Josephine County Educational Fund Inc dba Redwood Foundation for Education (EIN 936041252) - Form 990 Financial Analysis & Trantor Score

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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

1984

Legal Domicile

Principal Officer

Sean Ward

Phone

5414762196

Tax Period

2023-01-01 to 2023-12-31

Josephine County Educational Fund Inc dba Redwood Foundation for Education, founded in 1984, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 50% operating margin.

Mission

Create a legacy of educational philanthropy in Southern Oregon. Provide grants and scholarships to students, schools and youth serving organizations.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,824,500

Program Service Revenue $174,952

Investment Income $525,109

Other Revenue $21,219

TOTAL REVENUE $2,545,780

Expense Breakdown

Grants Paid $831,656

Salaries & Benefits $127,091

Fundraising Expenses $31,784

Program Expenses $1,219,450

Other Expenses $321,724

TOTAL EXPENSES $1,280,471

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,545,780	$1,664,146	+0.5%
Expenses	$1,280,471	$1,306,168	0.0%
Net Income	$1,265,309	$357,978	+2.5%

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

500

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

$87,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Flaming	Director	1.00	Director	$0	$0	$0
Brandon Bretl	Director	1.00	Director	$0	$0	$0
Brenda Aguilera	Director	1.00	Director	$0	$0	$0
Constance Palaia-Marr	President	2.00	Officer Director	$0	$0	$0
Holly Preslar	Director	1.00	Director	$0	$0	$0
Jack Davis	Director	1.00	Director	$0	$0	$0
Jennifer Esmay	Director	1.00	Director	$0	$0	$0
Judith Drummond	Secretary	1.00	Officer Director	$0	$0	$0
Sean Ward	Treasurer	1.00	Officer Director	$0	$0	$0
Thomas Drummond	Director	1.00	Director	$0	$0	$0
Tripp Androy	Vice President	1.00	Officer Director	$0	$0	$0
Quin Collins Pehrson	Executive Director	40.00	Officer	$82,100	$5,250	$87,350

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
2024	No data	No data	No data	No data
2023	$2,545,780	$1,280,471	$9,996,501	$1,265,309
2022	$1,664,146	$1,306,168	$8,078,088	$357,978
2021	$1,426,497	$974,615	$9,452,505	$451,882
2020	$1,812,074	$644,565	$8,517,413	$1,167,509

Josephine County Educational Fund Inc dba Redwood Foundation for Education