liabilities
Escrow Account Liability$318,787$344,300▲ $25,513
Grants Payable$3,700$3,488▼ $212
Accounts Payable and Accrued Expenses$512$898▲ $386
Total Liabilities$322,999$348,686▲ $25,687
Net Assets / Fund Balance
Unrestricted Net Assets$1,909,468$3,102,525▲ $1,193,057
Permanently Rstr Net Assets$3,100,490$3,100,490→ $0
Temporarily Rstr Net Assets$270,738$367,236▲ $96,498
Total Net Assets Fund Balance$5,280,696$6,570,251▲ $1,289,555
Total Liabilities and Net Assets / Fund Balance$5,603,695$6,918,937▲ $1,315,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,280,696$1,112,615▲ $614,636$71,827$6,570,251
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Walter D Slater currentExecutive DirectorPT$20,000$20,000
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
Jann Taylor formerExecutive Director
Midge RentonSecretary
Mike PeilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,112,616
Program Service Revenue
$45,344
Investment Income
$214,316
Other Revenue
$2,750
All Other Contributions
$1,112,616
Change in Net Assets
$937,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$345,616
Other Expenses$64,296
Salaries, Compensation, and Employee Benefits$27,785
Total Fundraising Expense$7,927
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$345,616--$345,616
Fees for Services Management$42,884--$42,884
Current Officers, Directors, Trustees, and Key Employees$13,000$7,000$6,000$26,000
Fees for Services Accounting$2,450$1,633$817$4,900
All Other Expenses$1,137$717-$1,854
Occupancy$900$600$300$1,800
Payroll Taxes$893$446$446$1,785
Other Expenses$389$259$130$778
Office Expenses$294$196$98$588
Travel$75$75$75$225
Conferences and Meetings$17$17$17$51
Advertising--$44$44
Total Functional Expenses$417,642$12,128$7,927$437,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Josephine County Historical SocietyGrants Pass, OR501(c)(3)Operations$21,333
Rogue Valley Humane SocietyGrants Pass, OR501(c)(3)Program and capital improvements$19,374
Josephine Community Libraries IncGrants Pass, OR501(c)(3)Operations$17,213
Women's Crisis Support TeamGrants Pass, OR501(c)(3)Operations$13,213
Crossing Bridges Therapeutic Riding Center IncGrants Pass, OR501(c)(3)Program and capital imporovements$12,000
Three Rivers School DistrictMurphy, ORPublic SchoolProgram$10,805
Rogue Valley Habitat for HumanityMedford, OR501(c)(3)Program$10,000
Green Leaf IndustriesGrants Pass, OR501(c)(3)Capital equipment$9,000
Southern Oregon Education Service DistrictGrants Pass, ORPublic SchoolProgram$8,000
Wildlife ImagesMerlin, OR501(c)(3)Capital equipment$7,500
Welcome Home OregonGrants Pass, OR501(c)(3)Capital equipment$7,472
Grants Pass Family YMCAGrants Pass, OR501(c)(3)Operations$7,213
Josephine County Search and RescueGrants Pass, OR501(c)(3)Operations$7,213
College DreamsGrants Pass, OR501(c)(3)Capital$7,000
Gospel Rescue MissionGrants Pass, OR501(c)(3)Capital improvements$7,000
Kerbyville MuseumKerby, OR501(c)(3)Capital improvements$7,000
Salvation ArmyGold Hill, OR501(c)(3)Capital equipment$7,000
The Family Nuturing Center-Ja Co Relief NurseryMedford, OR501(c)(3)Program supplies$6,990
Hearts with a MissionGrants Pass, OR501(c)(3)Capital equipment$5,800
PacificaWilliams, OR501(c)(3)Capital improvement$5,600
Boys & Girls Clubs of the Rogue ValleyGrants Pass, OR501(c)(3)Operations$5,586
Special OlympicsGrants Pass, OR501(c)(3)Program$5,200
Joe's Place MinistriesGrants Pass, OR501(c)(3)Capital equipment$5,000
Living OpportunitiesMedford, OR501(c)(3)Program$5,000
Options for Southern OregonGrants Pass, OR501(c)(3)Capital equipment$5,000
PTA Oregon CongressRogue River, OR501(c)(3)Capital improvement$5,000
ROC Food PantryGrants Pass, OR501(c)(3)Capital equipment$5,000
Rogue River Watershed CouncilCentral Point, OR501(c)(3)Program$5,000
Southern Oregon Aspire IncGrants Pass, OR501(c)(3)Program$5,000
Southern Oregon GuildKerby, OR501(c)(3)Capital improvements$5,000
Coalition for KidsGrants Pass, OR501(c)(3)Capital improvements$4,000
Grants Pass Sobering CenterGrants Pass, OR501(c)(3)Capital equipment$4,000
Illinois Valley CDOCave Junction, OR501(c)(3)Capital improvement$4,000
Josephine County Education FoundationGrants Pass, OR501(c)(3)Scholarships$4,000
Kidzone Foundation IncGrants Pass, OR501(c)(3)Capital equipment$4,000
Siskiyou Field InstituteSelma, OR501(c)(3)Capital equipment$4,000
Sparrow Clubs USAMedford, OR501(c)(3)Capital equipment$4,000
St Anne Catholic SchoolGrants Pass, OR501(c)(3)Capital equipment & scholarship$3,839
Heartisan FoundationTalent, OR501(c)(3)Capital equipment$3,600
Wilderness TrailsMedford, OR501(c)(3)Capital equipment$3,600
Grants Pass 7th Day Adventist SchoolGrants Pass, OR501(c)(3)Capital improvement$3,271
AccessMedford, OR501(c)(3)Capital equipment$3,000
Spiral Living CenterCave Junction, OR501(c)(3)Capital equipment$3,000
Hanby Middle SchoolGold Hill, ORPublic SchoolCapital equipment$2,500
Rogue River RatsMerlin, OR501(c)(3)Capital equipment$2,500
Family SolutionsMedford, OR501(c)(3)Capital equipment$2,000
Grants Pass Museum of ArtGrants Pass, OR501(c)(3)Capital$2,000
Table Rock FoundationGrants Pass, OR501(c)(3)Capital improvement$2,000
PorchfestGrants Pass, OR501(c)(3)Program$1,500
Rogue River Mural SocietyRogue River, OR501(c)(3)Program$1,500
Rogue Valley SymphonyAshland, OR501(c)(3)Capital equipment$1,350
Sanctuary OneJacksonville, OR501(c)(3)Capital equipment$1,200
Eugene Debbs Potts FoundationMerlin, OR501(c)(3)Capital improvement$1,000
CASA of Jackson CountyMedford, OR501(c)(3)Capital equipment$800
Rogue River Community CenterRogue River, OR501(c)(3)Operations$244
Southern Oregon UniveristyAshland, ORPublic UniversityScholarships$200
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
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 11B

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
2017-11-10

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 4,502. 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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IRS990/Form990PartVIISectionAGrp/PersonNm3Debbie Brownell part year
IRS990/Form990PartVIISectionAGrp/PersonNm4Susan Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm5Mike Peil
IRS990/Form990PartVIISectionAGrp/PersonNm6Chuck Potter part year
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IRS990/Form990PartVIISectionAGrp/PersonNm8Richard Adams
IRS990/Form990PartVIISectionAGrp/PersonNm9Todd Thompson
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IRS990/Form990PartVIISectionAGrp/PersonNm11Steve Roe
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IRS990/Form990PartVIISectionAGrp/PersonNm13Walter D Slater current
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IRS990/Form990PartVIISectionAGrp/PersonNm15Dawn Welch
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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/ReportableCompFromRltdOrgAmt1320000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt166000
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
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
IRS990/Form990PartVIISectionAGrp/TitleTxt16Accountant
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0107914
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0341277
IRS990/GrantsPayableGrp/BOYAmt03700
IRS990/GrantsPayableGrp/EOYAmt03488
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0345616
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0345616
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02306471
IRS990/GrossReceiptsAmt03573583
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0106402
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106402
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05473819
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06502889
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02198557
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/NetAssetsOrFundBalancesBOYAmt05280696
IRS990/NetAssetsOrFundBalancesEOYAmt06570251
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0107914
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0107914
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0347724
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0300
IRS990/OccupancyGrp/ManagementAndGeneralAmt0600
IRS990/OccupancyGrp/ProgramServicesAmt0900
IRS990/OccupancyGrp/TotalAmt01800
IRS990/OfficeExpensesGrp/FundraisingAmt098
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0196
IRS990/OfficeExpensesGrp/ProgramServicesAmt0294
IRS990/OfficeExpensesGrp/TotalAmt0588
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt04502
IRS990/OtherExpensesGrp/Desc0Realized gains to manag
IRS990/OtherExpensesGrp/Desc1Event expenses-Communit
IRS990/OtherExpensesGrp/Desc2Board insurance
IRS990/OtherExpensesGrp/Desc3Publications-brochures
IRS990/OtherExpensesGrp/FundraisingAmt0130
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01185
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1259
IRS990/OtherExpensesGrp/ProgramServicesAmt05525
IRS990/OtherExpensesGrp/ProgramServicesAmt14462
IRS990/OtherExpensesGrp/ProgramServicesAmt2389
IRS990/OtherExpensesGrp/TotalAmt05525
IRS990/OtherExpensesGrp/TotalAmt14462
IRS990/OtherExpensesGrp/TotalAmt21185
IRS990/OtherExpensesGrp/TotalAmt3778
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Community Celebration
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02750
IRS990/OtherRevenueTotalAmt02750
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0446
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0446
IRS990/PayrollTaxesGrp/ProgramServicesAmt0893
IRS990/PayrollTaxesGrp/TotalAmt01785
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03100490
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03100490
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Walt Slater
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523930
IRS990/ProgramServiceRevenueGrp/Desc0Administration Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045344
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045344
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships made for the benefit of individuals residing in Josephine and Western Jackson counties in the State of Oregon.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04538
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04339
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0638963
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0260754
IRS990/PYInvestmentIncomeAmt0132548
IRS990/PYOtherExpensesAmt051699
IRS990/PYOtherRevenueAmt038656
IRS990/PYProgramServiceRevenueAmt039854
IRS990/PYRevenuesLessExpensesAmt0509654
IRS990/PYSalariesCompEmpBnftPaidAmt027914
IRS990/PYTotalExpensesAmt0340367
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0850021
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0937329
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032640
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0409138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0638963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0881299
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0106402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt073336
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt086879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt090389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0100960
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0457966
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01228718
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59940
IRS990ScheduleA/PublicSupportPY170Pct00.59960
IRS990ScheduleA/PublicSupportTotal170Amt0802749
IRS990ScheduleA/SubstantialContributorsTotAmt078550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0638963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050462
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0881299
IRS990ScheduleA/TotalSupportAmt01339265
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/AdditionsDuringYearAmt029513
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0318787
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt020054
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05280696
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01112615
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06570251
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0345815
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0614636
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt071827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt074968
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04995391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0638963
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05280696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0253413
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt039644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt083005
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05386268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04995391
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0293727
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0139097
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0186943
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt017931
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04372824
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt098883
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05386268
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0346363
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01338474

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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