JACKSON COUNTY LIBRARY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON COUNTY LIBRARY FOUNDATION (EIN 93-0854620)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-08
- IRS object ID
- 202301289349304505
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T06:51:57-00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robin Braverman Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 Aspenridge Court | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930854620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jackson County Library Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 5417746572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 S Central Ave | AddressLine1Txt |
| City | Medfod | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Viriginia Auer | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 5417746572 | PhoneNum |
| Signature | 2023-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Viriginia | PersonFirstNm |
| Person Last | Auer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin Braverman | PreparerPersonNm |
| PTIN | P01279892 | PTIN |
| Phone | 9259791998 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Viriginia Auer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 S Central Ave | AddressLine1Txt |
| City | Medfod | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $143,440 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jclf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Jackson County Library Foundation is to secure and steward resources that support and enhance Jackson County Library Services | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $43,342 | PYContributionsGrantsAmt |
| CY Contributions Grants | $173,020 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,687 | PYInvestmentIncomeAmt |
| CY Investment Income | -$29,580 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $66,029 | PYTotalRevenueAmt |
| CY Total Revenue | $143,440 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,984 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $152,991 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,440 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,541 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,678 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,958 | PYOtherExpensesAmt |
| CY Other Expenses | $61,475 | CYOtherExpensesAmt |
| PY Total Expenses | $34,382 | PYTotalExpensesAmt |
| CY Total Expenses | $263,007 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,647 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$119,567 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,811,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,610,941 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,573 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,793,206 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,591,368 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The 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 regular | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $165,933 | ExpenseAmt |
| Grant | $152,991 | GrantAmt |
| Desc | In FY 21-22 the Foundation provided 14 grants to Jackson County Library Services for such things as a mobile tech van, social worker salary, a food pantry and hygiene kits for unhoused patrons, sponsorship of the library s Rogue Reads community reading program, outreach to childcare books, improvements to the Gold Hill branch library and children s department, ebooks for homebound patrons and large print materials. In addition to these grants the foundation directly paid for Bookpage book review magazines for patrons and the Funding Information Network database as a resource tool for local nonprofits. | Desc |
| Total Program Service Expenses | $165,933 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBA Bookkeeping Services LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5109070929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1573 Bartlett Lane Unit 6105 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Becky Versteeg | ||||||
| President | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kevin Keating | ||||||
| Treasurer | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Susan Kiefer | ||||||
| Secretary | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mitchell Seidman | ||||||
| Board Member | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Colette Boehmer | ||||||
| Board Member | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Gerrie Leinfelder | ||||||
| Board Member | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Young | ||||||
| Board Member | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Rick Leibowitz | ||||||
| Board Member | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Midge Thierolf | ||||||
| Board Member | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Michal Slate | ||||||
| Board Member | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $173,020 | AllOtherContributionsAmt |
| Noncash Contributions | $55,884 | NoncashContributionsAmt |
| Total Contributions | $173,020 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,580 | TotalRevenueColumnAmt |
| Exclusion | -$29,580 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,440 | TotalRevenueColumnAmt |
| Exclusion | -$29,580 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,991 | TotalAmt |
| Program Services | $152,991 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,340 | TotalAmt |
| Program Services | $4,999 | ProgramServicesAmt |
| Management And General | $28,138 | ManagementAndGeneralAmt |
| Fundraising | $3,203 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,504 | TotalAmt |
| Program Services | $301 | ProgramServicesAmt |
| Management And General | $1,128 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,028 | TotalAmt |
| Program Services | $1,301 | ProgramServicesAmt |
| Management And General | $5,598 | ManagementAndGeneralAmt |
| Fundraising | $1,129 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669 | TotalAmt |
| Program Services | $366 | ProgramServicesAmt |
| Management And General | $2,211 | ManagementAndGeneralAmt |
| Fundraising | $92 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598 | TotalAmt |
| Management And General | $598 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937 | TotalAmt |
| Management And General | $937 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,249 | TotalAmt |
| Management And General | $32,249 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,560 | TotalAmt |
| Management And General | $12,560 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352 | TotalAmt |
| Fundraising | $1,352 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512 | TotalAmt |
| Program Services | $205 | ProgramServicesAmt |
| Management And General | $591 | ManagementAndGeneralAmt |
| Fundraising | $716 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,906 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $1,479 | ManagementAndGeneralAmt |
| Fundraising | $377 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1 | TotalAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406 | TotalAmt |
| Program Services | $40 | ProgramServicesAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
| Fundraising | $116 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557 | TotalAmt |
| Program Services | $126 | ProgramServicesAmt |
| Management And General | $1,321 | ManagementAndGeneralAmt |
| Fundraising | $110 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Professional Development | $5,504 | $4,904 | $493 | $107 |
| Staff Appreciation/Gifts | $716 | $650 | $66 | |
| Bank Charges Other Fees | $1,177 | $776 | $401 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,007 | TotalAmt |
| Program Services | $165,933 | ProgramServicesAmt |
| Management And General | $89,396 | ManagementAndGeneralAmt |
| Fundraising | $7,678 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,646 | BOYAmt |
| EOY | $71,281 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,781 | BOYAmt |
| EOY | $82 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239 | BOYAmt |
| EOY | $2,696 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,536,882 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,956 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,811,622 | BOYAmt |
| EOY | $1,610,941 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,697 | BOYAmt |
| EOY | $19,573 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,719 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,416 | BOYAmt |
| EOY | $19,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,467 | BOYAmt |
| EOY | $293,916 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,739 | BOYAmt |
| EOY | $1,297,452 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,793,206 | BOYAmt |
| EOY | $1,591,368 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,811,622 | BOYAmt |
| EOY | $1,610,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$119,567 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$82,282 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $11 | PriorPeriodAdjustmentsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,020 | CurrentTaxYearAmt |
| Total | $669,181 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,020 | CurrentTaxYearAmt |
| Total | $669,181 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,924 | CurrentTaxYearAmt |
| Total | $11,831 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,924 | CurrentTaxYearAmt |
| Total | $11,831 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $657,350 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,623 | CurrentTaxYearMinus1YearAmt |
| Total | $125,205 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,623 | CurrentTaxYearMinus1YearAmt |
| Total | $125,205 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,020 | CurrentTaxYearAmt |
| Total | $794,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78730 | PublicSupportPY509Pct |
| Investment Income CY | 0.15760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.20040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $607,196 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$26,843 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,475 | OtherExpendituresAmt |
| Administrative Expenses | $4,797 | AdministrativeExpensesAmt |
| End Year Balance | $536,081 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,387 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $68,809 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $607,196 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $505,424 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $32,963 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $538,387 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $447,068 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $58,356 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $505,424 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $479,509 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$32,441 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $447,068 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $112,803 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$124,096 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $64,206 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $29,253 | OtherRevenueAmt |
| Revenue Not Reported | -$30,637 | RevenueNotReportedAmt |
| Revenue Subtotal | $143,440 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $143,440 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $317,348 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $64,206 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$9,865 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $54,341 | ExpensesNotReportedAmt |
| Expenses Subtotal | $263,007 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $263,007 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| V 4 | Intended Use of Endowment - There are two distributions from the endowment annually that are from income and gains.. These . distributions are treated as unrestricted funds that can be used for any purpose |
| XI 2d | Adjustment for differences between GASB GAAP for Governmental entities and FASB GAAP for nonprofit entities. |
| XII 2d | Adjustment for differences between GASB GAAP for Governmental entities and FASB GAAP for nonprofit entities. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jackson County Library District | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 S Central Ave | AddressLine1Txt |
| City | Medfod | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 471609848 | RecipientEIN |
| Cash Grant | $152,991 | CashGrantAmt |
| Purpose Of Grant | Support and enhance library services | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | The 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
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $55,884 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value on date contributed | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part XII, Line 2c | The organization was consolidated into the Library District audit this year for the first time. |
| Form 990, Part VI, Section B, Line 11b | The 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 12c | The 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 19 | The 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jackson County Library District | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 S Central Ave | AddressLine1Txt |
| City | Medfod | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471609848 | EIN |
| Primary Activities | Libaray | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Jackson County Library District | ||
| b | $152,991 | Actual spent and given in grants |
| Jackson County Library District | ||
| o | $61,206 | 60 of total in these categories |
| Jackson County Library District | ||
| n | $3,000 | Square footage market rates |
| Jackson County Library District | ||
| l | $17,384 | Program portion of EDs salary benefits and taxes |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II Line 1a | FormAndLineReferenceDesc |
| Explanation | The Library District includes branches and each branch has a Friends of the Library volunteer organization which may raise money for that particular branch of the library. Also the Foundation received restricted money restricted to particular branches and some grant awards by the foundation are to the branches. We have decided that all of the branches and the Friends of the Library should be recorded on the 990 as one related entity, the Library District. | ExplanationTxt |