Four Way Community Foundation
- Assets
- $11.0m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 3
- Location
- Grants Pass, OR
- Founding
- 11/1975
- Data as of
- 06/2021
- EIN
- 51-0173092
Organization Overview
Four Way Community Foundation is located in Grants Pass, OR. The organization was established in 1975. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, Four Way Community Foundation employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Four Way Community Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Four Way Community Foundation generated $1.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.0% each year. All expenses for the organization totaled $656.0k during the year ending 06/2021. While expenses have increased by 9.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Four Way Community Foundation has awarded 265 individual grants totaling $2,625,409. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 2020-21 THE FOUNDATION GAVE 57 GRANTS TOTALING $394,143 TO 51 ORGANIZATIONS. THE FOUNDATION ALSO PROVIDED OPPORTUNITIES FOR DONORS AND NOT-FOR-PROFIT ORGANIZATIONS TO LEARN ABOUT PHILANTHROPY AND RELATED TOPICS.
SCHOLARSHIPS MADE FOR THE BENEFIT OF INDIVIDUALS RESIDING IN JOSEPHINE AND WESTERN JACKSON COUNTIES IN THE STATE OF OREGON. A TOTAL OF 7 SCHOLARSHIPS WERE AWARDED IN THE 2020-21 FISCAL YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kate Dwyer Executive Director | OfficerTrustee | 30 | $41,624 |
Cynthia Harelson CPA Accountant | Trustee | 2.5 | $7,200 |
Greg Fishwick Vice-President | OfficerTrustee | 1.5 | $0 |
Steve Roe President | OfficerTrustee | 2.5 | $0 |
Dawn Welch Secretary | OfficerTrustee | 2 | $0 |
Peter Angstadt Past-President | OfficerTrustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $441,557 |
| Investment income | $185,422 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $474,909 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,198,123 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $48,824 |
| Compensation to disqualified persons | $4,911 |
| Other salaries and wages | $3,297 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $8,463 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $64,219 |
| Fees for services: Other | $98,342 |
| Advertising and promotion | $1,137 |
| Office expenses | $2,380 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $3,895 |
| Travel | $256 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $150 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,620 |
| All other expenses | $0 |
| Total functional expenses | $656,006 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $365,478 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $10,596,869 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $9,391 |
| Total assets | $10,971,738 |
| Accounts payable and accrued expenses | $1,359 |
| Grants payable | $35,359 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $438,777 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $475,495 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $10,496,243 |
Grants Awarded
Over the last fiscal year, Four Way Community Foundation has awarded $335,662 in support to 31 organizations.
| Grant Recipient | Amount |
|---|---|
Medford, OR PURPOSE: Capital improvements | $39,916 |
Grants Pass, OR PURPOSE: Program | $35,574 |
Grants Pass, OR PURPOSE: Capital equipment | $21,393 |
Grants Pass, OR PURPOSE: Program | $19,808 |
Grants Pass, OR PURPOSE: Capital improvements and program | $18,000 |
Grants Pass, OR PURPOSE: Capital improvements | $17,500 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Four Way Community Foundation has recieved totaling $79,436.
| Awarding Organization | Amount |
|---|---|
Ford Family Foundation Roseburg, OR PURPOSE: 2021 COVID RELIEF | $50,000 |
Oregon Community Foundation Portland, OR PURPOSE: Civic Engagement | $20,000 |
Ronald & Elizabeth Howard Char Tr 97348000 Milwaukee, WI PURPOSE: GENERAL OPERATING | $9,436 |
Endowment Analysis
| Beg. Balance | $8,405,073 |
| Earnings | $2,295,471 |
| Admin Expense | $39,429 |
| Net Contributions | $441,557 |
| Other Expense | $217,109 |
| Grants | $389,320 |
| Ending Balance | $10,496,243 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ventura County Community Foundation Camarillo, CA | $181,940,704 | $53,185,473 |
Santa Barbara Foundation Santa Barbara, CA | $456,585,072 | $53,590,434 |
The San Bruno Community Foundation San Bruno, CA | $57,381,282 | $2,122,835 |
Community Foundation For Monterey County Monterey, CA | $347,659,194 | $59,371,913 |
Community Foundation For Southwest Washington Vancouver, WA | $320,798,451 | $21,245,317 |
Community Foundation Santa Cruz County Aptos, CA | $201,628,792 | $52,106,005 |
Nevada Community Foundation Inc Las Vegas, NV | $244,409,532 | $23,282,106 |
Liberty Hill Foundation Los Angeles, CA | $22,845,623 | $26,116,303 |
Sacramento Region Community Foundation Sacramento, CA | $172,758,711 | $24,599,020 |
Inland Empire Community Foundation Riverside, CA | $130,560,827 | $28,925,228 |
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |
North Valley Community Foundation Chico, CA | $60,759,000 | $16,028,341 |