2025-11-17T17:22:40-06:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 200697012 YAKIMA VALLEY COMMUNITY FOUNDATION YAKI 5094577616 316 E YAKIMA AVE 201 YAKIMA WA 98901 LISA FRESCO CHIEF FINANCIAL OFFICER 5094577616 2025-11-15 1 1 SARAH B HUANG P00745974 4254544919 2025-11-15 2024 2025-03-06 01:10:19Z SHARON MIRACLE 316 E YAKIMA AVE 201 YAKIMA WA 98901 10471905 0 X WWW.YAKIMAVALLEYCF.ORG X 2003 WA OUR WORK IS FOCUSED ON EQUITY IN EDUCATION, HEALTH, AND CIVIC ENGAGEMENT. WE ADDRESS COMPLEX CONDITIONS AND SYSTEMS, AND PROVIDE OPPORTUNITIES FOR THOSE WHO HAVE BEEN HISTORICALLY AND FREQUENTLY OVERLOOKED AND LEFT BEHIND. 18 18 12 18 0 0 4343081 5477336 578948 195213 2459357 4794067 1000 5289 7382386 10471905 2841449 3093468 0 0 1226015 1391238 0 0 202846 3545247 2885247 7612711 7369953 -230325 3101952 81406633 87464491 7192985 8025647 74213648 79438844 X OUR WORK IS FOCUSED ON EQUITY IN EDUCATION, HEALTH, AND CIVIC ENGAGEMENT. WE ADDRESS COMPLEX CONDITIONS AND SYSTEMS, AND PROVIDE OPPORTUNITIES FOR THOSE WHO HAVE BEEN HISTORICALLY AND FREQUENTLY OVERLOOKED AND LEFT BEHIND. OUR ROLE IS TO GUIDE STRATEGIC INVESTMENTS, PROVIDE COMMUNITY LEADERSHIP, AND GRANT TO ORGANIZATIONS FOR TANGIBLE IMPACTS IN THE LIVES OF THOSE THAT CALL CENTRAL WASHINGTON HOME. 0 0 5974291 3093468 195213 A COMMUNITY LEADER IN EDUCATION, CIVIC VITALITY, AND HEALTH SUPPORTING EQUITABLE ACCESS TO OPPORTUNITY WITH SPECIAL ATTENTION TO THOSE WHO ARE FREQUENTLY LEFT OUT AND LEFT BEHIND. 5974291 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X LISA FRESCO 5094577616 316 E YAKIMA AVE STE 201 YAKIMA WA 98901 LISA CAMPBELL-JOHN BOARD CHAIR 4.00 X X 0 0 0 IGNACIO MARQUEZ BOARD VICE CHAIR 2.00 X X 0 0 0 JOSHUA BECK BOARD TREASURER 3.00 X X 0 0 0 PAUL NAGLE-MCNAUGHTON BOARD MEMBER 1.00 X 0 0 0 CRAGG GILBERT BOARD MEMBER 1.00 X 0 0 0 CYNTHIA JUAREZ BOARD MEMBER 1.00 X 0 0 0 JOSE RIVERA BOARD MEMBER 1.00 X 0 0 0 WENDY AGUILAR BOARD MEMBER 1.00 X 0 0 0 CORINNE MURPHY-HINES BOARD MEMBER 1.00 X 0 0 0 GWEN CHAPLIN BOARD MEMBER 1.00 X 0 0 0 ESTHER MAGASIS BOARD MEMBER 1.00 X 0 0 0 ANITA QUINTANA BOARD MEMBER 1.00 X 0 0 0 DAVID SEVERN BOARD MEMBER 1.00 X 0 0 0 MIHO SUGASAWA BOARD MEMBER 1.00 X 0 0 0 GIOVANNI SERVERINO BOARD MEMBER 1.00 X 0 0 0 MAGALY SOLIS BOARD MEMBER 1.00 X 0 0 0 SHELLY VALDEZ BOARD MEMBER 1.00 X 0 0 0 KRISTIN KERSHAW-SNAPP BOARD MEMBER 1.00 X 0 0 0 SHARON MIRACLE CEO/BOARD SECRETARY 50.00 X 223074 0 17881 LISA FRESCO CFO 55.00 X 131896 0 26839 LINDSAY BOSWELL CHIEF PROGRAM OFFICER 40.00 X 120050 0 13601 HEIDI PELLETIER CHIEF DEVELOPMENT OFFICER 40.00 X 116000 0 12177 591020 0 70498 4 0 1 0 FIELD GROUP 103 N 3RD STREET SUITE 1 YAKIMA WA 98901 EDUCATIONAL MARKETING 735611 YAKIMA COUNTY DEVELOPMENT ASSOCIATION PO BOX 1387 YAKIMA WA 98901 PROGRAM COORDINATION 619950 GRAYSTONE CONSULTING 5555 CALIFORNIA ST 14TH FL SAN FRANCISCO CA 94104 INVESTMENT CONSULTING 266324 3 1788803 3688533 422608 5477336 FUND ADMIN FEES 561000 195213 195213 195213 2137802 2137802 2656265 0 2656265 2656265 2656265 CREDIT CARD REBATES 561000 5289 5289 5289 10471905 195213 0 4799356 X 3065468 3065468 27000 27000 1000 1000 399690 98669 289867 11154 744275 446565 223282 74428 33152 19891 9946 3315 108528 63547 34390 10591 105593 63354 31680 10559 51744 51744 122121 73573 42442 6106 291480 291480 1917442 1826473 69409 21560 106949 70108 9210 27631 61745 27532 27330 6883 22382 7445 11950 2987 100554 40222 50277 10055 57092 34112 17970 5010 79936 26666 46604 6666 9396 9396 30161 12064 15081 3016 DUES/MEMBERSHIP 18845 7538 9422 1885 BOOKS 15400 11320 3080 1000 7369953 5974291 1192816 202846 2005151 850360 1897298 1362536 150000 622391 338213 320717 23408 17496 73175782 79505277 3793560 4479204 361434 627227 81406633 87464491 265 200 0 81000 4866178 5623642 2326542 2320805 7192985 8025647 X 72231283 74378242 1982365 5060602 74213648 79438844 81406633 87464491 3101952 2272325 -149081 0 X 0 0 0 X 7222863 3767367 3914885 4343081 5477336 24725532 7222863 3767367 3914885 4343081 5477336 24725532 4458136 20267396 783835 1326428 1540105 2805500 2137802 8593670 33319202 2499350 0.60830 0.56410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7369953 7369953 518498 129625 0 0 500824 413640 530636 589193 2034293 3051440 125206 103410 132659 147298 508573 762860 40 109 470360 5003463 987491 2033683 16561977 62044271 1 1 0 1 X 31310689 8554 2727928 1060618 32986553 29359128 6374 2960700 1015513 31310689 34155972 6122 -3749978 1052988 29359128 32849246 6382 2319459 1019115 34155972 30754919 8947 3028691 943311 32849246 0.05372 0.89795 0.04833 0 0 116728 116728 0 161058 143562 17496 60427 60427 0 17496 ALTERNATIVE INVESTMENTS 4479204 F 4479204 LIABILITIES UNDER SPLIT INTEREST AGREEMENT 2158328 ROU - LEASE LIABILITY 162477 2320805 PART IV, LINE 2B: THE FOUNDATION RECEIVES AND DISTRIBUTES FUNDS HELD FOR OTHERS IN WHICH THE FOUNDATION ACCEPTS A CONTRIBUTION FOR ANOTHER ENTITY AND AGREES TO TRANSFER THOSE ASSETS AND THE RETURN ON THE ASSETS TO THE SEPARATE ENTITY. THESE FUNDS ARE TREATED AS AGENCY FUNDS BY YAKIMA VALLEY COMMUNITY FOUNDATION. PART V, LINE 4: THE FOUNDATION HAS A GENERAL POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 16 QUARTERS THROUGH THE CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A RATE EQUAL TO INFLATION. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1223314 0 0 0 0 0 0 1223314 0 1223314 1 0 1 0 1 0 FORM 990, SCHEDULE F, PART I, LINE 3 THE ORGANZIATION HAD INVESTMENTS VALUED OVER $100,000 DURING THE YEAR, THE END OF YEAR VALUE IS REPORTED ON LINE 3. 1 YAKIMA ROTARY TRUST PO BOX 464 YAKIMA WA 98907 911149272 501(C)3 997577 0 EVENT SPONSORSHIP YAKIMA COUNTY DEVELOPMENT ASSOCIATION PO BOX 1387 YAKIMA WA 98907 200307562 501(C)3 311000 0 GENERAL SUPPORT THE MEMORIAL FOUNDATION 3111 TIETON DR YAKIMA WA 98902 911022358 501(C)3 172550 0 CHILDCARE INVEST. INITIATIVE YOUNG WOMEN'S CHRISTIAN ASSOCIATION 818 W YAKIMA AVE YAKIMA WA 98902 910565563 501(C)3 150400 0 CAPITAL CAMPAIGN UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 353200 SEATTLE WA 98195 943079432 501(C)3 150000 0 GRANT TO UW RESEARCHER CATHOLIC CHARITIES SERVING CENTRAL 5301 TIETON DR STE G YAKIMA WA 98908 911370404 501(C)3 100000 0 SCW CHILDCARE UW FOUNDATION PO BOX 353200 SEATTLE WA 98195 943079432 501(C)3 100000 0 WILLIAM O. DOUGLAS SCHOL. KITTITAS COUNTY HEALTH NETWORK 110 W 6TH AVE STE 393 ELLENSBURG WA 98926 824102205 501(C)3 80000 0 CHILDCARE INVEST. INITIATIVE ST JOSEPHMARQUETTE CATHOLIC SCHOOL 202 N 4TH ST YAKIMA WA 98901 530196617 501(C)3 65378 0 NEW CURRICULUM LATINX LLC 581 OLD NACHES HWY YAKIMA WA 98908 852229662 55000 0 GENERAL SUPPORT FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVE N SEATTLE WA 98109 911935159 501(C)3 50000 0 GRANT FOR RESEARCHER YAKIMA HERALD REPUBLIC PO BOX 9668 YAKIMA WA 98909 911539864 50000 0 YAKIMA VOTER PROJECT TRI-CITIES PREP A CATHOLIC HIGH SCHOOL 9612 ST THOMAS DR PASCO WA 99301 911643930 501(C)3 40000 0 GENERAL SUPPORT NACHES VALLEY DOLLARS FOR SCHOLARS PO BOX 66 NACHES WA 98937 465727310 501(C)3 35000 0 GENERAL SUPPORT YAKIMA FREE CLINIC 171 RAPTOR HAVEN LN TIETON WA 98947 933436998 501(C)3 35000 0 GENERAL SUPPORT YAKIMA MUSIC EN ACCION PO BOX 317 YAKIMA WA 98907 300893939 501(C)3 32000 0 GENERAL SUPPORT GENERATING HOPE INC PO BOX 1562 YAKIMA WA 98907 203070634 501(C)3 31000 0 GENERAL SUPPORT LA CASA HOGAR 106 S 6TH ST YAKIMA WA 98901 943070007 501(C)3 28500 0 GENERAL SUPPORT YAKIMA SYMPHONY ORCHESTRA 32 N 3RD ST YAKIMA WA 98901 237346119 501(C)3 28500 0 GENERAL SUPPORT YAKIMA TOWN HALL 4001 SUMMITVIEW AVE YAKIMA WA 98908 237209728 501(C)3 28000 0 SPONSORSHIP CANYON BLOOMS PETALS FOR PATIENTS 7714 COWICHE CANYON RD YAKIMA WA 98908 882894658 501(C)3 25500 0 GENERAL SUPPORT CENTRAL WASHINGTON HOMEBUILDERS ASSOCIATION FOUNDATION 3301 W NOB HILL BLVD YAKIMA WA 98902 822889273 501(C)6 24572 0 GENERAL SUPPORT ROSLYN DOWNTOWN ASSOCIATION PO BOX 546 ROSLYN WA 98941 204041024 501(C)3 22000 0 COMMUNITY ENGAGEMENT SERIES EXPLORE YOUR WILD PO BOX 993 SELAH WA 98942 832956812 501(C)3 20000 0 GENERAL SUPPORT FORTERRA NORTHWEST 901 5TH AVE STE 2200 SEATTLE WA 98164 943112461 501(C)3 20000 0 GENERAL SUPPORT HEARTLINKS HOSPICE & PALLIATIVE CARE 204 W 2ND ST GRANDVIEW WA 98930 911067873 501(C)3 20000 0 YLC TRIUMPH TREATMENT SERVICES PO BOX 2849 YAKIMA WA 98907 910755984 501(C)3 20000 0 YLC UNIDOS NUEVA ALIANZA FOUNDATION PO BOX 1272 EHPRATA WA 98823 884038894 501(C)3 20000 0 YLC SOUTH CENTRAL WORKFORCE COUNCIL 103 N 7TH AVE YAKIMA WA 98902 911089113 501(C)3 16000 0 GENERAL SUPPORT YAKIMA GREENWAY FOUNDATION 111 S 18TH ST YAKIMA WA 98901 911110737 501(C)3 16000 0 CAMPAIGN PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCE 111 UNIVERSITY PKWY STE 2 YAKIMA WA 98901 061744054 501(C)3 15000 0 SCHOOL OF PHYSICAL THERAPY YAKIMA VALLEY COUNCIL ON ALCOHOLISM DBA TRIUMPH TREATMENT SERVICES PO BOX 2849 YAKIMA WA 98907 910755984 501(C)3 13000 0 WOMEN AND CHILDREN'S PROGRAM CAMP GHORMLEY 640 LOST LAKE RD NACHES WA 98937 236393377 501(C)3 12879 0 GENERAL SUPPORT OUR PLACE COMMUNITY OUTREACH 1509 W COLLEGE SPOKANE WA 99201 911384287 501(C)3 12500 0 GENERAL SUPPORT MAKE-A-WISH ALASKA AND WASHINGTON 811 FIRST AVE STE 620 SEATTLE WA 98104 911329433 501(C)3 10000 0 GENERAL SUPPORT COWICHE CANYON CONSERVANCY PO BOX 877 YAKIMA WA 98907 911312184 501(C)3 8500 0 GENERAL SUPPORT YAKIMA VALLEY MUSEUM 2105 TIETON DR YAKIMA WA 98902 910828572 501(C)3 8188 0 RED INTO BLACK EVENT CONFEDERATED TRIBES AND BANDS OF THE YAKAMA NATION PO BOX 151 TOPPENISH WA 98948 910576806 GOVERNMENT 7700 0 YAKAMA NATION VILLAGE OF HOPE EASTERN OREGON UNIVERSITY ONE UNIVERSITY BLVD LAGRANDE WA 97850 472967284 501(C)3 6500 0 STUDENT SCHOLARSHIP APOYO PO BOX 194 ELLENSBURG WA 98926 911970470 501(C)3 6000 0 GENERAL SUPPORT WASHINGTON POLICY CENTER PO BOX 3643 SEATTLE WA 98124 911752769 501(C)3 5500 0 GENERAL SUPPORT LA SALLE HIGH SCHOOL FOUNDATION 3000 LIGHTNING WAY UNION GAP WA 98903 911836124 501(C)3 5397 0 STEM FAIR HERITAGE UNIVERSITY 3240 FORT RD TOPPENISH WA 98948 911160585 501(C)3 5150 0 BOUNTY OF THE VALLEY SCHOL DINNER 40 3 GRADUATE EDUCATIONAL EXPENSES 10 27000 PART I, LINE 2: EACH GRANTEE IS REQUESTED TO COMPLETE AND FILE A FINAL REPORT WHEN ALL GRANT FUNDS ARE EXPENDED. BY SIGNING AND DEPOSITING THE GRANT CHECK, ALL GRANT RECIPIENTS ACKNOWLEDGE AND AGREE TO THE TERMS AND CONDITIONS OF THE GRANT. X X X 0 0 0 0 0 0 0 0 0 SHARON MIRACLE CEO/BOARD SECRETARY 223074 0 0 0 0 0 10324 0 7557 0 240955 0 0 0 LISA FRESCO CFO 131896 0 0 0 0 0 7195 0 19644 0 158735 0 0 0 X 5 422608 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IN SCHEDULE M, PART I, COLUMN (B) REPRESENTS THE NUMBER OF DONATIONS RECEIVED DURING THE YEAR. FORM 990, PART I, LINE 6 20 BOARD MEMBERS THAT SERVE PRE-DETERMINED TERMS AND SERVE ON BOTH STANDING AND AD HOC COMMITTEES. TIME COMMITMENT IS <1 HR PER WEEK. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, WILL BE GIVEN A COMPLETE COPY OF THE FORM 990 FOR REVIEW PRIOR TO FILING WITH THE IRS. THE PRESIDENT/CEO WILL BE AVAILABLE FOR QUESTIONS REGARDING THE TAX RETURN. AFTER THE EXECUTIVE COMMITTEE MEMBERS HAVE REVIEWED THE RETURN AND QUESTIONS HAVE BEEN ANSWERED, A COPY WILL BE PROVIDED TO THE FULL BOARD AND THE RETURN WILL BE FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF YAKIMA VALLEY COMMUNITY FOUNDATION THAT ALL BOARD MEMBERS, COMMITTEE MEMBERS, EMPLOYEES AND VOLUNTEERS WILL FULLY DISCLOSE PERCEIVED, POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE APPROPRIATE INDIVIDUALS, IN ACCORDANCE WITH THIS POLICY, IN ADVANCE OF ANY DECISION MAKING AND RECUSE THEMSELVES FROM DECISIONS WHERE A CONFLICT OF INTEREST COULD INTERFERE WITH OBJECTIVE DECISION MAKING. ANNUAL CONFLICT OF INTEREST POLICY FORMS ARE SIGNED BY ALL STAFF AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE ADMINISTRATION OF THE COMPENSATION PLAN HAS BEEN DELEGATED TO THE EXECUTIVE COMMITTEE BY THE BOARD OF DIRECTORS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE FUNCTIONS AS THE ADMINISTRATIVE COMMITTEE TO ADMINISTER THE PLAN ON BEHALF OF THE BOARD. THE ADMINISTRATIVE COMMITTEE MAY NEVER HAVE FEWER THAN TWO MEMBERS. ALL ACTIONS OF THE EXECUTIVE COMMITTEE, IN ITS CAPACITY AS THE ADMINISTRATIVE COMMITTEE FOR THE PLAN, SHALL REQUIRE AN AFFIRMATIVE VOTE OF A MAJORITY OF THE EXECUTIVE COMMITTEE AT A MEETING AT WHICH A QUORUM IS PRESENT. THIS ADMINISTRATIVE COMMITTEE HAS THE AUTHORITY TO ADMINISTER THE PLAN IN ACCORDANCE WITH THE EXPRESSED TERMS OF THE PLAN. ALL GOOD FAITH DECISIONS OF THE ADMINISTRATIVE COMMITTEE SHALL BE CONCLUSIVE AND BINDING ON ALL PERSONS COVERED BY THE PLAN. LAST COMPENSATION REVIEW WAS IN AUGUST OF 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS INCLUDING POLICIES AND CONFLICT OF INTEREST STATEMENTS ARE PROVIDED UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE INCLUDED ON THE ORGANIZATION'S EXTERNAL WEBSITE, WHICH IS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G EDUCATIONAL MARKETING: PROGRAM SERVICE EXPENSES 735,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 735,611. 401K RETIREMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,189. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,189. PROGRAM COORDINATION: PROGRAM SERVICE EXPENSES 619,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 619,950. ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 148,647. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,647. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 322,265. MANAGEMENT AND GENERAL EXPENSES 68,220. FUNDRAISING EXPENSES 21,560. TOTAL EXPENSES 412,045.