2014-08-15T14:43:47-07:00 2013-12-31 Bement & Company PC 39 E Eagle Ridge Dr Ste 200 North Salt Lake UT 840542550 990 2013-01-01 830308856 COMMUNITY FOUNDATION OF JACKSON HOLE COMM 3077391026 PO BOX 574 JACKSON WY 83001 KAREN COLEMAN VP Finance&Operation 2014-08-15 true KENNETH E BEMENT P00007895 8019361900 2013 2015-11-30 17:44:51Z 43161959 false false X www.cfjacksonhole.org X 1994 WY TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP BY PROVIDING SUPERIOR DONOR SERVICES, ENSURING THE SUSTAINABILITY OF THE PHILANTHROPIC COMMUNITY, MAKING GRANTS THAT POSITIVELY IMPACT THE COMMUNITY AND SERVING AS A LEADER, CATALYST AND RESOURCE. 21 21 11 670 0 21877668 21119862 21859 13043 970729 1942020 120 220 22870376 23075145 12734779 14756833 0 693464 779615 0 94717 848680 868191 14276923 16404639 8593453 6670506 39273325 47442990 726976 238314 38546349 47204676 X TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP BY PROVIDING SUPERIOR DONOR SERVICES, ENSURING THE SUSTAINABILITY OF THE PHILANTHROPIC COMMUNITY, MAKING GRANTS THAT POSITIVELY IMPACT THE COMMUNITY AND SERVING AS A LEADER, CATALYST AND RESOURCE. false false 10068202 9259546 6638 OLD BILL'S FUN RUN / TIN CUP CHALLENGE - SINCE 1997, THE COMMUNITY FOUNDATION HAS PRODUCED OLD BILL'S FUN RUN FOR CHARITIES, A COLLABORATIVE FUNDRAISING OPPORTUNITY IN TETON COUNTY, WY. OVER THE PAST SEVENTEEN YEARS, THE EVENT HAS RAISED OVER $100 MILLION FOR LOCAL NONPROFITS. IN 2013, APPROXIMATELY 3,100 DONORS GAVE $9.8 MILLION (INCLUDING INTERFUND GIFTS) TO BENEFIT 189 ORGANIZATIONS. A SIMILAR EVENT, INITIATED BY OUR AFFILIATE IN TETON COUNTY, ID, RAISED AN ADDITIONAL $1.1 MILLION FROM OVER 800 DONORS TO BENEFIT 49 ORGANIZATIONS IN TETON VALLEY, ID AND ALTA, WY. 5044093 4774547 FUND ADMINISTRATION - THE COMMUNITY FOUNDATION MANAGES OVER 225 FUNDS DESIGNED TO MAKE PHILANTHROPY EASY AND EFFECTIVE FOR LOCAL DONORS AND TO PROVIDE COST EFFECTIVE ASSET MANAGEMENT FOR LOCAL NONPROFITS. IN 2013, THE FOUNDATION RECEIVED APPROXIMATELY 1,400 GIFTS, TOTALING $14 MILLION, FOR THESE FUNDS AND PROCESSED OVER 1,700 GRANTS, TOTALING $8.9 MILLION, FROM OUR DONOR ADVISED, DESIGNATED AND OTHER ADVISED FUNDS INCLUDING INTERFUND GRANTS TO BENEFIT QUALIFIED CHARITIES WORKING IN A VARIETY OF FIELDS THROUGHOUT THE U.S. 924900 722740 COMPETITIVE GRANTS / SCHOLARSHIPS - THE FOUNDATION'S COMPETITIVE AND MICRO GRANTS PROGRAMS SUPPORT ORGANIZATIONS THAT ADDRESS COMMUNITY NEEDS ON A COMPETITIVE BASIS BASED UPON IMPACT, INNOVATION AND COLLABORATION. OUR SCHOLARSHIP FUNDS HELP DESERVING LOCAL YOUTH PURSUE EDUCATIONAL OPPORTUNITIES. IN 2013, THE GRANTS PROGRAMS PROVIDED MORE THAN $700,000 TO OVER 80 LOCAL ORGANIZATIONS TO ADDRESS IMPORTANT ISSUES IN JACKSON HOLE, AND 48 LOCAL STUDENTS RECEIVED OVER $95,000 IN SCHOLARSHIPS TO PURSUE THEIR EDUCATIONAL DREAMS. THE FOUNDATION ALSO OFFERS A YOUTH PHILANTHROPY PROGRAM TO INTRODUCE HIGH SCHOOL STUDENTS TO PHILANTHROPY AND GRANTMAKING. 67368 6546 16104563 true true false false false true false false false true true false false false false false false true false false true true false false false false false true true true false false false false false false false false false false false true false false false false true true true false false true 20 0 true 11 true false false false false false false false false 0 false false false false false false false false false false X 21 21 true false false false false false false true true false true true true true true true true true true true false X X KAREN COLEMAN 3077391026 245 EAST SIMPSON ST JACKSON HOLE WY 83001 KAREN TERRA CHAIR 2.00 0.00 X 0 0 0 BILL WEISS VICE CHAIR 2.00 0.00 X 0 0 0 PETE LAWTON VICE CHAIR 2.00 0.00 X 0 0 0 JIM AUGE Treasurer 2.00 0.00 X 0 0 0 CLAY GEITTMANN PAST CHAIR 2.00 0.00 X 0 0 0 SCOTT GIBSON Director 0.00 0.00 X 0 0 0 DAVID CARLIN Director 0.00 0.00 X 0 0 0 DICK COLLISTER Secretary 0.00 0.00 X 0 0 0 BOB KOPP Director 0.00 0.00 X 0 0 0 TIM WATTERS CHAIR CFTV 0.00 0.00 X 0 0 0 BILL HOGLUND Director 0.00 0.00 X 0 0 0 MERCEDES HUFF Director 0.00 0.00 X 0 0 0 CATHY KEHR Director 0.00 0.00 X 0 0 0 GRANT LARSON Director 0.00 0.00 X 0 0 0 BRAD MEAD Director 0.00 0.00 X 0 0 0 TOM MULLER Director 0.00 0.00 X 0 0 0 BILL NEWTON EMERITUS 0.00 0.00 X 0 0 0 ERIKA PEARSALL Director 0.00 0.00 X 0 0 0 VERONICA SILBERBERG Director 0.00 0.00 X 0 0 0 MARGOT SNOWDON Director 0.00 0.00 X 0 0 0 RICHARD SPENCER Director 0.00 0.00 X 0 0 0 KARLA TESSLER Director 0.00 0.00 X 0 0 0 KIM TROTTER EXEC DIR - CFTV 50.00 0.00 X 0 0 0 KATHARINE CONOVER President & CEO 50.00 0.00 X 172660 0 17755 KAREN COLEMAN VP Finance&Ops 50.00 0.00 X 143683 0 11686 316343 29441 2 false true false CAPITAL GUARDIAN 10 SOUTH DEARBORN STREET SUITE 2544 CHICAGO IL 60603 PROFESSIONAL ADVISOR 165905 1 1060900 20058962 1311505 21119862 PROGRAM/REGISTRATION FEES 13043 13043 13043 715863 715863 0 0 0 21312971 20086814 1226157 1226157 1226157 0 0 0 PROJECTOR INCOME 220 220 220 23075145 1239420 715863 14525400 14525400 103433 103433 128000 128000 0 345784 283543 44952 17289 0 313755 257279 40788 15688 0 76471 63591 9302 3578 43605 35756 5669 2180 0 300 300 22304 22304 0 0 212851 176833 26013 10005 0 193805 160357 8593 24855 12560 10314 1622 624 0 0 5794 4751 753 290 0 0 71135 67589 2857 689 0 0 33608 27559 4369 1680 10317 6015 3935 367 CONSULTING / PROF SERVICES 108307 98728 6918 2661 MISCELLANEOUS 51979 37627 2277 12075 PROJECT EXPENSES 45200 45200 Printing and Publications 42699 24216 18236 247 57332 48372 6471 2489 16404639 16104563 205359 94717 X 0 7454320 1304481 280000 300000 1625069 0 0 1840000 1860000 0 0 1601108 106272 1519410 1494836 27509962 40103913 350165 407165 0 0 319468 347526 39273325 47442990 132197 180126 594779 58188 726976 238314 X 36426349 45044676 2120000 2160000 38546349 47204676 39273325 47442990 6670506 1987821 X false true X true false X 11516201 14728403 13173975 21899527 21119862 82437968 0 0 11516201 14728403 13173975 21899527 21119862 82437968 11531824 70906144 629380 655474 667775 739776 715863 3408268 0 0 85846236 0.82600 0.81460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114 8 5250769 314334 6169599 362085 24865251 482405 true true 11678124 5427355 1944166 583002 166558 18300085 10115647 747064 1216068 271007 129648 11678124 10865528 474757 -732118 359769 132751 10115647 9475996 611814 1057822 157156 122948 10865528 809731 1753982 128700 105344 9475996 9475996 1.00000 false false false 600000 600000 872178 32664 839514 128930 73608 55322 1494836 102.52 UNITS EDJ 90515 C 1% INTEREST IN EDJ INVESTMENTS LLC 79650 C 100,000 SHARES OF THETUS STOCK 57000 C 21005877 1606934 16774 1623708 19382169 3692976 3692976 23075145 15876004 15876004 528635 528635 16404639 Part V, Line 4: Intended uses of the endowment fund. PART V LINE 4: DUE TO THE FOUNDATION'S VARIANCE POWER, ALL OF ITS ENDOWMENT FUNDS ARE CLASSIFIED AS BOARD-DESIGNATED. ENDOWMENT FUNDS ARE INTENDED TO PROVIDE GRANTMAKING RESOURCES TO ADDRESS EVOLVING COMMUNITY NEEDS IN PERPETUITY AND TO SUPPORT THE FOUNDATION'S OPERATIONS ON A PERMANENT BASIS. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 DONOR DIRECTED/ADMIN FUND INTEREST/GAINS $88 DONOR DIRECTED / DONOR ADM CONTRIBUTIONS $0 AGENCY ENDOWMENT / DD ADMIN FEE $16686 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AGENCY ENDOWMENT / DD CONTRIBUTIONS $3495114 AGENCY ENDOWMENT / DD DIVIDENDS $76879 AGENCY ENDOWMENT / DD INTEREST $4380 AGENCY ENDOWMENT / DD REALIZED GAIN/LOSS $116603 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AGENCY ENDOWMENT / DD GRANTS $514902 AGENCY ENDOWMENT / DD OTHER EXPENSES $13733 true SUB-SAHARAN AFRICA 0 0 GRANTS 128000 128000 128000 SUB-SAHARA AFRI BLDGS & OPER 108000 WIRE TRNSFR SUB-SAHARA AFRI GENERAL SUPPORT 20000 WIRE TRNSFR 2 false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US PRIOR TO ISSUANCE OF AN INTERNATIONAL GRANT, ELIGIBILITY FOR POTENTIAL GRANTEES IS VERIFIED THROUGH COMPLETION OF A DUE DILIGENCE CHECKLIST THAT INCLUDES THE FOLLOWING: (1) REVIEW OF THE U.S. TREASURY SDN LIST, (2) RECEIPT AND REVIEW OF GRANTEE ORGANIZATIONAL DOCUMENTS AND MOST RECENT FINANCIAL STATEMENTS, AND (3) RECEIPT AND REVIEW OF AN AFFIDAVIT FROM THE GRANTEE REGARDING CHARITABLE STATUS, PAST AND FUTURE ACTIVITIES, DISSOLUTION PROVISIONS AND RESTRICTIONS ON PRIVATE INUREMENT AND POLITICAL ACTIVITY. BASED UPON THE RESULTS OF THE DILIGENCE PROCESS, THE ORGANIZATION IS EITHER DEEMED TO BE SUBSTANTIALLY EQUIVALENT OR EXPENDITURE RESPONSIBIILTY IS EXERCISED. A GRANT CONTRACT PROVIDES FOR SEPARATE ACCOUNTING OF GRANT AWARDS AND THE PROVISION OF GRANT REPORTS. ALL GRANT AWARDS ARE ALSO ACCOMPANIED BY A LETTER THAT STATES "NO GOODS OR SERVICES MAY BE PROVIDED IN EXCHANGE FOR THIS GRANT" AND DETAILS ANY RESTRICTIONS OF THE USE OF GRANT FUNDS. THE USE OF FUNDS IS ALSO MONITORED THROUGH DONOR-ADVISED FUNDHOLDERS' ONGOING RELATIONSHIPS WITH THE GRANTEES. true SEE CONTINUATION SHEET SCH I-1 VARIOUS VARIOUS WY 83001 13204370 0 239 0 INDIVIDUAL ACHIEVEMENT AWARDS 5 7000 STUDENT SCHOLARSHIPS FOR COLLEGES AND UNIVERSITIES 48 96433 Grantmaker's Description of How Grants are Used PRIOR TO ISSUANCE OF A GRANT, ELIGIBILITY FOR ALL POTENTIAL DOMESTIC GRANTEES IS VERIFIED THROUGH IRS PUBLICATION 78, GUIDESTAR OR DIRECT CORRESPONDENCE WITH THE GRANTEE TO VERIFY CHARITABLE STATUS. ALL GRANT AWARDS ARE ALSO ACCOMPANIED BY A LETTER THAT STATES "NO GOODS OR SERVICES MAY BE PROVIDED IN EXCHANGE FOR THIS GRANT" AND DETAILS ANY RESTRICTIONS OF THE USE OF GRANT FUNDS. THE USE OF FUNDS FOR ALL DISCRETIONARY GRANTS IS MONITORED THROUGH REGULAR STAFF CONTACT WITH LOCAL GRANTEES AND MANDATORY GRANT REPORTS. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. THE USE OF GRANTS FROM DONOR ADVISED FUNDS IS TYPICALLY MONITORED THROUGH THE ADVISORS' ONGOING RELATIONSHIP WITH THE GRANTEE. X X X X false false false false false false false false false false KAREN COLEMAN VP Finance&Ops 136000 7683 6369 5317 155369 KATHARINE CONOVER President & CEO 148000 24660 7081 10674 190415 X 7 496905 FMV DAY RECVD X 1 57000 FMV DAY RECVD X 11 NOMINAL VALUE X SUPPLIES/EQUIP 25 NOMINAL VALUE false false false Part I, Line 33, Revenues Not Reported THE FOUNDATION RECEIVES A LIMITED NUMBER OF CONTRIBUTIONS OF FOOD, SUPPLIES AND EQUIPMENT. AS THE ESTIMATED VALUE OF THESE CONTRIBUTIONS IS NOT MATERIAL TO THE FOUNDATION'S FINANCIAL STATEMENTS, NO CONTRIBUTION REVENUE IS RECORDED. ALL IN-KIND DONORS ARE ISSUED A TAX RECEIPT PURSUANT TO IRS RULES. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES - IN ADDITION TO FUND ADMINISTRATION, OLD BILL'S FUN RUN, AND COMPETITIVE GRANTS AND SCHOLARSHIPS, THE COMMUNITY FOUNDATION ALSO SUPPORTS LOCAL NONPROFITS BY OFFERING CLASSES ON NONPROFIT MANAGEMENT (E.G. BOARD DEVELOPMENT, GRANT WRITING, SUSTAINABILITY, ETC.), COORDINATING NETWORKING AND INFORMATION SHARING OPPORTUNITIES (E.G. BREAKFAST CLUBS, VOLUNTEERJACKSONHOLE.ORG, AND A NONPROFIT LIST-SERVE) AND PROVIDING TECHNICAL ASSISTANCE AND CONSULTING AS REQUESTED. IN 2013, APPROXIMATELY 184 PARTICIPANTS ATTENDED CLASSES OR WORKSHOPS OFFERED BY THE FOUNDATION, AND 85 ORGANIZATIONS PARTICIPATED IN TWO BREAKFAST CLUB NETWORKING MEETINGS. VOLUNTEER JACKSON HOLE SERVED OVER 500 VOLUNTEERS AND 40 AGENCIES DURING 2013. TWO LIST-SERVES ARE USED BY APPROXIMATELY 900 SUBSCRIBERS COLLECTIVELY. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et A LIMITED NUMBER OF UNRELATED CURRENT AND FORMER DIRECTORS HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER, SUCH AS SERVING ON COMMON BOARDS AND HAVING OWNERSHIP INTERESTS IN THE SAME BUSINESS ENTITIES. WITH THE EXCEPTION OF STANDARD BUSINESS ACCOUNTS HELD AT LOCAL BANKS, NONE OF THE ENTITIES THROUGH WHICH THESE DIRECTORS HAVE BUSINESS RELATIONSHIPS ENGAGED IN ANY TRANSACTIONS WITH THE FOUNDATION. Form 990, Part VI, Line 11b: Form 990 Review Process THE FOUNDATION'S VICE PRESIDENT WORKS CLOSELY WITH THE FOUNDATION'S AUDITORS TO PREPARE THE FORM 990 AND REVIEWS THE FINAL DRAFT FOR ACCURACY AND COMPLETENESS. PRIOR TO FILING THE FORM 990, THE VICE PRESIDENT PROVIDES COPIES TO THE DIRECTORS. TO FACILITATE ITS REVIEW, THE VICE PRESIDENT WALKS THROUGH THE FORM 990 FINAL DRAFT AT A BOARD MEETING, HIGHLIGHTING ANY ITEMS OF NOTE OR CHANGES FROM THE PRIOR YEAR AND ADDRESSING ANY QUESTIONS THAT ARISE. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ALL FOUNDATION STAFF, DIRECTORS AND COMMITTEE MEMBERS COMPLETE A CONFLICT OF INTEREST POLICY & DISCLOSURE FORM ANNUALLY. THE FORM INCLUDES A COPY OF THE CONFLICT OF INTEREST POLICY AND FORM FOR DISCLOSING ANY POTENTIAL CONFLICTS. THE FORMS ARE COLLECTED AND REVIEWED BY THE FOUNDATION'S VICE PRESIDENT. POTENTIAL STAFF CONFLICTS MUST BE APPROVED BY THE FOUNDATION'S EXECUTIVE COMMITTEE. BOARD MEMBERS AND COMMITTEE MEMBERS SELF REGULATE AND MONITOR EACH OTHER, ALONG WITH STAFF INPUT. ANY INDIVIDUALS WITH CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN DELIBERATION AND VOTING. INDVIDUALS WITH CONFLICTS RECUSE THEMSELVES WHEN NECESSARY, WITH SUCH ACTION NOTED IN MEETING MINUTES. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE FOUNDATION'S PRESIDENT IS REVIEWED AT LEAST ANNUALLLY BY THE CURRENT BOARD CHAIR. COMPENSATION IS DETERMINED THROUGH REVIEW OF THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY, THE MOST RECENT NONPROFIT SALARY SURVEY FOR JACKSON HOLE, AND CURRENT KNOWLEDGE OF COMPENSATION LEVELS FOR LEADERS OF OTHER LOCAL NONPROFITS. THE ACHIEVEMENT OF AGREEMENT UPON GOALS FOR THE PRIOR YEAR, BOTH QUANTITATIVE AND QUALITATIVE IN NATURE DRIVEN BY OUR LONG-RANGE PLAN, ARE ALSO TAKEN INTO CONSIDERATION. ANY PERFORMANCE-BASED BONUS FOR THE PRIOR YEAR AND COMPENSATION FOR THE COMING YEAR ARE APPROVED BY THE EXECUTIVE COMMITTEE. ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO REVIEW AND DISCUSS THE EXECUTIVE COMMITTEE'S COMPENSATION RECOMMENDATIONS DURING BOARD MEETING EXECUTIVE SESSIONS. COMPENSATION FOR THE VICE PRESIDENT IS DETERMINED AND APPROVED BY THE PRESIDENT USING A SIMILAR FORMAT. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE FOUNDATION'S FORM 990 IS AVAILABLE UPON REQUEST FROM THE FOUNDATION AND ON GUIDESTAR. ITS AVAILABILITY IS NOTED ON THE FOUNDATION'S WEBSITE AND IN THE ANNUAL REPORT. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE FOUNDATION'S WEBSITE. THE GOVERNING DOCUMENTS, FORM 1023 AND CONFLICT OF INTEREST AND OTHER BOARD APPROVED POLICIES ARE ALSO AVAILABLE UPON REQUEST. COMMUNITY FOUNDATION DONOR DIRECTED FUND PO BOX 574 JACKSON WY 83001 830313321 SUPPORTING ORGANIZATION - GRANT MAKING WY 501(c)(3) 509(a)(3)-I N/A true NEWTON FOUNDATION PO BOX 14670 JACKSON WY 83002 966470560 SUPPORTING ORGANIZATION - GRANT MAKING WY 501(c)(3) 509(a)(3)-III N/A false false false true false false false false false false false false false false true true false false false false COMMUNITY FOUNDATION DONOR DIRECTED FUND c 10900 COST COMMUNITY FOUNDATION DONOR DIRECTED FUND n 74296 COST COMMUNITY FOUNDATION DONOR DIRECTED FUND o 774697 COST NEWTON FOUNDATION c 1050000 COST