2021-11-15T18:15:14-06:00 2020-12-31 200461947 CYNTHIA HARELSON CPA PC BOX 1537 GRANTS PASS OR 97528 990 2020-01-01 936041252 Josephine County Educational Fund Inc JOSE 5414762196 PO Box 1598 Grants Pass OR 975280076 Sean Ward Sec-Treasurer & Director 5414767218 2021-11-15 1 Sean Ward 999009999 Cynthia Harelson P00732523 5414799775 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X Sean Ward 1507 RJ Drive Grants Pass OR 97526 7144947 0 X jocoeducationalfund.org X 1984 OR The organization provides scholarships and grants to students in schools in Southern Oregon with a focus on Josephine County. 12 11 1 450 0 0 727960 1355532 71 1550 276179 450808 3560 4184 1007770 1812074 373194 447793 0 0 80043 91370 0 0 23504 29094 105402 482331 644565 525439 1167509 6460894 8517413 3254 3297 6457640 8514116 X Josephine County Educational Fund provides scholarships and grants to students in schools throughout Southern Oregon with a focus on Josephine County. Awards are based on demonstrated leadership and co-curricular activities, academics and need, and are funded by donations for individuals, businesses, service clubs and class alumni. 0 0 466213 325009 1550 The foundation administers charitable funds and issues grants/scholarships from those funds for educational and charitable purposes, primarily in Josephine County in the State of Oregon. Scholarships for tuition, and grants for supplies and/or books awarded to 210 local high school students. 137828 122784 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. 604041 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 OR X X Company 5414764312 2158 Industry Drive Grants Pass OR 97526 Jack Davis President 2.00 X X 0 0 0 Sean Ward Sec-Treasurer & Director 1.00 X X 0 0 0 Judith Drummond Vice President & Director 1.00 X X 0 0 0 Thomas Drummond Director 1.00 X 0 0 0 William Flaming Director 1.00 X 0 0 0 Coleen Moore Director 1.00 X 0 0 0 Constance Palaia-Marr Director 1.00 X 0 0 0 Brandon Bretl Director 1.00 X 0 0 0 Holly Preslar Director 1.00 X 0 0 0 Jennifer Esmay Director 1.00 X 0 0 0 Tripp Androy Director 1.00 X 0 0 0 Quin Collins Pehrson Executive Director 40.00 X 77362 0 7566 77362 0 7566 0 0 0 0 0 1355532 12360 1355532 Fund Administration Fees 561000 1550 1550 1550 135456 135456 5635865 5320513 315352 315352 315352 16544 12360 4184 4184 1812074 1550 0 454992 122784 122784 325009 325009 84928 63697 10616 10615 6442 4832 805 805 1800 1800 48590 48590 8801 6600 227 1974 1783 892 446 445 13338 10005 3333 260 130 130 1569 785 784 1822 1822 Project expenditures 15044 15044 Web page 10332 5166 5166 State fees 1050 1050 Telephone 702 351 176 175 311 156 78 77 644565 604041 17020 23504 113887 19279 992078 995764 67500 57500 5287429 7444804 0 66 6460894 8517413 3254 3297 3254 3297 X 76503 119223 6381137 8394893 6457640 8514116 6460894 8517413 X 1167509 873467 15500 X 0 0 0 X 477564 485958 767683 727960 1355532 3814697 477564 485958 767683 727960 1355532 3814697 90819 3723878 173156 215336 128140 174973 139910 831515 160 3560 4184 7904 70 71 141 4654257 0.80010 0.73950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2341686 271113 440557 82671 2970685 1959923 175042 262432 55711 2341686 1954234 5689 1959923 1906947 47287 1954234 1711920 195027 1906947 1.00000 0 0 0 Part V, Line 4: Investment returns on endowment funds used to fund program expenditures including scholarships and grants to local individuals and organizations. Will-a-thon 12150 12150 12150 2 4394 4394 210 16544 16544 12360 12360 4184 1 Academic Masters 725 NE Dean Dr Grants Pass OR 97526 421595372 501(C)(3) 17000 Operations Tinkerbell Parent Co-Op Preschool 576 NE E Street Grants Pass OR 97526 930608854 501(C)(3) 6000 Operations Siskiyou Community Health 1701 NW Hawthorne Ave Grants Pass OR 97526 930628804 501(C)(3) 40000 Operations Family Nuturing Center 212 North Oakdale Medford OR 97501 161726574 501(C)(3) 40000 Operations Scholarships are generally paid directly to the school, otherwise a receipt for books or tuition is required prior to disbursement. 325009 Part I, Line 2: 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. 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 A, line 8b Scholarship committees present their results and recommendations to the board of directors who reviews and approves or rejects the recommendations. Notes of the meetings of the scholarship committee are not regularly recorded. These committees are not authorized to act on behalf of the board. 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. Form 990, Part XI, line 9: PPP Loan 15,500.