2024-11-13T10:33:46-08:00 2023-12-31 931157146 Kern & Thompson LLC 1800 SW First Avenue Suite 410 Portland OR 97201 990 2023-01-01 911246778 Community Foundation for SW Washington COMM 3606942550 610 Esther Street 201 Vancouver WA 98660 RACHON HANSON CFO 2024-11-12 true true Kristin L Brooks CPA P02397432 5032223338 X 2023 2024-10-15 13:58:12Z MATT MORTON 36203587 false X WWW.CFSWW.ORG X 1984 WA THE FOUNDATION IS A CHARITABLE GRANTING ORGANIZATION WHOSE MISSION IS TO INSPIRE A CULTURE OF GIVING TO CREATE A VIBRANT AND ENGAGED COMMUNITY. 10 10 15 30 102615 14038886 6094510 50158 51645 5804556 7123481 74176 -828902 19967776 12440734 25039537 21855548 0 1587766 1565714 0 619580 842918 779741 27470221 24201003 -7502445 -11760269 369113662 379675532 8819865 9204804 360293797 370470728 THE FOUNDATIONS MISSION IS TO INSPIRE A CULTURE OF GIVING TO CREATE A VIBRANT AND ENGAGED COMMUNITY. SINCE OUR FOUNDING IN 1984, WE HAVE GRANTED MORE THAN $302 MILLION. false false 22779459 21855548 51645 THE COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON INSPIRES A CULTURE OF GIVING TO CREATE A VIBRANT AND ENGAGED COMMUNITY. OPERATING AT THE INTERSECTION OF COMMUNITY AND PHILANTHROPY, WE IDENTIFY AND PURSUE COMPREHENSIVE SOLUTIONS THAT BENEFIT ALL COMMUNITIES IN SOUTHWEST WASHINGTON. WE ACCOMPLISH THIS THROUGH A COMBINATION OF PROGRAMS AND SERVICES THAT STRENGTHEN THE EFFORTS OF DONORS, NONPROFITS AND COMMUNITIES ACROSS OUR REGION. CONTINUED ON SCHEDULE O 22779459 true true false true false true false false false true true true false false true false false true false false false false false false false false false true true true false false false false false false false false true false false false true true false false false true 27 0 true 15 true false false false false false true true false 0 false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false WA X X X RACHON HANSON 3606942550 610 ESTHER STREET VANCOUVER WA 98660 MATTHEW MORTON President 40.00 2.00 X 243264 0 35968 JANIE SPURGEON EXEC VP AND CDO 40.00 0.00 161755 0 11323 PAM CABANATUAN CFO 40.00 1.00 X 95502 0 22607 RACHON HANSON CFO 40.00 2.00 X 90204 0 25713 KRISTY WEAVER CHAIR 2.00 1.00 X X 0 0 0 JOHN DEEDER VICE CHAIR 2.00 2.00 X X 0 0 0 VANESSA GASTON Secretary 2.00 1.00 X X 0 0 0 KIM CAPELOTO Treasurer 2.00 1.00 X X 0 0 0 CRISTHIAN CANSECO JUAREZ Director 2.00 0.00 X 0 0 0 T RANDALL GROVE Director 2.00 0.00 X 0 0 0 KARISSA LOWE Director 2.00 0.00 X 0 0 0 CHARLENE WILLIAMS Director 2.00 0.00 X 0 0 0 ANDY SILVER Director 2.00 0.00 X 0 0 0 GEORGE MIDDLETON Director 2.00 0.00 X 0 0 0 590725 95611 2 false true false 0 137686 5956824 2383543 6094510 SERVICE FEES 900099 51645 51645 51645 7123481 102615 7020866 0 0 590610 1419512 -828902 -828902 -828902 22343341 22343341 0 0 0 0 0 12440734 -777257 102615 7020866 20692663 20692663 1162885 1162885 0 0 686336 85296 389429 211611 0 645031 356094 110443 178494 22888 12635 3919 6334 118263 65288 20249 32726 93196 32056 33918 27222 0 0 32108 32108 0 0 0 15946 15946 980 980 74063 21880 28377 23806 159912 55004 58199 46709 0 169285 58228 61610 49447 10696 3679 3893 3124 0 0 0 0 0 41935 14424 15262 12249 OUTREACH & EVENTS 147573 130352 17221 ADVOCACY AND EDUCATION 81430 81430 DUES AND SUBSCRIPTIONS 21935 7545 7983 6407 PROFESSIONAL DEVELOPMENT 16265 16265 7613 4363 3250 24201003 22779459 801964 619580 153451 236938 376330 435054 0 63899804 63895993 0 0 0 0 60682 66694 21087813 19920560 21087813 83710642 86778427 194606706 201471360 1734827 982283 0 4650660 4720970 369113662 379675532 18105 43854 484530 513696 15959 50569 8301271 8596685 8819865 9204804 X 230515068 225579120 129778729 144891608 360293797 370470728 369113662 379675532 X -11760269 21879768 57432 X false true X true false X 19083459 14924364 18513485 14038886 6094510 72654704 0 0 19083459 14924364 18513485 14038886 6094510 72654704 26105683 46549021 6416288 6323806 6341851 5804557 7123481 32009983 0 0 104664687 260456 0.44470 0.51550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 20000 10363 30363 24170640 24201003 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 51016 30363 81379 250000 250000 250000 250000 1000000 1500000 50000 20000 70000 148 219 3658876 2297948 16776855 5078693 275504252 104171280 true true 66070231 9941291 9097952 3665839 880983 80562652 76307416 4003607 -8570993 4821815 847984 66070231 74010978 1404249 8307418 3050778 3500567 863884 76307416 69761721 4153550 3484539 2596031 792801 74010978 64094595 665649 9114760 3185972 927311 69761721 1.00000 false false false 36500 36500 21051313 21051313 21087813 201471360 AGENCY ENDOWMENT AGMNTS 5149623 LEASE LIABILITY 1496550 LIAB FOR SPLIT INTRST AGMNTS 1950512 8596685 34377934 21879768 57432 21937200 12440734 12440734 24201003 24201003 24201003 Part V, Line 4: Intended uses of the endowment fund. ALL ENDOWMENT FUNDS WILL BE USED TO FUND THE ORGANIZATION'S MISSION THROUGH GRANTMAKING. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN CHAR TRUSTS, GIFT ANNUITIES $57432 true SEE SCHEDULE ATTACHED 610 ESTHER STREET 201 VANCOUVER WA 98660 20600773 0 265 2 FINANCIAL SUPPORT STRUGGLING WOMEN 59 85476 FINANCIAL ASSISTANCE FOR STUDENTS 427 1077409 Grantmaker's Description of How Grants are Used WE GRANT PRIMARILY TO ORGANIZATIONS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3) AND ELIGIBLE TO RECEIVE CHARITABLE GRANTS. WE CONDUCT PERIODIC SITE VISITS AND COLLECT PROGRAM INFORMATION SUCH AS BUDGETS AND REPORTS OF COMMUNITY IMPACT RESULTING FROM GRANTS. X X X false false false false false false false false false JANIE SPURGEON EXEC VP AND CDO 161655 100 11323 173078 MATTHEW MORTON President 238164 5100 17378 18590 279232 X 26 1094576 FMV X DONATIONS REC. 1 786667 ESTIMATE X DONATIONS REC. 1 442000 ESTIMATE X DONATIONS REC. 3 60300 ESTIMATE false true false Form 990, Part VI, Section B, Line 11b OUR FORM 990 IS PREPARED BY OUR INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS USING INFORMATION PROVIDED BY MANAGEMENT AND OBTAINED DURING THEIR AUDIT OF OUR FINANCIAL STATEMENTS. THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT AND SUBMITTED TO THE BOARD FOR REVIEW. Form 990, Part VI, Section B, Line 12c ANNUALLY, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT LISTING ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. ADDITIONALLY, MEMBERS ARE REQUIRED TO CONTEMPORANEOUSLY DISCLOSE ACTUAL AND POTENTIAL CONFLICTS OF INTEREST IN BOARD, COMMITTEE, AND STAFF MEETINGS AS THEY ARISE DURING THE YEAR. Form 990, Part VI, Section B, Line 15b AS PART OF THE BUDGETING PROCESS, MANAGEMENT COMPARES CURRENT AND PROPOSED SALARIES AND JOB ACTIVITIES TO LOCAL MARKET RATES, COUNCIL ON FOUNDATION SURVEY RESULTS FOR FOUNDATIONS OUR SIZE, AND OTHER INDEPENDENT INDICATORS. COMPENSATION AND BENEFIT PACKAGES ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 THE COMMUNITY FOUNDATION PROVIDES OUR 501(C)(3) DETERMINATION LETTER ON OUR WEBSITE AND UPON REQUEST. IN ADDITION, OUR AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR THE PRIOR THREE YEARS ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST. GUIDESTAR, A NONPROFIT ORGANIZATION, MAKES AVAILABLE THE LAST THREE YEARS OF OUR FORM 990 ON ITS WEBSITE. Form 990, Part XI, Line 9 CHANGES IN TRUSTS, ANNUITIES = $57432 CONTINUED FROM FORM 990, PART III, 4A AS A PHILANTHROPIC ADVISOR, WE PROMOTE PHILANTHROPY BY CONNECTING DONORS TO CAUSES THEY CARE ABOUT. IN ADDITION, WE OFFER STRATEGIC ADVICE TO HELP INDIVIDUALS, FAMILIES, AND COMPANIES ACHIEVE THEIR CHARITABLE GOALS. WE PROVIDE OPPORTUNITIES FOR COLLABORATIVE FUNDING AND IMPACT INVESTING THAT APPLY OUR REGIONS CHARITABLE RESOURCES IN EQUITABLE AND EFFECTIVE WAYS. AS A FUNDER, WE INVEST IN AND PARTNER WITH LOCAL NONPROFITS TO ADDRESS PERSISTENT AND EMERGING NEEDS. OUR FOCUS GRANTS PROGRAM IS A CENTRAL PART OF THIS WORK AND OFFERS FUNDING IN THREE IMPACT AREAS: EDUCATIONAL ATTAINMENT, BASIC HUMAN NEEDS AND ASSET BUILDING. THESE GRANTS FOCUS ON ACHIEVING SHARED PROSPERITY BY OPENING UP OPPORTUNITIESIN EVERY STAGE OF LIFEFOR THOSE FACING THE GREATEST BARRIERS AND CHALLENGES IN OUR COMMUNITY. AS A COMMUNITY PARTNER, WE ENGAGE AND COLLABORATE WITH LOCAL RESIDENTS. WE JOIN, CONVENE AND LEAD COMMUNITY CONVERSATIONS TO DEEPEN OUR KNOWLEDGE OF THOSE WE SERVE AND NURTURE COLLABORATIVE SOLUTIONS THAT TAP INTO OUR RESPECTIVE STRENGTHS. WORKING IN THESE WAYS, WE FULFILL OUR MISSION AND IMPROVE THE QUALITY OF LIFE FOR EVERYONE IN SOUTHWEST WASHINGTON. COMMUNITY FOUND SW WA CHARITABLE LLC 610 ESTHER STREET 201 VANCOUVER WA 98660 CHARITABLE GRANTING WA 311997 COMMUNITY FOUNDATION FOR SW WASHINGTON COMMUNITY FOUND SW WA CHARITABLE LLC #2 610 ESTHER STREET 201 VANCOUVER WA 98660 CHARITABLE GRANTING WA 27231 275000 COMMUNITY FOUNDATION FOR SW WASHINGTON COMMUNITY FOUND SW WA CHARITABLE LLC #3 610 ESTHER STREET 201 VANCOUVER WA 98660 CHARITABLE GRANTING WA 339223 21051313 COMMUNITY FOUNDATION FOR SW WASHINGTON COMMUNITY FOUND SW WA CHARITABLE LLC #4 610 ESTHER STREET 201 VANCOUVER WA 98660 CHARITABLE GRANTING WA COMMUNITY FOUNDATION FOR SW WASHINGTON SUPPORTING ORGANIZATION OF THE COMMUNITY 610 ESTHER STREET 201 VANCOUVER WA 98660 916558976 CHARITABLE GRANTING WA 501(C)(3) 12 A COMMUNITY FOUNDATION FOR SW WASHINGTON false REALVEST FOUNDATION 610 ESTHER STREET SUITE 201 VANCOUVER WA 98660 301381785 CHARITABLE GRANTING WA 501(C)(3) 12 A COMMUNITY FOUNDATION FOR SW WASHINGTON false false false false false false false false false false false false false false false false false false false false