Civic Intelligence

Jefferson County Community Foundation

990 • Fiscal year 2014 • EIN 84-1682682

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 05, 2015

Organization Profilewww.jccfgives.org
201-b West PatisonPort Hadlock, WA 98339

(360) 385-1729

Siviq Scores

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

Liabilities / Assets

61st percentile

0.21x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.51x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

213%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,669,603

Up $364,525 (+28%) from 2013

Net Assets

Up

$1,312,154

Up $356,275 (+37%) from 2013

Liabilities

Up

$357,449

Up $8,250 (+2.4%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin93rd percentile

Revenue

Up

$704,046

Up $478,854 (+213%) from 2013

Expenses

Up

$305,966

Up $45,350 (+17%) from 2013

Net Income

Up

$398,080

Up $433,504 (+1224%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,101,934Liabilities 2011: $334,352Net Assets 2011: $767,5822011Assets 2012: $1,302,206Liabilities 2012: $367,622Net Assets 2012: $934,5842012Assets 2013: $1,305,078Liabilities 2013: $349,199Net Assets 2013: $955,8792013Assets 2014: $1,669,603Liabilities 2014: $357,449Net Assets 2014: $1,312,1542014Assets 2015: $1,721,793Liabilities 2015: $326,294Net Assets 2015: $1,395,4992015Assets 2016: $1,721,044Liabilities 2016: $326,247Net Assets 2016: $1,394,7972016Assets 2017: $2,019,912Liabilities 2017: $398,073Net Assets 2017: $1,621,8392017Assets 2018: $2,095,128Liabilities 2018: $351,863Net Assets 2018: $1,743,2652018Assets 2019: $2,604,400Liabilities 2019: $356,315Net Assets 2019: $2,248,0852019Assets 2020: $3,220,341Liabilities 2020: $405,048Net Assets 2020: $2,815,2932020Assets 2021: $3,965,301Liabilities 2021: $609,136Net Assets 2021: $3,356,1652021Assets 2022: $3,882,274Liabilities 2022: $790,261Net Assets 2022: $3,092,0132022Assets 2023: $5,044,983Liabilities 2023: $1,024,723Net Assets 2023: $4,020,2602023Assets 2024: $6,217,649Liabilities 2024: $1,613,754Net Assets 2024: $4,603,8952024

Highlighted filing

2014

Assets$1,669,603
Liabilities$357,449
Net Assets$1,312,154
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $179,3372011Expenses 2012: $185,7102012Revenue 2013: $225,192Expenses 2013: $260,616Net Income 2013: -$35,4242013Revenue 2014: $704,046Expenses 2014: $305,966Net Income 2014: $398,0802014Revenue 2015: $382,680Expenses 2015: $278,616Net Income 2015: $104,0642015Revenue 2016: $283,759Expenses 2016: $307,630Net Income 2016: -$23,8712016Revenue 2017: $712,298Expenses 2017: $578,566Net Income 2017: $133,7322017Revenue 2018: $774,191Expenses 2018: $526,733Net Income 2018: $247,4582018Revenue 2019: $981,810Expenses 2019: $687,583Net Income 2019: $294,2272019Revenue 2020: $1,946,392Expenses 2020: $1,499,090Net Income 2020: $447,3022020Revenue 2021: $2,157,005Expenses 2021: $1,702,390Net Income 2021: $454,6152021Revenue 2022: $1,638,939Expenses 2022: $1,542,105Net Income 2022: $96,8342022Revenue 2023: $2,238,133Expenses 2023: $1,535,985Net Income 2023: $702,1482023Revenue 2024: $2,771,315Expenses 2024: $2,269,078Net Income 2024: $502,2372024

Highlighted filing

2014

Revenue$704,046
Expenses$305,966
Net Income$398,080
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$704,046
Mission and Program Overview

Mission

The organization's mission is to inspire donors to invest in jefferson county and to achieve their charitable goals from generation to generation through grantmaking, enlightened civic leadership and strategic investments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$110,056$133,566▲ $23,510
Pledges and Grants Receivable$28,300$133,550▲ $105,250
Savings and Temporary Cash Investments$8,257$34,357▲ $26,100
Prepaid Expenses and Deferred Charges$1,628$2,321▲ $693
Land, Buildings, and Equipment, Net$1,504$973▼ $531
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,305,078$1,669,603▲ $364,525
Other Assets Total$1,155,333$1,364,836▲ $209,503
Liabilities
Other Liabilities$346,855$352,560▲ $5,705
Accounts Payable and Accrued Expenses$2,344$4,889▲ $2,545
Total Liabilities$349,199$357,449▲ $8,250
Net Assets / Fund Balance
Unrestricted Net Assets$927,579$1,178,604▲ $251,025
Temporarily Rstr Net Assets$28,300$133,550▲ $105,250
Total Net Assets Fund Balance$955,879$1,312,154▲ $356,275
Total Liabilities and Net Assets / Fund Balance$1,305,078$1,669,603▲ $364,525

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$973$619$1,592
Other Assets Org$1,364,836--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$648,823$239,869▲ $26,163-$771,939
2013$457,887$114,930▲ $102,436-$648,823
2012$383,452$3,392▲ $91,387-$457,887
2011$312,269$90,027▼ $7,958-$383,452
2010$232,453$53,624▲ $30,830-$312,269
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Kris NelsonPresident
Ned LuceVice President
Earll MurmanDirector
Jill LandesDirector
Kate BurkeDirector
Laurie LiskeDirector
Linda HerzogDirector
Roger HaganDirector
Rose Lincoln HamiltonDirector
Liesl SlabaughSecretary
Doug Van AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$629,208
Program Service Revenue
$21,375
Investment Income
$53,463
Other Revenue
$0
All Other Contributions
$575,236
Change in Net Assets
$398,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,400
Other Expenses$117,566
Total Fundraising Expense$18,570
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$188,400--$188,400
Fees for Services Management$22,887$7,628$7,628$38,143
Office Expenses$1,472$16,076$367$17,915
Advertising$6,406-$6,406$12,812
Fees for Services Accounting-$10,880-$10,880
Occupancy$2,048$3,800$1,716$7,564
Other Expenses$1,996$1,003$589$3,588
All Other Expenses$435$2,199$430$3,064
Insurance-$1,535-$1,535
Travel$51$828-$879
Depreciation Depletion-$531-$531
Total Functional Expenses$242,018$45,378$18,570$305,966
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Good Neighbors of JeffPort Hadlock, WA-Program$60,000
Misc Grants 5000Port Hadlock, WA-Various$40,900
Fort Worden Public Dev AuthPort Townsend, WA-Operations$25,000
Port Townsend Film InstitutePort Townsend, WA-Operations$15,000
Jefferson Land TrustPort Townsend, WA-Operations$12,000
CentrumPort Townsend, WA-Operations$10,000
Jumping Mouse Childrens CtrPort Townsend, WA-Operations$9,500
Pt Kiwanis Charitable TrustPort Townsend, WA-Camp Beausite Operations$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Events to Sponsor Women & Girls Fund$53,972---
Total Events$53,972---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$352,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed and accepted by the board of directors prior to being submitted.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each year the board members are required to complete and sign a conflict of interest form which states that when a conflict arises the board member must declare it and leave the room during the vote. This action is so noted in the minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All organizational documents, except financial statements, are available on the website at www.jccfgives.org. Financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Jefferson County Community Foundation
EIN
84-1682682
Phone
3603851729
Address
201-B WEST PATISON, PORT HADLOCK, WA 98339

Signing Officer

Name
Doug Van Allen
Title
Treasurer
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Van Allen
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Gooding OHara & Mackey PS CPAs
Address
242 Taylor Street, Port Townsend, WA 98368
Preparer
John Mackey
Phone
3603851040
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Unrealized loss on investments = -$41805”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The foundation's endowments consist of funds established for a variety of purposes.”

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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/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01716
IRS990/OccupancyGrp/ManagementAndGeneralAmt03800
IRS990/OccupancyGrp/ProgramServicesAmt02048
IRS990/OccupancyGrp/TotalAmt07564
IRS990/OfficeExpensesGrp/FundraisingAmt0367
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016076
IRS990/OfficeExpensesGrp/ProgramServicesAmt01472
IRS990/OfficeExpensesGrp/TotalAmt017915
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01155333
IRS990/OtherAssetsTotalGrp/EOYAmt01364836
IRS990/OtherChangesInNetAssetsAmt0-41805
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EVENTS EXPENSES
IRS990/OtherExpensesGrp/Desc1GRANT FUNDED EXPENSES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0228
IRS990/OtherExpensesGrp/FundraisingAmt11206
IRS990/OtherExpensesGrp/FundraisingAmt2589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0898
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11003
IRS990/OtherExpensesGrp/ProgramServicesAmt08311
IRS990/OtherExpensesGrp/ProgramServicesAmt16736
IRS990/OtherExpensesGrp/ProgramServicesAmt23276
IRS990/OtherExpensesGrp/ProgramServicesAmt31996
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IRS990/OtherExpensesGrp/TotalAmt16736
IRS990/OtherExpensesGrp/TotalAmt25380
IRS990/OtherExpensesGrp/TotalAmt33588
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IRS990/OtherLiabilitiesGrp/EOYAmt0352560
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt028300
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0133550
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01628
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02321
IRS990/PrincipalOfficerNm0DOUG VAN ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013875
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0178252
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0197700
IRS990/PYInvestmentIncomeAmt031042
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt062916
IRS990/PYProgramServiceRevenueAmt015898
IRS990/PYRevenuesLessExpensesAmt0-35424
IRS990/PYTotalExpensesAmt0260616
IRS990/PYTotalRevenueAmt0225192
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0398080
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08257
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0575236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0140976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0268742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0346986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0251559
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017482
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02685
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080382
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01583499
IRS990ScheduleA/TotalSupportAmt01663881
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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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/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0239869
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0128400
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0457887
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0114930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0648823
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt011750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0102436
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt09575
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03392
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0457887
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt010769
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091387

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,669,603
Liabilities
$357,449
Net assets
$1,312,154
Revenue
$704,046
Expenses
$305,966
Net income
$398,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$1.61$4.60$2.77$2.27$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$1.02$4.02$2.24$1.54$0.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.79$3.09$1.64$1.54$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.61$3.36$2.16$1.70$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.41$2.82$1.95$1.50$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.36$2.25$0.98$0.69$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.35$1.74$0.77$0.53$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.40$1.62$0.71$0.58$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.33$1.39$0.28$0.31$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.33$1.40$0.38$0.28$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.36$1.31$0.70$0.31$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.35$0.96$0.23$0.26$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.37$0.93$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.33$0.77$0.18