Civic Intelligence

Josephine County Educational Fund Inc.

990 • Fiscal year 2017 • EIN 93-6041252

Mar 01, 2016 to Feb 28, 2017 • Filed on Aug 17, 2017

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$42,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-2.4%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,902,839

Up $711,388 (+17%) from 2016

Net Assets

Up

$4,902,050

Up $728,836 (+17%) from 2016

Liabilities

Down

$789

Down $17,448 (-96%) from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

Down

$650,790

Down $15,939 (-2.4%) from 2016

Expenses

Down

$383,735

Down $159,338 (-29%) from 2016

Net Income

Up

$267,055

Up $143,399 (+116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$4,902,839
Liabilities$789
Net Assets$4,902,050
Open 2017 Filing

Operations Trend

Revenue Growth31st 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

2017

Revenue$650,790
Expenses$383,735
Net Income$267,055
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Aug 17, 2017
Return Version
2016v3.0
Gross Receipts
$650,790
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 in Publicly Traded Securities$3,769,922$4,314,672▲ $544,750
Savings and Temporary Cash Investments$229,954$410,134▲ $180,180
Other Notes and Loans Receivable, Net$141,850$122,500▼ $19,350
Cash and Non-Interest-Bearing Accounts$49,725$55,533▲ $5,808
Total Assets$4,191,451$4,902,839▲ $711,388
Liabilities
Accounts Payable and Accrued Expenses$18,237$789▼ $17,448
Total Liabilities$18,237$789▼ $17,448
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,289,469$2,773,641▲ $484,172
Permanently Rstr Net Assets$1,711,920$1,906,947▲ $195,027
Unrestricted Net Assets$171,825$221,462▲ $49,637
Total Net Assets Fund Balance$4,173,214$4,902,050▲ $728,836
Total Liabilities and Net Assets / Fund Balance$4,191,451$4,902,839▲ $711,388

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,711,920$195,027--$1,906,947
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
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rochelle GauthierExecutive DirectorFT$42,000$42,000

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
Ryan NolanDirector
Thomas DrummondDirector
William FlamingDirector
Sean WardSec-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$477,564
Program Service Revenue
$0
Investment Income
$173,156
Other Revenue
$70
All Other Contributions
$477,564
Change in Net Assets
$267,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,452
Salaries, Compensation, and Employee Benefits$59,218
Other Expenses$24,065
Total Fundraising Expense$11,275
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$288,920--$288,920
Current Officers, Directors, Trustees, and Key Employees$31,500$5,250$5,250$42,000
Grants to Domestic Orgs$11,532--$11,532
Other Salaries and Wages$8,626$1,438$1,437$11,501
Payroll Taxes$4,288$715$714$5,717
Office Expenses$2,758-$919$3,677
Advertising$1,031-$1,031$2,062
Insurance-$1,835-$1,835
Fees for Services Accounting-$1,500-$1,500
Conferences and Meetings$689-$689$1,378
Travel$384-$384$768
Other Expenses$309$552$155$552
All Other Expenses$266$95$95$456
Fees for Services Legal-$50-$50
Total Functional Expenses$360,870$11,590$11,275$383,735
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Three Rivers School DistrictMurphy, OR170(b)(1)(A)(ii)Program expenditures$7,732
St Anne Catholic SchoolGrants Pass, OR501(c)(3)Program expenditures$3,800
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 11B

“Form 990 reviewed in complete detail by finance committee 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 and policies are made available to the public on request at our physical address, and through guidestar.org.”

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
2017-08-17
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
2
Volunteers
13

Preparer

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

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.”

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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Project expenditures
IRS990/OtherExpensesGrp/Desc1Web page
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3State fees
IRS990/OtherExpensesGrp/FundraisingAmt0601
IRS990/OtherExpensesGrp/FundraisingAmt1155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1552
IRS990/OtherExpensesGrp/ProgramServicesAmt09966
IRS990/OtherExpensesGrp/ProgramServicesAmt1601
IRS990/OtherExpensesGrp/ProgramServicesAmt2309
IRS990/OtherExpensesGrp/TotalAmt09966
IRS990/OtherExpensesGrp/TotalAmt11202
IRS990/OtherExpensesGrp/TotalAmt2619
IRS990/OtherExpensesGrp/TotalAmt3552
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt070
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070
IRS990/OtherRevenueTotalAmt070
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01437
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01438
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08626
IRS990/OtherSalariesAndWagesGrp/TotalAmt011501
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0141850
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0122500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0714
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0715
IRS990/PayrollTaxesGrp/ProgramServicesAmt04288
IRS990/PayrollTaxesGrp/TotalAmt05717
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01711920
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01906947
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/ExpenseAmt071950
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011532
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0428070
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0448609
IRS990/PYInvestmentIncomeAmt0238659
IRS990/PYOtherExpensesAmt047702
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0123656
IRS990/PYSalariesCompEmpBnftPaidAmt046762
IRS990/PYTotalExpensesAmt0543073
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0666729
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0267055
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0229954
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0410134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0477564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0428070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01137211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0318556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0531201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02892602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0173156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0225572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0210652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0123825
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0117314
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0850519
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014527
IRS990ScheduleA/InvestmentIncomePYPct00.16650
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt070
IRS990ScheduleA/OtherIncome170Grp/TotalAmt070
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62970
IRS990ScheduleA/PublicSupportPY509Pct00.80780
IRS990ScheduleA/PublicSupportTotal170Amt02357060
IRS990ScheduleA/SubstantialContributorsTotAmt0535542
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0477564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0428070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01137211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0318556
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0531201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02892602
IRS990ScheduleA/TotalSupportAmt03743191
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/BeginningYearBalanceAmt01711920
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0195027
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01906947
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01431630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0280290
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01711920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0479166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0948456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01431630
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04008
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0475166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0479166
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0462949
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012217
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0475166
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0288920
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships are generally paid directly to the school, otherwise a receipt for books or tuition is required prior to disbursement.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0360
IRS990ScheduleI/RecipientTable/CashGrantAmt03800
IRS990ScheduleI/RecipientTable/CashGrantAmt17732
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
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01131 NE 10th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 160
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Grants Pass
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Murphy
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097526
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197533
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Josephine County Educational Fund, Inc. works very closely with the local school districts and requires written request for disbursement of funds indicating the amount and purpose.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Thomas Drummond and Judith Drummond, both are directors and are married to each other.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarship 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 reviewed in complete detail by finance committee prior to filing. Public inspection document reviewed by full board at next regular meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organization 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization currently has two paid positions. No board members or officers are paid compensation.

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,902,839
Liabilities
$789
Net assets
$4,902,050
Revenue
$650,790
Expenses
$383,735
Net income
$267,055
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
2017Detailed filing. Detailed filing data is available for this year.$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