Civic Intelligence

Four Way Community Foundation

990 • Fiscal year 2018 • EIN 51-0173092

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 12, 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

32nd percentile

0.05x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.32x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

21st percentile

$17,833

Higher top officer pay than 21% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-16%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$7,750,503

Up $831,566 (+12%) from 2017

Net Assets

Up

$7,381,063

Up $810,812 (+12%) from 2017

Liabilities

Up

$369,440

Up $20,754 (+6.0%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin93rd percentile

Revenue

Down

$1,158,286

Down $216,740 (-16%) from 2017

Expenses

Up

$455,261

Up $17,564 (+4.0%) from 2017

Net Income

Down

$703,025

Down $234,304 (-25%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2018

Assets$7,750,503
Liabilities$369,440
Net Assets$7,381,063
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$1,158,286
Expenses$455,261
Net Income$703,025
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 12, 2019
Return Version
2017v2.3
Gross Receipts
$2,815,067
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$6,502,889$7,432,706▲ $929,817
Investments Other Securities-$195,000-
Savings and Temporary Cash Investments$409,138$119,885▼ $289,253
Cash and Non-Interest-Bearing Accounts$6,910$2,912▼ $3,998
Total Assets$6,918,937$7,750,503▲ $831,566
Liabilities
Escrow Account Liability$344,300$354,853▲ $10,553
Grants Payable$3,488$13,988▲ $10,500
Accounts Payable and Accrued Expenses$898$599▼ $299
Total Liabilities$348,686$369,440▲ $20,754
Net Assets / Fund Balance
Unrestricted Net Assets$3,102,525$3,689,922▲ $587,397
Permanently Rstr Net Assets$3,100,490$3,100,490→ $0
Temporarily Rstr Net Assets$367,236$590,651▲ $223,415
Total Net Assets Fund Balance$6,570,251$7,381,063▲ $810,812
Total Liabilities and Net Assets / Fund Balance$6,918,937$7,750,503▲ $831,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2014$4,372,824$98,883▲ $1,338,474$59,619$5,386,268
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Walter D Slater formerExecutive DirectorPT$17,833$17,833

Board Members and Trustees

NameTitle
Dawn WelchPresident
Peter AngstadtVice President
Caleb LaPlantDirector
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
Kate Dwyer currentExecutive Director
Cynthia Harelson CPAAccountant
Midge RentonSecretary
Alvin SpearsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$772,675
Program Service Revenue
$54,099
Investment Income
$329,287
Other Revenue
$2,225
All Other Contributions
$772,675
Change in Net Assets
$703,025

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
Real Estate Other1$195,000Opinions of experts
Total Noncash Contributions1$195,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$345,864
Other Expenses$85,637
Salaries, Compensation, and Employee Benefits$23,760
Total Fundraising Expense$7,744
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$345,664--$345,664
Fees for Services Management$54,099--$54,099
Current Officers, Directors, Trustees, and Key Employees$8,917$4,458$4,458$17,833
Fees for Services Accounting$3,000$2,000$1,000$6,000
Payroll Taxes$2,963$1,482$1,482$5,927
All Other Expenses$977$1,185-$2,162
Occupancy$900$600$300$1,800
Other Expenses$20$1,289$292$1,309
Office Expenses$293$194$97$584
Conferences and Meetings-$380-$380
Travel$115$115$115$345
Grants to Domestic Individuals$200--$200
Total Functional Expenses$435,229$12,288$7,744$455,261
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family SolutionsAshland, OR501(c)(3)Capital equipment$109,530
Three Rivers School DistrictMurphy, ORPublic SchoolProgram$18,000
Women's Crisis Support TeamGrants Pass, OR501(c)(3)Operations$14,388
Southern Oregon Education Service DistrictGrants Pass, ORPublic SchoolCapital improvement & Program$13,675
Green Leaf IndustriesGrants Pass, OR501(c)(3)Capital equipment$11,000
Boys & Girls Clubs of the Rogue ValleyGrants Pass, OR501(c)(3)Capital improvement$10,000
Coalition for KidsGrants Pass, OR501(c)(3)Capital improvements$10,000
Crossing Bridges Therapeutic Riding Center IncGrants Pass, OR501(c)(3)Scholarships$10,000
Illinois Valley Booster ClubCave Junction, OR501(c)(3)Capital improvement$10,000
PacificaWilliams, OR501(c)(3)Capital improvement$10,000
St Vincent de PaulGrants Pass, OR501(c)(3)Capital improvement$10,000
Table Rock FoundationGrants Pass, OR501(c)(3)Fiscal sponsor$10,000
Bridge Street RecoveryGrants Pass, OR501(c)(3)Capital improvement$8,500
Southern Oregon Child CouncilCentral Point, OR501(c)(3)Capital development$8,500
Josephine County FairgroundsGrants Pass, OR501(c)(3)Capital equipment$7,500
RCC FoundationGrants Pass, OR501(c)(3)Capital equipment$7,500
Josephine County Education FoundationGrants Pass, OR501(c)(3)Capital equipment and scholarships$7,400
Southern Oregon Aspire IncGrants Pass, OR501(c)(3)Capital equipment$5,931
St Anne Catholic SchoolGrants Pass, ORChurchCapital equipment & scholarship$5,800
Merlin Community ParkMerlin, OR501(c)(3)Capital improvements$5,500
AccessMedford, OR501(c)(3)Capital equipment$5,220
Barnstormers TheatreGrants Pass, OR501(c)(3)Capital improvement$5,040
Illinois Valley Family CoalitionCave Junction, OR501(c)(3)Capital equipment$5,000
ROC Food PantryGrants Pass, OR501(c)(3)Capital improvement$5,000
White Oaks Farm Education CtrWilliams, OR501(c)(3)Capital expenditure$5,000
Grants Pass Chamber of CommerceGrants Pass, OR501(c)(3)Capital equipment$4,000
Rogue Youth TransitionsGrants Pass, OR501(c)(3)Capital equipment$4,000
Josephine County Library FoundationGrants Pass, OR501(c)(3)Capital equipment$3,500
Josephine County Food BankGrants Pass, OR501(c)(3)Capital equipment$3,000
Options for Southern OregonGrants Pass, OR501(c)(3)Capital improvement$3,000
Rusk Ranch Nature CenterCave Junction, OR501(c)(3)Capital improvement$3,000
Eugene Debbs Potts FoundationMerlin, OR501(c)(3)Capital improvement$2,204
Rogue River RatsMerlin, OR501(c)(3)Capital equipment$1,660
Rogue Valley Young MarinesMerlin, OR501(c)(3)Capital improvement$1,330
Compass HouseMedford, OR501(c)(3)Capital improvement$1,000
Rogue River Community CenterRogue River, OR501(c)(3)Operations$243
Rogue Valley Humane SocietyGrants Pass, OR501(c)(3)Program and capital improvements$243
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
Kate Dwyer
Title
Exec Director
Phone
5414749774
Signed
2019-03-12

Organization Details

Principal Officer
Kate Dwyer
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 14,621. Portion of unrealised gain to managed funds -5,156. Rounding 1.”

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/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/PersonNm16Peter Angstadt
IRS990/Form990PartVIISectionAGrp/PersonNm17Teresa Stover
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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
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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
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0203253
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0340864
IRS990/GrantsPayableGrp/BOYAmt03488
IRS990/GrantsPayableGrp/EOYAmt013988
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0345664
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0345664
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01860034
IRS990/GrossReceiptsAmt02815067
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0126034
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0126034
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0195000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06502889
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07432706
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01656781
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/NetAssetsOrFundBalancesBOYAmt06570251
IRS990/NetAssetsOrFundBalancesEOYAmt07381063
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0203253
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0203253
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt098321
IRS990/NoncashContributionsAmt0199047
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0300
IRS990/OccupancyGrp/ManagementAndGeneralAmt0600
IRS990/OccupancyGrp/ProgramServicesAmt0900
IRS990/OccupancyGrp/TotalAmt01800
IRS990/OfficeExpensesGrp/FundraisingAmt097
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0194
IRS990/OfficeExpensesGrp/ProgramServicesAmt0293
IRS990/OfficeExpensesGrp/TotalAmt0584
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt09466
IRS990/OtherExpensesGrp/Desc0Income to managed funds
IRS990/OtherExpensesGrp/Desc1Event expenses-Communit
IRS990/OtherExpensesGrp/Desc2Publications-brochures
IRS990/OtherExpensesGrp/Desc3License & fees
IRS990/OtherExpensesGrp/FundraisingAmt0292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11289
IRS990/OtherExpensesGrp/ProgramServicesAmt013153
IRS990/OtherExpensesGrp/ProgramServicesAmt14051
IRS990/OtherExpensesGrp/ProgramServicesAmt2877
IRS990/OtherExpensesGrp/ProgramServicesAmt320
IRS990/OtherExpensesGrp/TotalAmt013153
IRS990/OtherExpensesGrp/TotalAmt14051
IRS990/OtherExpensesGrp/TotalAmt21754
IRS990/OtherExpensesGrp/TotalAmt31309
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Community Celebration
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02225
IRS990/OtherRevenueTotalAmt02225
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01482
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01482
IRS990/PayrollTaxesGrp/ProgramServicesAmt02963
IRS990/PayrollTaxesGrp/TotalAmt05927
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03100490
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03100490
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kate Dwyer
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523930
IRS990/ProgramServiceRevenueGrp/Desc0Administration Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054099
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships made for the benefit of individuals residing in Josephine and Western Jackson counties in the State of Oregon.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01112616
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0345616
IRS990/PYInvestmentIncomeAmt0214316
IRS990/PYOtherExpensesAmt064296
IRS990/PYOtherRevenueAmt02750
IRS990/PYProgramServiceRevenueAmt045344
IRS990/PYRevenuesLessExpensesAmt0937329
IRS990/PYSalariesCompEmpBnftPaidAmt027785
IRS990/PYTotalExpensesAmt0437697
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01375026
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0703025
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt056324
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0409138
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0772674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0112615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0638963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01603511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0126034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0106402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt086879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt090389
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0505022
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0949901
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45190
IRS990ScheduleA/PublicSupportPY170Pct00.59940
IRS990ScheduleA/PublicSupportTotal170Amt0952817
IRS990ScheduleA/SubstantialContributorsTotAmt0650694
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0772674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0112615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0638963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01603511
IRS990ScheduleA/TotalSupportAmt02108533
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt030053
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0344300
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.44040
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt020033
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06570251
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0772674
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07381063
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0331243
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0478777
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt089363
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt020054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05280696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01112615
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06570251
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0345815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0614636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt071827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt074968
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04995391
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0638963
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05280696
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0253413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt039644
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt083005

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,750,503
Liabilities
$369,440
Net assets
$7,381,063
Revenue
$1,158,286
Expenses
$455,261
Net income
$703,025
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • 501(c)3 • $5M-$10M nonprofits