Civic Intelligence

Gordon Elwood Foundation

990PF • Fiscal year 2012 • EIN 93-1267972

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 23, 2012

Organization Profile

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PO Box 418997501
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

95th percentile

$95,959

Higher top officer pay than 95% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

$6,997,784

No earlier filing loaded for comparison.

Net Assets

$6,996,609

No earlier filing loaded for comparison.

Liabilities

$1,175

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$442,023

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2012: $6,997,784Liabilities 2012: $1,175Net Assets 2012: $6,996,6092012Assets 2013: $7,505,000Liabilities 2013: $4,987Net Assets 2013: $7,500,0132013Assets 2014: $8,243,294Liabilities 2014: $4,328Net Assets 2014: $8,238,9662014Assets 2015: $7,873,726Liabilities 2015: $5,314Net Assets 2015: $7,868,4122015Assets 2017: $10,021,764Liabilities 2017: $7,453Net Assets 2017: $10,014,3112017Assets 2018: $10,399,391Liabilities 2018: $298,297Net Assets 2018: $10,101,0942018Assets 2019: $10,300,085Liabilities 2019: $4,289Net Assets 2019: $10,295,7962019Assets 2020: $9,683,687Liabilities 2020: $13,125Net Assets 2020: $9,670,5622020Assets 2021: $11,685,960Liabilities 2021: $7,299Net Assets 2021: $11,678,6612021Assets 2022: $9,690,376Liabilities 2022: $7,821Net Assets 2022: $9,682,5552022Assets 2023: $9,895,655Liabilities 2023: $4,177Net Assets 2023: $9,891,4782023Assets 2024: $10,228,434Liabilities 2024: $5,625Net Assets 2024: $10,222,8092024Assets 2025: $10,640,267Liabilities 2025: $3,908Net Assets 2025: $10,636,3592025

Highlighted filing

2012

Assets$6,997,784
Liabilities$1,175
Net Assets$6,996,609
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $442,0232012Expenses 2013: $448,8312013Revenue 2014: $434,770Expenses 2014: $498,715Net Income 2014: -$63,9452014Revenue 2015: $1,063,594Expenses 2015: $503,710Net Income 2015: $559,8842015Revenue 2017: $3,150,631Expenses 2017: $601,767Net Income 2017: $2,548,8642017Revenue 2018: $428,038Expenses 2018: $635,518Net Income 2018: -$207,4802018Revenue 2019: $436,433Expenses 2019: $694,395Net Income 2019: -$257,9622019Revenue 2020: $307,739Expenses 2020: $723,843Net Income 2020: -$416,1042020Revenue 2021: $556,331Expenses 2021: $714,027Net Income 2021: -$157,6962021Revenue 2022: $1,021,446Expenses 2022: $767,552Net Income 2022: $253,8942022Revenue 2023: $459,523Expenses 2023: $743,256Net Income 2023: -$283,7332023Revenue 2024: $564,559Expenses 2024: $655,134Net Income 2024: -$90,5752024Revenue 2025: $645,382Expenses 2025: $689,977Net Income 2025: -$44,5952025

Highlighted filing

2012

Revenue-
Expenses$442,023
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BRYONExecutive DirectorFT$80,484$15,475$95,959
MICHAEL R HEVERLYPresident-$0--
JANET J MURPHYTrustee-$0--
JOHN HARMONTrustee-$0--
DAN KOSMATKATrustee-$0--
STEPHANIE JOHNSONTrustee-$0--
BURKE RAYMONDVice President-$0--
ANNETTE BATZERSecretary-$0--
JOHN DUKETreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFAMILY NURTURING CENTERGRANT 0652NON PROFITMEDFORD, OR, US$10,000
Paid GrantCURRY COUNTY PUBLIC HEALTHGRANT 0676GOVERNMENT/PUBLIC AGGOLD BEACH, OR, US$10,000
Paid GrantTHE JOB COUNCILGRANT 0685NON PROFITMEDFORD, OR, US$9,100
Paid GrantSOUTHERN OREGON CHILD & FAMILY COUNCILGRANT 0651NON PROFITCENTRAL POINT, OR, US$8,000
Paid GrantCOMMUNITY WORKSGRANT 0691NON PROFITMEDFORD, OR, US$8,000
Paid GrantCITIZENS FOR SAFE SCHOOLSGRANT 0647NON PROFITKLAMATH FALLS, OR, US$7,500
Paid GrantROGUE COMMUNITY COLLEGEGRANT 0677EDUCATIONALGRANTS PASS, OR, US$6,550
Paid GrantCASA OF CURRY COUNTYGRANTNON PROFITGOLD BEACH, OR, US$5,000
Paid GrantSUNNY WOLF YOUTH SERVICES INCGRANT 0646NON PROFITWOLF CREEK, OR, US$5,000
Paid GrantMCLOUGHLIN MIDDLE SCHOOLGRANT 0654EDUCATIONALMEDFORD, OR, US$5,000
Paid GrantCHILOQUIN VISIONS IN PROGRESSGRANT 0656NON PROFITCHILOQUIN, OR, US$5,000
Paid GrantROGUE VALLEY CHILDREN'S DISCOVERY MUSEUMGRANT 0665NON PROFITMEDFORD, OR, US$5,000
Paid GrantROGUE FARM CORPGRANT 0682NON PROFITASHLAND, OR, US$5,000
Paid GrantOREGON PARENT CENTERGRANT 0681NON PROFITWOLF CREEK, OR, US$5,000
Paid GrantSOUTH COAST WATERSHEDSGRANT 0680NON PROFITGOLD BEACH, OR, US$5,000
Paid GrantROGUE RETREATGRANT 0689NON PROFITMEDFORD, OR, US$5,000
Paid GrantACCESS INCGRANT 0675NON PROFITMEDFORD, OR, US$5,000
Paid GrantLA CLINICA DEL VALLEGRANT 0687NON PROFITMEDFORD, OR, US$5,000
Paid GrantWINTERSPRING CENTERGRANT 0663NON PROFITMEDFORD, OR, US$4,500
Paid GrantCOLLEGE DREAMSGRANTNON PROFITGRANTS PASS, OR, US$4,000
Paid GrantST VINCENT DE PAUL OUR LADY OF THE VALLEY DISTRICT COUNCILGRANT 0658NON PROFITGRANTS PASS, OR, US$4,000
Paid GrantCASA OF JACKSON COUNTYGRANT 0659NON PROFITMEDFORD, OR, US$3,500
Paid GrantST VINCENT DE PAUL SOCIETY ROGUE VALLEY COUNCILGRANT 0649NON PROFITMEDFORD, OR, US$3,000
Paid GrantWILD RIVERS COMMUNITY FOUNDATIONGRANT 0672NON PROFITBROOKINGS, OR, US$3,000
Paid GrantLIVING OPPORTUNITIES INCGRANT 0655NON PROFITMEDFORD, OR, US$2,500
Paid GrantJEFFERSON REGIONAL HEALTH ALLIANCEGRANTNON PROFITMEDFORD, OR, US$2,500
Paid GrantPHILANTHROPY NORTHWESTGRANT 0673NON PROFITSEATTLE, WA, US$2,235
Paid GrantWILD RIVERS COMMUNITY FOUNDATIONGRANT 0670NON PROFITBROOKINGS, OR, US$2,000
Paid GrantWELCOME HOME OREGON INCGRANT 0683NON PROFITGRANTS PASS, OR, US$2,000
Paid GrantOREGON NONPROFIT LEADERS CONFERENCE CO UNITED WAY OF JACKSON COUNTYGRANT 0669NON PROFITMEDFORD, OR, US$1,000
Paid GrantHEALTH CARE COALITION OF SOUTHERN OREGONGRANT 0648NON PROFITMEDFORD, OR, US$1,000
Paid GrantJOSEPHINE COUNTY LIBRARY SYSTEMGRANT 0664NON PROFITGRANTS PASS, OR, US$1,000
Paid GrantROGUE VALLEY FOUNDATIONGRANT 0694NON PROFITMEDFORD, OR, US$250
Filing and Contact Details

Filer

EIN
93-1267972
Raw XML AppendixShowing 400 of 947 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps03270
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DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/ComputationMethod1SL
DepreciationSchedule/Depreciation/ComputationMethod2SL
DepreciationSchedule/Depreciation/ComputationMethod3SL
DepreciationSchedule/Depreciation/ComputationMethod4SL
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DepreciationSchedule/Depreciation/ComputationMethod8200DB
DepreciationSchedule/Depreciation/CostOrOtherBasis0600
DepreciationSchedule/Depreciation/CostOrOtherBasis1428
DepreciationSchedule/Depreciation/CostOrOtherBasis25750
DepreciationSchedule/Depreciation/CostOrOtherBasis3629
DepreciationSchedule/Depreciation/CostOrOtherBasis4750
DepreciationSchedule/Depreciation/CostOrOtherBasis5979
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DepreciationSchedule/Depreciation/CurrentYearExpense612187
DepreciationSchedule/Depreciation/CurrentYearExpense747
DepreciationSchedule/Depreciation/CurrentYearExpense81896
DepreciationSchedule/Depreciation/DateAcquired02000-01-04
DepreciationSchedule/Depreciation/DateAcquired12001-06-14
DepreciationSchedule/Depreciation/DateAcquired22002-07-08
DepreciationSchedule/Depreciation/DateAcquired32005-02-15
DepreciationSchedule/Depreciation/DateAcquired42006-01-10
DepreciationSchedule/Depreciation/DateAcquired52006-06-06
DepreciationSchedule/Depreciation/DateAcquired62006-12-28
DepreciationSchedule/Depreciation/DateAcquired72007-08-06
DepreciationSchedule/Depreciation/DateAcquired82007-11-05
DepreciationSchedule/Depreciation/DescriptionOfProperty0FILE CABINET
DepreciationSchedule/Depreciation/DescriptionOfProperty1DRY ERASE BOARD
DepreciationSchedule/Depreciation/DescriptionOfProperty2FIRST PEARL SOFTWARE
DepreciationSchedule/Depreciation/DescriptionOfProperty3FIREPROOF FILE CABINET
DepreciationSchedule/Depreciation/DescriptionOfProperty42 MONITORS, PRINTER, FAX
DepreciationSchedule/Depreciation/DescriptionOfProperty5COMPUTER
DepreciationSchedule/Depreciation/DescriptionOfProperty6108-208 SUPERIOR COURT OFFICE CONDO
DepreciationSchedule/Depreciation/DescriptionOfProperty7SOUNDSTATION CONFERENCE CALL SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty8HEATING COOLING SYSTEMS (2)
DepreciationSchedule/Depreciation/Life07.000000000000
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0DA DAVIDSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1DA DAVIDSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2DA DAVIDSON - CASH IN LIEU
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet242
GeneralExplanationAttachment/GeneralExplanation/Explanation0BEGINNING IN 2003 THE FOUNDATION'S BOARD OF DIRECTORS DECIDED TO INVEST MORE THAN JUST DOLLARS INTO THE FOUR TARGET COUNTIES IN SOUTHERN OREGON AS PART OF ITS VISION:JACKSON, JOSEPHINE, KLAMATH AND CURRY COUNTIES ARE HOME TO SUCCESSFUL YOUTH AND INDIVIDUALS, THRIVING FAMILIES AND COMMUNITIES DEMONSTRATED BY:- YOUTH AND INDIVIDUALS THRIVE IN SCHOOL AND IN LIFE- INDIVIDUALS AND FAMILIES LIVE INDEPENDENTLY AND INTERDEPENDENTLY WITH DIGNITY AND RESPECT.- COMMUNITIES EVOLVE AS THE SITUATION OF THE PEOPLE WHO LIVE, WORK AND PLAY IN THESE COMMUNITIES CHANGE OVER TIME.- YOUTH, INDIVIDUALS, FAMILIES AND THE ORGANIZATIONS THAT SERVE THEM ARE CONNECTED CREATING A UNIQUE AND SUSTAINABLE COMMUNITY FABRIC.COMMUNITY SPECIFIC GOALS:- LEVERAGE RESOURCES TO BRING ATTENTION TO COMMUNITY HEALTH & VITALIZATION OPPORTUNITIES.- CREATE OPPORTUNITIES FOR NEW THINKING AND INNOVATIVE APPROACHES ON COMMUNITY ISSUES.- PARTNER WITH PUBLIC AND PRIVATE FUNDERS FOR LEARNING AND ACHIEVING GREATER IMPACT ON COMMUNITY AND REGIONAL ISSUES. - ACT AS A CONVENER TO SURFACE UNDERLYING CAUSE OF COMMUNITY ISSUES AND THE OPPORTUNITY FOR CREATIVE RESOLUTION.COSTS FOR PROMOTING THESE GOALS ARE PART OF THE FOUNDATION ADMINISTRATION AND RECOGNIZED AS DIRECT CHARITABLE ACTIVITIES ONE AND TWO.A. COMMUNITY INITIATIVES AND PROGRAM SUPPORTI. JEFFERSON e FUNDERS FORUM (JeFF)II. ROGUE VALLEY FOOD SYSTEM FUNDERS SUB COMMITTEE & REGIONAL PLANNINGIII. JEFFERSON REGIONAL HEALTH ALLIANCEIV. REGIONAL MENTAL HEALTH IMPROVEMENT AND INTEGRATIONV. ROGUE VALLEY 0-25 YOUTH-FAMILY-WORKFORCE SUCCESS INITIATIVEB. NON-PROFIT ORGANIZATION, LEADERSHIP & MANAGEMENT SUPPORT TO THE FOLLOWING ORGANIZATIONS:FEMA JACKSON COUNTYJOB COUNCILROGUE VALLEY WORKFORCE PARTNERSHIPJACKSON COUNTY YOUTH COMMISSIONKIDS UNLIMITEDSOUTHERN OREGON FRIENDS OF HOSPICELIVING OPPORTUNITIESFAMILY SOLUTIONSACCESSCOMMUNITY WORKSTHRIVEWINTERSPRINGSMART ROGUE VALLEYRURAL DEVELOPMENT INSTITUTEROGUE VALLEY SENIOR & DISABLED SERVICESMEDIATION WORKSJOSEPHINE COUNTY FOOD BANKWILD RIVERS COMMUNITY FOUNDATIONOREGON NON-PROFIT LEADERS CONFERENCEST. MARY'S SCHOOLROGUE GALLERYSOUTHERN OREGON HUMANE SOCIETYROGUE VALLEY-BEYOND WARMAKENA CHILDREN'S FOUNDTIONJACKSON COUNTY FRIENDS OF THE LIBRARYSUSTAINABLE VALLEYJACKSON COUNTY COMMUNITY SERVICES CONSORTIUMFAMILY NURTURING CENTERROXY ANN GEM & MINERAL SOCIETYRED CROSSNETCORPNEIGHBORHOOD FOOD PROJECTCURRY COUNTY CASAOREGON CONSERVATORY OF THE PERFORMING ARTSDASILREGIONAL NON-PROFIT SECTOR PARTNERSHIPS/RELATIONSHIPS/SPONSORSHIPS FOR SECTOR & COMMUNITY DEVELOPMENT AND EDUCATION FOR THE FOLLOWING:FINANCIAL STEWARDSHIP CONFERENCE NOVEMBER 2011PHILANTHROPY NW CONFERENCE 2011OREGON NON-PROFIT LEADERS CONFERENCE 2012PHILANTHROPY NORTH WEST 2011NON-PROFIT ASSOCIATION OF OREGONJACKSON COUNTY CHILD ABUSE NETWORKUNITED WAY OF JACKSON COUNTY: BUILDING A LEARNING COMMUNITYJACKSON COUNTY COMMUNITY SERVICES CONSORTIUMAMERICAN LEADERSHIP FORUM OF OREGONFORD INSTITUTE FOR COMMUNITY BUILDINGJOSEPHINE COUNTY NON-PROFIT NETWORKWILD RIVERS COMMUNITY FOUNDATION-HEALTHY COMMUNITIES PROJECTCOUNCIL ON FOUNDATIONSFOUNDATION CENTERNORTH WEST HEALTH FOUNDATION
GeneralExplanationAttachment/GeneralExplanation/Identifier0DIRECT CHARITABLE ACTIVITIES BACKGROUND
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF PART IX-A
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DA DAVIDSON - VANTAGE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1DA DAVIDSON - ATALANTA SOSNOFF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2DA DAVIDSON - NJF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3DA DAVIDSON - CLEARBRIDGE MULTI
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4DA DAVIDSON - BRANDES ALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5DA DAVIDSON - WINSLOW
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7DA DAVIDSON - ADVISOR ACCOUNT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MICHAEL R HEVERLY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JANET J MURPHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN HARMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3KATHY BRYON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DAN KOSMATKA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5STEPHANIE JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6BURKE RAYMOND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7ANNETTE BATZER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8JOHN DUKE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7SECRETARY
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10KATHY BRYON EXECUTIVE DIRECTOR
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Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,997,784
Liabilities
$1,175
Net assets
$6,996,609
Revenue
-
Expenses
$442,023
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.65$0.69$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.01$10.2$0.56$0.66$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$0.00$9.89$0.46$0.74$0.28
2022Detailed filing. Detailed filing data is available for this year.$9.69$0.01$9.68$1.02$0.77$0.25
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$0.56$0.71$0.16
2020Detailed filing. Detailed filing data is available for this year.$9.68$0.01$9.67$0.31$0.72$0.42
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.44$0.69$0.26
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.30$10.1$0.43$0.64$0.21
2017Detailed filing. Detailed filing data is available for this year.$10.0$0.01$10.0$3.15$0.60$2.55
2015Detailed filing. Detailed filing data is available for this year.$7.87$0.01$7.87$1.06$0.50$0.56
2014Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.43$0.50$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.50$0.45
2012Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.44