Civic Intelligence

Yakima Valley Community Foundation

990 • Fiscal year 2016 • EIN 20-0697012

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 18, 2017

Organization ProfileWWW.YAKIMAVALLEYCF.ORG

View Organization Page

111 University Parkway No 102Yakima, WA 98901

(509) 457-7616

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.08x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

1.68x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

3rd percentile

-106%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

16th percentile

$177,728

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

61st percentile

4.4%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.8%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Flat

$59,363,145

Flat from 2016

Net Assets

Flat

$54,561,595

Flat from 2016

Liabilities

Flat

$4,801,550

Flat from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin3rd percentile

Revenue

Flat

$2,860,174

Flat from 2016

Expenses

Flat

$5,899,495

Flat from 2016

Net Income

Flat

-$3,039,321

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $47,405,677Liabilities 2010: $1,279,920Net Assets 2010: $46,125,7572010Assets 2011: $46,798,207Liabilities 2011: $1,283,925Net Assets 2011: $45,514,2822011Assets 2012: $53,610,465Liabilities 2012: $1,363,613Net Assets 2012: $52,246,8522012Assets 2013: $61,899,511Liabilities 2013: $2,468,345Net Assets 2013: $59,431,1662013Assets 2014: $62,460,200Liabilities 2014: $2,710,970Net Assets 2014: $59,749,2302014Assets 2015: $56,870,759Liabilities 2015: $3,001,260Net Assets 2015: $53,869,4992015Assets 2016: $59,363,145Liabilities 2016: $4,801,550Net Assets 2016: $54,561,5952016Assets 2016: $59,363,145Liabilities 2016: $4,801,550Net Assets 2016: $54,561,5952016Assets 2017: $65,904,499Liabilities 2017: $5,389,337Net Assets 2017: $60,515,1622017Assets 2018: $60,411,596Liabilities 2018: $5,405,640Net Assets 2018: $55,005,9562018Assets 2019: $69,156,852Liabilities 2019: $6,900,698Net Assets 2019: $62,256,1542019Assets 2020: $77,063,723Liabilities 2020: $7,143,048Net Assets 2020: $69,920,6752020Assets 2021: $80,915,823Liabilities 2021: $6,900,215Net Assets 2021: $74,015,6082021Assets 2022: $74,629,187Liabilities 2022: $6,648,713Net Assets 2022: $67,980,4742022Assets 2023: $81,406,633Liabilities 2023: $7,192,985Net Assets 2023: $74,213,6482023Assets 2024: $87,464,491Liabilities 2024: $8,025,647Net Assets 2024: $79,438,8442024

Highlighted filing

2016

Assets$59,363,145
Liabilities$4,801,550
Net Assets$54,561,595
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $2,797,4932010Revenue 2011: $4,836,607Expenses 2011: $2,587,410Net Income 2011: $2,249,1972011Expenses 2012: $3,214,9202012Revenue 2013: $6,870,401Expenses 2013: $3,575,905Net Income 2013: $3,294,4962013Revenue 2014: $3,751,017Expenses 2014: $3,955,708Net Income 2014: -$204,6912014Revenue 2015: $2,809,144Expenses 2015: $5,222,417Net Income 2015: -$2,413,2732015Revenue 2016: $2,860,174Expenses 2016: $5,899,495Net Income 2016: -$3,039,3212016Revenue 2016: $2,860,174Expenses 2016: $5,899,495Net Income 2016: -$3,039,3212016Revenue 2017: $3,392,955Expenses 2017: $3,963,908Net Income 2017: -$570,9532017Revenue 2018: $4,519,744Expenses 2018: $5,210,345Net Income 2018: -$690,6012018Revenue 2019: $4,383,602Expenses 2019: $5,534,492Net Income 2019: -$1,150,8902019Revenue 2020: $9,644,344Expenses 2020: $7,925,825Net Income 2020: $1,718,5192020Revenue 2021: $19,701,329Expenses 2021: $7,016,474Net Income 2021: $12,684,8552021Revenue 2022: $3,114,851Expenses 2022: $5,272,805Net Income 2022: -$2,157,9542022Revenue 2023: $7,382,386Expenses 2023: $7,612,711Net Income 2023: -$230,3252023Revenue 2024: $10,471,905Expenses 2024: $7,369,953Net Income 2024: $3,101,9522024

Highlighted filing

2016

Revenue$2,860,174
Expenses$5,899,495
Net Income-$3,039,321
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 18, 2017
Return Version
2016v3.0
Gross Receipts
$17,863,849
Mission and Program Overview

Mission

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.

To connect people, resources and ideas so people and communities thrive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,603,919$45,996,002▼ $607,917
Investments Other Securities$8,049,688$11,638,021▲ $3,588,333
Savings and Temporary Cash Investments$1,420,266$1,336,556▼ $83,710
Pledges and Grants Receivable$470,319$115,000▼ $355,319
Cash and Non-Interest-Bearing Accounts$109,405$90,659▼ $18,746
Land, Buildings, and Equipment, Net$112,582$82,777▼ $29,805
Prepaid Expenses and Deferred Charges$800$350▼ $450
Total Assets$56,870,759$59,363,145▲ $2,492,386
Other Assets Total$103,780$103,780→ $0
Liabilities
Escrow Account Liability$2,789,260$2,772,472▼ $16,788
Other Liabilities$0$1,963,715▲ $1,963,715
Grants Payable$212,000$65,000▼ $147,000
Accounts Payable and Accrued Expenses$0$363▲ $363
Total Liabilities$3,001,260$4,801,550▲ $1,800,290
Net Assets / Fund Balance
Unrestricted Net Assets$53,869,499$54,047,044▲ $177,545
Temporarily Rstr Net Assets-$514,551-
Total Net Assets Fund Balance$53,869,499$54,561,595▲ $692,096
Total Liabilities and Net Assets / Fund Balance$56,870,759$59,363,145▲ $2,492,386

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$57,039$59,689$116,728
Equipment$18,863$93,564$112,427
Other Land Buildings$6,875$53,552$60,427
Other Securities$11,638,021--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$25,985,375$55,546▲ $2,235,932-$27,362,703
2015$27,252,045$47,350▼ $1,094,151-$25,985,375
2014$26,880,344$85,079▲ $1,200,377-$27,252,045
2013$23,525,646$1,114,314▲ $3,651,479$507,996$26,880,344
2012$21,760,369$214,101▲ $2,305,008-$23,525,646
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda G MoorePresident & CEOFT$139,888$37,840$177,728

Board Members and Trustees

NameTitle
Minerva MoralesBoard Chair
David AbeytaBoard Vice-chair
Ann HittleBoard Member
Cynthia JuarezBoard Member
Dave EdlerBoard Member
David MooreBoard Member
Doug PetersBoard Member
Ester HueyBoard Member
Gilbert PlascenciaBoard Member
Juan De La TorreBoard Member
Martha RickeyBoard Member
Michele BessoBoard Member
Mary Rita RohdeBoard Secretary
Julie DevineBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,340,643
Program Service Revenue
$400,696
Investment Income
$1,118,835
Other Revenue
$0
All Other Contributions
$1,310,643
Change in Net Assets
$-3,039,321

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts1$308,553Fair Market Value (FMV)
Total Noncash Contributions1$308,553-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,860,174
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,186,451
Total Revenue per Audited Statements
$6,046,625
Total Revenue per Form 990
$2,860,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,213,018
Other Expenses$1,120,997
Salaries, Compensation, and Employee Benefits$565,480
Total Fundraising Expense$80,132
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,211,018--$4,211,018
Fees for Services Other$379,926$1,300$260$381,486
Other Salaries and Wages$114,678$143,347$28,670$286,695
Current Officers, Directors, Trustees, and Key Employees$71,091$88,864$17,773$177,728
Fees for Services Management$132,420$44,140-$176,560
Fees for Service Investment Mgmnt Fees$160,080--$160,080
Fees for Services Accounting$37,576$56,363-$93,939
Occupancy$29,214$36,517$7,303$73,034
Fees for Services Legal$27,644$41,466-$69,110
Other Employee Benefits$19,226$24,033$4,807$48,066
Payroll Taxes$15,428$19,285$3,857$38,570
Depreciation Depletion$13,911$17,388$3,478$34,777
Advertising$13,777$17,222$3,444$34,443
Office Expenses$10,713$13,392$2,678$26,783
Conferences and Meetings$6,307$7,884$1,577$15,768
Pension Plan Contributions$5,768$7,211$1,442$14,421
Travel$5,646$7,058$1,412$14,116
Insurance$3,285$9,197$656$13,138
Information Technology$3,846$4,808$961$9,615
Other Expenses$1,407$4,924$703$7,034
Foreign Grants$2,000--$2,000
Total Functional Expenses$5,267,184$552,179$80,132$5,899,495

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,899,495
Expenses per Audited Statements$5,360,529
Total Expenses per Audited Statements$5,354,529
Expenses Not Reported on Financial Statements$538,966
Other Expense Adjustments$378,886
Expenses Not Reported on Form 990$-6,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of YakimaYakima, WA509(a)(1) or (2)Yakima Ymca Aquatics Center$1,000,000
Union Gospel MissionYakima, WA509(a)(1) or (2)New Medical Clinic$700,000
Scholarship AmericaSt Peter, MN509(a)(1) or (2)1/2 of 2016 Scholarship Awards$387,565
Scholarship AmericaSt Peter, MN509(a)(1) or (2)Mary Monroe Davis Scholarship Program$359,500
City of YakimaYakima, WA509(a)(1) or (2)Downtown Plaza Project$147,723
Rural Development Initiative IncEugene, OR509(a)(1) or (2)Rural Leadership Program$100,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATIONYakima, WA509(a)(1) or (2)Operation Support for Domestic Violence Advocate Position$100,000
City of YakimaYakima, WA509(a)(1) or (2)Downtown Plaza Project$92,813
Benton-franklin Community Health AllianceKennewick, WA509(a)(1) or (2)Gcach Project Is to Plan and Develop an Accountable Community of Health$75,000
Safe Yakima ValleyYakima, WA509(a)(1) or (2)2016 Strategic Grantee$75,000
University of Washington FoundationSeattle, WA509(a)(1) or (2)Cardiology Research$50,000
University of Washington FoundationSeattle, WA509(a)(1) or (2)Nephrology Kidney Research$50,000
University of Washington FoundationSeattle, WA509(a)(1) or (2)NEUROLOGY - PARKINSON'S DISEASE RESEARCH$50,000
University of Washington FoundationSeattle, WA509(a)(1) or (2)Kidney Cancer$50,000
Yakima Valley Community College FoundationYakima, WA509(a)(1) or (2)Encouragement of Qualified People to Run for Public Office$50,000
St Josephmarquette Catholic SchoolYakima, WA509(a)(1) or (2)School Materials$47,400
Yakima Rotary Charitable FoundationYakima, WA509(a)(1) or (2)2016 - Event Match$41,836
League of Women Voters Yakima CountyYakima, WA509(a)(1) or (2)Training/encouragement of Excellence in Qualified Candidates for Public Office$35,000
Naches Valley Dollars for ScholarsNaches, WA509(a)(1) or (2)George Layman Memorial Scholarships$30,000
City of YakimaYakima, WA509(a)(1) or (2)2016 Community Diversion Program Funding$28,927
St Josephmarquette Catholic SchoolYakima, WA509(a)(1) or (2)Support Marketing Efforts for Fall Enrollment$27,900
Seattle Biomedical Research InstituteSeattle, WA509(a)(1) or (2)Bioquest Academy Education and Training Program$25,161
Yakima Rotary Charitable FoundationYakima, WA509(a)(1) or (2)2016 General Support$25,101
Union Gospel MissionYakima, WA509(a)(1) or (2)Exam Room for the New Medical Clinic$25,000
Unityworks FoundationYakima, WA509(a)(1) or (2)2016 Strategic Grantee$25,000
Yakima Leadership FoundationYakima, WA509(a)(1) or (2)Together Through College Project$25,000
Washington Apple Education FoundationWenatchee, WA509(a)(1) or (2)FOUR $5K SCHOLARSHIPS FOR DAVIS HIGH SCHOOL STUDENTS$20,000
Yakima Valley Memorial Hospital CharitableYakima, WA509(a)(1) or (2)Compass Care$20,000
Scholarship AmericaSt Peter, MN509(a)(1) or (2)Mary Monroe Davis Scholarship Program$18,400
Entrust Community ServicesYakima, WA509(a)(1) or (2)Develop, Expand, and Improve Higher Education Options for Our H.s. Youth With Disabilities.$17,500
Oic of WashingtonYakima, WA509(a)(1) or (2)2016 Responsive Grant Award$17,181
Cowiche Canyon ConservancyYakima, WA509(a)(1) or (2)Capital Campaign$15,000
Stanton AcademyYakima, WA509(a)(1) or (2)2016 Attendance Initiative Partner$15,000
Washington Middle SchoolYakima, WA509(a)(1) or (2)2016 Attendance Initiative$15,000
Yakima Specialties IncYakima, WA509(a)(1) or (2)2016 Responsive Grant Award$15,000
Sunnyside High SchoolSunnyside, WA509(a)(1) or (2)2016 Attendance Initiative Partner$14,839
NATIONAL ALLIANCE OF CHILDREN'S TRUST AND PREVENTION FUNDSeattle, WA509(a)(1) or (2)2016 Responsive Grantee$12,686
Catholic Charities Housing ServicesYakima, WA509(a)(1) or (2)2016 Responsive Grant Award Approved Bod 10/26/16$10,720
Cowiche Canyon ConservancyYakima, WA509(a)(1) or (2)Land Purchase$10,000
First WashingtonKent, WA509(a)(1) or (2)2016 Small Grant Award$10,000
Mt Adamspax Grant PayableWhite Swan, WA509(a)(1) or (2)2016 Small Grant Award$10,000
OneamericaSeattle, WA509(a)(1) or (2)2016 Responsive Grantee$10,000
Pacific Northwest University of Health ScienceYakima, WA509(a)(1) or (2)2016 Responsive Grant Award$10,000
People for PeopleYakima, WA509(a)(1) or (2)2016 Small Grant Award$10,000
University of Washington FoundationSeattle, WA509(a)(1) or (2)2016 Responsive Grantee$10,000
White Swan Arts & Recreation CommitteeWhite Swan, WA509(a)(1) or (2)2016 Small Grant Award$10,000
Yakima Valley MuseumYakima, WA509(a)(1) or (2)2016 Responsive Grant Award$9,838
Washington State UniversityPullman, WA509(a)(1) or (2)Community Info Project$9,720
Wsu FoundationPullman, WA509(a)(1) or (2)2016 Small Grant Award$9,364
Hospice FriendsEllensburg, WA509(a)(1) or (2)2016 Grant Award$8,790
Oic of WashingtonYakima, WA509(a)(1) or (2)2016 Responsive Grant Award$7,819
Capitol Theatre CommitteeYakima, WA509(a)(1) or (2)2016 Small Grant Award$7,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (2)2016 Small Grant Award$7,000
WEST VALLEY SCHOOL DISTRICT #208Yakima, WA509(a)(1) or (2)2016 Responsive Cycle Small Grants Recipient$6,500
Educational Service District 105Yakima, WA509(a)(1) or (2)2016 Small Grant Award$6,291
College Success FoundationSpokane Valley, WA509(a)(1) or (2)2016 Small Grant Award$6,225
Educational Service District 105Yakima, WA509(a)(1) or (2)2016 Small Grant Award$6,056
Washington NonprofitsOlympia, WA509(a)(1) or (2)2016 Responsive Grant Award$6,000
La Casa HogarYakima, WA509(a)(1) or (2)2016 Responsive Grant Award$5,855
Zillah School DistrictZillah, WA509(a)(1) or (2)Small Grant Award$5,613
Yakima Symphony OrchestraYakima, WA509(a)(1) or (2)Concert Sponsorship$5,500
Yakima Symphony OrchestraYakima, WA509(a)(1) or (2)Concert Sponsorship$5,500
Ghormley Meadow Christian CampRimrock, WA509(a)(1) or (2)Office Replacement$5,000
HOMELESS YOUTH WORKGROUP OF YAKIMA COUNTY DBA ROD'S HOUSEYakima, WA509(a)(1) or (2)2016 in Their Shoes Fundraiser$5,000
Heritage UniversityToppenish, WA509(a)(1) or (2)Heritage Scholarship Fund$5,000
Junior Achievement of WashingtonYakima, WA509(a)(1) or (2)2016 Responsive Grantee$5,000
Naches Valley Dollars for ScholarsNaches, WA509(a)(1) or (2)Scholarships$5,000
University of Washington FoundationSeattle, WA509(a)(1) or (2)Uw Foster School of Business$5,000
University of Washington FoundationSeattle, WA509(a)(1) or (2)MEN'S BASKETBALL/ATHLETICS$5,000
Yakima Valley Memorial Hospital Charitable FoundationYakima, WA509(a)(1) or (2)Resolve Through Sharing Bereavement Services$5,000
Yakima Valley Memorial Hospital Charitable FoundationYakima, WA509(a)(1) or (2)Friends of Seniors Co-pays$5,000
Jm Perry Institute of Trades Industries and AgricultureYakima, WA509(a)(1) or (2)2016 Small Grant Award$4,850
Educational Service District 105Yakima, WA509(a)(1) or (2)2016 Small Grant Award$4,624
College Success FoundationSpokane Valley, WA509(a)(1) or (2)2016 Small Grant Award$3,476
League of Women Voters Yakima CountyYakima, WA509(a)(1) or (2)General Support$3,000
Washington NonprofitsOlympia, WA509(a)(1) or (2)Central Washington Conference for Greater Good$2,500
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (2)The Space Grand Opening$2,500
Union Gospel MissionYakima, WA509(a)(1) or (2)Holiday Gifts$2,000
Washington State UniversityPullman, WA509(a)(1) or (2)Scholarship$2,000
Yakima Symphony OrchestraYakima, WA509(a)(1) or (2)Symphony Chorus$2,000
HOMELESS YOUTH WORKGROUP OF YAKIMA COUNTY DBA ROD'S HOUSEYakima, WA509(a)(1) or (2)General Support$1,750
Ghormley Meadow Christian CampRimrock, WA509(a)(1) or (2)2016 Annual Distribution for Summer Camperships$1,734
Heritage UniversityToppenish, WA509(a)(1) or (2)Scholarships$1,250
Ymca of YakimaYakima, WA509(a)(1) or (2)Raise the Paddle$1,100
La Casa HogarYakima, WA509(a)(1) or (2)Connecting Communities$1,020
La Casa HogarYakima, WA509(a)(1) or (2)Sponsorship$1,020
City of YakimaYakima, WA509(a)(1) or (2)Yakima Central Plaza$1,000
Cowiche Canyon ConservancyYakima, WA509(a)(1) or (2)Trail Maintenance and Development$1,000
Jm Perry Institute of Trades Industries and AgricultureYakima, WA509(a)(1) or (2)Donation to Post-secondary Scholarship Fund$1,000
Junior Achievement of WashingtonYakima, WA509(a)(1) or (2)Ja World Yakima$1,000
La Casa HogarYakima, WA509(a)(1) or (2)General Support$1,000
Washington State UniversityPullman, WA509(a)(1) or (2)Scholarship$1,000
Washington State UniversityPullman, WA509(a)(1) or (2)Scholarship$1,000
Yakima Valley MuseumYakima, WA509(a)(1) or (2)General- Basalt Fund$1,000
NATIONAL ALLIANCE OF CHILDREN'S TRUST AND PREVENTION FUNDSeattle, WA509(a)(1) or (2)2016 Responsive Grantee$564
Oic of WashingtonYakima, WA509(a)(1) or (2)Holiday Dinner$500
Washington State UniversityPullman, WA509(a)(1) or (2)Scholarship$500
Yakima Rotary Charitable FoundationYakima, WA509(a)(1) or (2)Departing Board Member Grantee$500
Yakima Symphony OrchestraYakima, WA509(a)(1) or (2)For Benefit of Yama$500
Yakima Valley Community College FoundationYakima, WA509(a)(1) or (2)WOMEN'S FASTPITCH SOFTBALL$500
Yakima Valley Memorial Hospital CharitableYakima, WA509(a)(1) or (2)Fbo Memorial Hospice and Home Care$500
Yakima Valley MuseumYakima, WA509(a)(1) or (2)Departing Board Member Grantee$500
Ymca of YakimaYakima, WA509(a)(1) or (2)Partner With Youth$500
Ymca of YakimaYakima, WA509(a)(1) or (2)Partner With Youth$500
College Success FoundationSpokane Valley, WA509(a)(1) or (2)2016 Small Grant Award$299
Yakima Valley MuseumYakima, WA509(a)(1) or (2)2016 Responsive Grant Award$162
Sunnyside High SchoolSunnyside, WA509(a)(1) or (2)2016 Attendance Initiative Partner$161

International Summary

Offices
0
Employees
0
Spending
$11,640,021

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsN/a00$11,638,021
East Asia and the PacificGrants to Recipients Located in the RegionGrantmaking00$2,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liabilities Under Split Interest Agreement$1,963,715
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive 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 15

“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 be 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. The last compensation review was performed on december 29, 2014.”

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.”

Filing and Contact Details

Filer

Filer Name
Yakima Valley Community Foundation
EIN
20-0697012
Phone
5094577616
Address
111 UNIVERSITY PARKWAY NO 102, YAKIMA, WA 98901

Signing Officer

Name
Linda Moore
Title
President & CEO
Phone
5094577616
Signed
2017-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda G Moore
Formed
2003
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
14

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1700, BELLEVUE, WA 98004
Preparer
Jane M Searing
Phone
4254544919
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

“Volunteers consist of 14 members that served on the board.”

FORM 990, PART XI, LINE 9:

“Returned grant from prior period 6,000.”

Financial Statement Notes

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 12 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Administrative fees -378,886. Investment expenses -160,080.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RETURNED GRANTS -6,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees 378,886.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025985375

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,363,145
Liabilities
$4,801,550
Net assets
$54,561,595
Revenue
$2,860,174
Expenses
$5,899,495
Net income
-$3,039,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.5$8.03$79.4$10.5$7.37$3.10
2023Summary only. Only limited summary data is available for this year.$81.4$7.19$74.2$7.38$7.61$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.6$6.65$68.0$3.11$5.27$2.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$6.90$74.0$19.7$7.02$12.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.1$7.14$69.9$9.64$7.93$1.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$6.90$62.3$4.38$5.53$1.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.4$5.41$55.0$4.52$5.21$0.69
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.9$5.39$60.5$3.39$3.96$0.57
2016Detailed filing. Detailed filing data is available for this year.$59.4$4.80$54.6$2.86$5.90$3.04
2016Summary only. Only limited summary data is available for this year.$59.4$4.80$54.6$2.86$5.90$3.04
2015Summary only. Only limited summary data is available for this year.$56.9$3.00$53.9$2.81$5.22$2.41
2014Summary only. Only limited summary data is available for this year.$62.5$2.71$59.7$3.75$3.96$0.20
2013Detailed filing. Detailed filing data is available for this year.$61.9$2.47$59.4$6.87$3.58$3.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$1.36$52.2$3.21
2011Summary only. Only limited summary data is available for this year.$46.8$1.28$45.5$4.84$2.59$2.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.4$1.28$46.1$2.80
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $50M-$100M nonprofits