JOSEPHINE COUNTY EDUCATIONAL FUND INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE COUNTY EDUCATIONAL FUND INC (EIN 93-6041252)
- Tax period
- 2012-03-01 to 2013-02-28
- Filed
- 2013-11-25
- IRS object ID
- 201333299349300713
- 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 | 2013-11-25T12:13:21-06:00 | Timestamp |
| Tax Period End Date | 2013-02-28 | 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 | 2012-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936041252 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Josephine County Educational Fund Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 5414767312 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 908 | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 975280076 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RP Busch | Name |
| Title | Sec-Treasurer | Title |
| Phone | 5414767312 | Phone |
| Date Signed | 2013-11-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
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 | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RP Busch | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 782 NE Wharton Drive | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 97526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 648515 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | Domestic Non Profit Organization | TypeOfOrgOtherDescription |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | To provide educational support to the current and former students of Grants Pass High School and the community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1371382 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 531201 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1880 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 82370 | InvestmentIncomePriorYear |
| Investment Income Current Year | 117314 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1455632 | TotalRevenuePriorYear |
| Total Revenue Current Year | 648515 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 135843 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 197927 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14253 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35766 | OtherExpensePriorYear |
| Other Expenses Current Year | 34774 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 171609 | TotalExpensesPriorYear |
| Total Expenses Current Year | 246954 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1284023 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 401561 | RevenuesLessExpensesCY |
| Total Assets BOY | 3017090 | TotalAssetsBOY |
| Total Assets EOY | 3591512 | TotalAssetsEOY |
| Total Liabilities BOY | 205968 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 165471 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2811122 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3426041 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To provide educational support to the current and former students of Grants Pass High School and the community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 156894 | Expense |
| Grants | 130727 | Grants |
| Description | Scholarships for tuition, and grants for supplies and/or books awarded to 199 and 199 high school students respectively. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 47000 | Expense |
| Grants | 47000 | Grants |
| Description | Educational grants for the College Dreams program administered by the Grants Pass Family YMCA. The program offers counseling and mentoring for at-risk students to provide the incentive to stay in high school and make college a realistic possiblity. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17063 | Expense |
| Description | Support for current and former students of Grants Pass High School through a drug-free and alcohol-free graduation celebration, and class reunions. Support for the community at large by funding equipment for the local performing arts center and grants supporting local organizations | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20200 | Expense |
| Grants | 20200 | Grants |
| Description | Support of local schools through music program and other grants. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 20200 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 20200 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 241157 | 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 | 1 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | RP Busch Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5414764312 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 782 NE Wharton Dr | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 97526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Jack Davis | ||||||
| President | 2.00 | X | X | 0 | 0 | 0 |
| RP Busch | ||||||
| Sec-Treasurer | 4.00 | X | X | 0 | 0 | 0 |
| Van Granger | ||||||
| Vice-President | 2.00 | X | X | 0 | 0 | 0 |
| Sean Ward | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Chris Cauble | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Judith Drummond | ||||||
| Director | 1.00 | 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 | |
| Jim Savard | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Aaron Ausland | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Constance Palaia-Marr | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Kara Olmo | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | 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 | 531201 | AllOtherContributions |
| Total Contributions | 531201 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117314 | TotalRevenueColumn |
| Exclusion | $117,314 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 648515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $117,314 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67200 | Total |
| Program Services | 67200 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130727 | Total |
| Program Services | 130727 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12922 | Total |
| Program Services | 12922 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1331 | Total |
| Program Services | 1331 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21 | Total |
| Management And General | 21 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750 | Total |
| Management And General | 750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500 | Total |
| Program Services | 1500 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9081 | Total |
| Program Services | 9081 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3041 | Total |
| Program Services | 993 | ProgramServices |
| Management And General | 2048 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423 | Total |
| Management And General | 423 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1746 | Total |
| Management And General | 1746 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Project expenditures | 17063 | 17063 | |
| State fees | 591 | 591 | |
| Telephone | 340 | 340 | |
| Bank fees | 148 | 148 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70 | Total |
| Management And General | 70 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246954 | Total |
| Program Services | 241157 | ProgramServices |
| Management And General | 5797 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714 | BOY |
| EOY | 27980 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98540 | BOY |
| EOY | 16286 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 4000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2912836 | BOY |
| EOY | 3543246 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3017090 | BOY |
| EOY | 3591512 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 471 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205968 | BOY |
| EOY | 165000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205968 | BOY |
| EOY | 165471 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158851 | BOY |
| EOY | 142093 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2189322 | BOY |
| EOY | 2808782 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462949 | BOY |
| EOY | 475166 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2811122 | BOY |
| EOY | 3426041 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3017090 | BOY |
| EOY | 3591512 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 401561 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 213358 | ReconciliationUnrealizedInvest |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219011 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 368324 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94081 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1371382 | CurrentTaxYearMinus1Year |
| Current Tax Year | 531201 | CurrentTaxYear |
| Total | 2583999 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 1800 | CurrentTaxYearMinus1Year |
| Total | 10120 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 221871 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 373784 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94081 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1373182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 531201 | CurrentTaxYear |
| Total | 2594119 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 62147 | CurrentTaxYearMinus1Year |
| Total | 62147 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 62147 | CurrentTaxYearMinus1Year |
| Total | 62147 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2531972 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52632 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57229 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117314 | CurrentTaxYear |
| Total | 360652 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52632 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57229 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117314 | CurrentTaxYear |
| Total | 360652 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 272978 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 426416 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 151310 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1455552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 648515 | CurrentTaxYear |
| Total | 2954771 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85690 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86380 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.12210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.11250 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 462949 | BeginningOfYearBalance |
| Contributions | 12217 | Contributions |
| End Of Year Balance | 475166 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 462399 | BeginningOfYearBalance |
| Contributions | 1450 | Contributions |
| End Of Year Balance | 462949 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 452899 | BeginningOfYearBalance |
| Contributions | 8600 | Contributions |
| End Of Year Balance | 462399 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 444899 | BeginningOfYearBalance |
| Contributions | 8000 | Contributions |
| End Of Year Balance | 452899 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 436899 | BeginningOfYearBalance |
| Contributions | 8000 | Contributions |
| End Of Year Balance | 444899 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Publicly traded mutual funds | Description |
| Book Value | 3543246 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3543246 | TotalOfBookValueSecurities |
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 | Investment returns used to fund program expenditures including scholarships and grants to local individuals and organizations. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| College Dreams | |||||||
| PO Box 908 | Grants Pass | OR | 97528 | 263161884 | 501(c)(3) | 47000 | Program expenditures |
| St Anne Catholic School | |||||||
| 1131 NE 10th St | Grants Pass | OR | 97526 | 930502586 | 501(c)(3) | 3000 | Program expenditures |
| Three Rivers School District | |||||||
| PO Box 160 | Murphy | OR | 97533 | 936000541 | 501(c)(3) | 14500 | Program expenditures |
| Grants Pass School District 7 | |||||||
| 725 NE Dean Drive | Grants Pass | OR | 97526 | 936000542 | 501(c)(3) | 1200 | Program expenditures |
| Illinois Valley High School-Three Rivers SD | |||||||
| PO Box 160 | Murphy | OR | 97533 | 936000541 | 501(c)(3) | 1500 | Program expenditures |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships are generally paid directly to the school, otherwise a receipt for books or tuition is required prior to disbursement. | TypeOfGrant |
| Number Of Recipients | 398 | NumberOfRecipients |
| Amount Of Cash Grant | 130727 | AmountOfCashGrant |
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: The GPHS Foundation works very closely with the local school districts and requires written request for disbursement of funds indicating the amount and purpose. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Thomas Drummond and Judith Drummond, both are directors and are married to each other. |
| Form 990, Part VI, Section A, line 8b | Scholarship committee presents it's results to the board of directors, but the decisions of the committee are not acted upon by the full board. Notes of the meetings of the scholarship committee are not regularly recorded. |
| Form 990, Part VI, Section B, line 11 | Form 990 reviewed at board meeting prior to filing. |
| Form 990, Part VI, Section B, line 12c | Organization requires board members to review and sign conflict of interest policy statement annually. |
| The organization currently has one part time paid position. No board members or officers are paid compensation. | |
| Form 990, Part VI, Section C, line 19 | Financial statements are made available to the public on request. |