Civic Intelligence

Yakima Valley Community Foundation

990 • Fiscal year 2017 • EIN 20-0697012

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 16, 2018

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

25th percentile

0.08x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

1.59x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

10th percentile

-17%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

17th percentile

$178,020

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$65,904,499

Up $6,541,354 (+11%) from 2016

Net Assets

Up

$60,515,162

Up $5,953,567 (+11%) from 2016

Liabilities

Up

$5,389,337

Up $587,787 (+12%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin10th percentile

Revenue

Up

$3,392,955

Up $532,781 (+19%) from 2016

Expenses

Down

$3,963,908

Down $1,935,587 (-33%) from 2016

Net Income

Up

-$570,953

Up $2,468,368 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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 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

2017

Assets$65,904,499
Liabilities$5,389,337
Net Assets$60,515,162
Open 2017 Filing

Operations Trend

Revenue Growth76th 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 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

2017

Revenue$3,392,955
Expenses$3,963,908
Net Income-$570,953
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 16, 2018
Return Version
2017v2.3
Gross Receipts
$14,794,948
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$45,996,002$52,028,773▲ $6,032,771
Investments Other Securities$11,638,021$11,492,610▼ $145,411
Savings and Temporary Cash Investments$1,336,556$1,555,248▲ $218,692
Pledges and Grants Receivable$115,000$365,000▲ $250,000
Cash and Non-Interest-Bearing Accounts$90,659$319,748▲ $229,089
Land, Buildings, and Equipment, Net$82,777$50,953▼ $31,824
Prepaid Expenses and Deferred Charges$350$0▼ $350
Total Assets$59,363,145$65,904,499▲ $6,541,354
Other Assets Total$103,780$92,167▼ $11,613
Liabilities
Escrow Account Liability$2,772,472$3,188,148▲ $415,676
Other Liabilities$1,963,715$2,170,189▲ $206,474
Accounts Payable and Accrued Expenses$363$16,000▲ $15,637
Grants Payable$65,000$15,000▼ $50,000
Total Liabilities$4,801,550$5,389,337▲ $587,787
Net Assets / Fund Balance
Unrestricted Net Assets$54,047,044$59,705,961▲ $5,658,917
Temporarily Rstr Net Assets$514,551$809,201▲ $294,650
Total Net Assets Fund Balance$54,561,595$60,515,162▲ $5,953,567
Total Liabilities and Net Assets / Fund Balance$59,363,145$65,904,499▲ $6,541,354

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$40,851$75,876$116,727
Equipment$10,101$104,054$114,155
Other Land Buildings$1$60,426$60,427
Other Securities$11,492,610--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$26,713,068$66,147▲ $3,808,605-$29,649,570
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
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda G MoorePresident/CEOFT$139,888$38,132$178,020

Board Members and Trustees

NameTitle
David AbeytaBoard Chair
Dave EdlerBoard Vice Chair
Cynthia JuarezBoard Member
David MooreBoard Member
Doug PetersBoard Member
Juan De La TorreBoard Member
Kristin Kershaw-snappBoard Member
Martha RickeyBoard Member
Michele BessoBoard Member
Minerva MoralesBoard Member
Ricardo ValdezBoard Member
Josh BeckBoard Secretary
Ann HittleBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,075,525
Program Service Revenue
$439,121
Investment Income
$1,642,839
Other Revenue
$235,470
All Other Contributions
$1,045,525
Change in Net Assets
$-570,953

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 Intrsts2$89,804Fair Market Value
Total Noncash Contributions2$89,804-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,392,955
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,938,867
Total Revenue per Audited Statements
$9,331,822
Total Revenue per Form 990
$3,392,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,347,914
Other Expenses$1,144,767
Salaries, Compensation, and Employee Benefits$471,227
Total Fundraising Expense$87,043
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,347,914--$2,347,914
Fees for Services Other$405,190$1,193$238$406,621
Other Salaries and Wages$87,853$109,816$21,963$219,632
Fees for Service Investment Mgmnt Fees$181,417--$181,417
Current Officers, Directors, Trustees, and Key Employees$71,208$89,010$17,802$178,020
Fees for Services Management$34,285$95,999$6,857$137,141
Fees for Services Legal$22,578$63,220$4,516$90,314
Fees for Services Accounting$19,855$55,593$3,970$79,418
Occupancy$27,378$34,222$6,844$68,444
Conferences and Meetings$14,941$18,677$3,735$37,353
Advertising$14,023$17,529$3,506$35,058
Payroll Taxes$13,717$17,147$3,429$34,293
Depreciation Depletion$13,420$16,776$3,355$33,551
Other Employee Benefits$11,320$14,150$2,830$28,300
Office Expenses$10,752$13,441$2,688$26,881
Insurance$3,219$9,013$644$12,876
Information Technology$4,513$5,641$1,128$11,282
Pension Plan Contributions$4,393$5,491$1,098$10,982
Travel$3,430$4,287$857$8,574
Other Expenses$912$1,140$227$2,279
All Other Expenses$185$231$46$462
Total Functional Expenses$3,297,741$579,124$87,043$3,963,908

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,963,908
Expenses per Audited Statements$3,378,255
Total Expenses per Audited Statements$3,378,255
Expenses Not Reported on Financial Statements$585,653
Other Expense Adjustments$404,236
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
International Scholarship and Tuition ServicesNashville, TN509(a)(1) or (a)(2)Mmd 2017 Scholarship Program$409,250
International Scholarship and Tuition ServicesNashville, TN509(a)(1) or (a)(2)Mmd 2017 Scholarship Program$404,250
YOUNG WOMEN'S CHRISTIAN ASSOCIATIONYakima, WA509(a)(1) or (a)(2)Operational Support to Create and Maintain Funding for the New Domestic Violence Advocate Positions$100,000
Catholic Family & Child ServicesYakima, WA509(a)(1) or (a)(2)2017 Strategic Grant$60,000
St Josephmarquette Catholic SchoolYakima, WA509(a)(1) or (a)(2)Increase Enrollment at Sjm, Print, Promotional, Radio, and Online Marketing.$50,100
Educational Service District 105Yakima, WA509(a)(1) or (a)(2)2017 Strategic Grant$50,000
Greater Columbia Accountable Community of HealthKennewick, WA509(a)(1) or (a)(2)Gcach Project - Support Ach for Asotin, Benton, Columbia, Franklin, Garfield, Kittitas, Walla Walla, Whitman, and Yakima Counties$50,000
University of Washington FoundationSeattle, WA509(a)(1) or (a)(2)Nephrology Kidney Research$50,000
University of Washington FoundationSeattle, WA509(a)(1) or (a)(2)Cardiology Research$50,000
University of Washington FoundationSeattle, WA509(a)(1) or (a)(2)PARKINSON'S DISEASE$50,000
University of Washington FoundationSeattle, WA509(a)(1) or (a)(2)Cancer Research$50,000
La Casa HogarYakima, WA509(a)(1) or (a)(2)2017 Strategic Grant$49,933
Yakima Rotary Charitable FoundationYakima, WA509(a)(1) or (a)(2)YRT EVENT MATCH 5%$42,863
NATIONAL ALLIANCE OF CHILDREN'S TRUST AND PREVENTION FUNDSeattle, WA509(a)(1) or (a)(2)2017 Strategic Grantee$40,000
University of WashingtonSeattle, WA509(a)(1) or (a)(2)Don James Center$37,500
Naches Valley Dollars for ScholarsNaches, WA509(a)(1) or (a)(2)Annual Grant for the George Layman Memorial Scholarships$35,000
Safe Yakima ValleyYakima, WA509(a)(1) or (a)(2)Strategic One Year Grant for Strategic Planning Retreat Expenses$35,000
Fidelity Charitable Gift FundBoston, MA509(a)(1) or (a)(2)General Granting Support$32,061
Seattle Biomedical Research InstituteSeattle, WA509(a)(1) or (a)(2)Bioquest Academy Education and Training Program Is a Unique Pro-college Training Initiative for High School Students Developed to Ensure the Long-term Capacity of Washington Teens to Exploit This Rapidly Expanding Global Health Sector$25,916
Yakima Rotary Charitable FoundationYakima, WA509(a)(1) or (a)(2)ROTARY TRUST 3% GRANT$25,718
Yakima Leadership FoundationYakima, WA509(a)(1) or (a)(2)The Together Through College Project$25,000
Community Health of Central WashingtonYakima, WA509(a)(1) or (a)(2)2017 Strategic Grant$20,000
International Scholarship and Tuition ServicesNashville, TN509(a)(1) or (a)(2)Annual Administrative Fee for 2017-2018 Davis Scholarship Program$20,000
Unityworks FoundationYakima, WA509(a)(1) or (a)(2)Spring Multicultural Conference, Summer Training Institute, and the Unity Camp$20,000
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)Compass Care$20,000
College Success FoundationSpokane Valley, WA509(a)(1) or (a)(2)2017 Responsive Grant$15,000
Generating Hope IncYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant$15,000
Mt Adams School DistrictWhite Swan, WA509(a)(1) or (a)(2)2017 Strategic Grantee$15,000
People for PeopleYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant Award$15,000
Yakima County Development AssociationYakima, WA509(a)(1) or (a)(2)Data Indicators Project$15,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Depot Jobs Match$15,000
First WashingtonKent, WA509(a)(1) or (a)(2)2017 Responsive Grant$13,750
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant Award$12,532
Humanities WashingtonSeattle, WA509(a)(1) or (a)(2)2017 Responsive Grant Award$12,500
Planned ParenthoodYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant$11,065
Dispute Resolution CenterYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant$10,000
Granger School DistrictGranger, WA509(a)(1) or (a)(2)2017 Strategic Grantee - Attendance Initiative Yr. 2 Payment$10,000
Junior Achievement of WashingtonSeattle, WA509(a)(1) or (a)(2)Annual Donation$10,000
Kittitas County Early Learning CoalitionEllensburg, WA509(a)(1) or (a)(2)2017 Small Grant Award$10,000
Mercy Housing NorthwestSeattle, WA509(a)(1) or (a)(2)2017 Small Grant Award$10,000
Mockingbird SocietySeattle, WA509(a)(1) or (a)(2)2017 Small Grant Award$10,000
OneamericaYakima, WA509(a)(1) or (a)(2)General Support$10,000
Stanton AcademyYakima, WA509(a)(1) or (a)(2)2017 Attendance Initiative Partner$10,000
Sunnyside High SchoolSunnyside, WA509(a)(1) or (a)(2)2017 Strategic Grantee - Attendance Initiative Yr. 2 Payment$10,000
Sunrise Outreach Center of YakimaYakima, WA509(a)(1) or (a)(2)2017 Small Grant Award$10,000
Washington Middle SchoolYakima, WA509(a)(1) or (a)(2)2017 Attendance Initiative$10,000
Yakima County Development AssociationYakima, WA509(a)(1) or (a)(2)Data Indicators Project$10,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Depot Job Match$10,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Depot Jobs Match$10,000
Yakima Valley Conference of GovernmentsYakima, WA509(a)(1) or (a)(2)2017 Small Grant Award$10,000
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)Cottage in the Meadow Expansion$10,000
Ymca of YakimaYakima, WA509(a)(1) or (a)(2)Aquatics Center$10,000
Mabton School DistrictMabton, WA509(a)(1) or (a)(2)2017 Small Grant Award$7,935
Entrust Community ServicesYakima, WA509(a)(1) or (a)(2)2017 Small Grant$7,500
Planned ParenthoodYakima, WA509(a)(1) or (a)(2)Teen Council$7,000
Capitol Theatre CommitteeYakima, WA509(a)(1) or (a)(2)2017 Small Grant Award$6,588
Comprehensive HealthcareYakima, WA509(a)(1) or (a)(2)2017 Small Grant Award$6,444
Junior Achievement of WashingtonSeattle, WA509(a)(1) or (a)(2)2017 Responsive Grant$6,000
Yakima Symphony OrchestraYakima, WA509(a)(1) or (a)(2)Concert Sponsorship$5,500
La Casa HogarYakima, WA509(a)(1) or (a)(2)General Support$5,000
Pacific Northwest University of Health SciencYakima, WA509(a)(1) or (a)(2)2017 Small Grant Award$5,000
Union Gospel MissionYakima, WA509(a)(1) or (a)(2)Journey of Hope - Madison House$5,000
University of Washington FoundationSeattle, WA509(a)(1) or (a)(2)Business School$5,000
University of Washington FoundationSeattle, WA509(a)(1) or (a)(2)2017 Responsive Grant Award$5,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Depot Jobs Match$5,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Depot Jobs Match$5,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Depot Jobs Match$5,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Depot Job Match Program$5,000
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)Resolve Through Sharing Bereavement Services$5,000
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)Friends of Seniors Co-pays$5,000
United Way of Central WashingtonYakima, WA509(a)(1) or (a)(2)Naches Fire District$4,600
HOMELESS YOUTH WORKGROUP OF YAKIMA COUNTY DBA ROD'S HOUSEYakima, WA509(a)(1) or (a)(2)General Support$4,000
HOMELESS YOUTH WORKGROUP OF YAKIMA COUNTY DBA ROD'S HOUSEYakima, WA509(a)(1) or (a)(2)General Assistance of Homeless Youth$3,500
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)Northstar Lodge Cancer Treatment Facility$3,000
Educational Service District 105Yakima, WA509(a)(1) or (a)(2)2017 Sponsorship$2,500
Mt Adams School DistrictWhite Swan, WA509(a)(1) or (a)(2)White Swan High School Boys Basketball$2,500
YOUNG WOMEN'S CHRISTIAN ASSOCIATIONYakima, WA509(a)(1) or (a)(2)General Support$2,500
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant Award$2,468
La Casa HogarYakima, WA509(a)(1) or (a)(2)General Support$2,250
Yakima Rotary Charitable FoundationYakima, WA509(a)(1) or (a)(2)General Support$2,250
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)General Support$2,250
Pacific Northwest University of Health SciencYakima, WA509(a)(1) or (a)(2)General Support$2,000
Union Gospel MissionYakima, WA509(a)(1) or (a)(2)General Support$1,700
YOUNG WOMEN'S CHRISTIAN ASSOCIATIONYakima, WA509(a)(1) or (a)(2)General Support$1,700
Ymca of YakimaYakima, WA509(a)(1) or (a)(2)General Support$1,700
Educational Service District 105Yakima, WA509(a)(1) or (a)(2)Prek-3rd Grade Convening Equity in Education$1,250
First WashingtonKent, WA509(a)(1) or (a)(2)2017 Responsive Grant$1,250
United Way of Central WashingtonYakima, WA509(a)(1) or (a)(2)General Support$1,200
Comprehensive HealthcareYakima, WA509(a)(1) or (a)(2)2017 Small Grant Award$1,056
La Casa HogarYakima, WA509(a)(1) or (a)(2)General Support$1,020
Pacific Northwest University of Health SciencYakima, WA509(a)(1) or (a)(2)General Support$1,000
Union Gospel MissionYakima, WA509(a)(1) or (a)(2)General Support$1,000
University of WashingtonSeattle, WA509(a)(1) or (a)(2)MEN'S GOLF FOUNDATION$1,000
University of Washington FoundationSeattle, WA509(a)(1) or (a)(2)The New Burke Museum$1,000
Yakima Neighborhood Health ServicesYakima, WA509(a)(1) or (a)(2)Homeless Shelter$1,000
Yakima Valley Memorial Hospital Charitable FoYakima, WA509(a)(1) or (a)(2)Cottage in the Meadow$1,000
Capitol Theatre CommitteeYakima, WA509(a)(1) or (a)(2)2017 Small Grant Award$912
Planned ParenthoodYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant$782
Planned ParenthoodYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant$354
Planned ParenthoodYakima, WA509(a)(1) or (a)(2)2017 Responsive Grant$299
Ymca of YakimaYakima, WA509(a)(1) or (a)(2)Imagine the Possibilities$250

International Summary

Offices
0
Employees
0
Spending
$11,492,610

International Compliance

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$11,492,610
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$2,170,189
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
2018-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda G Moore
Formed
2003
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
13

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH ST SUITE 1400, BELLEVUE, WA 98004
Preparer
Jane M Searing
Phone
4254544919
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

“13 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 IX, Line 11G

“Management fees: program service expenses 404,236. Management and general expenses 0. Fundraising expenses 0. Total expenses 404,236. 401k admin expense: program service expenses 954. Management and general expenses 1,193. Fundraising expenses 238. Total expenses 2,385.”

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 -404,236. Investment expenses -181,417.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees 404,236.”

PART V, LINE 1A, COLUMN (A):

“The beginning of year balance for the current year has been restated due to the erroneous inclusion of funds that are not endowment funds per audit standards.”

Raw XML AppendixShowing 400 of 1,562 raw XML fields

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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02051768
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06034237
IRS990ScheduleA/TotalSupportAmt010985385
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026713068
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt066147

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,904,499
Liabilities
$5,389,337
Net assets
$60,515,162
Revenue
$3,392,955
Expenses
$3,963,908
Net income
-$570,953
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
2017Detailed filing. Detailed filing data is available for this year.$65.9$5.39$60.5$3.39$3.96$0.57
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