2013-08-13T08:30:23-07:00 2012-12-31 Bement & Company PC 39 E Eagle Ridge Dr Ste 200 North Salt Lake UT 840542550 990 2012-01-01 830308856 COMMUNITY FOUNDATION OF JACKSON HOLE COMM 3077391026 PO BOX 574 JACKSON WY 83001 KAREN COLEMAN 2013-08-13 true KENNETH E BEMENT P00007895 8019361900 2012 2016-02-25 16:41:14Z 40720156 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 8 730 0 13140036 21877668 17531 21859 610728 970729 16826 120 13785121 22870376 11778609 12734779 0 664579 693464 0 102813 718047 848680 13161235 14276923 623886 8593453 28356370 39273325 138379 726976 28217991 38546349 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 8648015 7965470 13936 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 SIXTEEN YEARS, THE EVENT HAS RAISED ALMOST $91 MILLION FOR LOCAL NONPROFITS. IN 2012, APPROXIMATELY 2,900 DONORS GAVE $8.35 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 46 ORGANIZATIONS IN TETON VALLEY, ID AND ALTA, WY. 4354076 4043828 FUND ADMINISTRATION - THE COMMUNITY FOUNDATION MANAGES OVER 200 FUNDS DESIGNED TO MAKE PHILANTHROPY EASY AND EFFECTIVE FOR LOCAL DONORS AND TO PROVIDE COST EFFECTIVE ASSET MANAGEMENT FOR LOCAL NONPROFITS. IN 2012, THE FOUNDATION RECEIVED APPROXIMATELY 1,200 GIFTS, TOTALING $16.9 MILLION, FOR THESE FUNDS AND PROCESSED OVER 1,600 GRANTS, TOTALING $7.8 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. 911629 725481 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 2012, THE GRANTS PROGRAMS PROVIDED OVER $600,000 TO 70 LOCAL ORGANIZATIONS TO ADDRESS IMPORTANT ISSUES IN JACKSON HOLE, AND 46 LOCAL STUDENTS RECEIVED OVER $100,000 IN SCHOLARSHIPS TO PURSUE THEIR EDUCATIONAL DREAMS. THE FOUNDATION ALSO OFFERS A YOUTH PHILANTHROPY PROGRAM TO INTRODUCE HIGH SCHOOL STUDENTS TO PHILANTHROPY AND GRANTMAKING. 62050 8040 13975770 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 37 0 true 8 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 KARLA TESSLER 0.00 0.00 X 0 0 0 RICHARD SPENCER 0.00 0.00 X 0 0 0 MARGOT SNOWDON 0.00 0.00 X 0 0 0 VERONICA SILBERBERG 0.00 0.00 X 0 0 0 ERIKA PEARSALL 0.00 0.00 X 0 0 0 BILL NEWTON 0.00 0.00 X 0 0 0 TOM MULLER 0.00 0.00 X 0 0 0 BRAD MEAD 0.00 0.00 X 0 0 0 GRANT LARSON 0.00 0.00 X 0 0 0 CATHY KEHR 0.00 0.00 X 0 0 0 MERCEDES HUFF 0.00 0.00 X 0 0 0 BILL HOGLUND 0.00 0.00 X 0 0 0 KEN DUNN 0.00 0.00 X 0 0 0 CARINE DUBOIS 0.00 0.00 X 0 0 0 DICK COLLISTER 0.00 0.00 X 0 0 0 DAVID CARLIN 0.00 0.00 X 0 0 0 JIM MOSES 0.00 0.00 X 0 0 0 CLAY GEITTMANN 2.00 0.00 X 0 0 0 JIM AUGE 2.00 0.00 X 0 0 0 PETE LAWTON 2.00 0.00 X 0 0 0 BILL WEISS 2.00 0.00 X 0 0 0 KAREN TERRA 2.00 0.00 X 0 0 0 KAREN COLEMAN 50.00 0.00 X 134193 0 10584 KATHARINE CONOVER 50.00 0.00 X 161032 0 16495 SHANNON BROOKS HAMBY 50.00 0.00 X 0 0 0 295225 27079 2 false true false SQUARE ONE CONSTRUCTION SERVICES PO BOX 14270 JACKSON WY 83002 GENERAL CONTRACTOR 233162 CAPITAL GUARDIAN 10 SOUTH DEARBORN STREET SUITE 2544 CHICAGO IL 60603 PROFESSIONAL ADVISOR 139685 2 21877668 8205068 21877668 PROGRAM/REGISTRATION FEES 21859 21859 21859 739776 739776 0 0 0 18080733 17849780 230953 230953 230953 0 0 0 PROJECTOR INCOME 120 120 120 22870376 252932 739776 12545149 12545149 112630 112630 77000 77000 0 322304 267512 45123 9669 0 268365 216837 31664 19864 0 62828 51519 8168 3141 39967 32773 5196 1998 0 6350 6350 21207 21207 0 0 171383 148011 16880 6492 0 129903 95008 34895 15142 12471 1929 742 0 0 99593 81666 12947 4980 0 0 52117 49917 2025 175 0 0 21403 17551 2782 1070 20799 15667 4476 656 PROJECT EXPENSES 43074 43074 LOSS ON ASSETS 43400 35588 5642 2170 MISCELLANEOUS 45930 27138 5996 12796 CONSULTING / PROF SERVICES 91376 85826 4008 1542 87003 60433 23947 2623 14276923 13975770 198340 102813 X 0 2088583 7454320 260000 280000 315 0 0 0 1840000 0 4800 0 1603892 84482 1289958 1519410 24114101 27509962 270515 350165 0 0 328098 319468 28356370 39273325 94129 132197 44250 594779 138379 726976 X 27957991 36426349 260000 2120000 28217991 38546349 28356370 39273325 X 8593453 1629638 105267 X false true X true false X 14558167 11516201 14728403 13173975 21899527 75876273 0 0 14558167 11516201 14728403 13173975 21899527 75876273 10891742 64984531 1208314 629380 655474 667775 739776 3900719 0 0 79776992 0.81460 0.83200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110 8 13050738 306781 5932054 318789 23390416 503584 true true 10115647 747064 1216068 271007 129648 11678124 10865528 474757 -732118 359769 132751 10115647 9475996 611814 1057822 157156 122948 10865528 7146327 809731 1753982 128700 105344 9475996 9488572 115553 -2061874 286365 109559 7146327 1.00000 false false false 600000 600000 870467 10881 859586 133425 73601 59824 1519410 1% INTEREST IN EDJ INVESTMENTS LLC 79650 C 102.52 UNITS EDJ 90515 C 23856932 1414841 40548 1455389 22401543 468833 468833 22870376 14043243 48191 48191 13995052 281871 281871 14276923 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AGENCY ENDOWMENT / DD GRANTS $269057 AGENCY ENDOWMENT / DD OTHER EXPENSES $12814 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S DONOR DIRECTED/ADMIN GRANTS $47650 DONOR DIRECTED/ADMIN INVESTMENT EXPENSE $541 Part XI, Line 4b Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AGENCY ENDOWMENT / DD CONTRIBUTIONS $394375 AGENCY ENDOWMENT / DD DIVIDENDS $60148 AGENCY ENDOWMENT / DD INTEREST $322 AGENCY ENDOWMENT / DD REALIZED GAIN/LOSS $13988 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 DONOR DIRECTED/ADMIN FUND INTEREST/GAINS $270 DONOR DIRECTED / DONOR ADM CONTRIBUTIONS $29375 AGENCY ENDOWMENT / DD ADMIN FEE $10903 Part V, Line 4 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. true SUB-SAHARAN AFRICA 0 0 GRANTS 77000 77000 77000 SUB-SAHARAN AFR GENERAL SUPPORT 60000 WIRE TRNSFR SUB-SAHARAN AFR BLDGS & OPER 17000 WIRE TRNSFR 2 false false false false false false Grantmaker's Description of How Grants are Used in Foreign Country 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 10817136 0 184 0 STUDENT SCHOLARSHIPS FOR COLLEGES AND UNIVERSITIES 45 98300 STUDENT SCHLRSHPS-PRFSL LICENS 1 6830 INDIVIDUAL ACHIEVEMENT AWARDS 7 7500 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 KATHARINE CONOVER 136000 25032 6601 9894 177527 X 70 6125418 FMV DAY RECVD X 1 79650 FMV DAY RECVD X 13 NOMINAL VALUE X NOTE RECEIVABLE 1 2000000 FACE VALUE X SUPPLIES/EQUIP 26 NOMINAL VALUE false true 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 XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases RECLASSIFICATION PER DONOR INTENT = $105267 Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 15b 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 12c 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 CONFICLTS RECUSE THEMSELVSES WHEN NECESSARY, WITH SUCH ACTION NOTED IN MEETING MINUTES. Form 990, Part VI, Line 11b 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 2 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 III, Line 4d 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 2012, APPROXIMATELY 200 PARTICIPANTS ATTENDED CLASSES OR WORKSHOPS OFFERED BY THE FOUNDATION, AND 84 ORGANIZATIONS PARTICIPATED IN TWO BREAKFAST CLUB NETWORKING MEETINGS. VOLUNTEER JACKSON HOLE SERVED OVER 400 VOLUNTEERS AND 30 AGENCIES DURING 2012. THE LIST-SERVE IS USED BY APPROXIMATELY 800 SUBSCRIBERS. NEWTON FOUNDATION PO BOX 14670 JACKSON WY 83002 966470560 SUPPORTING ORGANIZATION - GRANT MAKING WY 501(c)(3) 509(a)(3)-III N/A false 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 false false true false false false false false false false false false false true true false false false false NEWTON FOUNDATION c 1010000 COST COMMUNITY FOUNDATION DONOR DIRECTED FUND o 693464 COST COMMUNITY FOUNDATION DONOR DIRECTED FUND n 84196 COST