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Nonprofiteer
← JOSEPHINE COUNTY EDUCATIONAL FUND INC

Form 990 for tax year 2023

Filed by JOSEPHINE COUNTY EDUCATIONAL FUND INC.

Totals

Total revenue
$2,545,780
Total expenses
$1,280,471
Contributions and grants received
$1,824,500
Grants paid
$831,656
Program service revenue
$174,952
Investment income
$525,109
Other revenue
$21,219
Total assets, end of year
$9,996,501
Total liabilities, end of year
$252,771
Net assets or fund balances, end of year
$9,743,730
Program services expenses (Part IX)
$1,219,450
Management and general expenses
$29,237
Fundraising expenses
$31,784
Program service expenses (Part III)
$1,219,450

Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $128,334

  • 1f · All other contributions, gifts and grants

    $1,696,166

  • 1g · Noncash contributions included above

    $54,852

  • 2a · Program service revenue: Administrative fees

    total $161,924 · related or exempt $161,924

  • 2b · Program service revenue: Fees for Service

    total $13,028 · related or exempt $13,028

  • 3 · Investment income

    total $190,485 · excluded $190,485

  • 7a · Gross sales of assets other than inventory

    securities $1,781,558

  • 7b · Less cost or other basis and sales expenses

    securities $1,446,934

  • 7c · Gain or loss

    securities $334,624

  • 7d · Net gain or loss

    total $334,624 · excluded $334,624

  • 8a · Fundraising events: gross income

    $13,550

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $13,550 · excluded $13,550

  • 11a · Other revenue: Checks voided from prior years

    total $7,669 · excluded $7,669

  • 11e · Other revenue, total

    $7,669

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $131,430 · program services $131,430

  • 2 · Grants to domestic individuals

    total $700,226 · program services $700,226

  • 5 · Compensation of officers, directors and key employees

    total $95,381 · program services $71,536 · management and general $11,923 · fundraising $11,922

  • 7 · Other salaries and wages

    total $23,130 · program services $17,348 · management and general $2,891 · fundraising $2,891

  • 10 · Payroll taxes

    total $8,580 · program services $6,435 · management and general $1,073 · fundraising $1,072

  • 11b · Fees: legal

    total $738 · management and general $738

  • 11c · Fees: accounting

    total $21,962 · program services $9,231 · management and general $8,116 · fundraising $4,615

  • 11f · Fees: investment management

    total $78,204 · program services $78,204

  • 11g · Fees: other

    total $159,953 · program services $159,094 · management and general $430 · fundraising $429

  • 12 · Advertising and promotion

    total $2,188 · program services $1,094 · management and general $547 · fundraising $547

  • 13 · Office expenses

    total $28,903 · program services $21,677 · fundraising $7,226

  • 16 · Occupancy

    total $5,979 · program services $4,484 · management and general $747 · fundraising $748

  • 17 · Travel

    total $2,942 · program services $1,471 · fundraising $1,471

  • 23 · Insurance

    total $2,050 · program services $675 · management and general $1,038 · fundraising $337

  • 24a · Other expenses: Project expenditures

    total $15,241 · program services $15,241

  • 24b · Other expenses: Subscriptions and dues

    total $1,379 · program services $690 · management and general $345 · fundraising $344

  • 24c · Other expenses: State fees

    total $1,207 · management and general $1,207

  • 24d · Other expenses: Bank fees

    total $728 · program services $364 · management and general $182 · fundraising $182

  • 24e · All other expenses

    total $250 · program services $250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $254,775 · end of year $79,711

  • 2 · Savings and temporary cash investments

    beginning of year $539,859 · end of year $327,079

  • 4 · Accounts receivable

    end of year $40,684

  • 7 · Other notes and loans receivable

    beginning of year $18,000

  • 9 · Prepaid expenses and deferred charges

    end of year $142

  • 11 · Investments: publicly traded securities

    beginning of year $7,265,454 · end of year $9,548,885

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,125 · end of year $202

  • 25 · Other liabilities

    beginning of year $0 · end of year $252,569

  • 27 · Net assets without donor restrictions

    beginning of year $105,371 · end of year $100,522

  • 28 · Net assets with donor restrictions

    beginning of year $7,967,592 · end of year $9,643,208

Mission and programs · 2023

Mission

Redwood Foundation for Education 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.

Activities or mission (Part I)

Create a legacy of educational philanthropy in Southern Oregon. Provide grants and scholarships to students, schools and youth serving organizations.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,218,248 · Grants $819,224 · Revenue $174,952

  • 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.

    Expenses $1,202 · Grants $12,432

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Bill Flaming

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brandon Bretl

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brenda Aguilera

    Director

    Total calculated
    $0
    Hours/week
    1

  • Constance Palaia-Marr

    President

    Total calculated
    $0
    Hours/week
    2

  • Holly Preslar

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jack Davis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Esmay

    Director

    Total calculated
    $0
    Hours/week
    1

  • Judith Drummond

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Sean Ward

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Thomas Drummond

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tripp Androy

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Quin Collins Pehrson

    Executive Director

    Total calculated
    $87,350
    From this org
    $82,100
    From related orgs
    $0
    Other
    $5,250
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403179349307555

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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