Civic Intelligence

Josephine County Educational Fund Inc.

990 • Fiscal year 2016 • EIN 93-6041252

Mar 01, 2015 to Feb 29, 2016 • Filed on Nov 10, 2016

Organization Profilejocoeducationalfund.com
PO Box 908Grants Pass, OR 97528-0076

(541) 476-2196

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.03x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$40,800

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

13th percentile

-9.2%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$4,191,451

Down $424,637 (-9.2%) from 2015

Net Assets

Down

$4,173,214

Down $441,565 (-9.6%) from 2015

Liabilities

Up

$18,237

Up $16,928 (+1293%) from 2015

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin79th percentile

Revenue

Down

$666,729

Down $681,194 (-51%) from 2015

Expenses

Down

$543,073

Down $289,864 (-35%) from 2015

Net Income

Down

$123,656

Down $391,330 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,695,638Liabilities 2011: $260,000Net Assets 2011: $1,435,6382011Assets 2012: $3,017,090Liabilities 2012: $205,968Net Assets 2012: $2,811,1222012Assets 2013: $3,591,512Liabilities 2013: $165,471Net Assets 2013: $3,426,0412013Assets 2014: $4,110,925Liabilities 2014: $126,029Net Assets 2014: $3,984,8962014Assets 2015: $4,616,088Liabilities 2015: $1,309Net Assets 2015: $4,614,7792015Assets 2016: $4,191,451Liabilities 2016: $18,237Net Assets 2016: $4,173,2142016Assets 2017: $4,902,839Liabilities 2017: $789Net Assets 2017: $4,902,0502017Assets 2018: $5,335,879Liabilities 2018: $268Net Assets 2018: $5,335,6112018Assets 2019: $6,460,894Liabilities 2019: $3,254Net Assets 2019: $6,457,6402019Assets 2020: $8,517,413Liabilities 2020: $3,297Net Assets 2020: $8,514,1162020Assets 2021: $9,452,505Liabilities 2021: $6,474Net Assets 2021: $9,446,0312021Assets 2022: $8,078,088Liabilities 2022: $5,125Net Assets 2022: $8,072,9632022Assets 2023: $9,996,501Liabilities 2023: $252,771Net Assets 2023: $9,743,7302023Assets 2024: $12,300,698Liabilities 2024: $1,530,685Net Assets 2024: $10,770,0132024

Highlighted filing

2016

Assets$4,191,451
Liabilities$18,237
Net Assets$4,173,214
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2011: $139,0852011Revenue 2012: $1,455,632Expenses 2012: $171,609Net Income 2012: $1,284,0232012Revenue 2013: $648,515Expenses 2013: $246,954Net Income 2013: $401,5612013Revenue 2014: $443,821Expenses 2014: $253,009Net Income 2014: $190,8122014Revenue 2015: $1,347,923Expenses 2015: $832,937Net Income 2015: $514,9862015Revenue 2016: $666,729Expenses 2016: $543,073Net Income 2016: $123,6562016Revenue 2017: $650,790Expenses 2017: $383,735Net Income 2017: $267,0552017Revenue 2018: $811,994Expenses 2018: $383,004Net Income 2018: $428,9902018Revenue 2019: $1,007,770Expenses 2019: $482,331Net Income 2019: $525,4392019Revenue 2020: $1,812,074Expenses 2020: $644,565Net Income 2020: $1,167,5092020Revenue 2021: $1,426,497Expenses 2021: $974,615Net Income 2021: $451,8822021Revenue 2022: $1,664,146Expenses 2022: $1,306,168Net Income 2022: $357,9782022Revenue 2023: $2,545,780Expenses 2023: $1,280,471Net Income 2023: $1,265,3092023Revenue 2024: $2,399,623Expenses 2024: $1,648,327Net Income 2024: $751,2962024

Highlighted filing

2016

Revenue$666,729
Expenses$543,073
Net Income$123,656
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$666,729
Mission and Program Overview

Mission

Josephine County Educational Fund provides scholarships and grants to students in schools throughout Southern Oregon with a focus on Josephine County. Awards are based on demonstrated leadership and co-curricular activities, academics and need, and are funded by donations for individuals, businesses, service clubs and class alumni.

The organization provides scholarships and grants to students in schools in Southern Oregon with a focus on Josephine County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,396,585$3,769,922▼ $626,663
Savings and Temporary Cash Investments$38,860$229,954▲ $191,094
Other Notes and Loans Receivable, Net$161,900$141,850▼ $20,050
Cash and Non-Interest-Bearing Accounts$18,743$49,725▲ $30,982
Total Assets$4,616,088$4,191,451▼ $424,637
Liabilities
Accounts Payable and Accrued Expenses$1,309$18,237▲ $16,928
Total Liabilities$1,309$18,237▲ $16,928
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,025,878$2,289,469▼ $736,409
Permanently Rstr Net Assets$1,431,631$1,711,920▲ $280,289
Unrestricted Net Assets$157,270$171,825▲ $14,555
Total Net Assets Fund Balance$4,614,779$4,173,214▼ $441,565
Total Liabilities and Net Assets / Fund Balance$4,616,088$4,191,451▼ $424,637

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,769,922--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,431,630$280,290--$1,711,920
2014$479,166$948,456▲ $4,008-$1,431,630
2013$475,166$4,000--$479,166
2012$462,949$12,217--$475,166
2011$462,399$1,450▼ $900-$462,949
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rochelle GauthierExecutive CoordinatorFT$40,800$40,800

Board Members and Trustees

NameTitle
Jack DavisPresident
Chris CaubleVice-President
Aaron AuslandDirector
Coleen MooreDirector
Constance Palaia-MarrDirector
Donna TellyerDirector
Jim SavardDirector
Judith DrummondDirector
Kara OlmoDirector
Sean WardDirector
Thomas DrummondDirector
William FlamingDirector
RP BuschSec-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$428,070
Program Service Revenue
$0
Investment Income
$238,659
Other Revenue
$0
All Other Contributions
$428,070
Change in Net Assets
$123,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$448,609
Other Expenses$47,702
Salaries, Compensation, and Employee Benefits$46,762
Total Fundraising Expense$5,844
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$298,861--$298,861
Grants to Domestic Orgs$149,748--$149,748
Current Officers, Directors, Trustees, and Key Employees$30,600$5,100$5,100$40,800
Fees for Services Accounting-$13,012-$13,012
Payroll Taxes$2,877$480$479$3,836
Office Expenses$3,436--$3,436
Comp Disqual Persons$1,595$266$265$2,126
Insurance$1,838--$1,838
Conferences and Meetings$1,172--$1,172
All Other Expenses$1,062--$1,062
Other Expenses$711--$711
Advertising$640--$640
Travel$433--$433
Fees for Services Legal-$50-$50
Total Functional Expenses$518,321$18,908$5,844$543,073
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Three Rivers School DistrictMurphy, OR170(b)(1)(A)(ii)Program expenditures$148,498
St Anne Catholic SchoolGrants Pass, OR501(c)(3)Program expenditures$1,250
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
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
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, Section A, line 2

“Thomas Drummond and Judith Drummond, both are directors and are married to each other.”

Form 990, Part VI, Section A, line 8B

“Scholarship committee presents its results to the board of directors, but the decisions of the committee are not acted upon by the full board. Notes of the meetings of the scholarship committee are not regularly recorded.”

Form 990, Part VI, Section B, line 11

“Form 990 reviewed in complete detail by sec-treasurer and executive director prior to filing. Public inspection document reviewed by full board at next regular meeting.”

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

“Organization requires board members to review and sign conflict of interest policy statement annually. Board members facing a conflict of interest position on a particular issue before the board are required to recuse themselves from voting from that issue.”

Form 990, Part VI, Section B, line 15

“The organization currently has two paid positions. No board members or officers are paid compensation.”

Form 990, Part VI, Section C, line 19

“Financial statements are made available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Josephine County Educational Fund Inc
EIN
93-6041252
Phone
5414762196
Address
PO Box 908, Grants Pass, OR 97528-0076

Signing Officer

Name
Sean Ward
Title
Sec-Treasurer & Director
Phone
5414767218
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Ward
Formed
1984
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
13
Employees
1
Volunteers
13

Preparer

Firm
Cynthia Harelson CPA Pc
Address
BOX 1537, GRANTS PASS, OR 97528
Preparer
Cynthia Harelson
Phone
5414799775
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Rounding 1.”

Financial Statement Notes

Part V, Line 4:

“Investment returns on endowment funds used to fund program expenditures including scholarships and grants to local individuals and organizations.”

Raw XML AppendixShowing 400 of 509 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01309
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018237
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The organization provides scholarships and grants to students in schools in Southern Oregon with a focus on Josephine County.
IRS990/AdvertisingGrp/ProgramServicesAmt0640
IRS990/AdvertisingGrp/TotalAmt0640
IRS990/AllOtherContributionsAmt0428070
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01062
IRS990/AllOtherExpensesGrp/TotalAmt01062
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Company
IRS990/BooksInCareOfDetail/PhoneNum05414764312
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02158 Industry Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Grants Pass
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097526
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt018743
IRS990/CashNonInterestBearingGrp/EOYAmt049725
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05100
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05100
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt030600
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040800
IRS990/CompDisqualPersonsGrp/FundraisingAmt0265
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt0266
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt01595
IRS990/CompDisqualPersonsGrp/TotalAmt02126
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01172
IRS990/ConferencesMeetingsGrp/TotalAmt01172
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0428070
IRS990/CYGrantsAndSimilarPaidAmt0448609
IRS990/CYInvestmentIncomeAmt0238659
IRS990/CYOtherExpensesAmt047702
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0123656
IRS990/CYSalariesCompEmpBnftPaidAmt046762
IRS990/CYTotalExpensesAmt0543073
IRS990/CYTotalFundraisingExpenseAmt05844
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0666729
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Scholarships for tuition, and grants for supplies and/or books awarded to local high school students.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0298861
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013012
IRS990/FeesForServicesAccountingGrp/TotalAmt013012
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt050
IRS990/FeesForServicesLegalGrp/TotalAmt050
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Jack Davis
IRS990/Form990PartVIISectionAGrp/PersonNm1RP Busch
IRS990/Form990PartVIISectionAGrp/PersonNm2Sean Ward
IRS990/Form990PartVIISectionAGrp/PersonNm3Chris Cauble
IRS990/Form990PartVIISectionAGrp/PersonNm4Judith Drummond
IRS990/Form990PartVIISectionAGrp/PersonNm5Thomas Drummond
IRS990/Form990PartVIISectionAGrp/PersonNm6William Flaming
IRS990/Form990PartVIISectionAGrp/PersonNm7Coleen Moore
IRS990/Form990PartVIISectionAGrp/PersonNm8Jim Savard
IRS990/Form990PartVIISectionAGrp/PersonNm9Aaron Ausland
IRS990/Form990PartVIISectionAGrp/PersonNm10Constance Palaia-Marr
IRS990/Form990PartVIISectionAGrp/PersonNm11Kara Olmo
IRS990/Form990PartVIISectionAGrp/PersonNm12Donna Tellyer
IRS990/Form990PartVIISectionAGrp/PersonNm13Rochelle Gauthier
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1340800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Sec-Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Coordinator
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt013087
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0298861
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0298861
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0298861
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0149748
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0149748
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013087
IRS990/GrossReceiptsAmt0666729
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01838
IRS990/InsuranceGrp/TotalAmt01838
IRS990/InvestmentIncomeGrp/ExclusionAmt0225572
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0225572
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04396585
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03769922
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Josephine County Educational Fund provides scholarships and grants to students in schools throughout Southern Oregon with a focus on Josephine County. Awards are based on demonstrated leadership and co-curricular activities, academics and need, and are funded by donations for individuals, businesses, service clubs and class alumni.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04614779
IRS990/NetAssetsOrFundBalancesEOYAmt04173214
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt013087
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013087
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-565222
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt03436
IRS990/OfficeExpensesGrp/TotalAmt03436
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0Refund
IRS990/OtherExpensesGrp/Desc1Project expenditures
IRS990/OtherExpensesGrp/Desc2Web page
IRS990/OtherExpensesGrp/Desc3State fees
IRS990/OtherExpensesGrp/ProgramServicesAmt016461
IRS990/OtherExpensesGrp/ProgramServicesAmt17690
IRS990/OtherExpensesGrp/ProgramServicesAmt21197
IRS990/OtherExpensesGrp/ProgramServicesAmt3711
IRS990/OtherExpensesGrp/TotalAmt016461
IRS990/OtherExpensesGrp/TotalAmt17690
IRS990/OtherExpensesGrp/TotalAmt21197
IRS990/OtherExpensesGrp/TotalAmt3711
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0161900
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0141850
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0479
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0480
IRS990/PayrollTaxesGrp/ProgramServicesAmt02877
IRS990/PayrollTaxesGrp/TotalAmt03836
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01431631
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01711920
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Sean Ward
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Support for current and former students of local high schools through a drug-free and alcohol-free graduation celebration, and class reunions. Support for the community at large and grants supporting local organizations and schools
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0219460
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0149748
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01137211
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0762478
IRS990/PYInvestmentIncomeAmt0210712
IRS990/PYOtherExpensesAmt027798
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0514986
IRS990/PYSalariesCompEmpBnftPaidAmt042661
IRS990/PYTotalExpensesAmt0832937
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01347923
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0123656
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038860
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229954
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt054126
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt062147
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0117373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0428070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01137211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0318556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0531201
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01371382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03786420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0225572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0210652
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0123825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0117314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt082370
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0759733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0225572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0210652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0123825
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0117314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt082370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0759733
IRS990ScheduleA/InvestmentIncomeCYPct00.16650
IRS990ScheduleA/InvestmentIncomePYPct00.14610
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80780
IRS990ScheduleA/PublicSupportPY509Pct00.82490
IRS990ScheduleA/PublicSupportTotal509Amt03685374
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt054126
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt062147
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0117373
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0441157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01137211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0319996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0531201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01373182
IRS990ScheduleA/Total509Grp/TotalAmt03802747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0666729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01347863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0443821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0648515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01455552
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04562480
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01431630
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0280290
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01711920
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0479166
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0948456
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01431630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04008
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0475166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0479166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0462949
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012217
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0475166
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0462399
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0462949
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-900
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03769922
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Publicly traded mutual funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment returns on endowment funds used to fund program expenditures including scholarships and grants to local individuals and organizations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03769922
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0298861
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships are generally paid directly to the school, otherwise a receipt for books or tuition is required prior to disbursement.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0400
IRS990ScheduleI/RecipientTable/CashGrantAmt01250
IRS990ScheduleI/RecipientTable/CashGrantAmt1148498
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(A)(ii)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program expenditures
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program expenditures
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Anne Catholic School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Three Rivers School District
IRS990ScheduleI/RecipientTable/RecipientEIN0930502586
IRS990ScheduleI/RecipientTable/RecipientEIN1936000541

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,191,451
Liabilities
$18,237
Net assets
$4,173,214
Revenue
$666,729
Expenses
$543,073
Net income
$123,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$1.53$10.8$2.40$1.65$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.00$0.25$9.74$2.55$1.28$1.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.01$8.07$1.66$1.31$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.45$0.01$9.45$1.43$0.97$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.52$0.00$8.51$1.81$0.64$1.17
2019Summary only. Only limited summary data is available for this year.$6.46$0.00$6.46$1.01$0.48$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.81$0.38$0.43
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.65$0.38$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.19$0.02$4.17$0.67$0.54$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.61$1.35$0.83$0.51
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.13$3.98$0.44$0.25$0.19
2013Summary only. Only limited summary data is available for this year.$3.59$0.17$3.43$0.65$0.25$0.40
2012Summary only. Only limited summary data is available for this year.$3.02$0.21$2.81$1.46$0.17$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.26$1.44$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits