philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Hearts & Vines Foundation

Tax-deductible

Medford, OR501(c)(3)Crime & LegalEIN 93-1226903Revenue $173K in FY2024

On file with the IRSheartsandvines.com3619 Aviation Way Ste 102, 97504-9830 · Medford, ORTax-exempt since Feb 1997Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

The organization's purpose is to raise funds, the proceeds of those profits going to a 501(c)(3) charitable organization benefiting youth and their families in jackson county, oregon.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Run by 78 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $9K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
19 mo
of spending, in cash
Looks good: 18.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $12K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$100K
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$173K
-14% vs prior year
Spent
$106K
To programs
95%
Net assets
$83K
By yearFY2020–FY2024
Revenue
$173K
FY2024▼ -14%
Tap a bar for its year
Revenue by fiscal year
FY2020$71K
FY2021$229K
FY2022$211K
FY2023$201K
FY2024$173K
Expenses
$106K
FY2024▼ -50%
Tap a bar for its year
Expenses by fiscal year
FY2020$86K
FY2021$216K
FY2022$221K
FY2023$213K
FY2024$106K
Net assets
$83K
FY2024▲ +445%
Tap a bar for its year
Net assets by fiscal year
FY2020$24K
FY2021$37K
FY2022$26K
FY2023$15K
FY2024$83K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $100K Management & general 5% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
Brenda Smith
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Shiloh Wood
Secretary
$0Pt VII · Sec A
Chris Cooley
Board Member
$0Pt VII · Sec A
Cj Shipley
President
$0Pt VII · Sec A
Brian Wilhite
Board Member
$0Pt VII · Sec A
Erica Gottula
Board Member
$0Pt VII · Sec A
Justin Hanlin
Board Member
$0Pt VII · Sec A
See Hearts & Vines Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II7 listed

Programs and updates

Raises funds to support youth and families in Jackson County, Oregon.

Questions for Hearts & Vines Foundation

Tap to ask. Hearts & Vines Foundation sees how many people are interested.

Your first name shows with your question. Hearts & Vines Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $100K · in their own filed words · FY2024
01

Funding provided to southern oregon non-profit youth and family organizations.

$100Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2022
Sid and Karen Deboer FoundationFY2022$10K
Robert K & Barbara J Straus Family FoundationFY2022$2K
Total grants receivedfrom 2 funders$12K
Grants paid · 22 grants · $745K · 2021–2024
Community Works INCOR · FY2024$60,000
Domestic Violence FoundationOR · FY2024$20,000
Jackson County Child Abuse Task ForceOR · FY2024$7,500
Casa of Jackson County INCOR · FY2024$7,500
Jackson County SartOR · FY2024$5,000
Community Works INCOR · FY2023$125,000
Domestic Violence FoundationOR · FY2023$30,000
Casa of Jackson County INCOR · FY2023$20,000
The Family Nurturing CenterOR · FY2023$20,000
Jackson County Child Abuse Task ForceOR · FY2023$15,000
Community Works INCOR · FY2022$142,000
Domestic Violence FoundationOR · FY2022$25,000
The Family Nurturing CenterOR · FY2022$20,000
Casa of Jackson County INCOR · FY2022$17,500
Jackson County Child Abuse Task ForceOR · FY2022$13,000
Ride My RoadOR · FY2022$2,500
Community Works INCOR · FY2021$140,000
Domestic Violence FoundationOR · FY2021$25,000
See all 22 grants →

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$173K
Ln 12
Gifts and grantsLn 1h$259K
Investment incomeLn 3$73
Money outPt IX
$106K
Ln 25
Programscol B$100K
Managementcol C$6K
Owns and owesPt X
$83K
net assets · Ln 32
Cash and savingsLn 1–2$164K
Total assetsLn 16$183K
LiabilitiesLn 26$100K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$259K
Fundraising eventsLn 1c$173K
Investment incomeLn 3$73
Total revenueLn 12$173K
Assets in detailPt X, end of year
CashLn 1$8K
SavingsLn 2$156K
Cash and savings togetherLn 1–2$164K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$183K
LiabilitiesLn 26$100K
Net assetsLn 32$83K
OperationsPt I, VI
EmployeesI 50
VolunteersI 678
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$7K$164K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$15K$183K
LiabilitiesLn 26$0$100K
Net assetsLn 32$15K$83K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$100K$100K
Legal feesLn 11b$2K$2K
Office expensesLn 13$734$734
Information technologyLn 14$949$949
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$286$286
Total functional expensesLn 25$106K$100K$6K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $173K$106K$68K$83K 990 PDF
FY2023 $201K$213K−$11K$15K 990 PDF
FY2022 $211K$221K−$10K$26K 990 PDF
FY2021 $229K$216K$12K$37K 990 PDF
FY2020 $71K$86K−$15K$24K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $173,460 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $303,567$259,160
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $58$73
I-11 Other revenuePrior year −$102,194−$85,773
I-12 Total revenuePrior year $201,431$173,460
I-13 Grants and similar amounts paidPrior year $210,000$100,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,640$5,738
I-18 Total expensesPrior year $212,640$105,738
I-19 Revenue less expensesPrior year −$11,209$67,722
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $173,460 across 6 lines filed
VIII-1c Fundraising events$172,660
VIII-1f All other contributions, gifts and grants$86,500
VIII-1h Total contributions, gifts and grants$259,160
VIII-3 Investment incomeExcluded from tax $73$73
VIII-8 Net income from fundraising eventsExcluded from tax −$85,773−$85,773
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$85,700$173,460
Part IX · Statement of functional expenses $105,738 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $100,000$100,000
IX-11b Legal feesManagement $1,593$1,593
IX-13 Office expensesManagement $734$734
IX-14 Information technologyManagement $949$949
IX-23 InsuranceManagement $2,176$2,176
IX-24 Other expenses (24a–d)Management $286$286
IX-25 Total functional expensesPrograms $100,000 · Management $5,738 · Fundraising $0$105,738
Part X · Balance sheet $182,942 assets, 9 lines filed
Asset lines not itemized here account for $4,715; see the IRS return.
X-1 Cash, non-interest-bearingStart of year −$49$8,139
X-2 Savings and temporary cash investmentsStart of year $7,304$156,298
X-4 Accounts receivableStart of year $3,350$13,790
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $15,220$182,942
X-18 Grants payableStart of year $0$100,000
X-26 Total liabilitiesStart of year $0$100,000
X-32 Total net assets or fund balancesStart of year $15,220$82,942
X-33 Total liabilities and net assetsStart of year $15,220$182,942
Part XI · Reconciliation of net assets $82,942 net assets at year end
XI-1 Total revenue$173,460
XI-2 Total expenses$105,738
XI-3 Revenue less expenses$67,722
XI-4 Net assets at start of year$15,220
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$82,942

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.