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Nonprofiteer
← FOUR WAY COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by FOUR WAY COMMUNITY FOUNDATION.

Totals

Total revenue
$1,341,566
Total expenses
$965,004
Contributions and grants received
$842,794
Grants paid
$553,559
Program service revenue
$155,303
Investment income
$343,469
Other revenue
$0
Total assets, end of year
$14,548,452
Total liabilities, end of year
$501,540
Net assets or fund balances, end of year
$14,046,912
Program services expenses (Part IX)
$853,173
Management and general expenses
$59,508
Fundraising expenses
$52,323
Program service expenses (Part III)
$853,173

Program services were 88.4% 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)

    $15,000

  • 1f · All other contributions, gifts and grants

    $827,794

  • 1g · Noncash contributions included above

    $111,841

  • 2a · Program service revenue: Administration Fees

    total $147,183 · related or exempt $147,183

  • 2b · Program service revenue: Community Celebration

    total $8,120 · related or exempt $8,120

  • 3 · Investment income

    total $311,984 · excluded $311,984

  • 7a · Gross sales of assets other than inventory

    securities $2,846,353

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

    securities $2,814,868

  • 7c · Gain or loss

    securities $31,485

  • 7d · Net gain or loss

    total $31,485 · excluded $31,485

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $553,559 · program services $553,559

  • 5 · Compensation of officers, directors and key employees

    total $72,431 · program services $36,216 · management and general $18,108 · fundraising $18,107

  • 7 · Other salaries and wages

    total $48,308 · program services $24,154 · management and general $12,077 · fundraising $12,077

  • 10 · Payroll taxes

    total $10,295 · program services $5,148 · management and general $2,574 · fundraising $2,573

  • 11c · Fees: accounting

    total $7,200 · program services $3,600 · management and general $2,400 · fundraising $1,200

  • 11f · Fees: investment management

    total $80,257 · program services $80,257

  • 11g · Fees: other

    total $145,775 · program services $133,530 · management and general $12,208 · fundraising $37

  • 12 · Advertising and promotion

    total $8,063 · program services $4,032 · management and general $2,688 · fundraising $1,343

  • 13 · Office expenses

    total $6,390 · program services $1,905 · management and general $1,269 · fundraising $3,216

  • 16 · Occupancy

    total $4,928 · program services $2,464 · management and general $1,643 · fundraising $821

  • 17 · Travel

    total $3,433 · management and general $1,717 · fundraising $1,716

  • 19 · Conferences, conventions and meetings

    total $2,193 · management and general $1,097 · fundraising $1,096

  • 23 · Insurance

    total $1,482 · management and general $1,482

  • 24a · Other expenses: Event expenses

    total $17,979 · program services $7,888 · fundraising $10,091

  • 24b · Other expenses: Dues/subs-lic/fees

    total $1,958 · program services $282 · management and general $1,676

  • 24c · Other expenses: Board expenses

    total $477 · management and general $477

  • 24d · Other expenses: Web design/hosting

    total $276 · program services $138 · management and general $92 · fundraising $46

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1 · end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $380,247 · end of year $286,559

  • 11 · Investments: publicly traded securities

    beginning of year $12,352,497 · end of year $14,226,917

  • 15 · Other assets

    beginning of year $29,751 · end of year $34,975

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,957 · end of year $3,497

  • 18 · Grants payable

    beginning of year $45,359 · end of year $52,859

  • 21 · Escrow or custodial account liability

    beginning of year $458,683 · end of year $445,184

  • 27 · Net assets without donor restrictions

    beginning of year $5,271,723 · end of year $5,860,108

  • 28 · Net assets with donor restrictions

    beginning of year $6,983,774 · end of year $8,186,804

Mission and programs · 2023

Mission

Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs.

  • The foundation administers charitable funds and makes grants from those funds for charitable and educational purposes, primarily in Josephine and western Jackson Counties in the State of Oregon. In 2023-24 the foundation gave 79 grants totaling $553,559 to 64 organizations. The foundation also provided opportunities for donors and not-for-profit organizations to learn about philanthropy and related topics.

    Expenses $853,173 · Grants $553,559 · Revenue $155,303

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brandace Rojo

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Cynthia Harelson CPA

    Accountant

    Total calculated
    $0
    Hours/week
    2.5

  • Dawn Welch

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Deborah Sorenson

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Greg Fishwick

    President

    Total calculated
    $0
    Hours/week
    2.5

  • Jann Taylor

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • John Higgins

    Vice-President

    Total calculated
    $0
    Hours/week
    1.5

  • Kate Dwyer

    Executive Director

    Total calculated
    $74,259
    From this org
    $72,000
    From related orgs
    $0
    Other
    $2,259
    Hours/week
    40

  • Meadow Martell

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Peter Angstadt

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Sue Orris

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Teresa Stover

    Treasurer

    Total calculated
    $0
    Hours/week
    2.5

  • Josh Welch

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Erin Smith-Mateja

    Director

    Total calculated
    $0
    Hours/week
    0.5

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403199349317285

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

The source document this was parsed from is served over the API, which is where bulk and document access live.