2025-07-30T09:57:05-04:00 2024-09-30 841874983 LEHMAN FLYNN VOLLARO NY CPAS PLLC 534 BROADHOLLOW ROAD - SUITE 302 MELVILLE NY 11747 990 2023-10-01 911764897 JEFFERSON ECONOMIC DEVELOPMENT INSTITUTE JEFF 5309266670 PO BOX 1586 MOUNT SHASTA CA 96067 NANCY SWIFT EXECUTIVE DIRECTOR 5309266670 2025-05-09 true true MATHEW PERETZ P01655042 2127362220 2025-07-30 2023 2025-03-06 01:10:19Z NANCY SWIFT PO BOX 1586 MOUNT SHASTA CA 96067 758600 false X JEDIECONOMY.ORG X 1996 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. 5 4 15 24 0 801361 747173 13444 11427 0 0 814805 758600 15000 0 593113 552445 0 10525 256450 260211 849563 827656 -34758 -69056 279804 244935 126604 160791 153200 84144 X 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. false false 727305 15000 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. 727305 true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 15 0 false 15 true false false false false false false false false false false false false false false false false false X 5 4 false false false false false false false true true false false true true true true true true true true false CA X X NANCY SWIFT 5309266670 PO BOX 1586 MOUNT SHASTA CA 96067 NANCY SWIFT EXECUTIVE DI 40.00 X X 89127 0 0 STACEY SANCHEZ BOARD TREASU 1.00 X 0 0 0 ANGELA CORDELL BOARD SECRET 1.00 X 0 0 0 ERIKA CARPENTER BOARD CHAIR 1.00 X X 0 0 0 DANNA PRATER VP COM. DEVE 1.00 X 0 0 0 89127 false false false 475640 271533 747173 PROGRAM REVENUE 11427 11427 11427 758600 11427 15000 15000 99463 77500 12516 9447 404177 390592 13585 48805 45361 2529 915 34150 34150 56916 56794 98 24 8402 8402 32144 15263 16881 40295 38357 1912 26 41446 39649 1710 87 5744 5739 5 2532 2250 282 5560 5560 6437 5956 481 PROFESSIONAL DEVELOPMENT 11044 11044 TELEPHONE & INTERNET 8791 8684 90 17 EQUIPMENT 6750 6714 27 9 827656 727305 89826 10525 101029 46565 171316 192946 4094 4674 3365 750 279804 244935 26604 60791 100000 100000 126604 160791 X 129033 84144 24167 153200 84144 279804 244935 -69056 X true X false false X 543054 780420 964788 801361 747173 3836796 543054 780420 964788 801361 747173 3836796 288528 3548268 3836796 79964 0.92480 0.94500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED LOAN PAYABLE 100000 100000 FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 2, PART III, LINE 4A 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. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD RECEIVED A COPY OF THE 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C EACH DIRECTOR, OFFICER OR KEY EMPLOYEE IS GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY WHICH DEFINES WHAT A CONFLICT OF INTEREST IS AND WHEN IT SHOULD BE DISCLOSED. BEFORE ANY ACTION IS TAKEN BY THE BOARD OF DIRECTORS OR A COMMITTEE ON A CONTRACT OR TRANSACTION THOSE PRESENT ARE ASKED IF ANYONE HAS A CONFLICT OF INTEREST WITH REGARD TO THE TRANSACTION AND IF SO TO DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE NOTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIVE THAT THE BOARD OF DIRECTORS OR COMMITTEE WILL ACT ON A MATTER IN WHICH PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE NOTED IN MINUTES OF THE MEETING. ONCE A DISCLOSURE IS MADE, THE PERSON INVOLVED SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD OF DIRECTORS OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE NOTED IN THE MINUTES OF THE MEETING. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD SETS COMPENSATION BASED ON COMPARISON WITH OTHER LOCAL ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD SETS COMPENSATION BASED ON COMPARISON WITH LOCAL ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE.