2023-11-15T17:52:09-06:00 2022-12-31 810987947 HAUSER JONES & SAS PLLC 10940 NE 33RD PLACE SUITE 100 BELLEVUE WA 98004 990 2022-01-01 911649328 GOWEST FOUNDATION GOWE 8009959064 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 JENNIFER HUGGARD CHIEF ADMINISTRATIVE OFFICER 8009959064 2023-11-15 1 JENNIFER HUGGARD 999009999 0 ROGER A JONES CPA P01702335 4258891778 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JENNIFER HUGGARD 18000 INTERNATIONAL BLVD SUITE 1102 SEATAC WA 98188 1250244 0 X WWW.GOWESTFOUNDATION.ORG X 1993 WA POWERED BY A NETWORK OF CREDIT UNIONS, WE ARE UNIQUELY POSITIONED TO HARNESS AND DELIVER RESOURCES THAT STRENGTHEN THE FINANCIAL LIVES OF PEOPLE AND COMMUNITIES OPERATING IN ARIZONA, COLORADO, IDAHO, OREGON, WASHINGTON AND WYOMING. 15 14 0 0 0 0 1248018 1090270 0 0 141684 159974 0 0 1389702 1250244 463052 465178 0 0 0 0 0 0 0 440015 441278 903067 906456 486635 343788 6478710 8102504 1500 53996 6477210 8048508 POWERED BY A NETWORK OF CREDIT UNIONS, WE ARE UNIQUELY POSITIONED TO HARNESS AND DELIVER RESOURCES THAT STRENGTHEN THE FINANCIAL LIVES OF PEOPLE AND COMMUNITIES OPERATING IN ARIZONA, COLORADO, IDAHO, OREGON, WASHINGTON AND WYOMING. 0 0 639415 465178 THE GRANTS DEVELOPMENT PROGRAM AND PUBLIC EDUCATION PROGRAM PROVIDED FUNDS TO CREDIT UNIONS AND THEIR STAFF FOR PROGRAMS AND EDUCATION FOCUSED ON IMPROVING THE FINANCIAL LIVES OF PEOPLE AND COMMUNITIES ACROSS THE REGION. 639415 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X JENNIFER HUGGARD 2063404842 18000 INTERNATIONAL BLVD SUITE 1102 SEATAC WA 98188 X GENE PELHAM CHAIR 1.00 X 0 0 0 SHELLI MILLHUFF DIRECTOR 1.00 X 0 0 0 KELLY SCHRADER TREASURER 1.00 X 0 0 0 TOM BERQUIST DIRECTOR 1.00 X 0 0 0 NORA CARPENTER DIRECTOR 1.00 X 0 0 0 JACKIE HOONJAN DIRECTOR 1.00 X 0 0 0 CHAROLETTE NEMEC DIRECTOR 1.00 X 0 0 0 TODD PEARSON VICE CHAIR 1.00 X 0 0 0 TYLER VALENTINE SECRETARY 1.00 X 0 0 0 JAY CHAMPION DIRECTOR 1.00 X 0 0 0 JENNIFER KUTCHER DIRECTOR 1.00 X 0 0 0 JANE PRANCAN DIRECTOR 1.00 X 0 0 0 ERIC RENAUD DIRECTOR 1.00 X 0 0 0 RAINY THOEN DIRECTOR 1.00 X 0 0 0 TROY STANG PRESIDENT 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1090270 1090270 159974 159974 1250244 0 0 159974 465178 465178 212506 212506 14263 14263 4265 4265 4901 4901 2201 2201 6435 6435 401 401 PROGRAM MANAGEMENT FEES 134557 134557 OTHER PROGRAM EXPENSES 39680 39680 MEMBERSHIP/COMMUNITY GI 10131 10131 OPERATIONAL EXPENSE 8055 8055 3883 3883 906456 639415 267041 0 1 1743698 1778546 10000 0 172825 124253 3750 0 4548437 6199704 6478710 8102504 1500 53996 1500 53996 X 5808162 7264080 669048 784428 6477210 8048508 6478710 8102504 X 343788 -664450 1891960 X X 0 1 X 1 0 X 1048390 748009 1258741 1248018 1090270 5393428 1048390 748009 1258741 1248018 1090270 5393428 5393428 163018 116422 41335 141684 159974 622433 6015861 0.89650 0.90060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3499649 F FIXED INCOME 1708055 F CERTIFICATES OF DEPOSIT 992000 C 6199704 1 EAST IDAHO CREDIT UNION CHAR FOUNDATION PO BOX 1865 IDAHO FALLS ID 83403 820219844 501(C)(14) 50000 0 RURAL ACCESS PROJECT GRANT FINANCIAL BEGINNINGS OREGON 2705 E BURNSIDE ST 214 PORTLAND OR 97214 814643539 501(C)(3) 7500 0 GENERAL SUPPORT FINANCIAL BEGINNINGS WASHINGTON PO BOX 58032 TUKWILA WA 98138 814643539 501(C)(3) 7500 0 GENERAL SUPPORT MAPS COMMUNITY FOUNDATION PO BOX 12398 SALEM OR 97309 930465543 501(C)(14) 10000 0 DISASTER RESILIENCE GRANT SPOKANE LOW INCOME HOUSING CONSORTIUM PO BOX 9231 SPOKANE WA 99209 911494828 501(C)(3) 20000 0 FEASIBILITY ASSESSMENTS FOR LAND ACQUISITION WORLDWIDE FOUNDATION FOR CREDIT UNIONS 5710 MINERAL POINT RD MADISON WI 53705 396093210 501(C)(3) 12000 0 GENERAL SUPPORT WORLDWIDE FOUNDATION FOR CREDIT UNIONS 5710 MINERAL POINT RD MADISON WI 53705 396093210 501(C)(3) 10000 0 UKRANIAN CU DISPLACEMENT FUND WYHY FCU 1715 STILLWATER AVE CHEYENNE WY 82009 830176464 6000 0 STUDENT HIGHSCHOOL PARTNERSHIP FINANCIAL LITERACY NATIONAL CREDIT UNION FOUNDATION 99 M STREET SE SUITE 300 WASHINGTON DC DC 20003 391383650 501(C)(3) 15000 0 DISASTER RELIEF JUNIOR ACHIEVEMEN OF OR & SW WA 7830 SE FOSTER ROAD PORLAND OR 97206 930384007 501(C)(3) 7500 0 GENERAL SUPPORT PART I, LINE 2: MEMBER CREDIT UNION'S SEEKING GRANT FUNDS ARE REQUIRED TO COMPLETE AN APPLICATION. ONCE A GRANT IS APPROVED, THE GRANTEE MUST PROVIDE A FINAL REPORT ONCE THE PROJECT IS COMPLETED TO RECEIVE THE GRANTS FUNDS. FORM 990, PART I, LINE 6 VOLUNTEERS CONSIST SOLELY OF THE ORGANIZATIONS' BOARD MEMBERS WHO PROVIDE MANAGEMENT OVERSIGHT AND STRATEGIC PLANNING FUNCTIONS THROUGH COLLABORATION WITH MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 6 FRIENDS OF THE FOUNDATION MEMBERSHIP - INDIVIDUALS AND ORGANIZATIONS CAN BECOME ACTIVE MEMBERS OF THE GOWEST FOUNDATION TO HELP CULTIVATE OPPORTUNITIES AND DEVELOP LEADERS TO IMPROVE THE WELL BEING OF THE COMMUNITIES WE SERVE. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY WILL APPOINT BOARD OF DIRECTORS VIA A NOMINATING COMMITTEE PROCESS. ADDITIONALLY, MEMBERS OF THE FRIENDS OF THE FOUNDATION MEMBER CATEGORY WILL ELECT/VOTE ON ONE MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 AND THEN INFORMS THE BOARD MEMBERS THAT THE FORM 990 HAS BEEN COMPLETED AND FILED AND IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE INFORMED OF THE POLICY AND ARE REQUIRED TO REPORT ANY POSSIBLE CONFLICT BEFORE IT OCCURS. ANY UPDATE TO THE POLICY IS DISCUSSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY CAN BE REQUESTED THROUGH THE BOARD. FORM 990, PART XII, 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART XI, LINE 9 ON JULY 1, 2022, THE FOUNDATION MERGED WITH THE MOUNTAIN WEST CREDIT UNION FOUNDATION (MWCUF). THE MWCUF WAS PREVIOUSLY A 501(C)(3) ORGANIZATION WHOSE MISSION WAS TO PROMOTE LEADERSHIP AND SUPPORT LONG-TERM SUCCESS OF CREDIT UNIONS IN AIRZONA, COLORADO AND WYOMING. THE FOUNDATION ACQUIRED THE FOLLOWING ASSETS AND LIABILITIES IN THE MERGER, STATED AT THEIR ESTIMATED FAIR VALUE: ASSETS ACQUIRED: CASH AND CASH EQUIVALENTS $ 83,776 OTHER ASSETS 18,341 INVESTMENT SECURITIES 1,816,353 ------------ SUBTOTAL 1,918,470 LIABILITIES ASSUMED: ACCOUNTS PAYABLE AND ACCRUED EXPENSES 26,508 ------------ NET ASSETS ACQUIRED IN MERGER $ 1,891,962 ============