Nonprofit · EIN 91-1764897
JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE
Tax-exempt · MOUNT SHASTA, CA 96067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,100,719 | $1,069,020 | $31,699 | $314,057 | $198,214 | $115,843 |
| September 30, 2024 | 990 | $758,600 | $827,656 | -$69,056 | $244,935 | $160,791 | $84,144 |
| September 30, 2023 | 990 | $814,805 | $849,563 | -$34,758 | $279,804 | $126,604 | $153,200 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,086,852
- of which government grants
- $634,021
- Program service revenue
- $11,805
- Investment income
- $0
- Other revenue
- $2,062
Expenses
- Grants and similar amounts paid
- $23,000
- Compensation of officers, directors and key employees
- $101,491
- Other salaries and wages
- $526,159
- Salaries, compensation and benefits (total)
- $725,363
- Professional fundraising fees
- $0
- Accounting fees
- $39,675
- Occupancy
- $43,206
- Travel
- $12,441
- Program services (functional)
- $964,293
- Management and general (functional)
- $92,978
- Fundraising (functional)
- $11,749
Balance sheet and other
- Total assets, start of year
- $244,935
- Total assets, end of year
- $314,057
- Total liabilities, end of year
- $198,214
- Net assets, end of year
- $115,843
- Net assets without donor restrictions
- $77,843
- Net assets with donor restrictions
- $38,000
- Gross receipts
- $1,100,719
- Employees
- 12
- Volunteers
- 24
- Year formed
- 1996
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY SWIFT | EXECUTIVE DI Trustee or director, Officer | 40 | $88,333 |
| STACEY SANCHEZ | BOARD TREASU Trustee or director | 1 | $0 |
| ANGELA CORDELL | BOARD SECRET Trustee or director | 1 | $0 |
| ERIKA CARPENTER | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| DANNA PRATER | VP COM. DEVE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY SWIFT | EXECUTIVE DI Trustee or director, Officer | 40 | $89,127 |
| STACEY SANCHEZ | BOARD TREASU Trustee or director | 1 | $0 |
| ANGELA CORDELL | BOARD SECRET Trustee or director | 1 | $0 |
| ERIKA CARPENTER | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| DANNA PRATER | VP COM. DEVE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY SWIFT | EXECUTIVE DI Trustee or director, Officer | 40 | $88,097 | $1,025 |
| ERIKA CARPENTER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STACEY SANCHEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANGELA CORDELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DANNA PRATER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1586, MOUNT SHASTA, CA 96067-1586
- Principal officer (990 for 2024)
- NANCY SWIFT, PO BOX 1586, MOUNT SHASTA, CA 96067
- Signed the 990
- NANCY SWIFT, EXECUTIVE DIRECTOR
- Phone
- (530) 926-6670
- Website
- JEDIECONOMY.ORG
- Return prepared by
- LEHMAN FLYNN VOLLARO NY CPAS PLLC
California records
California keeps its own records of charities and corporations. Search them by EIN 91-1764897 or by the name JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
JEDI'S MISSION IS TO INCREASE THE ECONOMIC WELL-BEING OF PEOPLE AND COMMUNITIES THROUGH BUSINESS DEVELOPMENT AND LOCAL WEALTH CREATION. THROUGH THIS MISSION, JEDI IS ADDRESSING THE ROOT CAUSES OF RURAL POVERTY AND ECONOMIC DEVELOPMENT. SINCE 1996 IT HAS SUPPORTED OVER 6,700 PEOPLE IN GROWING A BUSINESS, CREATED 1,700 BUSINESSES AND JOBS, AND 70 HAVE RECEIVED FINANCING OF APPROXIMATELY 7.6 MILLION.
Program accomplishments
- THE JEFFERSON ECONOMIC DEVELOPMENT INSTITUTE (JEDI) IS A NONPROFIT ORGANIZATION DEDICATED TO INCREASING THE ECONOMIC WELL-BEING OF PEOPLE AND COMMUNITIES THROUGH BUSINESS DEVELOPMENT AND LOCAL WEALTH CREATION. JEDI ASSISTS LOW AND MODERATE INCOME FAMILIES TO THRIVE FINANCIALLY BY BUILDING SUSTAINABLE BUSINESSES AND ASSETS. OVER THE PAST 27 YEARS, JEDI HAS SERVED OVER 14,000 INDIVIDUALS WHO STARTED OVER 1,300 BUSINESSES AND ADDED NEW JOBS IN THIS RURAL FRONTIER REGION OF NORTHERN CALIFORNIA. JEDI HAS BROUGHT CLOSE TO 8 MILLION INTO THE COUNTY IN SUPPORT OF SMALL BUSINESS DEVELOPMENT AND ASSISTED BUSINESSES TO ACQUIRE OVER 15,000,000 IN BUSINESS CAPITAL. JEDI HOSTS AN SBA-DESIGNATED WOMEN'S BUSINESS CENTER SINCE 2014 WHICH SERVES A 4-COUNTY REGION IN NORTHERN CA. JEDI ALSO HOSTS AN IRS-DESIGNATED FREE TAX PREPARATION SITE CALLED VITA (VOLUNTEER INCOME TAX ASSISTANCE). JEDI ALSO HOSTS THE MOUNT SHASTA FARMERS' MARKET SERVING RANCHERS AND FARMERS THROUGHOUT SISKIYOU COUNTY FOR THE LAST 25 YEARS.Expenses $964,293 · grants $23,000 · revenue $11,805
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 91-1764897
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S43)
- Assets (IRS master file)
- $314,057
- Income (IRS master file)
- $1,100,719
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,100,719 | $1,069,020 | $314,057 | XML |
| 990 | September 2024 | $758,600 | $827,656 | $244,935 | XML |
| 990 | September 2023 | $814,805 | $849,563 | $279,804 | XML |
| 990 | September 2022 | $979,343 | $852,174 | $287,420 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1764897).
Questions about JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE
- What is the EIN of JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE?
- The employer identification number (EIN) of JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE is 91-1764897.
- Is JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE?
- The 990 for the year ended September 30, 2025 names NANCY SWIFT.
- Who are the officers and directors of JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE?
- The 990 for the year ended September 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $88,333 (NANCY SWIFT, EXECUTIVE DI).
- How much revenue does JEFFERSON ECONOMIC DEVELOPEMENT INSTITUTE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,100,719, expenses of $1,069,020 and total assets of $314,057 at year end.
Other nonprofits in MOUNT SHASTA
- ASSOCIATED CHARITABLE RESOURCE OF SOUTH SISKIYOU EIN 68-0454579 · last filed 990-EZ for 2025
- RURAL ADVANCEMENT PARTNERS EIN 33-2125977 · last filed 990-N for 2025
- GOLDEN EAGLE CHARTER SCHOOL EIN 20-1267289 · last filed 990 for 2025
- MCCLOUD HEALTHCARE CLINIC INC EIN 68-0427383 · last filed 990 for 2024
- HUMANITY FOR HORSES EIN 27-4116043 · last filed 990 for 2024
- SHARING WW INC EIN 90-0904457 · last filed 990 for 2024
- NANCY DRISCOLL FOUNDATION EIN 82-4044627 · last filed 990-PF for 2024
- SISKIYOU LAND TRUST EIN 68-0235003 · last filed 990 for 2025
All nonprofits in MOUNT SHASTA · California · Community improvement and capacity building