STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE CHEHALIS FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE CHEHALIS FOUNDATION (EIN 51-1148560)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349309716
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T09:17:26-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN853585386PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Menichelli & Associates PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 N Market BlvdAddressLine1Txt
CityChehalisCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98532ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN511148560EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHEHALIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHEHBusinessNameControlTxt
Phone3605086572PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1608AddressLine1Txt
CityCHEHALISCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98532ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLEN UNZELMANPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLENPersonFirstNm
Person LastUNZELMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPeter MenichelliPreparerPersonNm
PTINP01605068PTIN
Phone3607488857PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJENNIFER COLLINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1608AddressLine1Txt
CityCHEHALISCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98532ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,273,474GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://chehalisfoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO PROMOTE THE INTERESTS OF THE CHEHALIS COMMUNITY THROUGH SUPPORT FOR EDUCATION, PUBLIC WORKS, AND CULTURAL AND CHARITABLE PURSUITS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,420,878PYContributionsGrantsAmt
CY Contributions Grants$4,135,389CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$457,575PYInvestmentIncomeAmt
CY Investment Income$124,880CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,878,453PYTotalRevenueAmt
CY Total Revenue$4,260,269CYTotalRevenueAmt
PY Grants And Similar Paid$756,985PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$817,516CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$115,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$131,906CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$102,656CYTotalFundraisingExpenseAmt
PY Other Expenses$222,008PYOtherExpensesAmt
CY Other Expenses$245,504CYOtherExpensesAmt
PY Total Expenses$1,093,993PYTotalExpensesAmt
CY Total Expenses$1,194,926CYTotalExpensesAmt
PY Revenues Less Expenses$4,784,460PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,065,343CYRevenuesLessExpensesAmt
Total Assets BOY$6,005,749TotalAssetsBOYAmt
Total Assets EOY$8,361,574TotalAssetsEOYAmt
Total Liabilities EOY$12,958TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,005,749NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,348,616NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE THE INTERESTS OF THE CHEHALIS COMMUNITY THROUGH SUPPORT FOR EDUCATION, PUBLIC WORKS, AND CULTURAL AND CHARITABLE PURSUITS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$482,905ExpenseAmt
Grant$477,905GrantAmt
DescEXCELLENCE IN EDUCATION - FUNDING PROGRAMS TO IMPROVE STUDENT ACHIEVEMENTDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$178,604ExpenseAmt
Grant$130,848GrantAmt
DescFUNDING CHEHALIS SCHOOL DISTRICT SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) PROGRAMSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$136,854ExpenseAmt
Grant$135,690GrantAmt
DescFUNDING COLLEGE SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$130,747TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$72,534TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$929,110TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMENICHELLI ASSOCIATES PLLCPersonNm
Phone3607488857PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N MARKET BLVDAddressLine1Txt
CityCHEHALISCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98532ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JENNIFER COLLINS
Executive Dir.40.000.00Yes (X)$115,058$0$0
KENT HOJEM
Director1.000.00Yes (X)$0$0$0
JOANNE SCHWARTZ
Director1.000.00Yes (X)$0$0$0
TIM SAYLER
Past President2.000.00Yes (X)$0$0$0Yes (X)
BILL HILLIER
Director1.000.00Yes (X)$0$0$0
AMANDA HUBBERT
Director2.000.00Yes (X)$0$0$0
SAMANTHA MAGNUSON
Director1.000.00Yes (X)$0$0$0
JOHN ROTHLIN
Vice President1.000.00Yes (X)$0$0$0Yes (X)
J VANDER STOEP
Director3.000.00Yes (X)$0$0$0
TYLER MCCALLUM
Director1.000.00Yes (X)$0$0$0
CHUCK EMERICK
President3.000.00Yes (X)$0$0$0Yes (X)
ALLEN UNZELMAN
Treasurer3.000.00Yes (X)$0$0$0Yes (X)
KIRBY WHITE
Director2.000.00Yes (X)$0$0$0
ROBERT PEHL
Director1.000.00Yes (X)$0$0$0
JESSICA HOMYACK
Secretary1.000.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$115,058TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$2,465,513RelatedOrganizationsAmt
All Other Contributions$1,669,876AllOtherContributionsAmt
Noncash Contributions$2,481,170NoncashContributionsAmt
Total Contributions$4,135,389TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,798TotalRevenueColumnAmt
Exclusion$41,798ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,096,287SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,013,205SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$83,082SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,082TotalRevenueColumnAmt
Exclusion$83,082ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,260,269TotalRevenueColumnAmt
Exclusion$124,880ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$681,586TotalAmt
Program Services$681,586ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$135,930TotalAmt
Program Services$135,930ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$115,058TotalAmt
Management And General$57,529ManagementAndGeneralAmt
Fundraising$57,529FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,842TotalAmt
Management And General$3,421ManagementAndGeneralAmt
Fundraising$3,421FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,006TotalAmt
Management And General$5,003ManagementAndGeneralAmt
Fundraising$5,003FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,350TotalAmt
Management And General$10,350ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,928TotalAmt
Management And General$24,928ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$71,785TotalAmt
Program Services$35,246ProgramServicesAmt
Management And General$36,539ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,778TotalAmt
Program Services$2,342ProgramServicesAmt
Management And General$552ManagementAndGeneralAmt
Fundraising$884FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,680TotalAmt
Program Services$974ProgramServicesAmt
Management And General$5,175ManagementAndGeneralAmt
Fundraising$531FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,367TotalAmt
Management And General$5,367ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,993TotalAmt
Program Services$14,433ProgramServicesAmt
Management And General$1,560ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,964TotalAmt
Management And General$3,964ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
FACILITIES MAINT & IMPROVMT$48,815$48,815
EVENTS$30,363$2,909$27,454
DUES AND SUBSCRIPTIONS$5,104$5,104
VOLUNTEER SUPPORT$5,000$5,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,377TotalAmt
Program Services$1,875ProgramServicesAmt
Management And General$5,772ManagementAndGeneralAmt
Fundraising$2,730FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,194,926TotalAmt
Program Services$929,110ProgramServicesAmt
Management And General$163,160ManagementAndGeneralAmt
Fundraising$102,656FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$790,518BOYAmt
EOY$1,399,025EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$281,659BOYAmt
EOY$254,079EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,933,572BOYAmt
EOY$6,708,470EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,005,749BOYAmt
EOY$8,361,574EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$12,958EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,958EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$675,774BOYAmt
EOY$164,161EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,329,975BOYAmt
EOY$8,184,455EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,005,749BOYAmt
EOY$8,348,616EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,005,749BOYAmt
EOY$8,361,574EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,065,343ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$606,237NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$116,239PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,153,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,774,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$936,399CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,420,878CurrentTaxYearMinus1YearAmt
Current Tax Year$4,135,389CurrentTaxYearAmt
Total$13,420,883TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,569CurrentTaxYearMinus2YearsAmt
Total$1,569TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,153,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,774,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$937,968CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,420,878CurrentTaxYearMinus1YearAmt
Current Tax Year$4,135,389CurrentTaxYearAmt
Total$13,422,452TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$13,422,452PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$457,575CurrentTaxYearMinus1YearAmt
Current Tax Year$124,880CurrentTaxYearAmt
Total$582,455TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$457,575CurrentTaxYearMinus1YearAmt
Current Tax Year$124,880CurrentTaxYearAmt
Total$582,455TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,153,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,774,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$937,968CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,878,453CurrentTaxYearMinus1YearAmt
Current Tax Year$4,260,269CurrentTaxYearAmt
Total$14,004,907TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95840PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.04160InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,484,726BeginningYearBalanceAmt
Contributions$43,598ContributionsAmt
Investment Earnings Or Losses$186,019InvestmentEarningsOrLossesAmt
Grants Or Scholarships$330,448GrantsOrScholarshipsAmt
Other Expenditures$20,000OtherExpendituresAmt
Administrative Expenses$116,573AdministrativeExpensesAmt
End Year Balance$9,247,322EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,461,445BeginningYearBalanceAmt
Contributions$1,225,709ContributionsAmt
Investment Earnings Or Losses$1,413,179InvestmentEarningsOrLossesAmt
Grants Or Scholarships$513,456GrantsOrScholarshipsAmt
Administrative Expenses$102,151AdministrativeExpensesAmt
End Year Balance$9,484,726EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$7,461,445ContributionsAmt
End Year Balance$7,461,445EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.65000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.35000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CREDIT CARD$1,496
PAYROLL LIABILITIES$11,462
FieldValueIRS element (for citing)
Total Liability$12,958TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationFUNDS ARE USED TO FURTHER EDUCATION AND ACADEMIC EXCELLENCE IN THE CHEHALIS SCHOOLS THROUGH SCHOLARSHIPS AND ACADEMIC PROGRAM SUPPORT, AND TO SUPPORT BALLFIELDS AND RELATED FACILITIES IN THE CITY OF CHEHALIS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CENTRALIA COLLEGE
600 CENTRALIA COLLEGE BLVDCENTRALIAWA98531916072664$149,905$0EDUCATIONAL EXCELLENCE
CHEHALIS SCHOOL DISTRICT
310 SW 13TH STCHEHALISWA98532910837031$130,848$0STEM EDUCATION
CHEHALIS SCHOOL DISTRICT
310 SW 13TH STCHEHALISWA98532910837031$328,000$0EDUCATIONAL EXCELLENCE
CHEHALIS SCHOOL DISTRICT
310 SW 13TH STCHEHALISWA98532910837031$39,321$0CTE PROGRAMS, SCHOOL SUPPLIES
CITY OF CHEHALIS
350 N MARKET BLVDCHEHALISWA98532916001235$33,212$0CITY PROJECTS/PARKS
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient97RecipientCnt
Cash Grant$135,930CashGrantAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$2,481,170NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4dOTHER PROGRAM SERVICES 4: FUNDING CHEHALIS SCHOOL DISTRICT SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) PROGRAMS OTHER PROGRAM SERVICES 5: FUNDING FACILITIES IMPROVEMENTS AND OTHER SUPPORT FOR SPORTS AND CAREER AND TECHNICAL EDUCATION PROGRAMS IN THE CHEHALIS SCHOOL DISTRICT.
Form 990, Part VI, Section B, Line 11bTHE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PRESENTS THE FORM FOR REVIEW BY THE BOARD OF DIRECTORS.
Form 990, Part VI, Section B, Line 12cBOARD MEMBERS DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IN THE COURSE OF MEETINGS AND ACTIVITIES, AND RECUSE THEMSELVES FROM THESE MATTERS.
Form 990, Part VI, Section C, Line 19GOVERNING DOCUMENTS AND OTHER PUBLIC INFORMATION MADE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WF & BE WEST EDUC & COFFMAN JF ED FUND TBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1608AddressLine1Txt
CityCHEHALISCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98532ZIPCd
FieldValueIRS element (for citing)
EIN916101769EIN
Primary ActivitiesSCHOLARSHIPS/GRANTSPrimaryActivitiesTxt
Legal Domicile StateWALegalDomicileStateCd
Exempt Code Section501c3ExemptCodeSectionTxt
Public Charity StatusPFPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd