Civic Intelligence

Jackson County Library Foundation

990 • Fiscal year 2024 • EIN 93-0854620

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 19, 2024

Organization Profilewww.jclf.org
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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

94%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,838,115

Up $226,090 (+14%) from 2023

Net Assets

Up

$1,835,347

Up $225,398 (+14%) from 2023

Liabilities

Up

$2,768

Up $692 (+33%) from 2023

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin85th percentile

Revenue

Up

$298,974

Up $144,972 (+94%) from 2023

Expenses

Down

$185,746

Down $41,060 (-18%) from 2023

Net Income

Up

$113,228

Up $186,032 (+256%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2024

Assets$1,838,115
Liabilities$2,768
Net Assets$1,835,347
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

2024

Revenue$298,974
Expenses$185,746
Net Income$113,228
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 19, 2024
Return Version
2023v5.1
Gross Receipts
$298,974
Mission and Program Overview

Mission

The mission of the Jackson County Library Foundation is to secure and steward resources that support and enhance Jackson County Library Services. As the philanthropic partner of the library, we enact our mission by seeking financial support for selected capital improvements, enhancements, services, and programs that are not provided by the regular

The mission of the Jackson County Library Foundation is to secure and steward resources that support and enhance Jackson County Library Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,557,497$1,690,952▲ $133,455
Cash and Non-Interest-Bearing Accounts$50,806$122,773▲ $71,967
Pledges and Grants Receivable-$6,950-
Prepaid Expenses and Deferred Charges$3,182$3,427▲ $245
Accounts Receivable$540--
Total Assets$1,612,025$1,838,115▲ $226,090
Other Assets Total-$14,013-
Liabilities
Accounts Payable and Accrued Expenses$2,076$2,768▲ $692
Total Liabilities$2,076$2,768▲ $692
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$926,611$1,092,674▲ $166,063
Net Assets With Donor Restrictions$683,338$742,673▲ $59,335
Total Net Assets Fund Balance$1,609,949$1,835,347▲ $225,398
Total Liabilities and Net Assets / Fund Balance$1,612,025$1,838,115▲ $226,090

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$545,363-▲ $61,176$22,368$579,007
2022$536,081-▲ $35,718$21,383$545,363
2021$607,196-▼ $26,843$39,475$536,081
2020$538,387-▲ $68,809-$607,196
2019$505,424-▲ $32,963-$538,387
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Phil MeyerPresident
Sue CollinsVice President
Chloe BostwickBoard Member
Joann ClecknerBoard Member
Meghann WalkBoard Member
Patty VanikiotisBoard Member
Nate GalvinSecretary
Jeanett MarquezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$255,270
Program Service Revenue
$0
Investment Income
$43,655
Other Revenue
$49
All Other Contributions
$215,321
Change in Net Assets
$113,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,032
Grants and Similar Amounts Paid$77,929
Total Fundraising Expense$42,206
Salaries, Compensation, and Employee Benefits$22,785
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,929--$77,929
Advertising--$29,774$29,774
Fees for Services Accounting-$26,124-$26,124
Other Salaries and Wages$9,134$4,567$4,567$18,268
Travel$4,353$4,080$2,176$10,609
Office Expenses$10$3,171$2,380$5,561
Fees for Services Other$3,167--$3,167
Royalties$3,000--$3,000
Other Employee Benefits$1,146$573$573$2,292
Other Expenses$209$1,050$703$1,962
Insurance$220$1,306$105$1,631
Information Technology$198$113$1,155$1,466
Conferences and Meetings$349$892$217$1,458
Payroll Taxes$685$343$343$1,371
Pension Plan Contributions$427$214$213$854
Fees for Services Legal-$280-$280
Total Functional Expenses$100,827$42,713$42,206$185,746
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jackson County Library DistrictMedford, OR-Various Library Programs/Needs$77,929
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolly Parton Imagination Libaray Event$37,449---
Rogue Reads Event$2,500---
Total Events$39,949---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Finance Committee reviews the 990 in draft form. Once it is approved by the Finance Committee, a copy is provided to each board member before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The Foundations Conflict of Interest Policy covers all members of the Board of Directors.All members have the duty to disclose any actual or possible conflicts of interest to the Board of Directors. Annually, all members review, sign, and date copies of the Foundations Conflict of Interest Policy.”

Form 990, Part VI, Section C, Line 19

“The Foundation makes its governing documents, Conflict of Interest Policy, and financial statements available upon request. In addition the Foundations governing documents are filed with the Oregon Secretary of State and are available for public inspection there. The form 990 and most recent financial statements are also on the Foundations website.”

Form 990, Part VI, Section A, Line 7B

“The Director of the Library District has hiring and firing power, as well as supervision of the Executive Director of the Library Foundation, Thus, the governing body of the Library Foundation, the Foundations Board of Directors, does not exercise those powers at its sole discretion, as would be usual for a governing body. It would be highly unusual, however, and a significant breach of the trust relationship between the Library District and the Library Foundation for the Director of the Library District to take action related to the Foundations Executive Director without consulting the Foundations Board of Directors.”

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
Viriginia Auer
Title
Executive Director
Phone
5417746572
Signed
2024-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Viriginia Auer
Formed
1993
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
2

Preparer

Firm
Robin Braverman Associates
Address
1900 Aspenridge Court, Walnut Creek, CA 94597
Preparer
Robin Braverman
Phone
9259791998
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization is consolidated into the Library District audit annually.”

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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/ProgramServicesAmt03000
IRS990/RoyaltiesGrp/TotalAmt03000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt03066
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0165914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0120081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0880875
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043655
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061623
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt061623
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IRS990ScheduleA/InvestmentIncomeCYPct00.12560
IRS990ScheduleA/InvestmentIncomePYPct00.12540
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.45430
IRS990ScheduleA/PublicSupportPY509Pct00.85800
IRS990ScheduleA/PublicSupportTotal509Amt0457705
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0410713
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt04878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03924
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02096
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01559
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0423170
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0407647
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0407647
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0255270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0166590
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120081
IRS990ScheduleA/Total509Grp/TotalAmt0880875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0298925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0166590
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0227537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0141352
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01007424
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.97000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05164
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0579007
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt061176
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt022368
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05053
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0536081
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0545363
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035718
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt021383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04797
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0536081
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt039475
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0538387
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt025404
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0Carl Bloom Associates
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt04 Loop Road
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Bedford
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd010506
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dolly Parton Imagination Libaray Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Rogue Reads Event
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02500
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IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
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IRS990ScheduleG/TotalRetainedByContractorsAmt028498
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt077929
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Various Library Programs/Needs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Jackson County Library District
IRS990ScheduleI/RecipientTable/RecipientEIN0471609848
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0205 S Central Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Medford
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation Board of Directors reviews all grant requests and supporting documentation to ensure the stated purpose conforms to the mission of the Foundation and are in accordance with donor restrictions. The Foundation also requires reports showing the use of the funds.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,838,115
Liabilities
$2,768
Net assets
$1,835,347
Revenue
$298,974
Expenses
$185,746
Net income
$113,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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