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Nonprofiteer
← COMMUNITY FOUNDATION OF JACKSON HOLE

Form 990 for tax year 2024

Filed by COMMUNITY FOUNDATION OF JACKSON HOLE.

Totals

Total revenue
$75,197,308
Total expenses
$46,619,949
Contributions and grants received
$71,155,947
Grants paid
$41,465,407
Program service revenue
-$85,140
Investment income
$4,078,499
Other revenue
$48,002
Total assets, end of year
$170,870,028
Total liabilities, end of year
$4,346,247
Net assets or fund balances, end of year
$166,523,781
Program services expenses (Part IX)
$44,419,067
Management and general expenses
$1,465,794
Fundraising expenses
$735,088
Program service expenses (Part III)
$44,419,067

Program services were 95.3% 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.

  • 1d · Related organizations

    $1,046,800

  • 1f · All other contributions, gifts and grants

    $70,109,147

  • 1g · Noncash contributions included above

    $8,992,437

  • 2a · Program service revenue: WORKSHOP REVENUE

    total $17,003 · related or exempt $17,003

  • 2b · Program service revenue: JACKSON STREET APARTMENTS

    total -$102,143 · related or exempt -$102,143

  • 3 · Investment income

    total $3,667,404 · excluded $3,667,404

  • 6a · Gross rents

    real property $30,233

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $30,233

  • 6d · Net rental income or loss

    total $30,233 · excluded $30,233

  • 7a · Gross sales of assets other than inventory

    securities $24,400,846

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

    securities $23,989,751

  • 7c · Gain or loss

    securities $411,095

  • 7d · Net gain or loss

    total $411,095 · excluded $411,095

  • 11a · Other revenue: UBI FROM K-1S

    total $17,769 · unrelated business $17,769

  • 11e · Other revenue, total

    $17,769

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,598,522 · program services $40,598,522

  • 2 · Grants to domestic individuals

    total $611,950 · program services $611,950

  • 3 · Grants to foreign organizations and individuals

    total $254,935 · program services $254,935

  • 5 · Compensation of officers, directors and key employees

    total $1,025,553 · program services $578,514 · management and general $264,798 · fundraising $182,241

  • 7 · Other salaries and wages

    total $1,625,086 · program services $916,711 · management and general $419,597 · fundraising $288,778

  • 8 · Pension plan contributions

    total $59,129 · program services $33,355 · management and general $15,267 · fundraising $10,507

  • 9 · Other employee benefits

    total $232,803 · program services $132,848 · management and general $59,207 · fundraising $40,748

  • 10 · Payroll taxes

    total $210,429 · program services $118,703 · management and general $54,333 · fundraising $37,393

  • 11c · Fees: accounting

    total $77,971 · program services $5,980 · management and general $71,991

  • 11f · Fees: investment management

    total $339,133 · management and general $339,133

  • 11g · Fees: other

    total $96,340 · program services $96,340

  • 12 · Advertising and promotion

    total $266,099 · program services $196,941 · fundraising $69,158

  • 13 · Office expenses

    total $43,595 · program services $24,592 · management and general $11,256 · fundraising $7,747

  • 14 · Information technology

    total $153,916 · program services $100,639 · management and general $31,558 · fundraising $21,719

  • 16 · Occupancy

    total $90,372 · program services $50,979 · management and general $23,334 · fundraising $16,059

  • 19 · Conferences, conventions and meetings

    total $191,866 · program services $148,129 · management and general $25,907 · fundraising $17,830

  • 22 · Depreciation, depletion and amortization

    total $50,902 · program services $28,714 · management and general $13,143 · fundraising $9,045

  • 23 · Insurance

    total $35,491 · program services $14,546 · management and general $16,363 · fundraising $4,582

  • 24a · Other expenses: PROJECT EXPENSE

    total $449,309 · program services $397,525 · management and general $51,784

  • 24b · Other expenses: BANK CHARGES

    total $94,815 · program services $64,897 · management and general $29,918

  • 24c · Other expenses: PRINTING & PUBLICATIONS

    total $38,318 · program services $24,071 · management and general $13,563 · fundraising $684

  • 24d · Other expenses: DONOR RELATIONS

    total $23,758 · program services $161 · fundraising $23,597

  • 24e · All other expenses

    total $49,657 · program services $20,015 · management and general $24,642 · fundraising $5,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $9,455,262 · end of year $35,419,839

  • 3 · Pledges and grants receivable

    beginning of year $580,000 · end of year $620,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $7,530

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

    $8,894,023

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

    $430,859

  • 10c · Land, buildings and equipment, net

    beginning of year $1,530,393 · end of year $8,463,164

  • 11 · Investments: publicly traded securities

    beginning of year $80,082,142 · end of year $88,688,444

  • 12 · Investments: other securities

    beginning of year $26,791,006 · end of year $23,637,206

  • 13 · Investments: program-related

    beginning of year $13,471,238 · end of year $13,769,095

  • 15 · Other assets

    beginning of year $315,645 · end of year $264,750

  • 17 · Accounts payable and accrued expenses

    beginning of year $234,591 · end of year $292,594

  • 18 · Grants payable

    beginning of year $29,000 · end of year $503,200

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $3,500,000

  • 25 · Other liabilities

    beginning of year $75,875 · end of year $50,453

  • 27 · Net assets without donor restrictions

    beginning of year $131,306,220 · end of year $165,903,781

  • 28 · Net assets with donor restrictions

    beginning of year $580,000 · end of year $620,000

Mission and programs · 2024

Mission

TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP

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

    Expenses $23,519,302 · Grants $22,783,912 · Revenue $2,697

  • FUND ADMINISTRATION - THE COMMUNITY FOUNDATION MANAGES APPRX 280 FUNDS DESIGNED TO SIMPLFY PHILANTHROPY FOR LOCAL DONORS AND TO PROVIDE COST EFFECTIVE INVESTMENTS FOR LOCAL NONPROFITS. THE FOUNDATION OFFERS SEVEN FUND TYPES TO MEET SPECIFIC DONOR, NONPROFIT, AND COMMUNITY PHILANTHROPIC NEEDS. EACH FUND CAN BE STRUCTURED IN THREE DIFFERENT WAYS DEPENDING ON THE AMOUNT , EXPECTED DUATION, AND FORECASTED ACTIVITY. IN 2024, THE FOUNDATION RECEIVED APPRX 950 GIFTS, TOTALING $50.9 MILLION, FOR THESE FUNDS AND PROCESSED OVER 3,000 GRANTS, TOTALING $20.6 MILLION, FROM OUR FUNDS TO BENEFIT QUALIFIED CHARITIES WORKING IN A VARIETY OF FIELDS THROUGHOUT THE U.S.

    Expenses $15,723,308 · Grants $15,369,655

  • DISCRETIONARY GRANTS, SCHOLARSHIPS, & FELLOWSHIPS - 96% OF THE FOUNDATION'S OPERATIONAL EXPENSES ARE PROGRAM SERVICE EXPENSES, WHICH INCLUDES OLD BILL/TIN CUP, FUND ADMINISTRATION, DISCRETIONARY GRANTS, SCHOLARSHIPS AND OTHER PROGRAM SERVICES. THE FOUNDATION'S DISCRETIONARY GRANT PROGRAMS PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS THAT ARE EFFECTIVELY ADDRESSING IMPORTANT COMMUNITY NEEDS IN TETON COUNTY, WY. FUNDING DECISIONS FOR THE COMPENTITIVE GRANTS PROGRAM ARE MADE BY A VOLUNTEER GRANTS COMMITTEE COMPRISED OF DEDICATED COMMUNITY MEMBERS WITH DIVERSE INTERESTS AND EXPERIENCE. THE YOUTH PHILANTHROPY PROGRAM INTRODUCES LOCAL HIGH SCHOOL STUDENTS TO STRATEGIC GRANTMAKING. THE MICRO GRANTS PROGRAM IS DESIGNED AS A TIMELY FUNDING MECHANISM. IN 2024, THE FOUNDATION'S GRANT PROGRAMS PROVIDED OVER $2.7 MILLION TO 128 ORGANIZATIONS WORKING IN JACKSON HOLE AND TETON VALLEY. THE FOUNDATION'S GRANTS PROGRAMS ARE FUNDED BY OLD BILL'S COCHALLENGERS AND TIN CUP CHALLENGERS, INDIVIDUAL DONORS, AND ENDOWED FUNDS HELD AT THE FOUNDATION.

    Expenses $3,896,987 · Grants $3,311,839

  • OTHER PROGRAM SERVICES - IN ADDITION TO FUND ADMINISTRATION, OLD BILL'S FUN RUN, AND COMPETITIVE GRANTS AND SCHOLARSHIPS, THE COMMUNITY FOUNDATION ALSO SUPPORTS LOCAL NONPROFITS BY OFFERING WORKSHOPS ON NONPROFIT MANAGEMENT (E.G. BOARD DEVELOPMENT, GRANT WRITING, SUSTAINABILITY, ETC.), COORDINATING NETWORKING AND INFORMATION SHARING OPPORTUNITIES (E.G. VOLUNTEERJH.ORG AND A NONPROFIT LIST-SERVE) AND PROVIDING TECHNICAL ASSISTANCE AND CONSULTING, AS REQUESTED. IN 2024, 233 PARTICIPANTS (REPRESENTING 190 DIFFERENT ORGANIZATIONS) ATTENDED 12 CLASSES, WORKSHOPS, OR NETWORKING EVENTS OFFERED BY THE FOUNDATION. 30 NONPROFITS POSTED 72 VOLUNTEER OPPORTUNITIES ON THE VOLUNTEERJH WEBSITE, AND APPROXIMATELY 1,800 INDIVIDUALS SUBSCRIBE TO THE NONPROFIT LIST-SERVE HOSTED BY THE FOUNDATION.

    Expenses $1,279,470 · Revenue $14,308

As filed on the 2024 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

  • JULIE O'HALLORAN

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • DAVID LANDES

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • BETTY ANDRIKOPOULOS

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JANE HOPKINS CAREY

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • DEIRDRE GRIFFITH

    EXECUTIVE COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOEL REVILL

    EXECUTIVE COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PEGGY DAVENPORT

    EXECUTIVE COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STACEY MORSE

    EXECUTIVE COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JIMMY BARTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ORION BELLORADO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA CARLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG GRICUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBBIE HECHINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VICTOR HERNANDEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN MCCARRAGHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIRIAM MORILLON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIELA PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDY SCHWARTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANET WHITMIRE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT PIERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURIE ANDREWS

    PRESIDENT

    Total calculated
    $413,005
    From this org
    $392,041
    From related orgs
    $0
    Other
    $20,964
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $92,041
    Other
    $0
    Deferred
    $12,500
    Nontaxable benefits
    $8,464
    Filer's total
    $413,005

  • ERIN LUSINS

    CHIEF FINANCIAL OFFICER

    Total calculated
    $218,230
    From this org
    $205,253
    From related orgs
    $0
    Other
    $12,977
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $157,500
    Bonus
    $47,753
    Other
    $0
    Deferred
    $8,210
    Nontaxable benefits
    $4,767
    Filer's total
    $218,230

  • WILL SCHWARTZ

    CHIEF OPERATING OFFICER

    Total calculated
    $205,701
    From this org
    $185,617
    From related orgs
    $0
    Other
    $20,084
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,093
    Bonus
    $39,524
    Other
    $0
    Deferred
    $6,199
    Nontaxable benefits
    $13,885
    Filer's total
    $205,701

  • ANNE BRADLEY

    DIRECTOR OF MARKETING & COMMUNICATIONS

    Total calculated
    $188,617
    From this org
    $165,292
    From related orgs
    $0
    Other
    $23,325
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,000
    Bonus
    $35,292
    Other
    $0
    Deferred
    $5,975
    Nontaxable benefits
    $17,350
    Filer's total
    $188,617

  • ANNIE RIDDELL

    DIRECTOR OF GRANTS & NONPROFIT OUTREACH

    Total calculated
    $136,283
    From this org
    $123,119
    From related orgs
    $0
    Other
    $13,164
    Hours/week
    50

  • KATE SCHELBE

    BACKBONE LEADER OF TETON BEHAVIORAL HEALTH

    Total calculated
    $123,080
    From this org
    $110,246
    From related orgs
    $0
    Other
    $12,834
    Hours/week
    50

  • WENDY MARTINEZ

    DIRECTOR, HOUSING SOLUTIONS

    Total calculated
    $122,777
    From this org
    $109,720
    From related orgs
    $0
    Other
    $13,057
    Hours/week
    50

  • COLBY MITCHELL

    BACKBONE LEADER OF EXPANDED LEARNING COLLECTIVE

    Total calculated
    $118,941
    From this org
    $107,004
    From related orgs
    $0
    Other
    $11,937
    Hours/week
    50

  • KELSEY BREHM

    FINANCE OFFICER

    Total calculated
    $119,830
    From this org
    $106,395
    From related orgs
    $0
    Other
    $13,435
    Hours/week
    50

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
MERIT BONUSES MAY BE AWARDED BASED UPON THE ACHIEVEMENT OF AGREED UPON GOALS (BOTH QUANTITATIVE AND QUALITATIVE IN NATURE DRIVEN BY THE FOUNDATION'S LONG-RANGE PLAN), FEEDBACK FROM BOARD AND STAFF MEMBERS, AND AN ASSESSMENT OF THE FOUNDATION'S OVERALL FINANCIAL PERFORMANCE AND CAPACITY. BONUSES ARE DISCRETIONARY RATHER THAN PRE-DETERMINED AS A FIXED AMOUNT OR PERCENTAGE OF SALARY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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.

  • HMKT JH LLC

    INVESTMENT HOLDING COMPANY · WY · income $166,211 · assets $353,371

    Directly controlled by COMMUNITY FOUNDATION OF JACKSON HOLE

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202533109349303433

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