Community Foundation of Jackson Hole

Nonprofit profile at a glance

EIN
830308856
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Jackson, WY, USA
Phone
3077391026
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Foundations

Official website

Reported finances

Revenue
$75,197,308
Expenses
$46,619,949
Assets
$170,870,028
Liabilities
$4,346,247

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

29 people listed

Executive titles in this filing

  • LAURIE ANDREWS (PRESIDENT)

Highest reported compensation

  • LAURIE ANDREWS (PRESIDENT): $413,005 total reported compensation
  • ERIN LUSINS (CHIEF FINANCIAL OFFICER): $218,230 total reported compensation
  • WILL SCHWARTZ (CHIEF OPERATING OFFICER): $205,701 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve lives through philanthropic leadership

What it reported doing in 2024

Discretionary grants, scholarships, & fellowships - 96% of the foundation's operational expenses are program service expenses, which includes old bill/tin cup, fund administration, discretionary grants, scholarships and other program services. The foundation's discretionary grant programs provide financial support to organizations that are effectively addressing important community needs in teton county, wy. Funding decisions for the compentitive grants program are made by a volunteer grants committee comprised of dedicated community members with diverse interests and experience. The youth philanthropy program introduces local high school students to strategic grantmaking. The micro grants program is designed as a timely funding mechanism. In 2024, the foundation's grant programs provided over $2.7 million to 128 organizations working in jackson hole and teton valley. The foundation's grants programs are funded by old bill's cochallengers and tin cup challengers, individual donors, and endowed funds held at the foundation.

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 93% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 77
  • Accountability: 100
  • Sustainability: 82
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.4%; rating input score 61
  • Program expense ratio: 95.3%; rating input score 95
  • Fundraising efficiency: $96.8 raised per $1 spent on fundraising; rating input score 84; 84th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 28th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: 3 of 8 controls in place; rating input score 38
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Limited
    • Conducts field audits: Limited
    • May suspend future funding: Limited
    • Requires financial reports: Pass
    • Conducts site visits: Limited
    • Requires grant agreements: Pass
    • May require repayment: Limited
  • Grant itemization coverage: 96.5%; rating input score 96; 30th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 38%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 3.67; rating input score 80; 80th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 92; 92nd percentile among comparable filings
  • Officer compensation ratio: 3.5%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: 9.9% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 10.8% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 12% per year; rating input score 100; 78th percentile among comparable filings

Details

  • Where the money goes: 61.4% of revenue deployed · 95.3% of spending went to programs
  • Governance: 20 of 20 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $44.4M in reported program spending
  • Leadership: top reported pay $413K · 29 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $296K reported
  • Consistency: 38 of 40 current checks pass · 2 findings to review
  • Schedules: 9 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 383 filed money-flow records
  • Related organizations: 376 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Officer compensation ratio scored 31/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Transparency & Controls: Foreign grant itemization did not reconcile in the filed values.