2018-11-12T17:21:04-07:00 2017-12-31 Elisabeth Campbell Consulting 890 Aspen Street Medford OR 97501 990 2017-01-01 930854620 JACKSON COUNTY LIBRARY FOUNDATION JACK 5417746572 205 SOUTH CENTRAL AVE MEDFORD OR 975017223 Midge Thierolf Treasurer 5417746572 2018-11-01 1 Elisabeth Campbell P02169663 5412004821 2018-09-30 X 47.36.170.111 2017 2019-02-21 02:37:17Z MIDGE THIEROLF 205 SOUTH CENTRAL AVE MEDFORD OR 97501 82155 0 X WWW.JCLF.ORG X 1993 OR The Jackson County Library Foundation secures resources to strengthen innovation and literacy in our community. 8 8 1 9 0 0 43560 67178 0 0 10094 14977 0 0 53654 82155 7568 19701 0 0 17303 47910 0 0 12997 20874 35380 45745 102991 7909 -20836 1381304 1419285 -44 1449 1381348 1417836 The Jackson County Library Foundation secures resources to strengthen innovation and literacy in our community. As the philanthropic partner of the Jackson County Library District, we enact our mission by seeking financial support for selected capital improvements, enhancements, services, and programs that are not provided by the District. 0 0 22910 19701 0 As the philanthropic partner of the District, the Foundation fundraises to enhance the services provided by the Library. Funds raised by the Foundation support the work to help create the best libraries possible for our county - spaces where individuals reach their potential and our communities thrive. Efforts typically support innovative initiatives, capital enhancements, and new projects and programs that help the District achieve its service priorities, including getting kids ready to read by the time they enter kindergarten, services for those with needs, including the homebound, encouraging a love for reading and learning in all, workforce development that helps job seekers access the resources they need to succeed, and immediate and unplanned needs at specific library branches. 0 0 0 See Above 0 0 0 See Above 0 0 0 22910 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OR X X Midge Thierolf 5417746572 205 SOUTH CENTRAL AVE MEDFORD OR 975017223 Colette Boehmer President 2 0 X X 0 0 0 Becky Versteeg Vice President 1 0 X X 0 0 0 Mitchell Seidman Treasurer 2 0 X X 0 0 0 Sharon Kodak Secretary 1 0 X X 0 0 0 Sally Densmore Board Member 1 0 X 0 0 0 Susan Kiefer Board Member 2 0 X 0 0 0 Maryanne Pitcher Board Member 1 0 X 0 0 0 Midge Thierolf Board Member 2 0 X 0 0 0 Amy Drake Executive Director 40 0 X X 43677 0 400 43677 0 400 0 0 0 0 0 0 0 0 0 0 67178 0 67178 0 0 0 0 0 10435 0 0 10435 0 0 0 0 0 0 0 0 0 0 4542 0 0 0 4542 0 4542 4542 0 0 0 0 82155 4542 0 10435 X 19701 19701 0 0 0 0 0 0 44077 44077 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3833 0 3833 0 0 0 0 0 918 0 918 0 4285 0 4285 0 0 0 0 0 0 0 3955 0 3955 0 2800 0 2800 0 9943 0 0 9943 6777 3209 965 2603 1311 0 1311 0 0 0 0 0 0 0 0 0 647 0 647 0 0 0 0 0 652 0 201 451 0 0 0 0 0 0 0 0 0 0 0 0 1805 0 1805 0 Professional Development 1661 0 1661 0 Goodwill 126 0 126 0 Community Grant 500 0 500 0 102991 22910 67084 12997 X 48746 47906 914902 911111 417656 460268 1381304 1419285 -44 1449 -44 1449 X 835316 911410 526792 487186 19240 19240 1381348 1417836 1381304 1419285 -20836 57324 0 0 0 0 X 0 0 0 X 58186 28318 34168 43560 67178 231410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58186 28318 34168 43560 67178 231410 130 100 500 400 2150 3280 0 0 0 0 0 0 130 100 500 400 2150 3280 228130 21309 34565 28039 10094 14977 108984 0 0 0 0 0 0 21309 34565 28039 10094 14977 108984 0 0 0 0 0 0 0 0 0 0 0 0 79495 62883 62207 53654 82155 340394 0.67019 0.6795 0.32017 0.317 X Schedule A, Part III, Line 1 AMOUNTS SHOWN ON SCHEDULE A, PART III, SECTION A HAVE BEEN RESTATED TO REMOVE AN UNUSUAL GRANT RECEIVED IN 2015. Schedule A, Part III, Line 7a AMOUNTS SHOWN ON SCHEDULE A, PART III, SECTION A HAVE BEEN RESTATED TO SHOW AMOUNTS RECEIVED FROM DISQUALIFIED PERSONS. Schedule A, Part III, Line 16 AS A RESULT OF THE RECLASSIFICATION, THE PERCENTAGE REPORTED FOR 2016 SHOWN ON LINE 16 OF SECTION C IS 67.95; THIS PERCENTAGE WAS 82.11 PRIOR TO THE RECLASSIFICATION. 436896 0 42613 0 0 0 479509 433615 0 3281 0 0 0 436896 458729 0 -25114 0 0 0 433615 462911 0 -4182 0 0 0 458729 432033 0 30878 0 0 0 462911 0.96 0.04 0 0 0 Board-Designated Quasi-Endowment Managed by the Oregon Community Foundation 460268 460268 Schedule D, Part V, Line 4 The quasi-endowment held by the Oregon Community Foundation is unrestricted and is generally used by the Foundation to support operating expenses like staff salaries, fundraising costs, and so forth. This fund gives the Foundation the most flexibility to respond to our libraries' and our communities' needs.The interest earned by the permanently restricted Houlihan Fund supports the Library's Outreach to the Homebound program. Foundation funding of Outreach to the Homebound (OttH) helps fund books and materials needed to sustain the program. Through OttH, library materials are delivered to individuals in Jackson County who cannot get to the library due to age, illness, or disability. Many receiving these home deliveries are older adults who can no longer drive or walk to the library. Participants are not charged for this service. All funds have been and continue to be used consistent with the stated donor restrictions where applicable. 1 Jackson County Library District PO Box 3275 Central Point OR 97502 471609848 19701 Donations restricted to specific branch libraries and library programs help the Foundation respond to any immediate and unplanned needs. These monies are generally allocated to funds from which the branch managers or program managers can request grants to purchase program supplies, additions for the library, and other needs outside of the District budget. 1 0 Schedule I, Part I, Line 2 The Foundation reviews supporting documentation for grants to the Jackson County Library District to ensure they conform to the mission of the Foundation and are in accordance with donor restrictions. Depending on grant size and type, the Foundation receives reports and meets with the Library on usage and effectiveness of grants. Form 990, Part IV, Line 10 THIS EXPLANATION REFERS TO DETAILS ENTERED IN SCHEDULE D, PART V. A BOARD-DESIGNATED ENDOWMENT WAS LEFT OFF OF THIS SCHEDULE ON PREVIOUS 990S - SEE SCHEDULE D, PART IX FOR A DESCRIPTION OF THIS ASSET. ADDITIONALLY, PREVIOUS 990S INCLUDED A BEQUEST OF $200,000 MISTAKENLY RECORDED AS A PERMANENT ENDOWMENT WHICH, UPON REVIEW OF DOCUMENATION, HAS BEEN RECLASSIFIED AS A TEMPORARILY RESTRICTED CONTRIBUTION AND NO LONGER APPEARS ON SCHEDULE D PART V AS AN ENDOWMENT. Form 990, Part VI, Section B, Line 11b A DRAFT OF THE FORM 990 IS REVIEWED BY A THIRD PARTY ACCOUNTING FIRM. ONCE ANY RECOMMENDED CHANGES ARE REVIEWED AND ACCEPTED, AN UPDATED DRAFT OF THE FORM 990 IS SUBMITTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, CHAIRED BY THE TREASURER. ONCE THE FINANCE COMMITTEE APPROVES THE DRAFT, A COPY IS THEN PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, Line 12c THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, WHO HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. ANNUALLY, ALL BOARD MEMBERS AND OFFICERS REVIEW, SIGN, AND DATE THE FOUNDATIONS CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section C, Line 19 THE FOUNDATION'S GOVERNING DOCUMENTS ARE FILED WITH THE OREGON SECRETARY OF STATE AND ARE AVAILABLE FOR PUBLIC INSPECTION. IN ADDITION, THE FOUNDATION MAKES AVAILABLE UPON REQUEST COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. THE FOUNDATION ALSO PROVIDES A COPY OF ITS FORM 990 ON ITS WEBSITE. Form 990, Part IX, Line 1 ALL FUNDS GRANTED TO THE JACKSON COUNTY LIBRARY DISTRICT WILL SHOW AS GRANTS & OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS ON LINE 1 OF THE STATEMENT OF FUNCTIONAL EXPENSE. IN PREVIOUS YEARS, THESE FUNDS HAVE BEEN REPORTED AS OTHER EXPENSES ON LINE 24 OF THE STATEMENT OF FUNCTIONAL EXPENSE. THE FOUNDATION'S PRACTICE OF GRANTING FUNDS TO THE LIBRARY DISTRICT HAS NOT CHANGED, ONLY THE POLICY FOR REPORTING ON THE 990. Form 990, Part X, Line 29 A BEQUEST IN THE AMOUNT OF $200,000 MADE IN 2002 WAS REPORTED AS PERMANENTLY RESTRICTED ON PREVIOUS 990S. UPON A RECENT REVIEW OF THE DONOR'S WILL, IT HAS BEEN DETERMINED THAT THE FUNDS ARE NOT PERMANENTLY RESTRICTED, BUT TEMPORARILY RESTRICTED FOR A SPECIFIC PURPOSE, .