JOSEPHINE COUNTY EDUCATIONAL FUND INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE COUNTY EDUCATIONAL FUND INC (EIN 93-6041252)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349327795
- 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 | 2022-11-15T17:44:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200461947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA HARELSON CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1537 | AddressLine1Txt |
| City | GRANTS PASS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936041252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Josephine County Educational Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5414762196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1598 | AddressLine1Txt |
| City | Grants Pass | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975280076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sean Ward | PersonNm |
| Person Title | Treasurer & Director | PersonTitleTxt |
| Phone | 5414767218 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sean | PersonFirstNm |
| Person Last | Ward | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Harelson | PreparerPersonNm |
| PTIN | P00732523 | PTIN |
| Phone | 5414799775 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sean Ward | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1507 RJ Drive | AddressLine1Txt |
| City | Grants Pass | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,744,848 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | jocoeducationalfund.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Create a legacy of educational philanthropy in Southern Oregon. Provide grants and scholarships to students, schools and youth serving organizations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,355,532 | PYContributionsGrantsAmt |
| CY Contributions Grants | $688,680 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,550 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,329 | CYProgramServiceRevenueAmt |
| PY Investment Income | $450,808 | PYInvestmentIncomeAmt |
| CY Investment Income | $711,957 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,184 | PYOtherRevenueAmt |
| CY Other Revenue | $22,531 | CYOtherRevenueAmt |
| PY Total Revenue | $1,812,074 | PYTotalRevenueAmt |
| CY Total Revenue | $1,426,497 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $447,793 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $732,903 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $91,370 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $104,531 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,857 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $105,402 | PYOtherExpensesAmt |
| CY Other Expenses | $137,181 | CYOtherExpensesAmt |
| PY Total Expenses | $644,565 | PYTotalExpensesAmt |
| CY Total Expenses | $974,615 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,167,509 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $451,882 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,517,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,452,505 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,474 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,514,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,446,031 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Josephine County Educational Fund works with individuals, families, organizations and businesses to build a better future for Southern Oregon students, schools and community. The foundation administers charitable funds, providing grants and scholarships to students, schools and community-based organizations. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $920,928 | ExpenseAmt |
| Grant | $732,903 | GrantAmt |
| Revenue | $3,329 | RevenueAmt |
| Desc | The foundation administers charitable funds and issues grants/scholarships from those funds for educational and charitable purposes, primarily in Southern Oregon. Scholarships for tuition, and grants for supplies and/or books awarded to more than 500 local students annually. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,260 | ExpenseAmt |
| Desc | Support for current and former students of local high schools through a drug-free and alcohol-free graduation celebration, and class reunions. Support for the community at large and grants supporting local organizations and schools. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $929,188 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414764312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2158 Industry Drive | AddressLine1Txt |
| City | Grants Pass | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97526 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Jack Davis | ||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sean Ward | ||||||
| Treasurer & Director | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Judith Drummond | ||||||
| Secretary & Director | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Thomas Drummond | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William Flaming | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Coleen Moore | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Constance Palaia-Marr | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brandon Bretl | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Holly Preslar | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Esmay | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tripp Androy | ||||||
| Vice President & Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brenda Aguilera | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Quin Collins Pehrson | ||||||
| Executive Director | 40.00 | Yes (X) | $85,193 | $0 | $11,826 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $85,193 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,826 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,008 | GovernmentGrantsAmt |
| All Other Contributions | $687,672 | AllOtherContributionsAmt |
| Total Contributions | $688,680 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fund Administration Fees | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $3,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,329 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,329 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,125 | TotalRevenueColumnAmt |
| Exclusion | $140,125 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,890,183 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,318,351 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $571,832 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $571,832 | TotalRevenueColumnAmt |
| Exclusion | $571,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,531 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,531 | TotalRevenueColumnAmt |
| Exclusion | $22,531 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,426,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,329 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $734,488 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,203 | TotalAmt |
| Program Services | $128,203 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,700 | TotalAmt |
| Program Services | $604,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,019 | TotalAmt |
| Program Services | $72,765 | ProgramServicesAmt |
| Management And General | $12,128 | ManagementAndGeneralAmt |
| Fundraising | $12,126 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,512 | TotalAmt |
| Program Services | $5,634 | ProgramServicesAmt |
| Management And General | $939 | ManagementAndGeneralAmt |
| Fundraising | $939 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050 | TotalAmt |
| Program Services | $150 | ProgramServicesAmt |
| Management And General | $1,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,208 | TotalAmt |
| Program Services | $83,208 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,079 | TotalAmt |
| Program Services | $9,765 | ProgramServicesAmt |
| Management And General | $3,155 | ManagementAndGeneralAmt |
| Fundraising | $4,159 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Program Services | $25 | ProgramServicesAmt |
| Management And General | $13 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,488 | TotalAmt |
| Program Services | $13,866 | ProgramServicesAmt |
| Fundraising | $4,622 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015 | TotalAmt |
| Program Services | $1,008 | ProgramServicesAmt |
| Fundraising | $1,007 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776 | TotalAmt |
| Program Services | $388 | ProgramServicesAmt |
| Fundraising | $388 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832 | TotalAmt |
| Program Services | $129 | ProgramServicesAmt |
| Management And General | $1,639 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Project expenditures | $8,261 | $8,261 | ||
| State fees | $1,301 | $25 | $1,264 | $12 |
| Telephone | $698 | $349 | $175 | $174 |
| Web page | $644 | $322 | $161 | $161 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779 | TotalAmt |
| Program Services | $390 | ProgramServicesAmt |
| Management And General | $196 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,615 | TotalAmt |
| Program Services | $929,188 | ProgramServicesAmt |
| Management And General | $21,570 | ManagementAndGeneralAmt |
| Fundraising | $23,857 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,279 | BOYAmt |
| EOY | $140,813 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,764 | BOYAmt |
| EOY | $780,675 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,500 | BOYAmt |
| EOY | $43,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,444,804 | BOYAmt |
| EOY | $8,488,017 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,517,413 | BOYAmt |
| EOY | $9,452,505 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,297 | BOYAmt |
| EOY | $6,474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,297 | BOYAmt |
| EOY | $6,474 | 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 | $119,223 | BOYAmt |
| EOY | $152,093 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,394,893 | BOYAmt |
| EOY | $9,293,938 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,514,116 | BOYAmt |
| EOY | $9,446,031 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,517,413 | BOYAmt |
| EOY | $9,452,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $451,882 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $480,413 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$380 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $485,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $767,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $727,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,355,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $688,680 | CurrentTaxYearAmt |
| Total | $4,025,813 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $485,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $767,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $727,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,355,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $688,680 | CurrentTaxYearAmt |
| Total | $4,025,813 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $82,975 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,942,838 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,125 | CurrentTaxYearAmt |
| Total | $794,030 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $3,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,531 | CurrentTaxYearAmt |
| Total | $30,435 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $71 | CurrentTaxYearMinus2YearsAmt |
| Total | $71 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,850,349 | TotalSupportAmt |
| Public Support CY170 | 0.81290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,970,685 | BeginningYearBalanceAmt |
| Contributions | $233,021 | ContributionsAmt |
| Investment Earnings Or Losses | $362,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $107,115 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,459,014 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,341,686 | BeginningYearBalanceAmt |
| Contributions | $271,113 | ContributionsAmt |
| Investment Earnings Or Losses | $440,557 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,671 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,970,685 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,959,923 | BeginningYearBalanceAmt |
| Contributions | $175,042 | ContributionsAmt |
| Investment Earnings Or Losses | $262,432 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,711 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,341,686 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,954,234 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,689 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,959,923 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,906,947 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,287 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,954,234 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | Investment returns on endowment funds used to fund program expenditures including scholarships and grants to local individuals and organizations. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Will-a-thon | Event1Nm |
| Gross Receipts Event1 | $7,450 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $7,450 | GrossRevenueEvent1Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,081 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $15,081 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $22,531 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,531 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $22,531 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Academic Masters | ||||||||
| 725 NE Dean Dr | Grants Pass | OR | 97526 | 421595372 | 501(C)(3) | $12,000 | $0 | Operations |
| Siskiyou Community Health | ||||||||
| 1701 NW Hawthorne Ave | Grants Pass | OR | 97526 | 930628804 | 501(C)(3) | $43,366 | $0 | Operations |
| Community Bridges (At the Well Rogue Valley) | ||||||||
| 229 NE Beacon Drive | Grants Pass | OR | 97526 | 454046196 | 501(C)(3) | $8,400 | $0 | Operations |
| Family Nuturing Center | ||||||||
| 212 North Oakdale | Medford | OR | 97501 | 161726574 | 501(C)(3) | $37,694 | $0 | Operations |
| Sugarloaf Community Association | ||||||||
| PO Box 440 | Williams | OR | 97544 | 931266381 | 501(C)(3) | $10,000 | $0 | Operations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships are generally paid directly to the school, otherwise a receipt for books or tuition is required prior to disbursement. | GrantTypeTxt |
| Recipient | 260 | RecipientCnt |
| Cash Grant | $604,700 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Josephine County Educational Fund, Inc. works very closely with the local school districts and requires written request for disbursement of funds indicating the amount and purpose, as well as proof of enrollment for scholarship disbursement. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Thomas Drummond and Judith Drummond, both are directors and have a familial relationship. |
| Form 990, Part VI, Section B, line 11b | Form 990 reviewed in complete detail by finance committee prior to filing. Public inspection document reviewed by full board at next regular meeting. |
| Form 990, Part VI, Section B, line 12c | Organization requires board members to review and sign conflict of interest policy statement annually. Board members facing a conflict of interest position on a particular issue before the board are required to recuse themselves from voting from that issue. |
| Form 990, Part VI, Section B, line 15 | The finance committee conducts an annual performance review of the executive director and makes a recommendation of the compensation using data on comparable compensation to the board of directors. The board of directors reviews and approves or denies the compensation arrangement. All deliberations and decisions regarding the compensation arrangement are recorded and retained. |
| Form 990, Part VI, Section C, line 19 | Financial statements and policies are made available to the public on request at organization's physical address, and through guidestar.org. |