FURP.ORG / PUBLIC DATA EXPLORER

JACKSON COUNTY LIBRARY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JACKSON COUNTY LIBRARY FOUNDATION (EIN 93-0854620)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-08
IRS object ID
202440999349301809
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-08T10:52:39-00:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Robin Braverman AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 Aspenridge CourtAddressLine1Txt
CityWalnut CreekCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94597ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930854620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jackson County Library FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone5417746572PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfordCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonViriginia AuerPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone5417746572PhoneNum
Signature2024-03-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstViriginiaPersonFirstNm
Person LastAuerPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobin BravermanPreparerPersonNm
PTINP01279892PTIN
Phone9259791998PhoneNum
Preparation2024-03-06PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerViriginia AuerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfodCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$154,327GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jclf.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionThe mission of the Jackson County Library Foundation is to secure and steward resources that support and enhance Jackson County Library ServicesActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$173,020PYContributionsGrantsAmt
CY Contributions Grants$166,590CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$29,580PYInvestmentIncomeAmt
CY Investment Income-$19,392CYInvestmentIncomeAmt
CY Other Revenue$6,804CYOtherRevenueAmt
PY Total Revenue$143,440PYTotalRevenueAmt
CY Total Revenue$154,002CYTotalRevenueAmt
PY Grants And Similar Paid$152,991PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$106,430CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$48,541PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$55,450CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$30,060CYTotalFundraisingExpenseAmt
PY Other Expenses$61,475PYOtherExpensesAmt
CY Other Expenses$64,926CYOtherExpensesAmt
PY Total Expenses$263,007PYTotalExpensesAmt
CY Total Expenses$226,806CYTotalExpensesAmt
PY Revenues Less Expenses-$119,567PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$72,804CYRevenuesLessExpensesAmt
Total Assets BOY$1,610,941TotalAssetsBOYAmt
Total Assets EOY$1,612,025TotalAssetsEOYAmt
Total Liabilities BOY$19,573TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,076TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,591,368NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,609,949NetAssetsOrFundBalancesEOYAmt
MissionThe 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 regularMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$135,034ExpenseAmt
Grant$106,430GrantAmt
DescIn FY 22-23, the Foundation provided 28 grants to Jackson County Library Services, covering categories such as enhancing accessibility with large print materials and audiobook equipment, supporting community outreach through hygiene kits and social work services, bolstering program offerings with funds for speakers and marketing, and facilitating technological access with flash drives and earbuds for DART Mobile Technology Van service patrons.Desc
Total Program Service Expenses$135,034TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RBA Bookkeeping Services LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5109070929PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11573 Bartlett Lane Unit 6105AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95915ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Becky Versteeg
Vice President002.00Yes (X)Yes (X)$0$0$0
Kevin Keating
Treasurer002.00Yes (X)Yes (X)$0$0$0
Susan Kiefer
Secretary002.00Yes (X)Yes (X)$0$0$0
Mitchell Seidman
Board Member002.00Yes (X)$0$0$0
Colette Boehmer
Board Member002.00Yes (X)$0$0$0
Gerrie Leinfelder
Board Member002.00Yes (X)$0$0$0
Brian Young
Board Member002.00Yes (X)$0$0$0
Rick Leibowitz
Board Member002.00Yes (X)$0$0$0
Midge Thierolf
President002.00Yes (X)Yes (X)$0$0$0
Jeanett Marquez
Board Member002.00Yes (X)$0$0$0
Chloe Bostwick
Board Member002.00Yes (X)$0$0$0
Sue Collins
Board Member002.00Yes (X)$0$0$0
Phil Meyer
Board Member002.00Yes (X)$0$0$0
Nate Galvin
Board Member002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$166,590AllOtherContributionsAmt
Noncash Contributions$574NoncashContributionsAmt
Total Contributions$166,590TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,392TotalRevenueColumnAmt
Related Or Exempt Func Income-$19,392RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$2,500FundraisingGrossIncomeAmt
Fundraising Direct Expenses$325FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,175TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Correction from previous year$4,494$4,494
Credit card redemption credit$106$106
Dividends from insurance$29$29
FieldValueIRS element (for citing)
Other Revenue Total$4,629OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,002TotalRevenueColumnAmt
Related Or Exempt Func Income-$14,763RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$106,430TotalAmt
Program Services$106,430ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$39,264TotalAmt
Program Services$19,632ProgramServicesAmt
Management And General$11,116ManagementAndGeneralAmt
Fundraising$8,516FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,044TotalAmt
Program Services$1,022ProgramServicesAmt
Management And General$511ManagementAndGeneralAmt
Fundraising$511FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,638TotalAmt
Program Services$5,838ProgramServicesAmt
Management And General$3,410ManagementAndGeneralAmt
Fundraising$2,390FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,504TotalAmt
Program Services$1,252ProgramServicesAmt
Management And General$626ManagementAndGeneralAmt
Fundraising$626FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$90TotalAmt
Management And General$90ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,803TotalAmt
Management And General$30,803ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,207TotalAmt
Management And General$7,207ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,855TotalAmt
Program Services$127ProgramServicesAmt
Management And General$64ManagementAndGeneralAmt
Fundraising$5,664FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,682TotalAmt
Management And General$3,850ManagementAndGeneralAmt
Fundraising$10,832FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,117TotalAmt
Program Services$232ProgramServicesAmt
Management And General$160ManagementAndGeneralAmt
Fundraising$725FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,175TotalAmt
Program Services$64ProgramServicesAmt
Management And General$2,079ManagementAndGeneralAmt
Fundraising$32FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,580TotalAmt
Program Services$274ProgramServicesAmt
Management And General$1,196ManagementAndGeneralAmt
Fundraising$110FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Professional Development$381$141$170$70
Bank Charges Other Fees$1,036$22$430$584

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$226,806TotalAmt
Program Services$135,034ProgramServicesAmt
Management And General$61,712ManagementAndGeneralAmt
Fundraising$30,060FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$71,281BOYAmt
EOY$50,806EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$82BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$540EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,696BOYAmt
EOY$3,182EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,536,882BOYAmt
EOY$1,557,497EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,610,941BOYAmt
EOY$1,612,025EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,573BOYAmt
EOY$2,076EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,573BOYAmt
EOY$2,076EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$293,916BOYAmt
EOY$926,611EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,297,452BOYAmt
EOY$683,338EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,591,368BOYAmt
EOY$1,609,949EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,610,941BOYAmt
EOY$1,612,025EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$72,804ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$103,962NetUnrlzdGainsLossesInvstAmt
Investment Expense-$12,577InvestmentExpenseAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,988CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$173,020CurrentTaxYearMinus1YearAmt
Current Tax Year$166,590CurrentTaxYearAmt
Total$768,593TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,988CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$173,020CurrentTaxYearMinus1YearAmt
Current Tax Year$166,590CurrentTaxYearAmt
Total$768,593TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,102CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,559CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,924CurrentTaxYearMinus1YearAmt
Current Tax Year$4,878CurrentTaxYearAmt
Total$14,559TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,102CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,559CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,924CurrentTaxYearMinus1YearAmt
Current Tax Year$4,878CurrentTaxYearAmt
Total$14,559TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$754,034PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,623CurrentTaxYearMinus2YearsAmt
Total$110,228TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,623CurrentTaxYearMinus2YearsAmt
Total$110,228TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,322CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$141,352CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$227,537CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$173,020CurrentTaxYearMinus1YearAmt
Current Tax Year$166,590CurrentTaxYearAmt
Total$878,821TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.85800PublicSupportCY509Pct
Public Support PY5090.82750PublicSupportPY509Pct
Investment Income CY0.12540InvestmentIncomeCYPct
Investment Income PY0.15760InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$536,081BeginningYearBalanceAmt
Investment Earnings Or Losses$35,718InvestmentEarningsOrLossesAmt
Other Expenditures$21,383OtherExpendituresAmt
Administrative Expenses$5,053AdministrativeExpensesAmt
End Year Balance$545,363EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$607,196BeginningYearBalanceAmt
Investment Earnings Or Losses-$26,843InvestmentEarningsOrLossesAmt
Other Expenditures$39,475OtherExpendituresAmt
Administrative Expenses$4,797AdministrativeExpensesAmt
End Year Balance$536,081EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$538,387BeginningYearBalanceAmt
Investment Earnings Or Losses$68,809InvestmentEarningsOrLossesAmt
End Year Balance$607,196EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$505,424BeginningYearBalanceAmt
Investment Earnings Or Losses$32,963InvestmentEarningsOrLossesAmt
End Year Balance$538,387EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$447,068BeginningYearBalanceAmt
Investment Earnings Or Losses$58,356InvestmentEarningsOrLossesAmt
End Year Balance$505,424EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFederal income taxesDesc

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Carl Bloom AssociatesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 Loop RoadAddressLine1Txt
CityBedfordCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd
FieldValueIRS element (for citing)
ActivityDirect Mail CampaignActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$14,950RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$14,950TotalRetainedByContractorsAmt
Licensed StatesORLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Jackson County Library DistrictBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfordCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd
FieldValueIRS element (for citing)
Recipient EIN471609848RecipientEIN
Cash Grant$106,430CashGrantAmt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 2FormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part XII, Line 2cThe organization was consolidated into the Library District audit this year for the first time.
Form 990, Part VI, Section B, Line 11bThe 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 12cThe 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 19The 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 4No significant changes were made to the governing documents, however, clarifications were made in the By-Laws regarding ex officio members of the Board of Directors.
Form 990, Part VI, Section A, Line 7bThe 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Jackson County Library DistrictBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfodCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd
FieldValueIRS element (for citing)
EIN471609848EIN
Primary ActivitiesLibarayPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Jackson County Library District
b$106,430Actual spent and given in grants
Jackson County Library District
o$55,41450 of total of these categories
Jackson County Library District
n$3,000Square footage market rates
Jackson County Library District
l$1,200Hourly rate of those providing services
Jackson County Library District
m$5,700Hourly rate of those providing services
Jackson County Library District
s$1,467Actual spent