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Nonprofiteer
← JOSEPHINE COMMUNITY LIBRARY FOUNDATION

Form 990 for tax year 2024

Filed by JOSEPHINE COMMUNITY LIBRARY FOUNDATION.

Totals

Total revenue
$1,400,694
Total expenses
$358,774
Contributions and grants received
$1,206,579
Grants paid
$84,079
Program service revenue
$0
Investment income
$112,406
Other revenue
$81,709
Total assets, end of year
$7,499,724
Total liabilities, end of year
$2,122
Net assets or fund balances, end of year
$7,497,602
Program services expenses (Part IX)
$118,399
Management and general expenses
$60,246
Fundraising expenses
$180,129
Program service expenses (Part III)
$118,399

Program services were 33.0% 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.

  • 1f · All other contributions, gifts and grants

    $1,206,579

  • 3 · Investment income

    total $92,235 · excluded $92,235

  • 6a · Gross rents

    real property $190,421

  • 6b · Less rental expenses

    real property $112,868

  • 6c · Rental income or loss

    real property $77,553

  • 6d · Net rental income or loss

    total $77,553 · excluded $77,553

  • 7a · Gross sales of assets other than inventory

    securities $1,154,639

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

    securities $1,134,468

  • 7c · Gain or loss

    securities $20,171

  • 7d · Net gain or loss

    total $20,171 · excluded $20,171

  • 8a · Fundraising events: gross income

    $4,156

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $4,156 · excluded $4,156

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $84,079 · program services $84,079

  • 5 · Compensation of officers, directors and key employees

    total $105,767 · program services $9,482 · management and general $34,650 · fundraising $61,635

  • 7 · Other salaries and wages

    total $40,005 · program services $4,000 · management and general $10,001 · fundraising $26,004

  • 10 · Payroll taxes

    total $11,469 · program services $1,147 · management and general $2,867 · fundraising $7,455

  • 11a · Fees: management

    total $3,838 · management and general $3,838

  • 11c · Fees: accounting

    total $5,505 · management and general $5,505

  • 11g · Fees: other

    total $46,475 · program services $177 · management and general $441 · fundraising $45,857

  • 12 · Advertising and promotion

    total $6,569 · fundraising $6,569

  • 13 · Office expenses

    total $24,663 · program services $19 · management and general $47 · fundraising $24,597

  • 14 · Information technology

    total $5,480 · fundraising $5,480

  • 23 · Insurance

    total $2,120 · program services $20 · management and general $1,972 · fundraising $128

  • 24a · Other expenses: Library building repair

    total $13,777 · program services $13,777

  • 24b · Other expenses: Library insurance and p

    total $5,328 · program services $5,328

  • 24c · Other expenses: Dues and training

    total $2,007 · program services $201 · management and general $502 · fundraising $1,304

  • 24d · Other expenses: License, permits and fe

    total $1,692 · program services $169 · management and general $423 · fundraising $1,100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $278,850 · end of year $295,251

  • 10a · Land, buildings and equipment: cost or other basis

    $4,910,686

  • 10b · Land, buildings and equipment: accumulated depreciation

    $38,044

  • 10c · Land, buildings and equipment, net

    beginning of year $3,693,840 · end of year $4,872,642

  • 11 · Investments: publicly traded securities

    beginning of year $2,393,206 · end of year $2,331,831

  • 25 · Other liabilities

    beginning of year $2,802 · end of year $2,122

  • 27 · Net assets without donor restrictions

    beginning of year $3,640,749 · end of year $4,845,264

  • 28 · Net assets with donor restrictions

    beginning of year $2,722,345 · end of year $2,652,338

Mission and programs · 2024

Mission

The foundation exists to help libraries in Josephine County, Oregon improve lives and build a stronger community.

Activities or mission (Part I)

We foster a culture of giving to libraries in Josephine County to open minds to the past, present, and future.

  • Josephine Community Library Foundation is a 501(c)(3) organization that exists to secure private philanthropic support for Josephine Community Library District which is not available through other support means. In 1987, concerned volunteers formed Josephine Community Library Foundation. Independent of the county government, this nonprofit foundation lets people donate for the direct benefit of local libraries. In 2017 Josephine Community Library District was formed with a vote of the local population, with a permanent, dedicated tax of assessed property value for those living within the library district boundaries but are limited to an operating budget. The Josephine Community Library Foundation raises funds for special projects. The organization is currently accumulating funds for major capital projects benefitting the communities it serves.

    Expenses $15,215

  • Josephine County, Oregon library support through "out of district" scholarships, building maintenance and insurance, capital improvements, technology and other projects.

    Expenses $77,359 · Grants $58,255

  • Josephine County, Oregon library support through book purchases

    Expenses $25,825 · Grants $25,825

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bill Kohn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dennis James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Diane Hoover

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Doug Walker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Erin Davies

    Bookkeeper

    Total calculated
    $10,943
    From this org
    $10,943
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Judy Christensen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Stutzman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mary Walgrave

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Nancy Lester

    Director

    Total calculated
    $0
    Hours/week
    1

  • Randall Richardson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Stolz

    Executive Director

    Total calculated
    $94,824
    From this org
    $85,950
    From related orgs
    $0
    Other
    $8,874
    Hours/week
    40

  • Sara Katz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shad Shriver

    President

    Total calculated
    $0
    Hours/week
    2

  • Steve Swearingen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Boigon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Cohen

    Treasurer

    Total calculated
    $0
    Hours/week
    2

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

  • Josephine Community Library District

    $35,940

    Scholarships and Every Day Civics sponsorship

  • Josephine Community Library District

    $25,824

    Book purchases

  • Josephine Community Library District

    $10,560

    Library newspaper digitization project

  • Josephine Community Library District

    $5,630

    Technology Expenses

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Community Library Properties LLC

    Commercial Rental Property · OR

    Directly controlled by Josephine Community Library Foundation

Provenance

Return type
form_990
Tax year
2024
Filed
26 January 2026
IRS schema version
2024v5.5
Source object
202620279349302022

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