Four Way Community Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

Kate Dwyer

Phone

5414799775

Tax Period

2024-07-01 to 2025-06-30

Four Way Community Foundation, founded in 1975, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $557K, a strong 35% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $809,379 Revenue: $178,093

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 2024-25 the foundation gave 82 grants totaling $1,584,003 to 53 organizations. The foundation also provided opportunities for donors and not-for-profit organizations to learn about philanthropy and related topics.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $587,454

Program Service Revenue $178,093

Investment Income $812,064

Other Revenue $0

TOTAL REVENUE $1,577,611

Expense Breakdown

Grants Paid $551,459

Salaries & Benefits $153,669

Fundraising Expenses $60,765

Program Expenses $809,379

Other Expenses $315,694

TOTAL EXPENSES $1,020,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,577,611	$1,341,566	+0.2%
Expenses	$1,020,822	$965,004	+0.1%
Net Income	$556,789	$376,562	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$85,284

Total Directors

$92,484

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cynthia Harelson CPA	Accountant	2.50	Director	$7,200	$0	$7,200
Erin Smith-Mateja	Director	0.50	Director	$0	$0	$0
Greg Fishwick	Director	2.50	Director	$0	$0	$0
Hyla Lipson	Director	0.50	Director	$0	$0	$0
Jann Taylor	Treasurer	0.50	Officer Director	$0	$0	$0
John Higgins	President	1.50	Officer Director	$0	$0	$0
Josh Welch	Director	0.50	Director	$0	$0	$0
Kate Dwyer	Executive Director	40.00	Officer Director	$82,800	$2,484	$85,284
Mark Koberstein	Director	0.50	Director	$0	$0	$0
Teresa Stover	Vice President	2.50	Officer Director	$0	$0	$0
Sue Orris	Secretary	2.50	Officer Director	$0	$0	$0
Meadow Martell	Director	0.50	Director	$0	$0	$0
Augustus Ogu	Director	0.50	Director	$0	$0	$0
Leonora Rogers	Director	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,577,611	$1,020,822	$15,895,352	$556,789
2024	$1,341,566	$965,004	$14,548,452	$376,562
2023	$2,870,303	$1,006,148	$12,762,496	$1,864,155
2022	$1,481,815	$855,741	$10,195,975	$626,074
2021	$1,198,123	$656,006	$10,971,738	$542,117
2020	$512,282	$522,034	$8,772,728	$-9,752
2019	$1,025,418	$522,467	$8,563,685	$502,951
2018	$1,158,286	$455,261	$7,750,503	$703,025