Civic Intelligence

Jefferson Economic Developement Institute

990 • Fiscal year 2016 • EIN 91-1764897

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

PO Box 1586Mount Shasta, CA 96067

(530) 926-6670

Siviq Scores

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

Liabilities / Assets

95th percentile

1.19x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$71,786

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$81,941

Down $26,334 (-24%) from 2015

Net Assets

Up

-$15,422

Up $19 (+0.1%) from 2015

Liabilities

Down

$97,363

Down $26,353 (-21%) from 2015

Revenue

Up

$496,505

Up $129,087 (+35%) from 2015

Expenses

Up

$496,486

Up $47,340 (+11%) from 2015

Net Income

Up

$19

Up $81,747 (+100%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $145,298Liabilities 2011: $63,924Net Assets 2011: $81,3742011Assets 2012: $179,178Liabilities 2012: $86,796Net Assets 2012: $92,3822012Assets 2013: $94,874Liabilities 2013: $27,786Net Assets 2013: $67,0882013Assets 2014: $150,522Liabilities 2014: $84,235Net Assets 2014: $66,2872014Assets 2015: $108,275Liabilities 2015: $123,716Net Assets 2015: -$15,4412015Assets 2016: $81,941Liabilities 2016: $97,363Net Assets 2016: -$15,4222016Assets 2017: $59,428Liabilities 2017: $58,224Net Assets 2017: $1,2042017Assets 2018: $97,834Liabilities 2018: $92,000Net Assets 2018: $5,8342018Assets 2019: $158,597Liabilities 2019: $144,466Net Assets 2019: $14,1312019Assets 2020: $185,630Liabilities 2020: $165,784Net Assets 2020: $19,8462020Assets 2021: $142,879Liabilities 2021: $82,090Net Assets 2021: $60,7892021Assets 2022: $287,420Liabilities 2022: $99,462Net Assets 2022: $187,9582022Assets 2023: $279,804Liabilities 2023: $126,604Net Assets 2023: $153,2002023Assets 2024: $244,935Liabilities 2024: $160,791Net Assets 2024: $84,1442024

Highlighted filing

2016

Assets$81,941
Liabilities$97,363
Net Assets-$15,422

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $533,460Expenses 2011: $510,686Net Income 2011: $22,7742011Revenue 2012: $590,870Expenses 2012: $579,862Net Income 2012: $11,0082012Revenue 2013: $496,076Expenses 2013: $517,695Net Income 2013: -$21,6192013Revenue 2014: $303,142Expenses 2014: $303,943Net Income 2014: -$8012014Revenue 2015: $367,418Expenses 2015: $449,146Net Income 2015: -$81,7282015Revenue 2016: $496,505Expenses 2016: $496,486Net Income 2016: $192016Revenue 2017: $359,132Expenses 2017: $342,504Net Income 2017: $16,6282017Revenue 2018: $419,790Expenses 2018: $415,160Net Income 2018: $4,6302018Revenue 2019: $531,893Expenses 2019: $523,596Net Income 2019: $8,2972019Revenue 2020: $577,008Expenses 2020: $547,083Net Income 2020: $29,9252020Revenue 2021: $798,620Expenses 2021: $757,677Net Income 2021: $40,9432021Revenue 2022: $979,343Expenses 2022: $852,174Net Income 2022: $127,1692022Revenue 2023: $814,805Expenses 2023: $849,563Net Income 2023: -$34,7582023Revenue 2024: $758,600Expenses 2024: $827,656Net Income 2024: -$69,0562024

Highlighted filing

2016

Revenue$496,505
Expenses$496,486
Net Income$19
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$496,505
Mission and Program Overview

Mission

Jedis mission is to increase the economic well-being of people and communities through business development and local wealth creation addrresses issues of rural poverty and economic development. Since 1996. 5,300 people grew a business, created 2,000 business and jobs, and 63 received financing of 3.7 mil.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$96,930$73,647▼ $23,283
Cash and Non-Interest-Bearing Accounts$5,812$5,517▼ $295
Land, Buildings, and Equipment, Net$4,791$0▼ $4,791
Prepaid Expenses and Deferred Charges$742$2,777▲ $2,035
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$108,275$81,941▼ $26,334
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$73,500$65,000▼ $8,500
Other Liabilities$11,297$11,841▲ $544
Accounts Payable and Accrued Expenses$12,075$10,478▼ $1,597
Deferred Revenue$26,844$10,044▼ $16,800
Total Liabilities$123,716$97,363▼ $26,353
Net Assets / Fund Balance
Unrestricted Net Assets$-15,441$-15,422▲ $19
Total Net Assets Fund Balance$-15,441$-15,422▲ $19
Total Liabilities and Net Assets / Fund Balance$108,275$81,941▼ $26,334

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$29,264$29,264
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nancy SwiftExecutive DirectorFT$71,786$71,786

Board Members and Trustees

NameTitle
Kathy HallChairman
Erika CarpenterBoard Member
Colette GeorgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$492,941
Program Service Revenue
$3,564
Investment Income
$0
Other Revenue
$0
All Other Contributions
$27,623
Change in Net Assets
$19
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$360,074
Other Expenses$136,412
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$169,546$83,508-$253,054
Current Officers, Directors, Trustees, and Key Employees$48,097$23,689-$71,786
Payroll Taxes$18,846$9,282-$28,128
Occupancy$15,496$7,632-$23,128
Office Expenses$7,757$3,820-$11,577
Travel$5,758$2,836-$8,594
Other Employee Benefits$4,761$2,345-$7,106
Advertising$4,391$2,162-$6,553
Other Expenses$3,227$1,590-$4,817
Depreciation Depletion$3,210$1,581-$4,791
Insurance$2,499$1,231-$3,730
All Other Expenses$1,740$856-$2,596
Fees for Services Other$1,698$837-$2,535
Interest$1,617$796-$2,413
Fees for Services Accounting$472$233-$705
Total Functional Expenses$332,646$163,840$0$496,486
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
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
Payroll Liabilities$11,841
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
Yes
Other officer compensation reviewed
Yes
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

The board received a copy of the form 990 to review before it is filed.

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

Board members are required to update the conflict of interest verbally at least on an annual basis.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board sets compensation based on comparison with other local organizations.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The board sets compensation based on comparison with other local organizations.

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

Copies of governing documents, policies, and financial statements are available upon request at the office.

Filing and Contact Details

Filer

Filer Name
Jefferson Economic Development Institute
EIN
91-1764897
Phone
5309266670
Address
PO BOX 1586, MOUNT SHASTA, CA 96067

Signing Officer

Name
Nancy Swift
Title
Executive Director
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Swift
Formed
1996
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
11
Volunteers
16

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Ralph Ricciardi
Phone
4154571215
Raw XML AppendixShowing 400 of 409 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012075
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010478
IRS990/AccountsReceivableGrp/BOYAmt096930
IRS990/AccountsReceivableGrp/EOYAmt073647
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0JEDIS MISSION IS TO INCREASE THE ECONOMIC WELL-BEING OF PEOPLE AND COMMUNITIES THROUGH BUSINESS DEVELOPMENT AND LOCAL WEALTH CREATION ADDRRESSES ISSUES OF RURAL POVERTY AND ECONOMIC DEVELOPMENT. SINCE 1996. 5,300 PEOPLE GREW A BUSINESS, CREATED 2,000 BUSINESS AND JOBS, AND 63 RECEIVED FINANCING OF 3.7 MIL.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02162
IRS990/AdvertisingGrp/ProgramServicesAmt04391
IRS990/AdvertisingGrp/TotalAmt06553
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt027623
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0856
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01740
IRS990/AllOtherExpensesGrp/TotalAmt02596
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0NANCY SWIFT
IRS990/BooksInCareOfDetail/PhoneNum05309266670
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 CHESNUT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MT SHASTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096067
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05812
IRS990/CashNonInterestBearingGrp/EOYAmt05517
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023689
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt048097
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt071786
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0492941
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0136412
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03564
IRS990/CYRevenuesLessExpensesAmt019
IRS990/CYSalariesCompEmpBnftPaidAmt0360074
IRS990/CYTotalExpensesAmt0496486
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0496505
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt026844
IRS990/DeferredRevenueGrp/EOYAmt010044
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01581
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03210
IRS990/DepreciationDepletionGrp/TotalAmt04791
IRS990/Desc0THE JEFFERSON ECONOMIC DEVELOPMENT INSTITUTE (JEDI) IS A NONPROFIT ORGANIZATIONDEDICATED TO INCREASING THE ECONOMIC WELL-BEING OF PEOPLE AND COMMUNITIES THROUGH BUSINESS DEVELOPMENT AND LOCAL WEALTH CREATION. JEDI SEEKS TO ASSIST LOW AND MODERATE INCOME FAMILIES TO THRIVE FINANCIALLY BY BUILDING SUSTAINABLE BUSINESSES AND ASSETS. OVER THE PAST 19 YEARS, JEDI HAS SERVED OVER 5,000 INDIVIDUALS WHO STARTED OVER 1,400 BUSINESSES AND ADD NEW JOBS IN THIS RURAL FRONTIER REGION OF FARNORTHERN CALIFORNIA. JEDI HAS BROUGHT CLOSE TO $6 MILLION INTO THE COUNTY INSUPPORT OF SMALL BUSINESS DEVELOPMENT AND ASSISTED BUSINESSES TO ACQUIRE OVER$1,800,000 IN FINANCING. JEDI BECAME A WOMENS BUSINESS CENTER AND THE SMALL BUSINESS DEVELOPMENT CENTER SISKIYOU OFFICE-BOTH PROGRAMS OF THE US SMALL BUSINESSADMINSITRATION. JEDI SERVES APPROXIMATELY 300 PEOPLE OF LOW AND MODERATE INCOME PERYEAR SEEKING TO START OR GROW A BUSINESS OR FAMILY FINANCIAL SECURITY,OF WHICH, 82% ARE WOMEN, 18% ARE MINORITIES, 19% ARE DISABLED, AND 100% ARE RURAL.JEDIS WELL-SEASONED ARRAY OF MICRO AND SMALL BUSINESS DEVELOPMENT SERVICESINCLUDE ENTREPRENEURIAL DEVELOPMENT CLASSES AND WORKSHOPS, FINANCIAL LITERACYAND MONEY MANAGEMENT CLASSES AND WORKSHOPS, BUSINESS COACHING AND TECHNICALASSISTANCE, ASSET-BUILDING OPPORTUNITIES SUCH AS INDIVIDUAL DEVELOPMENTACCOUNTS, INDUSTRY-SPECIFIC PROJECTS, AND GENERAL COMMUNITY ECONOMICDEVELOPMENT PLANNING. JEDI HAS BEEN AN IRS-SPONSORED VITA (VOLUNTEER INCOME TAX ASSISTANCE) SITE FOR THE PAST 9 YEARS AND PROVIDES SENIORS AND PEOPLE WITH LOW INCOMES FREE TAX PREPARATION. JEDI ALSO MANAGES THE MT. SHASTA FARMERS MARKET.IN THIS TAX YEAR, JEDI PROVIDED MANY DIRECT SERVICES IN SUPPORT OF BUSINESS ANDASSET DEVELOPMENT THROUGHOUT THE REGION INCLUDING: 350 PEOPLE SERVED - 95 WERE NEW CLIENTS TO JEDI. 71% WERE WOMEN. 80% WERE OF LOW INCOME. 50% WERE IN BUSEINSS. 667 HOURS OF INDIVIDUAL TECHNICAL ASSISTANCE WERE PROVIDED TO 182 PEOPLE.20 PEOPLE TOOK THE FINANCIAL LITERACY CLASS CALLED MAKING YOUR MONEY WORK FORYOU AND 32 PEOPLE TOOK THE ENTREPRENEURIAL DEVELOPMENT CLASS CALLED ITS YOURBUSINESS. 20 WORKSHOPS WERE PROVIDED FOR A TOTAL OF 360 HOURS TO 100 PEOPLE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0332646
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0233
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0472
IRS990/FeesForServicesAccountingGrp/TotalAmt0705
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0837
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01698
IRS990/FeesForServicesOtherGrp/TotalAmt02535
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/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Kathy Hall
IRS990/Form990PartVIISectionAGrp/PersonNm1Colette George
IRS990/Form990PartVIISectionAGrp/PersonNm2Erika Carpenter
IRS990/Form990PartVIISectionAGrp/PersonNm3Nancy Swift
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt371786
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0451372
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0496505
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01231
IRS990/InsuranceGrp/ProgramServicesAmt02499
IRS990/InsuranceGrp/TotalAmt03730
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0796
IRS990/InterestGrp/ProgramServicesAmt01617
IRS990/InterestGrp/TotalAmt02413
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029264
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04791
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt029264
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt013946
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0JEDIS MISSION IS TO INCREASE THE ECONOMIC WELL-BEING OF PEOPLE AND COMMUNITIES THROUGH BUSINESS DEVELOPMENT AND LOCAL WEALTH CREATION ADDRRESSES ISSUES OF RURAL POVERTY AND ECONOMIC DEVELOPMENT. SINCE 1996. 5,300 PEOPLE GREW A BUSINESS, CREATED 2,000 BUSINESS AND JOBS, AND 63 RECEIVED FINANCING OF 3.7 MIL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-15441
IRS990/NetAssetsOrFundBalancesEOYAmt0-15422
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07632
IRS990/OccupancyGrp/ProgramServicesAmt015496
IRS990/OccupancyGrp/TotalAmt023128
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03820
IRS990/OfficeExpensesGrp/ProgramServicesAmt07757
IRS990/OfficeExpensesGrp/TotalAmt011577
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02345
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04761
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07106
IRS990/OtherExpensesGrp/Desc0Program Consultant
IRS990/OtherExpensesGrp/Desc1Sub/Mbrshp/Dues
IRS990/OtherExpensesGrp/Desc2Equipment & Maintenance
IRS990/OtherExpensesGrp/Desc3Grant Making
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13702
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31590
IRS990/OtherExpensesGrp/ProgramServicesAmt029845
IRS990/OtherExpensesGrp/ProgramServicesAmt17515
IRS990/OtherExpensesGrp/ProgramServicesAmt26171
IRS990/OtherExpensesGrp/ProgramServicesAmt33227
IRS990/OtherExpensesGrp/TotalAmt044545
IRS990/OtherExpensesGrp/TotalAmt111217
IRS990/OtherExpensesGrp/TotalAmt29211
IRS990/OtherExpensesGrp/TotalAmt34817
IRS990/OtherLiabilitiesGrp/BOYAmt011297
IRS990/OtherLiabilitiesGrp/EOYAmt011841
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083508
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0169546
IRS990/OtherSalariesAndWagesGrp/TotalAmt0253054
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09282
IRS990/PayrollTaxesGrp/ProgramServicesAmt018846
IRS990/PayrollTaxesGrp/TotalAmt028128
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0742
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02777
IRS990/PrincipalOfficerNm0Nancy Swift
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03564
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0361006
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0116732
IRS990/PYProgramServiceRevenueAmt06412
IRS990/PYRevenuesLessExpensesAmt0-81728
IRS990/PYSalariesCompEmpBnftPaidAmt0332414
IRS990/PYTotalExpensesAmt0449146
IRS990/PYTotalRevenueAmt0367418
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt019
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03564
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0496506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0361006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0291240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0451737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0561445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02161934
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04200
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08575
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99600
IRS990ScheduleA/PublicSupportPY170Pct00.99610
IRS990ScheduleA/PublicSupportTotal170Amt02161934
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0496506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0361006
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0291240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0451737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0561445
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02161934
IRS990ScheduleA/TotalSupportAmt02170509
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029264
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/TotalLiabilityAmt011841
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD RECEIVED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO UPDATE THE CONFLICT OF INTEREST VERBALLY AT LEAST ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD SETS COMPENSATION BASED ON COMPARISON WITH OTHER LOCAL ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD SETS COMPENSATION BASED ON COMPARISON WITH OTHER LOCAL ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0108275
IRS990/TotalAssetsEOYAmt081941
IRS990/TotalAssetsGrp/BOYAmt0108275
IRS990/TotalAssetsGrp/EOYAmt081941
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0492941
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0163840
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0332646
IRS990/TotalFunctionalExpensesGrp/TotalAmt0496486
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0123716
IRS990/TotalLiabilitiesEOYAmt097363
IRS990/TotalLiabilitiesGrp/BOYAmt0123716
IRS990/TotalLiabilitiesGrp/EOYAmt097363
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-15441
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-15422
IRS990/TotalProgramServiceExpensesAmt0332646
IRS990/TotalProgramServiceRevenueAmt03564
IRS990/TotalReportableCompFromOrgAmt071786
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03564
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0496505
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0108275
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt081941
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt02836
IRS990/TravelGrp/ProgramServicesAmt05758
IRS990/TravelGrp/TotalAmt08594
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-15441
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-15422
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt073500
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt065000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1586
IRS990/USAddress/CityNm0MOUNT SHASTA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096067
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.E-JEDI.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Swift
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jefferson Economic Development Institute
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0911764897
ReturnHeader/Filer/PhoneNum05309266670
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1586
ReturnHeader/Filer/USAddress/CityNm0MOUNT SHASTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R J Ricciardi Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 Fifth Avenue Suite 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$1.61$0.84$7.59$8.28$0.69
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$1.27$1.53$8.15$8.50$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.99$1.88$9.79$8.52$1.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.82$0.61$7.99$7.58$0.41
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.66$0.20$5.77$5.47$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$1.44$0.14$5.32$5.24$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.92$0.06$4.20$4.15$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.58$0.01$3.59$3.43$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.97$0.15$4.97$4.96$0.00
2015Summary only. Only limited summary data is available for this year.$1.08$1.24$0.15$3.67$4.49$0.82
2014Summary only. Only limited summary data is available for this year.$1.51$0.84$0.66$3.03$3.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.95$0.28$0.67$4.96$5.18$0.22
2012Summary only. Only limited summary data is available for this year.$1.79$0.87$0.92$5.91$5.80$0.11
2011Summary only. Only limited summary data is available for this year.$1.45$0.64$0.81$5.33$5.11$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits