Civic Intelligence

Medford Schools' Education Foundation

EIN 93-1166262 • 501(c)3 • Medford, OR

Profile

To raise funds for the benefit of all district 549c schools in jackson county, oregon.

PO Box 1126Medford, OR 97501

medfordschoolsfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-2313%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

45th percentile

-4.8%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$43,048

Down $2,174 (-4.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$43,048

Down $2,174 (-4.8%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin2nd percentile

Revenue

Up

$94

Up $11 (+13%) from 2022

Expenses

Down

$2,268

Down $303 (-12%) from 2022

Net Income

Up

-$2,174

Up $314 (+13%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $95,865Liabilities 2011: $0Net Assets 2011: $95,8652011Assets 2012: $96,547Liabilities 2012: $0Net Assets 2012: $96,5472012Assets 2013: $84,926Liabilities 2013: $0Net Assets 2013: $84,9262013Assets 2014: $104,584Liabilities 2014: $0Net Assets 2014: $104,5842014Assets 2015: $56,607Liabilities 2015: $0Net Assets 2015: $56,6072015Assets 2016: $41,076Liabilities 2016: $0Net Assets 2016: $41,0762016Assets 2017: $33,397Liabilities 2017: $0Net Assets 2017: $33,3972017Assets 2018: $67,252Liabilities 2018: $0Net Assets 2018: $67,2522018Assets 2019: $40,099Liabilities 2019: $0Net Assets 2019: $40,0992019Assets 2020: $40,142Liabilities 2020: $0Net Assets 2020: $40,1422020Assets 2022: $45,222Liabilities 2022: $0Net Assets 2022: $45,2222022Assets 2023: $43,048Liabilities 2023: $0Net Assets 2023: $43,0482023

Highlighted filing

2023

Assets$43,048
Liabilities$0
Net Assets$43,048
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $30,370Expenses 2011: $42,696Net Income 2011: -$12,3262011Revenue 2012: $36,540Expenses 2012: $35,858Net Income 2012: $6822012Revenue 2013: $20,480Expenses 2013: $32,101Net Income 2013: -$11,6212013Revenue 2014: $24,493Expenses 2014: $4,835Net Income 2014: $19,6582014Revenue 2015: $33,793Expenses 2015: $81,770Net Income 2015: -$47,9772015Revenue 2016: $37,054Expenses 2016: $52,585Net Income 2016: -$15,5312016Revenue 2017: $9,807Expenses 2017: $17,486Net Income 2017: -$7,6792017Revenue 2018: $47,697Expenses 2018: $13,842Net Income 2018: $33,8552018Revenue 2019: $4,689Expenses 2019: $31,842Net Income 2019: -$27,1532019Revenue 2020: $2,539Expenses 2020: $2,496Net Income 2020: $432020Revenue 2022: $83Expenses 2022: $2,571Net Income 2022: -$2,4882022Revenue 2023: $94Expenses 2023: $2,268Net Income 2023: -$2,1742023

Highlighted filing

2023

Revenue$94
Expenses$2,268
Net Income-$2,174
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,048
Liabilities
$0
Net assets
$43,048
Revenue
$94
Expenses
$2,268
Net income
-$2,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.00$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.00$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.05$0.32$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.48$0.14$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.10$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.37$0.53$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.34$0.82$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.24$0.05$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.20$0.32$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.37$0.36$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.30$0.43$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$94
Mission and Program Overview

Mission

To raise funds for the benefit of all district 549c schools in jackson county, oregon.

Program Services

DescriptionGrantsExpenses
MINI GRANTS OF $2,000 TO BOTH NORTH AND SOUTH MEDFORD HIGH SCHOOLS$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM KATICPresident-$0--
DANA NEWTONSecretary-$0--
PETER SALANTBoard Member-$0--
PATTY HUBBERTBoard Member-$0--
PETER SAGEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
MEDFORD SCHOOLS' EDUCATION FOUNDATION
EIN
93-1166262
Phone
5418583303
Address
PO BOX 1126, MEDFORD, OR 97501

Signing Officer

Name
Kim Katic
Title
President
Phone
5412276730
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Isler Medford LLC
Address
839 ALDER CREEK DR, MEDFORD, OR 97504
Preparer
Carolyn M Ryder
Phone
5417797641
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: MFS SAVINGS. Amount: 59.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: INSURANCE. Amount: 822. Description: TELEPHONE. Amount: 183. Description: WEBSITE SUPPORT. Amount: 115. Description: FILING FEES. Amount: 45. Total to Form 990-EZ, line 16: 1,165.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: UNCATEGORIZED ASSET. Beg. of Year Amount: 300. End of Year Amount: 300.”

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05412974682
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEDFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044922
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY HUBBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER SAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0300
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01165
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE BENEFIT OF ALL DISTRICT 549C SCHOOLS IN JACKSON COUNTY, OREGON.
IRS990EZ/PrintingPublicationsPostageAmt0428
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MINI GRANTS OF $2,000 TO BOTH NORTH AND SOUTH MEDFORD HIGH SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0MEDFORDSCHOOLSFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016448
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029313
IRS990ScheduleA/TotalSupportAmt029637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: MFS SAVINGS. Amount: 59.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: INSURANCE. Amount: 822. Description: TELEPHONE. Amount: 183. Description: WEBSITE SUPPORT. Amount: 115. Description: FILING FEES. Amount: 45. Total to Form 990-EZ, line 16: 1,165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: UNCATEGORIZED ASSET. Beg. of Year Amount: 300. End of Year Amount: 300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM KATIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05412276730
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDFORD SCHOOLS' EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MEDF
ReturnHeader/Filer/EIN0931166262
ReturnHeader/Filer/PhoneNum05418583303
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1126
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204749363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISLER MEDFORD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0839 ALDER CREEK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417797641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN M RYDER
ReturnHeader/ReturnTs02024-10-21T18:24:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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