Civic Intelligence

Jefferson County Community Foundation

990 • Fiscal year 2015 • EIN 84-1682682

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

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

60th percentile

0.19x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.85x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

84th percentile

27%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

59th percentile

3.1%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,721,793

Up $52,190 (+3.1%) from 2014

Net Assets

Up

$1,395,499

Up $83,345 (+6.4%) from 2014

Liabilities

Down

$326,294

Down $31,155 (-8.7%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin84th percentile

Revenue

Down

$382,680

Down $321,366 (-46%) from 2014

Expenses

Down

$278,616

Down $27,350 (-8.9%) from 2014

Net Income

Down

$104,064

Down $294,016 (-74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2015

Assets$1,721,793
Liabilities$326,294
Net Assets$1,395,499
Open 2015 Filing

Operations Trend

Revenue Growth6th 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

2015

Revenue$382,680
Expenses$278,616
Net Income$104,064
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$382,680
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
Pledges and Grants Receivable$133,550$181,474▲ $47,924
Cash and Non-Interest-Bearing Accounts$133,566$171,408▲ $37,842
Savings and Temporary Cash Investments$34,357$51,497▲ $17,140
Prepaid Expenses and Deferred Charges$2,321$4,471▲ $2,150
Land, Buildings, and Equipment, Net$973$1,398▲ $425
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$1,669,603$1,721,793▲ $52,190
Other Assets Total$1,364,836$1,311,545▼ $53,291
Liabilities
Other Liabilities$352,560$322,511▼ $30,049
Accounts Payable and Accrued Expenses$4,889$3,783▼ $1,106
Total Liabilities$357,449$326,294▼ $31,155
Net Assets / Fund Balance
Unrestricted Net Assets$1,178,604$1,384,084▲ $205,480
Temporarily Rstr Net Assets$133,550$11,415▼ $122,135
Total Net Assets Fund Balance$1,312,154$1,395,499▲ $83,345
Total Liabilities and Net Assets / Fund Balance$1,669,603$1,721,793▲ $52,190

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,398$1,167$2,565
Other Assets Org$1,311,545--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$771,939$116,300▼ $33,554-$722,669
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
Compensation and Service Providers
Top Officer Pay35th 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
$387,092
Program Service Revenue
$26,341
Investment Income
$-30,753
Other Revenue
$0
All Other Contributions
$332,695
Change in Net Assets
$104,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,540
Other Expenses$128,076
Total Fundraising Expense$19,387
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,540--$150,540
Fees for Services Management$26,157$8,719$8,719$43,595
Office Expenses$728$19,132$554$20,414
Advertising$6,026$770$6,562$13,358
Fees for Services Accounting-$12,380-$12,380
Occupancy$5,013$4,373-$9,386
All Other Expenses$1,879$1,586$438$3,903
Other Expenses$1,568$496$479$2,543
Insurance-$1,603-$1,603
Payment Travel Entrtnmnt Publicly Ofcl$486$170-$656
Depreciation Depletion-$548-$548
Total Functional Expenses$208,083$51,146$19,387$278,616
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Misc Grants 5000Port Hadlock, WA-Various$52,040
United Good Neighbors of JeffPort Hadlock, WA-Program$34,000
CentrumPort Townsend, WA-Operations$17,500
Jefferson Land TrustPort Townsend, WA-Operations$10,000
Olympic Peninsula YmcaPort Townsend, WA-Operations$10,000
Quilcene School DistrictPort Townsend, WA-Operations$10,000
Jumping Mouse Childrens CtrPort Townsend, WA-Operations$6,000
North Olympic Land TrustPort Townsend, WA-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$54,397---
Total Events$54,397---
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$322,511
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
2016-11-15
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 = -$20719”

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.”

Raw XML AppendixShowing 400 of 597 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04889
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03783
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/FundraisingAmt06562
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0770
IRS990/AdvertisingGrp/ProgramServicesAmt06026
IRS990/AdvertisingGrp/TotalAmt013358
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0332695
IRS990/AllOtherExpensesGrp/FundraisingAmt0438
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01586
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01879
IRS990/AllOtherExpensesGrp/TotalAmt03903
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DEBBIE REID
IRS990/BooksInCareOfDetail/PhoneNum03603851729
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201-B WEST PATISON
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORT HADLOCK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0983399710
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0133566
IRS990/CashNonInterestBearingGrp/EOYAmt0171408
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt054397
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0387092
IRS990/CYGrantsAndSimilarPaidAmt0150540
IRS990/CYInvestmentIncomeAmt0-30753
IRS990/CYOtherExpensesAmt0128076
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt026341
IRS990/CYRevenuesLessExpensesAmt0104064
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0278616
IRS990/CYTotalFundraisingExpenseAmt019387
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0382680
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0548
IRS990/DepreciationDepletionGrp/TotalAmt0548
IRS990/Desc0PROVIDES LEADERSHIP, EDUCATION AND SUPPORT TO STRENGTHEN LOCAL NON-PROFIT ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0208083
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012380
IRS990/FeesForServicesAccountingGrp/TotalAmt012380
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt08719
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt08719
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt026157
IRS990/FeesForServicesManagementGrp/TotalAmt043595
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0KRIS NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm1NED LUCE
IRS990/Form990PartVIISectionAGrp/PersonNm2LIESL SLABAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUG VAN ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm4ROGER HAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5EARLL MURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6LAURIE LISKE
IRS990/Form990PartVIISectionAGrp/PersonNm7KATE BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDA HERZOG
IRS990/Form990PartVIISectionAGrp/PersonNm9JILL LANDES
IRS990/Form990PartVIISectionAGrp/PersonNm10ROSE LINCOLN HAMILTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt054397
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0150540
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0150540
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0382680
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01603
IRS990/InsuranceGrp/TotalAmt01603
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt014
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0-30767
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-30753
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01167
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0973
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01398
IRS990/LandBldgEquipCostOrOtherBssAmt02565
IRS990/LegalDomicileStateCd0WA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01312154
IRS990/NetAssetsOrFundBalancesEOYAmt01395499
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04373
IRS990/OccupancyGrp/ProgramServicesAmt05013
IRS990/OccupancyGrp/TotalAmt09386
IRS990/OfficeExpensesGrp/FundraisingAmt0554
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019132
IRS990/OfficeExpensesGrp/ProgramServicesAmt0728
IRS990/OfficeExpensesGrp/TotalAmt020414
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01364836
IRS990/OtherAssetsTotalGrp/EOYAmt01311545
IRS990/OtherChangesInNetAssetsAmt0-20719
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EVENTS EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0187
IRS990/OtherExpensesGrp/FundraisingAmt11110
IRS990/OtherExpensesGrp/FundraisingAmt21338
IRS990/OtherExpensesGrp/FundraisingAmt3479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1259
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2496
IRS990/OtherExpensesGrp/ProgramServicesAmt010430
IRS990/OtherExpensesGrp/ProgramServicesAmt13330
IRS990/OtherExpensesGrp/ProgramServicesAmt21926
IRS990/OtherExpensesGrp/ProgramServicesAmt31568
IRS990/OtherExpensesGrp/TotalAmt010617
IRS990/OtherExpensesGrp/TotalAmt15550
IRS990/OtherExpensesGrp/TotalAmt23523
IRS990/OtherExpensesGrp/TotalAmt32543
IRS990/OtherLiabilitiesGrp/BOYAmt0352560
IRS990/OtherLiabilitiesGrp/EOYAmt0322511
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/BOYAmt0133550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0181474
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02321
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04471
IRS990/PrincipalOfficerNm0DOUG VAN ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019541
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019541
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16800
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0629208
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0188400
IRS990/PYInvestmentIncomeAmt053463
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0170
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt0486
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0656
IRS990/PYOtherExpensesAmt0117566
IRS990/PYProgramServiceRevenueAmt021375
IRS990/PYRevenuesLessExpensesAmt0398080
IRS990/PYTotalExpensesAmt0305966
IRS990/PYTotalRevenueAmt0704046
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0104064
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034357
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0332695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0575236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0140976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0268742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0346986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01664635
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017482
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091964
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57280
IRS990ScheduleA/PublicSupportPY170Pct00.53120
IRS990ScheduleA/PublicSupportTotal170Amt01006142
IRS990ScheduleA/SubstantialContributorsTotAmt0658493
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0332695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0575236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0140976
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0268742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0346986
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01664635
IRS990ScheduleA/TotalSupportAmt01756599
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt017918
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0771939
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0116300
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0722669
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0114098
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33554
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014516
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0648823
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0239869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0771939
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0128400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt014680
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0457887

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,721,793
Liabilities
$326,294
Net assets
$1,395,499
Revenue
$382,680
Expenses
$278,616
Net income
$104,064
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