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Nonprofiteer
← JOSEPHINE COMMUNITY LIBRARY FOUNDATION

Form 990 for tax year 2023

Filed by JOSEPHINE COMMUNITY LIBRARY FOUNDATION.

Totals

Total revenue
$1,296,023
Total expenses
$291,742
Contributions and grants received
$1,124,004
Grants paid
$75,569
Program service revenue
$0
Investment income
$92,087
Other revenue
$79,932
Total assets, end of year
$6,365,896
Total liabilities, end of year
$2,802
Net assets or fund balances, end of year
$6,363,094
Program services expenses (Part IX)
$95,020
Management and general expenses
$54,302
Fundraising expenses
$142,420
Program service expenses (Part III)
$95,020

Program services were 32.6% 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

    $1,124,004

  • 3 · Investment income

    total $83,587 · excluded $83,587

  • 6a · Gross rents

    real property $186,638

  • 6b · Less rental expenses

    real property $109,388

  • 6c · Rental income or loss

    real property $77,250

  • 6d · Net rental income or loss

    total $77,250 · excluded $77,250

  • 7a · Gross sales of assets other than inventory

    securities $727,957

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

    securities $719,457

  • 7c · Gain or loss

    securities $8,500

  • 7d · Net gain or loss

    total $8,500 · excluded $8,500

  • 8a · Fundraising events: gross income

    $2,682

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $2,682 · excluded $2,682

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $75,569 · program services $75,569

  • 5 · Compensation of officers, directors and key employees

    total $97,830 · program services $8,653 · management and general $32,933 · fundraising $56,244

  • 7 · Other salaries and wages

    total $37,728 · program services $3,773 · management and general $9,432 · fundraising $24,523

  • 10 · Payroll taxes

    total $10,670 · program services $1,067 · management and general $2,668 · fundraising $6,935

  • 11a · Fees: management

    total $1,401 · management and general $1,401

  • 11c · Fees: accounting

    total $4,903 · management and general $4,903

  • 11g · Fees: other

    total $34,832 · fundraising $34,832

  • 12 · Advertising and promotion

    total $5,429 · fundraising $5,429

  • 13 · Office expenses

    total $4,722 · program services $7 · management and general $18 · fundraising $4,697

  • 14 · Information technology

    total $6,392 · program services $34 · management and general $86 · fundraising $6,272

  • 23 · Insurance

    total $2,134 · program services $21 · management and general $1,976 · fundraising $137

  • 24a · Other expenses: Library insurance and p

    total $3,937 · program services $3,937

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

    total $2,764 · program services $171 · management and general $429 · fundraising $2,164

  • 24c · Other expenses: Dues and training

    total $1,825 · program services $182 · management and general $456 · fundraising $1,187

  • 24d · Other expenses: Library building repair

    total $1,606 · program services $1,606

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $325,253 · end of year $278,850

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

    $3,712,862

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

    $19,022

  • 10c · Land, buildings and equipment, net

    beginning of year $2,918,463 · end of year $3,693,840

  • 11 · Investments: publicly traded securities

    beginning of year $2,039,687 · end of year $2,393,206

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,802

  • 27 · Net assets without donor restrictions

    beginning of year $3,510,639 · end of year $3,640,749

  • 28 · Net assets with donor restrictions

    beginning of year $1,772,764 · end of year $2,722,345

Mission and programs · 2023

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.

    Expenses $13,908

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

    Expenses $51,112 · Grants $45,569

  • Josephine County, Oregon library support through book purchases

    Expenses $30,000 · Grants $30,000

As filed on the 2023 return.

Listed in Part VII

  • Bill Kohn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Boyd Peters

    Director

    Total calculated
    $0
    Hours/week
    1

  • Denise Kalic

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Dennis James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Walker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Erin Davies

    Bookkeeper

    Total calculated
    $11,330
    From this org
    $11,330
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Judy Christensen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ken Behymer

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Mary Walgrave

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Randall Richardson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Stolz

    Executive Director

    Total calculated
    $78,000
    From this org
    $73,653
    From related orgs
    $0
    Other
    $4,347
    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 Cohen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Boigon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Diane Hoover

    Director

    Total calculated
    $0
    Hours/week
    1

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

    $30,000

    Book purchases

  • Josephine Community Library District

    $24,120

    Scholarships and Every Day Civics sponsorship

  • Josephine Community Library District

    $10,000

    Library newspaper digitization project

  • Josephine Community Library District

    $7,935

    Capital projects

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
2023
Filed
25 November 2024
IRS schema version
2023v5.1
Source object
202433379349300713

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