FOUR WAY COMMUNITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FOUR WAY COMMUNITY FOUNDATION (EIN 51-0173092)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-08-27
- IRS object ID
- 201312399349300116
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-27T11:05:43-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200461947 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA HARELSON CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1537 | AddressLine1 |
| City | GRANTS PASS | City |
| State | OR | State |
| ZIP Code | 97528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510173092 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Four Way Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUR | NameControl |
| Phone | 5414799775 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 652 | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 97528 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Murphy | Name |
| Title | Exec Director | Title |
| Phone | 5412268968 | Phone |
| Date Signed | 2013-08-21 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia Harelson | Name |
| PTIN | P00732523 | PTIN |
| Phone | 5414799775 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael Murphy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 NE 10th St | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 97526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2073388 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 138874 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 331436 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 70462 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 167878 | InvestmentIncomePriorYear |
| Investment Income Current Year | 379157 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2795 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12845 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 502109 | TotalRevenuePriorYear |
| Total Revenue Current Year | 462464 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 285011 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 291847 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22722 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22554 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5912 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 62383 | OtherExpensePriorYear |
| Other Expenses Current Year | 68530 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 370116 | TotalExpensesPriorYear |
| Total Expenses Current Year | 382931 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 131993 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 79533 | RevenuesLessExpensesCY |
| Total Assets BOY | 4335334 | TotalAssetsBOY |
| Total Assets EOY | 4398117 | TotalAssetsEOY |
| Total Liabilities BOY | 42043 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25293 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4293291 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4372824 | NetAssetsOrFundBalancesEOY |
| Mission Description | Support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 363840 | Expense |
| Grants | 291847 | Grants |
| Description | Grants made to charitable organizations for the benefit of residents of Josephine and Western Jackson counties in the State of Oregon | Description |
| Total Program Service Expense | 363840 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cynthia Harelson CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5414799775 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 NW A Street | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 97526 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Midge Renton | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Margaret Bradford | ||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X |
| Jennifer Phillippi | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Debbie Brownell | ||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | X |
| Susan Cohen | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Mike Peil | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| Chuck Potter | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Jann Taylor | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Richard Adams | ||||||
| President | 3.00 | X | 0 | 0 | 0 | X |
| Todd Thompson | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Mike Murphy | ||||||
| Executive Director | 5.00 | X | 20000 | 0 | 0 | X |
| Ranee Niedermeyer | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Steve Roe | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 20000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 70462 | AllOtherContributions |
| Total Contributions | 70462 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138874 | TotalRevenueColumn |
| Unrelated Business Revenue | 138874 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1851207 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1610924 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 240283 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 240283 | TotalRevenueColumn |
| Exclusion | $240,283 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Returned Grants | 900099 | 10000 | 10000 |
| Community Celebration | 900099 | 2845 | 2845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12845 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 462464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12845 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 138874 | UnrelatedBusinessRevenue |
| Exclusion | $240,283 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291847 | Total |
| Program Services | 291847 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 10000 | ProgramServices |
| Management And General | 7500 | ManagementAndGeneral |
| Fundraising | 2500 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2554 | Total |
| Program Services | 1277 | ProgramServices |
| Management And General | 958 | ManagementAndGeneral |
| Fundraising | 319 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Program Services | 3000 | ProgramServices |
| Management And General | 2250 | ManagementAndGeneral |
| Fundraising | 750 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36223 | Total |
| Program Services | 36223 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1381 | Total |
| Program Services | 718 | ProgramServices |
| Management And General | 277 | ManagementAndGeneral |
| Fundraising | 386 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Scholarships | 15080 | 15080 | ||
| Event expenses-Communit | 3312 | 3312 | ||
| Board insurance | 2190 | 2190 | ||
| Publications-brochures | 1956 | 1956 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2388 | Total |
| Program Services | 2383 | ProgramServices |
| Management And General | 4 | ManagementAndGeneral |
| Fundraising | 1 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382931 | Total |
| Program Services | 363840 | ProgramServices |
| Management And General | 13179 | ManagementAndGeneral |
| Fundraising | 5912 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4629 | BOY |
| EOY | 11934 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57926 | BOY |
| EOY | 46957 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4272779 | BOY |
| EOY | 4339226 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4335334 | BOY |
| EOY | 4398117 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42043 | BOY |
| EOY | 25293 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42043 | BOY |
| EOY | 25293 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1951165 | BOY |
| EOY | 1597899 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1485083 | BOY |
| EOY | 1485083 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 857043 | BOY |
| EOY | 1289842 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4293291 | BOY |
| EOY | 4372824 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4335334 | BOY |
| EOY | 4398117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 79533 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41899 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29058 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109504 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70462 | CurrentTaxYear |
| Total | 272090 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41899 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29058 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109504 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70462 | CurrentTaxYear |
| Total | 272090 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 59265 | AmountsSubstContributorsTotal |
| Public Support Total170 | 212825 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 105107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126755 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138874 | CurrentTaxYear |
| Total | 695358 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 967448 | TotalSupport |
| Gross Receipts From Admissions Etc | 12365 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.22000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.21900 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | The organization is currently workin on expanding it's outreach to the local community to broaden the public support base and provide additional grants to assist local charitable organizations. This is being accomplished through expanded public relations programs and direct mail campaigns. Because of the substantial size of the endowment funds and resulting investment revenues it is expected that these changes will take several years to bring the public support percentage up to 33-1/3%. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4293291 | BeginningOfYearBalance |
| Contributions | 70462 | Contributions |
| Investment Earnings Or Losses | 392003 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 306927 | GrantsOrScholarships |
| Other Expenditures | 56913 | OtherExpenditures |
| Administrative Expenses | 19092 | AdministrativeExpenses |
| End Of Year Balance | 4372824 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4161303 | BeginningOfYearBalance |
| Contributions | 320256 | Contributions |
| Investment Earnings Or Losses | 181853 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 285011 | GrantsOrScholarships |
| Other Expenditures | 69449 | OtherExpenditures |
| Administrative Expenses | 15661 | AdministrativeExpenses |
| End Of Year Balance | 4293291 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3313142 | BeginningOfYearBalance |
| Contributions | 846975 | Contributions |
| Investment Earnings Or Losses | 300074 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 232552 | GrantsOrScholarships |
| Administrative Expenses | 66337 | AdministrativeExpenses |
| End Of Year Balance | 4161303 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3267714 | BeginningOfYearBalance |
| Contributions | 29058 | Contributions |
| Investment Earnings Or Losses | 304931 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 255235 | GrantsOrScholarships |
| Administrative Expenses | 33326 | AdministrativeExpenses |
| End Of Year Balance | 3313142 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3836257 | BeginningOfYearBalance |
| Contributions | 17493 | Contributions |
| Investment Earnings Or Losses | 128163 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 222670 | GrantsOrScholarships |
| Administrative Expenses | 27127 | AdministrativeExpenses |
| End Of Year Balance | 3267714 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.50220 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.29490 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20290 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Intended Use of Endowment Funds: | Identifier |
| Return Reference | Part V, Line 4: | ReturnReference |
| Explanation | Endowment funds are restricted to being used for the support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (56 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Boys & Girls Clubs of the Rogue Valley | |||||||
| 203 SE 9th St | Grants Pass | OR | 97526 | 930588108 | 501(c)(3) | 8946 | Program |
| Grants Pass & Josephine County Chamber of Commerce Foundation | |||||||
| 1995 NW Vine Street | Grants Pass | OR | 97526 | 931320805 | 501(c)(3) | 3500 | Equipment acquisition |
| Selma Community & Education Center | |||||||
| PO Box 844 | Selma | OR | 97538 | 731671414 | 501(c)(3) | 5000 | Facility improvement |
| Grants Pass Family YMCA | |||||||
| PO Box 5439 | Grants Pass | OR | 97528 | 930848122 | 501(c)(3) | 9696 | Operations & capital improvements |
| Gospel Rescue Mission | |||||||
| 530 SW Foundry | Grants Pass | OR | 97526 | 930829653 | 501(c)(3) | 7450 | Capital improvement |
| Helpline | |||||||
| 714 NW A Street Room 216 | Grants Pass | OR | 97526 | 930714467 | 501(c)(3) | 2196 | Operations |
| Illinois Valley Family Coalition | |||||||
| 535 East River Street | Cave Junction | OR | 97523 | 931136024 | 501(c)(3) | 2000 | Facility improvement |
| UCAN | |||||||
| 280 Kenneth Ford Drive | Roseburg | OR | 97470 | 930587136 | 501(c)(3) | 4000 | Property improvement & operations |
| SPCA of Josephine Co | |||||||
| PO Box 5045 | Grants Pass | OR | 97528 | 930972035 | 501(c)(3) | 9044 | Operations |
| Josephine County Historical Society | |||||||
| 512 SW 5th St | Grants Pass | OR | 97526 | 936015456 | 501(c)(3) | 24863 | Operations |
| Rogue River Mural Society | |||||||
| PO Box 546 | Rogue River | OR | 97537 | 270280488 | 501(c)(3) | 1000 | Program expenditures-community improvement |
| Rogue River Community Center | |||||||
| 211 Pine Street | Rogue River | OR | 97537 | 930780300 | 501(c)(3) | 180 | Operations |
| Josephine County Search and Rescue | |||||||
| PO Box 814 | Grants Pass | OR | 97528 | 311082256 | 501(c)(3) | 2197 | Operations |
| NVHS-Three Rivers School District | |||||||
| 6741 Monument Dr | Grants Pass | OR | 97526 | 936000541 | 501(c)(3) | 7000 | Facility improvement |
| Oregon Parent Center | |||||||
| 253 Main Street | Wolf Creek | OR | 97497 | 931290687 | 501(c)(3) | 3500 | Facility improvement |
| Parkside Elementary PTA | |||||||
| 735 SW Wagner Meadows | Grants Pass | OR | 97526 | 481268637 | 501(c)(3) | 5000 | Equipment acquisition |
| Southern Oregon Aspire Inc | |||||||
| 1990 NW Washington Blvd | Grants Pass | OR | 97526 | 930654596 | 501(c)(3) | 16890 | Program |
| Barnstormers Theatre | |||||||
| 112 NE Evelyn | Grants Pass | OR | 97526 | 936040643 | 501(c)(3) | 4677 | Equipment Acquisition |
| Pregnancy Care Center | |||||||
| 714 SE 8th Street | Grants Pass | OR | 97527 | 931025665 | 501(c)(3) | 2550 | Equipment acquisition |
| ROC Food Pantry | |||||||
| PO Box 2004 | Grants Pass | OR | 97528 | 271447732 | 501(c)(3) | 5000 | Facility improvement |
| Childrens Advocacy of Josephine County | |||||||
| 304 NW D Street | Grants Pass | OR | 97526 | 454041297 | 501(c)(3) | 2700 | Facility improvement |
| Rogue Valley Humane Society | |||||||
| PO Box 951 | Grants Pass | OR | 97528 | 930558872 | 501(c)(3) | 11844 | Program, operations & equipment |
| Women's Crisis Support Team | |||||||
| 560 NE F Street Suite A | Grants Pass | OR | 97526 | 930763734 | 501(c)(3) | 6997 | Capital acquisition & operations |
| Grants Pass Museum of Art | |||||||
| PO Box 966 | Grants Pass | OR | 97528 | 930745985 | 501(c)(3) | 7500 | Facility improvements |
| Siskiyou Mountain Club | |||||||
| 280 Hargadine Street Apt 2 | Ashland | OR | 97520 | 273418419 | 501(c)(3) | 2780 | Equipment acquisition |
| Siskiyou Field Institute | |||||||
| PO Box 207 | Selma | OR | 97538 | 201285400 | 501(c)(3) | 5000 | Facility improvement |
| Grants Pass Tennis Sports Complex | |||||||
| 330 Humberd Lane | Grants Pass | OR | 97527 | 271584229 | 501(c)(3) | 7500 | Operations |
| Josephine Community Libraries Inc | |||||||
| PO Box 1694 | Grants Pass | OR | 97528 | 261114708 | 501(c)(3) | 7197 | Operations & facility improvement |
| Kairos Northwest | |||||||
| 715 SW Ramsey Ave | Grants Pass | OR | 97527 | 930686923 | 501(c)(3) | 5000 | Equipment acquisition |
| Kerbyville Museum Board | |||||||
| PO Box 3003 | Kerby | OR | 97531 | 931261172 | 501(c)(3) | 1000 | Facility improvement |
| Lincoln Elementary School PTA | |||||||
| 1132 NE 10th St | Grants Pass | OR | 97526 | 481268637 | 501(c)(3) | 4500 | Facility Improvement |
| St Vincent DePaul | |||||||
| 132 SE H Street | Grants Pass | OR | 97526 | 930748910 | 501(c)(3) | 3000 | Equipment acquisition |
| Lovejoy Hospice | |||||||
| 939 SE 8th ST | Grants Pass | OR | 97526 | 930668563 | 501(c)(3) | 10000 | Equipment Acquisition |
| Vineyard Christian School | |||||||
| 275 Potts Way | Grants Pass | OR | 97526 | 930599596 | 501(c)(3) | 2600 | Equipment Acquisition |
| Habitat for Humanity | |||||||
| PO Box 2267 | Grants Pass | OR | 97528 | 931097559 | 501(c)(3) | 4600 | Equipment Acquisition |
| Handicap Awareness and Support League | |||||||
| 1252 Redwood Ave | Grants Pass | OR | 97527 | 943036846 | 501(c)(3) | 2500 | Equipment Acquisition |
| Heartland Dance | |||||||
| 2271 Demary Drive | Grants Pass | OR | 97527 | 501(c)(3) | 1500 | Facility improvement | |
| Greenleaf Industires | |||||||
| 1630 Williams Hwy | Grants Pass | OR | 97527 | 930767381 | 501(c)(3) | 7150 | Capital acquisition & operations |
| Healing Hearts & Hooves | |||||||
| 441 Holland Loop | Cave Junction | OR | 97523 | 271902356 | 501(c)(3) | 5000 | Equipment Acquisition |
| Southern Oregon ESD | |||||||
| 1021 Highland Ave | Grants Pass | OR | 97526 | 936008718 | 501(c)(3) | 7000 | Facility acquisiton/improvement |
| Debbs Potts Foundation | |||||||
| PO Box 324 | Merlin | OR | 97532 | 841662316 | 501(c)(3) | 750 | Equipment acquisition |
| Special Olympics | |||||||
| PO Box 1287 | Grants Pass | OR | 97528 | 930752969 | 501(c)(3) | 1455 | Operations |
| Rogue Valley Young Marines | |||||||
| PO Box 1361 | Merlin | OR | 97532 | 382346425 | 501(c)(3) | 3500 | Facility improvement |
| Illinois Valley Community Development Organization | |||||||
| PO Box 1824 | Cave Junction | OR | 97523 | 931154155 | 501(c)(3) | 8000 | Operations |
| Siskiyou Smokejumper Museum | |||||||
| 412 Airport Drive | Cave Junction | OR | 97523 | 204274096 | 501(c)(3) | 2000 | Operations |
| Faith House | |||||||
| 220 NW A St | Grants Pass | OR | 97526 | 911793864 | 501(c)(3) | 3000 | Facility improvement |
| Merlin Community Park | |||||||
| PO box 412 | Merlin | OR | 97532 | 931034687 | 501(c)(3) | 2500 | Facility improvement |
| Options of Southern Oregon | |||||||
| 1215 SW G St | Grants Pass | OR | 97526 | 930804385 | 501(c)(3) | 7500 | Equipment acquisition |
| Rogue River Rats | |||||||
| 12303 Galice Road | Merlin | OR | 97532 | 263242553 | 501(c)(3) | 1950 | Equipment acquisition |
| Rogue River School District | |||||||
| PO Box 1045 | Rogue River | OR | 97537 | 936000515 | Public School | 10435 | Facility improvement |
| Sanctuary One | |||||||
| 13195 Upper Applegate Rd | Jacksonville | OR | 97530 | 208982518 | 501(c)(3) | 1000 | Equipment acquisition |
| Sunny Wolf Youth Services Inc | |||||||
| PO Box 233 | Wolf Creek | OR | 97497 | 371498905 | 501(c)(3) | 4500 | Facility improvement |
| Three Rivers School District | |||||||
| PO Box 160 | Murphy | OR | 97533 | 936000541 | Public School | 6400 | Equipment Acquisition |
| Wolf Creek Civic League | |||||||
| PO Box 244 | Wolf Creek | OR | 97497 | 931180770 | 501(c)(3) | 3800 | Equipment Acquisition |
| St Anne Catholic School | |||||||
| 1131 NE 10th St | Grants Pass | OR | 97526 | 930502586 | Religious Organizati | 3000 | Equipment acquisition |
| College Dreams | |||||||
| 2158 NE Industry Drive | Grants Pass | OR | 97526 | 263161884 | 501(c)(3) | 2000 | Program |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Organization requires report from organization receiving the grant, reporting on the use of the grant. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 8b | No committies exist with authorization to act on behalf of the governing body. All committee actions are reviewed and approved/disapproved by the full board, and all record of such activities are noted in the written record of the full board meeting. |
| Form 990, Part VI, Section B, line 11 | All board members recieved the Form 990 for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Organizations asks board members to review conflict of interest policy every year. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
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