Civic Intelligence

Four Way Community Foundation

990 • Fiscal year 2019 • EIN 51-0173092

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 02, 2019

Organization Profilefourwaycommunityfoundation.org
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

31st percentile

0.04x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.34x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$23,328

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$8,563,685

Up $813,182 (+10%) from 2018

Net Assets

Up

$8,212,731

Up $831,668 (+11%) from 2018

Liabilities

Down

$350,954

Down $18,486 (-5.0%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin91st percentile

Revenue

Down

$1,025,418

Down $132,868 (-11%) from 2018

Expenses

Up

$522,467

Up $67,206 (+15%) from 2018

Net Income

Down

$502,951

Down $200,074 (-28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2019

Assets$8,563,685
Liabilities$350,954
Net Assets$8,212,731
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$1,025,418
Expenses$522,467
Net Income$502,951
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 2, 2019
Return Version
2018v3.1
Gross Receipts
$4,677,366
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,432,706$8,421,894▲ $989,188
Savings and Temporary Cash Investments$119,885$138,096▲ $18,211
Cash and Non-Interest-Bearing Accounts$2,912$3,695▲ $783
Total Assets$7,750,503$8,563,685▲ $813,182
Other Assets Total$195,000$0▼ $195,000
Liabilities
Escrow Account Liability$354,853$350,307▼ $4,546
Grants Payable$13,988$647▼ $13,341
Accounts Payable and Accrued Expenses$599--
Total Liabilities$369,440$350,954▼ $18,486
Net Assets / Fund Balance
Unrestricted Net Assets$3,689,922$3,933,400▲ $243,478
Permanently Rstr Net Assets$3,100,490$3,100,490→ $0
Temporarily Rstr Net Assets$590,651$1,178,841▲ $588,190
Total Net Assets Fund Balance$7,381,063$8,212,731▲ $831,668
Total Liabilities and Net Assets / Fund Balance$7,750,503$8,563,685▲ $813,182

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,381,063$821,164▲ $519,471$144,084$8,212,731
2018$6,570,251$772,674▲ $478,777$89,363$7,381,063
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kate Dwyer currentExecutive DirectorPT$23,328$23,328
Walter D Slater formerExecutive DirectorPT$16,941$16,941

Board Members and Trustees

NameTitle
Dawn WelchPresident
Peter AngstadtVice President
Caleb LaPlanteDirector
Debbie Brownell part yearDirector
Deborah SorensonDirector
Margaret BradfordDirector
Mike Peil part yearDirector
Richard AdamsDirector
Steve RoeDirector
Steve SwearingenDirector
Susan CohenDirector
Teresa StoverDirector
Todd Thompson part yearDirector
Cynthia Harelson CPAAccountant
Midge RentonSecretary
Alvin SpearsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$821,165
Program Service Revenue
$61,798
Investment Income
$142,455
Other Revenue
$0
All Other Contributions
$821,165
Change in Net Assets
$502,951

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 Traded30$498,336Market Value
Total Noncash Contributions30$498,336-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$352,520
Other Expenses$164,414
Total Fundraising Expense$10,126
Salaries, Compensation, and Employee Benefits$5,533
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$347,373--$347,373
Fees for Services Other$59,074--$59,074
Fees for Service Investment Mgmnt Fees$53,927--$53,927
Fees for Services Management$11,664$5,832$5,832$23,328
Fees for Services Accounting$3,000$2,000$1,000$6,000
Grants to Domestic Individuals$5,147--$5,147
Current Officers, Directors, Trustees, and Key Employees$2,554$1,277$1,277$5,108
Office Expenses$2,306$1,536$768$4,610
Occupancy$1,800$1,200$600$3,600
Insurance-$1,685-$1,685
All Other Expenses$978$36-$1,014
Other Expenses$765$1,138$283$765
Advertising$267$178$89$534
Travel$158$158$158$474
Payroll Taxes$213$106$106$425
Conferences and Meetings$38$26$13$77
Total Functional Expenses$496,605$15,736$10,126$522,467
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family SolutionsMedford, OR501(c)(3)Program$61,663
Three Rivers School DistrictMurphy, ORPublic SchoolCapital improvement & program$26,448
Boys & Girls Clubs of the Rogue ValleyGrants Pass, OR501(c)(3)Capital improvement & program$24,423
Southern Oregon Aspire IncGrants Pass, OR501(c)(3)Capital improvements$20,717
Josephine County Historical SocietyGrants Pass, OR501(c)(3)Capital equipment and scholarships$17,095
Crossing Bridges Therapeutic Riding Center IncGrants Pass, OR501(c)(3)Capital and program$15,777
Rogue Valley Humane SocietyGrants Pass, OR501(c)(3)Program$14,370
Women's Crisis Support TeamGrants Pass, OR501(c)(3)Capital improvement & program$14,344
Sunny Wolf Charter SchoolWolf Creek, OR501(c)(3)Capital improvement$10,000
Josephine County Food BankGrants Pass, OR501(c)(3)Capital equipment$8,532
College DreamsGrants Pass, OR501(c)(3)Capital equipment$8,531
Kairos NorthwestGrants Pass, OR501(c)(3)Capital equipment-technology upgrade$8,531
Sugarloaf Community AssociationWilliams, OR501(c)(3)Capital improvements$8,000
Illinois Valley Little LeagueCave Junction, OR501(c)(3)Capital improvement$7,528
Jacksonville Elementary School PTOJacksonville, OR501(c)(3)Capital equipment$7,251
Josephine Community Library DistrictGrants Pass, ORgovnmt agencyCapital equipment$6,526
Dome SchoolCave Junction, OR501(c)(3)Capital improvements$6,407
Siskiyou Field InstituteSelma, OR501(c)(3)Capital equipment$5,801
Barnstormers TheatreGrants Pass, OR501(c)(3)Capital improvement$5,545
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 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
Kate Dwyer
Title
Exec Director
Phone
5414749774
Signed
2019-12-02

Organization Details

Principal Officer
Kate Dwyer
Formed
1975
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
13

Preparer

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

Additional Explanations

Form 990, Part IX, line 11G

“Administrative management fees: Program service expenses 59,074. Management and general expenses 0. Fundraising expenses 0. Total expenses 59,074.”

Form 990, Part XI, line 9:

“Returned Grants 13,498.”

Financial Statement Notes

Part V, Line 4:

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

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IRS990/Form990PartVIISectionAGrp/PersonNm1Margaret Bradford
IRS990/Form990PartVIISectionAGrp/PersonNm2Debbie Brownell part year
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm4Mike Peil part year
IRS990/Form990PartVIISectionAGrp/PersonNm5Richard Adams
IRS990/Form990PartVIISectionAGrp/PersonNm6Todd Thompson part year
IRS990/Form990PartVIISectionAGrp/PersonNm7Alvin Spears
IRS990/Form990PartVIISectionAGrp/PersonNm8Steve Roe
IRS990/Form990PartVIISectionAGrp/PersonNm9Steve Swearingen
IRS990/Form990PartVIISectionAGrp/PersonNm10Cynthia Harelson CPA
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IRS990/Form990PartVIISectionAGrp/PersonNm17Teresa Stover
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Accountant
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-69659
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0347373
IRS990/GrantsPayableGrp/BOYAmt013988
IRS990/GrantsPayableGrp/EOYAmt0647
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05147
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05147
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0347373
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0347373
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03582289
IRS990/GrossReceiptsAmt04677366
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01685
IRS990/InsuranceGrp/TotalAmt01685
IRS990/InvestmentIncomeGrp/ExclusionAmt0212114
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0212114
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07432706
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08421894
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03651948
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 through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07381063
IRS990/NetAssetsOrFundBalancesEOYAmt08212731
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-69659
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-69659
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0315219
IRS990/NoncashContributionsAmt0498336
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0600
IRS990/OccupancyGrp/ManagementAndGeneralAmt01200
IRS990/OccupancyGrp/ProgramServicesAmt01800
IRS990/OccupancyGrp/TotalAmt03600
IRS990/OfficeExpensesGrp/FundraisingAmt0768
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01536
IRS990/OfficeExpensesGrp/ProgramServicesAmt02306
IRS990/OfficeExpensesGrp/TotalAmt04610
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0195000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt013498
IRS990/OtherExpensesGrp/Desc0Event expenses-Communit
IRS990/OtherExpensesGrp/Desc1Web design/hosting
IRS990/OtherExpensesGrp/Desc2License & fees
IRS990/OtherExpensesGrp/Desc3Dues and subs
IRS990/OtherExpensesGrp/FundraisingAmt0283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0564
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11138
IRS990/OtherExpensesGrp/ProgramServicesAmt06495
IRS990/OtherExpensesGrp/ProgramServicesAmt1846
IRS990/OtherExpensesGrp/ProgramServicesAmt2765
IRS990/OtherExpensesGrp/TotalAmt06495
IRS990/OtherExpensesGrp/TotalAmt11693
IRS990/OtherExpensesGrp/TotalAmt21138
IRS990/OtherExpensesGrp/TotalAmt3765
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0106
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0106
IRS990/PayrollTaxesGrp/ProgramServicesAmt0213
IRS990/PayrollTaxesGrp/TotalAmt0425
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03100490
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03100490
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kate Dwyer
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Administration Fees
IRS990/ProgramServiceRevenueGrp/Desc1Community Celebration
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt059074
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12724
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships made for the benefit of individuals residing in Josephine and Western Jackson counties in the State of Oregon.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05147
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05147
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0772675
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0345864
IRS990/PYInvestmentIncomeAmt0329287
IRS990/PYOtherExpensesAmt085637
IRS990/PYOtherRevenueAmt02225
IRS990/PYProgramServiceRevenueAmt054099
IRS990/PYRevenuesLessExpensesAmt0703025
IRS990/PYSalariesCompEmpBnftPaidAmt023760
IRS990/PYTotalExpensesAmt0455261
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01158286
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0502951
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0-7861
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0119885
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0138096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0821164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0772674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0638963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02379117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0212114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0175732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0149162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0135355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0128007
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0800370
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0252734
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38450
IRS990ScheduleA/PublicSupportPY170Pct00.41750
IRS990ScheduleA/PublicSupportTotal170Amt01222369
IRS990ScheduleA/SubstantialContributorsTotAmt01156748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0821164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0772674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0638963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033701
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02379117
IRS990ScheduleA/TotalSupportAmt03179487
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/AdditionsDuringYearAmt015454
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0354853

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,563,685
Liabilities
$350,954
Net assets
$8,212,731
Revenue
$1,025,418
Expenses
$522,467
Net income
$502,951
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
2019Detailed filing. Detailed filing data is available for this year.$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. 2019 filings • 501(c)3 • $5M-$10M nonprofits