Civic Intelligence

Jackson County Library Foundation

990 • Fiscal year 2015 • EIN 93-0854620

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 23, 2016

205 S Central AveMedford, OR 97501

(541) 774-6572

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

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

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

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

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

38th percentile

$21,502

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

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

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

98th percentile

398%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$1,391,395

Up $250,591 (+22%) from 2014

Net Assets

Up

$1,391,297

Up $250,631 (+22%) from 2014

Liabilities

Down

$98

Down $40 (-29%) from 2014

Revenue

Up

$312,938

Up $250,055 (+398%) from 2014

Expenses

Down

$52,674

Down $9,586 (-15%) from 2014

Net Income

Up

$260,264

Up $259,641 (+41676%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,256,712Liabilities 2010: $1,100Net Assets 2010: $1,255,6122010Assets 2011: $1,157,986Liabilities 2011: $14Net Assets 2011: $1,157,9722011Assets 2012: $1,133,629Liabilities 2012: $0Net Assets 2012: $1,133,6292012Assets 2013: $1,135,939Liabilities 2013: $16Net Assets 2013: $1,135,9232013Assets 2014: $1,140,804Liabilities 2014: $138Net Assets 2014: $1,140,6662014Assets 2015: $1,391,395Liabilities 2015: $98Net Assets 2015: $1,391,2972015Assets 2016: $1,381,304Liabilities 2016: $0Net Assets 2016: $1,381,3042016Assets 2017: $1,419,285Liabilities 2017: $1,449Net Assets 2017: $1,417,8362017Assets 2018: $1,440,255Liabilities 2018: $146,682Net Assets 2018: $1,293,5732018Assets 2019: $1,617,508Liabilities 2019: $42,118Net Assets 2019: $1,575,3902019Assets 2020: $1,752,685Liabilities 2020: $41,234Net Assets 2020: $1,711,4512020Assets 2021: $1,811,622Liabilities 2021: $18,416Net Assets 2021: $1,793,2062021Assets 2022: $1,610,941Liabilities 2022: $19,573Net Assets 2022: $1,591,3682022Assets 2023: $1,612,025Liabilities 2023: $2,076Net Assets 2023: $1,609,9492023Assets 2024: $1,838,115Liabilities 2024: $2,768Net Assets 2024: $1,835,3472024

Highlighted filing

2015

Assets$1,391,395
Liabilities$98
Net Assets$1,391,297

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $167,4392010Revenue 2011: $58,063Expenses 2011: $141,637Net Income 2011: -$83,5742011Expenses 2012: $126,1022012Revenue 2013: $79,495Expenses 2013: $109,324Net Income 2013: -$29,8292013Revenue 2014: $62,883Expenses 2014: $62,260Net Income 2014: $6232014Revenue 2015: $312,938Expenses 2015: $52,674Net Income 2015: $260,2642015Revenue 2016: $53,654Expenses 2016: $45,745Net Income 2016: $7,9092016Revenue 2017: $82,155Expenses 2017: $102,991Net Income 2017: -$20,8362017Revenue 2018: $170,322Expenses 2018: $281,292Net Income 2018: -$110,9702018Revenue 2019: $407,326Expenses 2019: $207,981Net Income 2019: $199,3452019Revenue 2020: $161,509Expenses 2020: $89,907Net Income 2020: $71,6022020Revenue 2021: $66,029Expenses 2021: $34,382Net Income 2021: $31,6472021Revenue 2022: $143,440Expenses 2022: $263,007Net Income 2022: -$119,5672022Revenue 2023: $154,002Expenses 2023: $226,806Net Income 2023: -$72,8042023Revenue 2024: $298,974Expenses 2024: $185,746Net Income 2024: $113,2282024

Highlighted filing

2015

Revenue$312,938
Expenses$52,674
Net Income$260,264
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 23, 2016
Return Version
2015v2.0
Gross Receipts
$313,296
Mission and Program Overview

Mission

The Jackson County Library Foundation secures resources to strengthen innovation and literacy in our community. As the philanthropic partner of the Jackson County Library District, we enact our mission by seeking financial support for selected capital improvements, enhancements, services, and programs that are not provided by the District.

Support jackson county oregon library system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,140,804$1,391,395▲ $250,591
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,140,804$1,391,395▲ $250,591
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$138$98▼ $40
Total Liabilities$138$98▼ $40
Net Assets / Fund Balance
Unrestricted Net Assets$845,626$898,238▲ $52,612
Temporarily Rstr Net Assets$63,720$261,535▲ $197,815
Permanently Rstr Net Assets$231,320$231,524▲ $204
Total Net Assets Fund Balance$1,140,666$1,391,297▲ $250,631
Total Liabilities and Net Assets / Fund Balance$1,140,804$1,391,395▲ $250,591

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$228,083-▲ $265-$228,160
2014$227,693-▲ $390-$228,083
2013$230,229-▲ $295-$227,693
2012$230,203-▲ $182-$230,229
2011$230,743-▲ $873-$230,203
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Austa S AustinExecutive DirectorPT$21,502$21,502

Board Members and Trustees

NameTitle
Colette BoehmerPresident
Becky VersteegVice President
Sharon KodakBoard Member
Susan KieferBoard Member
Mitchell SeidmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$284,899
Program Service Revenue
$0
Investment Income
$28,039
Other Revenue
$0
All Other Contributions
$284,899
Change in Net Assets
$260,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,825
Salaries, Compensation, and Employee Benefits$23,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$21,502-$21,502
Fees for Services Other-$3,661-$3,661
Fees for Service Investment Mgmnt Fees-$3,659-$3,659
Fees for Services Accounting-$2,568-$2,568
Payroll Taxes-$2,347-$2,347
Advertising-$2,285-$2,285
Insurance-$1,886-$1,886
Information Technology-$589-$589
Office Expenses-$427-$427
Conferences and Meetings-$330-$330
Other Expenses$9,566$179-$179
All Other Expenses-$42-$42
Total Functional Expenses$9,566$43,108$0$52,674
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Officer reviews tax return and reports results to governing body before final approval and submission

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

President reviews and inquires with the governing body on a regular basis

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

Copies are maintained at office, upon request are made available

Filing and Contact Details

Filer

Filer Name
Jackson County Library Foundation
EIN
93-0854620
Phone
5417746572
Address
205 S CENTRAL AVE, MEDFORD, OR 97501

Signing Officer

Name
Mitchell Seidman
Title
Treasurer
Signed
2016-06-23
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Firm
KDP Certified Public Accountants LLP
Address
640 SUPERIOR CT, MEDFORD, OR 97504-6181
Preparer
Robert W Hague CPA
Phone
5417736633
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0284899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0478687
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt034565
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021309
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08910
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08265
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0101088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt034565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021309
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08910
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08265
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0101088
IRS990ScheduleA/InvestmentIncomeCYPct00.17440
IRS990ScheduleA/InvestmentIncomePYPct00.22010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82560
IRS990ScheduleA/PublicSupportPY509Pct00.77990
IRS990ScheduleA/PublicSupportTotal509Amt0478687
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0284899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049798
IRS990ScheduleA/Total509Grp/TotalAmt0478687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0312938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058063
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0579775
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/AdministrativeExpensesAmt0188
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0228083
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0228160
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0227693
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0228083
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02831
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0230229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0227693
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0295
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0156
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0230203
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0230229
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0230743
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0230203
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0873
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICER REVIEWS TAX RETURN AND REPORTS RESULTS TO GOVERNING BODY BEFORE FINAL APPROVAL AND SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT REVIEWS AND INQUIRES WITH THE GOVERNING BODY ON A REGULAR BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES ARE MAINTAINED AT OFFICE, UPON REQUEST ARE MADE AVAILABLE
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 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt063720
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0261535
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01140804
IRS990/TotalAssetsEOYAmt01391395
IRS990/TotalAssetsGrp/BOYAmt01140804
IRS990/TotalAssetsGrp/EOYAmt01391395
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0284899
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043108
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09566
IRS990/TotalFunctionalExpensesGrp/TotalAmt052674
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0138
IRS990/TotalLiabilitiesEOYAmt098
IRS990/TotalLiabilitiesGrp/BOYAmt0138
IRS990/TotalLiabilitiesGrp/EOYAmt098
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01140666
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01391297
IRS990/TotalProgramServiceExpensesAmt09566
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt021502
IRS990/TotalRevenueGrp/ExclusionAmt028397
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0312938
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01140804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01391395
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.30$0.19$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.15$0.23$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.02$1.59$0.14$0.26$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.02$1.79$0.07$0.03$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.04$1.71$0.16$0.09$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.04$1.58$0.41$0.21$0.20
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.15$1.29$0.17$0.28$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.08$0.10$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.05$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.31$0.05$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.11$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.13
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.06$0.14$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.17