Civic Intelligence

Upper Valley Mend

990 • Fiscal year 2023 • EIN 91-1415660

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

PO Box 772Leavenworth, WA 98826

(509) 548-0408

Siviq Scores

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

Liabilities / Assets

59th percentile

0.27x

Higher debt load relative to assets than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.42x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$118,143

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

97th percentile

164%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

281%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$10,697,589

Flat from 2023

Net Assets

Flat

$7,810,051

Flat from 2023

Liabilities

Flat

$2,887,538

Flat from 2023

Revenue

Flat

$6,828,079

Flat from 2023

Expenses

Flat

$2,358,958

Flat from 2023

Net Income

Flat

$4,469,121

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,762,812Liabilities 2010: $208,624Net Assets 2010: $1,554,1882010Assets 2011: $2,622,448Liabilities 2011: $521,763Net Assets 2011: $2,100,6852011Assets 2012: $2,914,115Liabilities 2012: $730,672Net Assets 2012: $2,183,4432012Assets 2013: $4,300,998Liabilities 2013: $1,534,390Net Assets 2013: $2,766,6082013Assets 2014: $5,095,854Liabilities 2014: $2,189,167Net Assets 2014: $2,906,6872014Assets 2015: $5,410,132Liabilities 2015: $2,472,259Net Assets 2015: $2,937,8732015Assets 2016: $5,343,800Liabilities 2016: $2,335,312Net Assets 2016: $3,008,4882016Assets 2017: $4,532,483Liabilities 2017: $2,393,814Net Assets 2017: $2,138,6692017Assets 2018: $4,984,619Liabilities 2018: $2,846,541Net Assets 2018: $2,138,0782018Assets 2019: $4,876,388Liabilities 2019: $2,862,606Net Assets 2019: $2,013,7822019Assets 2020: $5,435,817Liabilities 2020: $2,881,099Net Assets 2020: $2,554,7182020Assets 2021: $3,228,472Liabilities 2021: $226,830Net Assets 2021: $3,001,6422021Assets 2022: $4,049,984Liabilities 2022: $802,728Net Assets 2022: $3,247,2562022Assets 2023: $10,697,589Liabilities 2023: $2,887,538Net Assets 2023: $7,810,0512023Assets 2023: $10,697,589Liabilities 2023: $2,887,538Net Assets 2023: $7,810,0512023Assets 2024: $10,622,695Liabilities 2024: $264,112Net Assets 2024: $10,358,5832024

Highlighted filing

2023

Assets$10,697,589
Liabilities$2,887,538
Net Assets$7,810,051

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $398,8512010Revenue 2011: $1,073,247Expenses 2011: $526,750Net Income 2011: $546,4972011Revenue 2012: $743,578Expenses 2012: $660,820Net Income 2012: $82,7582012Revenue 2013: $1,269,876Expenses 2013: $686,711Net Income 2013: $583,1652013Revenue 2014: $806,306Expenses 2014: $730,515Net Income 2014: $75,7912014Revenue 2015: $872,785Expenses 2015: $865,627Net Income 2015: $7,1582015Revenue 2016: $935,119Expenses 2016: $891,762Net Income 2016: $43,3572016Revenue 2017: $981,000Expenses 2017: $950,665Net Income 2017: $30,3352017Revenue 2018: $1,130,608Expenses 2018: $1,137,965Net Income 2018: -$7,3572018Revenue 2019: $1,142,317Expenses 2019: $1,121,316Net Income 2019: $21,0012019Revenue 2020: $1,766,830Expenses 2020: $1,267,019Net Income 2020: $499,8112020Revenue 2021: $1,643,735Expenses 2021: $1,244,301Net Income 2021: $399,4342021Revenue 2022: $1,793,267Expenses 2022: $1,428,365Net Income 2022: $364,9022022Revenue 2023: $6,828,079Expenses 2023: $2,358,958Net Income 2023: $4,469,1212023Revenue 2023: $6,828,079Expenses 2023: $2,358,958Net Income 2023: $4,469,1212023Revenue 2024: $4,929,697Expenses 2024: $2,481,795Net Income 2024: $2,447,9022024

Highlighted filing

2023

Revenue$6,828,079
Expenses$2,358,958
Net Income$4,469,121
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$7,119,967
Mission and Program Overview

Mission

Provide assistance to needy individuals and affordable housing to low income individuals and families.

We are an independent human services organization dedicated to meeting the basic food, wellness, housing and economic security needs of people in the upper and mid Wenatchee Valley region. Our goal is to meet these basic needs in a way that respects the dignity of each person.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$887,728$5,468,021▲ $4,580,293
Savings and Temporary Cash Investments$1,621,859$1,619,017▼ $2,842
Pledges and Grants Receivable-$1,534,917-
Investments in Publicly Traded Securities$720,460$930,378▲ $209,918
Investments Other Securities$40,654$551,883▲ $511,229
Other Notes and Loans Receivable, Net$230,702$216,490▼ $14,212
Inventories for Sale or Use$88,569$114,549▲ $25,980
Accounts Receivable$5,163$20,720▲ $15,557
Prepaid Expenses and Deferred Charges$1,422$17,858▲ $16,436
Cash and Non-Interest-Bearing Accounts$1,994$1,641▼ $353
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$4,049,984$10,697,589▲ $6,647,605
Other Assets Total$451,433$222,115▼ $229,318
Liabilities
Mortgage Notes Payable Secured by Investment Property-$2,451,460-
Other Liabilities$207,189$151,422▼ $55,767
Accounts Payable and Accrued Expenses$129,383$140,220▲ $10,837
Deferred Revenue$425,505$110,384▼ $315,121
Escrow Account Liability$40,651$34,052▼ $6,599
Total Liabilities$802,728$2,887,538▲ $2,084,810
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,381,840$5,470,107▲ $3,088,267
Net Assets With Donor Restrictions$865,416$2,339,944▲ $1,474,528
Total Net Assets Fund Balance$3,247,256$7,810,051▲ $4,562,795
Total Liabilities and Net Assets / Fund Balance$4,049,984$10,697,589▲ $6,647,605

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,008,003$11,079$3,019,082
Land$2,273,086-$2,273,086
Equipment$124,524$74,218$198,742
Leasehold Improvements$55,920$21,840$77,760
Other Land Buildings$6,488$15,865$22,353

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$88,111$500▲ $14,761$3,963$99,409
2022$74,799$30,885▼ $14,908$2,665$88,111
2021$68,413$203▲ $7,735$1,552$74,799
2020$12,356$50,206▲ $6,448$597$68,413
2019$10,414$760▲ $1,744$562$12,356
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaylin BettingerExecutive DirectorFT$101,737$16,406$118,143

Board Members and Trustees

NameTitle
Andy LanePast President
Greg SteeberPresident
Amy MaherDirector
Cherie WarrenDirector
Jose HurtadoDirector
Kurt PetersonDirector
Laura LentzDirector
Meleah ButruilleDirector
Steven BooherDirector
Tracey EdouDirector
Darryl WallSecretary
Tiffany Brine-DaviesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,956,299
Program Service Revenue
$431,971
Investment Income
$118,656
Other Revenue
$321,153
All Other Contributions
$2,862,484
Change in Net Assets
$4,469,121

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory-$311,075Fair Market Value (FMV)
Other Non Cash Contri Table1$1,539Fair Market Value (FMV)
Other Non Cash Contri Table1$1,500Fair Market Value (FMV)
Total Noncash Contributions2$314,114-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,816,219
Revenue Not Reported on Financial Statements
$11,860
Revenue Not Reported on Form 990
$93,674
Total Revenue per Audited Statements
$6,909,893
Total Revenue per Form 990
$6,828,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$930,387
Salaries, Compensation, and Employee Benefits$922,083
Other Expenses$506,488
Total Fundraising Expense$62,729
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$930,387--$930,387
Other Salaries and Wages$590,896$46,480$34,883$672,259
Current Officers, Directors, Trustees, and Key Employees$77,974$32,852$7,317$118,143
Fees for Services Other$103,620-$4,280$107,900
Occupancy$87,639$16,115-$103,754
Payroll Taxes$66,194$7,431$4,001$77,626
Other Employee Benefits$49,660$2,520$1,875$54,055
All Other Expenses$21,381$24,383$5,215$50,979
Office Expenses$15,639$7,313$486$23,438
Depreciation Depletion$8,294$14,942-$23,236
Other Expenses$18,369$2,340$4,672$18,369
Insurance$16,578$1,455-$18,033
Advertising$14,244--$14,244
Fees for Service Investment Mgmnt Fees-$11,860-$11,860
Fees for Services Legal$11,278--$11,278
Travel$9,821$670-$10,491
Fees for Services Accounting$1,091$9,159-$10,250
Conferences and Meetings$7,148$1,266-$8,414
Total Functional Expenses$2,113,307$182,922$62,729$2,358,958

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,358,958
Expenses per Audited Statements$2,347,098
Total Expenses per Audited Statements$2,347,098
Expenses Not Reported on Financial Statements$11,860
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,124
Fundraising Direct Expenses$8,829
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Empty Bowls$20,124$20,124$5,441$14,683
Total Events$20,124$20,124$8,829$11,295
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liability$139,665
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 35% controlled entity
No
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
No
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

An unredacted copy of the 990 Form is made available to all members of the Board of Directors prior to filing. Questions or concerns are reviewed by the Finance Committee and forwarded to the Board of Directors.

Form 990, Part VI, Section C, Line 19

All governing documents, policies and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Upper Valley Mend
EIN
91-1415660
Phone
5095480408
Address
PO Box 772, Leavenworth, WA 98826

Signing Officer

Name
Kaylin Bettinger
Title
Executive Director
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Steeber
Formed
1988
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
36
Volunteers
212

Preparer

Firm
Goetz Bailey & Yale PS
Address
159 South Worthen St Ste 100, Wenatchee, WA 98801
Preparer
Michael J Yale CPA
Phone
5096629691
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: Affordable Housing: The Organization address the pressing issue of affordable housing in the Upper Wenatchee Valley be establishing an affordable homeownership program in 2021 which has twenty homes in two neighborhoods. The homes on this land were built by Upper Valley MEND in 2001 and 2006, and sold for affordable prices to the original buyers, who earned low or moderate incomes. The organization leases the land to the homeowners for a nominal fee. The Organization assists homeowners during ownership transfer of homes, to ensure future buyers are income qualified and the homes sell for an affordable price. The Organization also offers down payment assistance loans to qualified home buyers, using a revolving loan fund originally granted from the Department of Commerce. Additionally, the Organization rental housing program provides affordable rentals for qualifying individuals, they currently have twenty-eight rental units in services as of December 31, 2023 and committed to purchase an additional three rental units in 2024. OTHER PROGRAM SERVICES 5: Gleaning: The Organization's gleaning program harvest surplus produce from farms, orchards, backyard gardens, and farmers markets. These fruits and vegetables go to families and individuals who would not otherwise have access to fresh, local produce. This program is made possible by the volunteers that help harvest the produce and the donors that provide the produce. OTHER PROGRAM SERVICES 6: Other programs including Cornerstone Community and Upper Valley Free Clinic that provides assistance to people facing dental or medical issues at no cost. The clinic is a weekly free walk-in health clinic that meets the needs of uninsured and under insured people in the Upper Wenatchee Valley. The Clinic is staffed by volunteer providers, nurses, receptionists, and translators from the local medical center. The space and supplies are donated by Cascade Medical Center in Leavenworth. OTHER PROGRAM SERVICES 7: Jubilee Global Gifts: a retail store selling hand-crafted items from around the world. Proceeds help provide food, housing and health care for families in need locally and benefit artisans in developing countries.

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

The escrow liability account represents amounts held for homeowners involved with the Organization's affordable housing program, disbursements from this account are used to pay for homeowners property taxes and insurance.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt016406
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Kaylin Bettinger
IRS990/Form990PartVIISectionAGrp/PersonNm1Amy Maher
IRS990/Form990PartVIISectionAGrp/PersonNm2Andy Lane
IRS990/Form990PartVIISectionAGrp/PersonNm3Laura Lentz
IRS990/Form990PartVIISectionAGrp/PersonNm4Steven Booher
IRS990/Form990PartVIISectionAGrp/PersonNm5Cherie Warren
IRS990/Form990PartVIISectionAGrp/PersonNm6Greg Steeber
IRS990/Form990PartVIISectionAGrp/PersonNm7Darryl Wall
IRS990/Form990PartVIISectionAGrp/PersonNm8Meleah Butruille
IRS990/Form990PartVIISectionAGrp/PersonNm9Jose Hurtado
IRS990/Form990PartVIISectionAGrp/PersonNm10Kurt Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm11Tracey Edou
IRS990/Form990PartVIISectionAGrp/PersonNm12Tiffany Brine-Davies
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0101737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt08829
IRS990/FundraisingGrossIncomeAmt020124
IRS990/GainOrLossGrp/SecuritiesAmt028721
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt03093815
IRS990/GrantAmt0297710
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0930387
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0930387
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt058295
IRS990/GrossReceiptsAmt07119967
IRS990/GrossRentsGrp/RealAmt03260
IRS990/GrossSalesOfInventoryAmt0560083
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01455
IRS990/InsuranceGrp/ProgramServicesAmt016578
IRS990/InsuranceGrp/TotalAmt018033
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt088569
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0114549
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt088910
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt089935
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01025
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt040654
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0551883
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0720460
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0930378
IRS990/IRPDocumentCnt066
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0123002
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0887728
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05468021
IRS990/LandBldgEquipCostOrOtherBssAmt05591023
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt029574
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0We are an independent human services organization dedicated to meeting the basic food, wellness, housing and economic security needs of people in the upper and mid Wenatchee Valley region. Our goal is to meet these basic needs in a way that respects the dignity of each person.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02451460
IRS990/NetAssetsOrFundBalancesBOYAmt03247256
IRS990/NetAssetsOrFundBalancesEOYAmt07810051
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt028721
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028721
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011295
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0306598
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0306598
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03260
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03260
IRS990/NetUnrelatedBusTxblIncmAmt080198
IRS990/NetUnrlzdGainsLossesInvstAmt076874
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02381840
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05470107
IRS990/NoncashContributionsAmt0314114
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt016115
IRS990/OccupancyGrp/ProgramServicesAmt087639
IRS990/OccupancyGrp/TotalAmt0103754
IRS990/OfficeExpensesGrp/FundraisingAmt0486
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07313
IRS990/OfficeExpensesGrp/ProgramServicesAmt015639
IRS990/OfficeExpensesGrp/TotalAmt023438
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0451433
IRS990/OtherAssetsTotalGrp/EOYAmt0222115
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01875
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02520
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049660
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054055
IRS990/OtherExpensesGrp/Desc0Program supplies
IRS990/OtherExpensesGrp/Desc1Bank Charges and Merchant Fees
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Repairs and maintenance
IRS990/OtherExpensesGrp/FundraisingAmt04672
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04136
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12340
IRS990/OtherExpensesGrp/ProgramServicesAmt040932
IRS990/OtherExpensesGrp/ProgramServicesAmt130135
IRS990/OtherExpensesGrp/ProgramServicesAmt212027
IRS990/OtherExpensesGrp/ProgramServicesAmt318369
IRS990/OtherExpensesGrp/TotalAmt040932
IRS990/OtherExpensesGrp/TotalAmt134271
IRS990/OtherExpensesGrp/TotalAmt219039
IRS990/OtherExpensesGrp/TotalAmt318369
IRS990/OtherLiabilitiesGrp/BOYAmt0207189
IRS990/OtherLiabilitiesGrp/EOYAmt0151422
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt034883
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046480
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0590896
IRS990/OtherSalariesAndWagesGrp/TotalAmt0672259
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0230702
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0216490
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04001
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07431
IRS990/PayrollTaxesGrp/ProgramServicesAmt066194
IRS990/PayrollTaxesGrp/TotalAmt077626
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01534917
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01422
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017858
IRS990/PrincipalOfficerNm0Greg Steeber
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0459510
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Thrift Store
IRS990/ProgramServiceRevenueGrp/Desc1Various programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0411658
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0411658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120313
IRS990/ProgSrvcAccomActy2Grp/Desc0Other programs including Cornerstone Community and Upper Valley Free Clinic that provides assistance to people facing dental or medical issues at no cost. The clinic is a weekly free walk-in health clinic that meets the needs of uninsured and under insured people in the Upper Wenatchee Valley. The Clinic is staffed by volunteer providers, nurses, receptionists, and translators from the local medical center. The space and supplies are donated by Cascade Medical Center in Leavenworth.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0393414
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0373944
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09576
IRS990/ProgSrvcAccomActy3Grp/Desc0FIANNCIAL ASSISTANCE: The Organization's financial assistance program focuses on stabilizing individuals and families in crisis, helping them stay in their homes and make a plan for the future. The financial assistance program offers critical support, including rent and mortgage assistance, transportation aid, utility bill relief, and temporary housing solutions. They complement this assistance with case management and referrals to ensure comprehensive support for individuals and families in need. Financial assistance services help residents in the Upper Wenatchee Valley.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0276285
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0163643
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0243825
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01171568
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0396300
IRS990/PYInvestmentIncomeAmt033891
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0350579
IRS990/PYOtherRevenueAmt0212163
IRS990/PYProgramServiceRevenueAmt0375645
IRS990/PYRevenuesLessExpensesAmt0364902
IRS990/PYSalariesCompEmpBnftPaidAmt0681486
IRS990/PYTotalExpensesAmt01428365
IRS990/PYTotalRevenueAmt01793267
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04469121
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt03260
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.26$10.4$4.93$2.48$2.45
2023Detailed filing. Detailed filing data is available for this year.$10.7$2.89$7.81$6.83$2.36$4.47
2023Summary only. Only limited summary data is available for this year.$10.7$2.89$7.81$6.83$2.36$4.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.80$3.25$1.79$1.43$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.23$3.00$1.64$1.24$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$2.88$2.55$1.77$1.27$0.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$2.86$2.01$1.14$1.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$2.85$2.14$1.13$1.14$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$2.39$2.14$0.98$0.95$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$2.34$3.01$0.94$0.89$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.41$2.47$2.94$0.87$0.87$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.10$2.19$2.91$0.81$0.73$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.30$1.53$2.77$1.27$0.69$0.58
2012Summary only. Only limited summary data is available for this year.$2.91$0.73$2.18$0.74$0.66$0.08
2011Summary only. Only limited summary data is available for this year.$2.62$0.52$2.10$1.07$0.53$0.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.21$1.55$0.40