Jackson County Library Foundation EIN 93-0854620 Form 990 (PDF) Claim this org

Jackson County Library Foundation

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Fund and manage resources to improve library services for Jackson County. For fiscal year 2024 it reported $515K in revenue, $236K in expenses, and $2.2M in net assets.Pt I

Founded
1993
Type
Public charity (501(c)(3)) · Education
Location
Medford, OR
Website
www.jclf.org
Filings
4 on file (2021–2024)
Revenue
$515KFY2024
Expenses
$236K
Net assets
$2.2M
People
11
Filings
4
Updates
0
More identity details & actions ⌄
EIN  93-0854620 Public charity (501(c)(3)) Medford, OR Founded 1993
Form 990 (PDF)
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Size
$100K–1M
What they do
Fund and manage resources to improve library services for Jackson County.
Leadership
Sue Collins · Vice President
Money in and out
$515K revenue, $236K expenses
Bottom line
64% program efficiency
Where the money goes · FY2024
Total revenue
$515K
Pt VIII · Ln 12
Total expenses
$236K
Pt IX · Ln 25
Net assets
$2.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $279K
Where spending went · Part IX cols B–D
Program services $0.64 Management & general $0.16 Fundraising $0.20
Program efficiency
64%
of spending reaches programs▲ +18% vs prior filing year
Operating runway
112.2mo
months of highly liquid reserves at operating expense rate▼ -4% vs prior filing year
Surplus margin
+54%
revenue over expenses, this year▲ +43% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$515K
FY2024▲ +72%
Expenses
$236K
FY2024▲ +27%
Total assets
$2.2M
FY2024▲ +21%
Total liabilities
$23K
FY2024▲ +746%
Total revenue
$515K
Pt VIII · Ln 12
Total expenses
$236K
Pt IX · Ln 25
Net assets
$2.2M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$279K
Total assetsPt X · Ln 16$2.2M
Program-expense ratioPt IX · col B64%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJackson County Library Foundation
EINHdr · item D93-0854620
Principal addressHdr · item CMedford, OR
WebsiteHdr · item Jwww.jclf.org
Year of formationHdr · item L1993
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B11)
Ruling yearIRS BMFOct 1993

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary on Leave
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Elisabeth Campbell’s $30K as Operations Manager is at the 22nd percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Mission & Programs · Part III

Where the work happens

1 program service account for $151K of program spending, described in the organization's own filed words · FY2024.
01

In Fy 2024

2025, the Jackson County Library Foundation supported the Winter Reading Program, Rogue Reads, helping provide books for participants, an author talk with Ross Gay, and outreach events called Cup of Delights at local coffee shops throughout the county.The Foundation also supported Dolly Partons Imagination Library and Project COZY…

$151Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$456K · 89%
Investment income$60K · 12%
Contributions & grants89%$456K
Investment income12%$60K
Total revenueLn 12$515K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.64 Management & general $0.16 Fundraising $0.20
Program services64%$151K
Management & general16%$37K
Fundraising20%$48K
Total functional expensesLn 25$236K

Balance Sheet

Part X · end of year
CashLn 1$33K
Total assetsLn 16$2.2M
Total liabilitiesLn 26$23K
Total net assetsLn 32$2.2M
Months of cash on handcomputed1.7

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.2M · Operating expenses/yr $236K
112.2 months
Where the money goes
Program services
Program services $151K · Total expenses $236K
64%
Management & General
Management & general $37K · Total expenses $236K
16%
Fundraising
Fundraising $48K · Total expenses $236K
20%
Cost to raise $1
Fundraising expense (3-yr avg) $40K · Solicited contributions (3-yr avg) $293K
$0.14 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $456K · Total revenue $515K
89%
Government reliance
Government grants — · Total revenue $515K
Earned-income share
Program service revenue $0 · Total revenue $515K
0%
Investment reliance
Investment income $60K · Total revenue $515K
+12%
Program self-sufficiency
Program service revenue $0 · Total expenses $236K
0%
Growth & trend
Revenue growth (YoY)
This year $515K · Prior year $299K
+72%
Revenue CAGR
FY2020 $66K · FY2024 $515K
+67%
Net-asset trend (YoY)
End of year $2.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $515K · Expenses $236K
+54%
Liabilities-to-Assets
Total liabilities — · Total assets $2.2M
Net-asset ratio
Net assets $2.2M · Total assets $2.2M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $2.2M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.2M
97%
People & payroll
Highest Reported Total Compensation
Individual Sue Collins · Reported title Vice President · Highest reported compensation $0 · Total expenses $236K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $236K
0%
Fundraising vendors
Fundraiser cost ratio
Paid to fundraisers $33K · Gross raised $128K
26%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 64%
Overhead ratio 16%
Fundraising cost ratio 11%
Revenue growth 72%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 3 funders →
Grants paid · 6 grants · $531K · 2020–2024
Jackson County Library DistrictFY2024$141,928
Jackson County Library DistrictFY2023$77,929
Jackson County Library DistrictFY2022$106,430
Jackson County Library DistrictFY2021$152,991
Jackson County Library DistrictFY2020$34,635
Jackson County Library DistrictFY2020$16,804

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$299K revenue · ⤓ 990 PDF
FY2023$154K revenue · ⤓ 990 PDF
FY2022$143K revenue · ⤓ 990 PDF
FY2021$66K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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