2024-09-23T10:30:58-05:00 2023-12-31 910950793 CORDELL NEHER & COMPANY PLLC PO BOX 3068 WENATCHEE WA 988073068 990 2023-01-01 911680527 ORCAS ISLAND COMMUNITY FOUNDATION ORCA 3603766423 P O BOX 1496 EASTSOUND WA 98245 HILARY CANTY EXECUTIVE DIRECTOR 3603766423 2024-09-18 1 0 SEAN M PATTON CPA P00461275 5096631661 2024-09-18 2023 2024-08-08 14:25:15Z HILARY CANTY P O BOX 1496 EASTSOUND WA 98245 12614457 0 X HTTPS://OICF.US/ X 1995 WA FOSTERING PHILANTHROPY TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON ORCAS ISLAND. 15 15 5 30 0 0 6139096 6716489 0 0 295994 488159 32553 35309 6467643 7239957 2708301 4013535 0 0 313792 330228 0 0 69578 209540 344352 3231633 4688115 3236010 2551842 23301159 27333743 106872 70903 23194287 27262840 FOSTERING PHILANTHROPY TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON ORCAS ISLAND. 0 0 4013535 4013535 GRANT MAKING - THE ORCAS ISLAND COMMUNITY FOUNDATION FACILITATED $4 MILLION IN GRANTS AND DISTRIBUTIONS IN 2023. THIS INCLUDED COMMUNITY GRANT AWARDS THROUGH THE TWO SUCCESSFUL GIVE ORCAS CAMPAIGNS. 775 DONORS CONTRIBUTED TO THE SPRING CAMPAIGN, DONATING $311,000 TO 29 NONPROFIT PROPOSALS. THE HOLIDAY CAMPAIGN GARNERED DONATIONS FROM 311 DONORS AND PROVIDED $151,000 IN GRANTS TO 17 PROPOSALS. ADDITIONAL GRANTS WERE MADE THROUGH DONOR ADVISED FUNDS AND NONPROFIT FUNDS UNDER MANAGEMENT. COMMUNITY LEADERSHIP - THE ORCAS ISLAND COMMUNITY FOUNDATION HOSTS MONTHLY MEETINGS FOR NONPROFIT AND GOVERNMENT LEADERSHIP TO SURFACE ISSUES, COLLABORATE ON SOLUTIONS, AND BUILD COMMUNITY RESILIENCE. OICF MAINTAINS A NONPROFIT DIRECTORY ONLINE AND HOSTS A LISTSERV TO CONNECT ORGANIZATIONS, VOLUNTEERS, AND DONORS. ADDITIONALLY, OICF OFFERS BOARD AND PROGRAM DEVELOPMENT WORKSHOPS AND TRAININGS. THE FOUNDATION ALSO OFFERS FREE USE OF THE COMMUNITY MEETING SPACE OPEN TO ALL COMMUNITY ORGANIZATIONS. 288304 FIDUCIARY SERVICES - THE ORCAS ISLAND COMMUNITY FOUNDATION STEWARDS FUNDS FOR THE COMMUNITY INCLUDING DONOR ADVISED FUNDS, NON PROFIT FUNDS, BOTH RESTRICTED AND UNRESTRICTED, SCHOLARSHIP FUNDS AND FIELD OF INTEREST FUNDS. IN 2023, 15 NEW FUNDS WERE OPENED, BRINGING THE TOTAL UNDER MANAGEMENT TO 205. OICF OFFERS FOUR INVESTMENT SLEEVES- A MEDIUM TO LONG TERM FUND, A LOW FEE EXCHANGE TRADED FUND, A SHORT TERM FUND, AND THE BLUE MARBLE FUND- AN ESG FUND. ALL FUND ADVISORS HAVE SEAMLESS ACCESS TO THEIR FUND ACCOUNTING AND GRANT MAKING ONLINE. 4301839 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 3603766423 P O BOX 1496 EASTSOUND WA 98245 ANGELA FOSTER PRESIDENT 6.00 X X 0 0 0 SUSAN ALTER VICE PRESIDENT 3.00 X X 0 0 0 MARY CLURE 2ND VICE PRESIDENT 3.00 X X 0 0 0 PATRICIA BENTON TREASURER 3.00 X X 0 0 0 LISA STECKLEY SECRETARY 3.00 X X 0 0 0 ANNE MARIE SHANKS TRUSTEE 3.00 X 0 0 0 STEPHANIE DEVAAN TRUSTEE 3.00 X 0 0 0 SARAH LYLE TRUSTEE 3.00 X 0 0 0 PAUL SHERIDAN TRUSTEE 3.00 X 0 0 0 JUDY SCOTT TRUSTEE 3.00 X 0 0 0 DIANE BERRETH TRUSTEE 3.00 X 0 0 0 HALEY CRUZ WINCHELL TRUSTEE 3.00 X 0 0 0 STEPHEN BENTLEY TRUSTEE 3.00 X 0 0 0 BRIAN MOSS TRUSTEE 3.00 X 0 0 0 SUSAN GUDGELL TRUSTEE 3.00 X 0 0 0 HILARY CANTY EXECUTIVE DIRECTOR 40.00 X 149453 0 18440 149453 0 18440 1 0 1 0 0 6716489 1152883 6716489 682058 682058 35309 0 35309 35309 35309 5180601 5374500 -193899 -193899 -193899 7239957 0 0 523468 4013535 4013535 167892 100735 41973 25184 122368 73421 30592 18355 2878 1728 719 431 13710 8225 3428 2057 23380 14028 5845 3507 23456 14074 5864 3518 200735 200735 20800 12480 5200 3120 525 315 131 79 13913 8348 3478 2087 10915 6549 2729 1637 19099 11459 4775 2865 1944 1166 486 292 30137 18082 7534 4521 12451 7470 3113 1868 DONOR APPRCIATION 5221 5221 PROFESSIONAL DEVELOPMEN 3477 3477 BANK AND MERCHANT FEES 1297 1297 MISCELLANEOUS 382 229 96 57 4688115 4301839 316698 69578 994630 788489 662 662 150000 150000 1193412 164153 1059396 1029259 21096471 25365333 23301159 27333743 3802 0 59681 21596 43389 49307 106872 70903 X 5369692 5781574 17824595 21481266 23194287 27262840 23301159 27333743 X 2551842 1522629 -5918 X 1 X 0 0 0 X 1118900 5244141 4659754 6139096 6716489 23878380 1118900 5244141 4659754 6139096 6716489 23878380 3037503 20840877 679533 252350 386388 458733 717367 2494371 1712 1712 26374463 0.79020 0.73240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52 878692 610394 2566866 1 1 21770492 5337476 1748570 2820364 34725 26001449 20710734 4268127 -1956975 1225359 26035 21770492 16600221 4285702 1664162 1821554 17797 20710734 16202536 3889122 626046 4117483 16600221 15261503 1527066 1797855 2383888 16202536 0.17384 0.30408 0.52208 0 0 331500 331500 837833 146621 691212 24079 17532 6547 1029259 DEPOSITS 1250 FUNDS HELD AS AGENT FOR OTHER 48057 49307 X PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THESE PROVISIONS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL TAX AUTHORITIES FOR THE YEARS BEFORE 2020. FORM 990, SCHEDULE D, PART V, LINE 4: THE ENDOWMENT CONSISTS OF EIGHT ENDOWMENT FUNDS TO BENEFIT SPECIFIC AREAS OF INTEREST AND THE OPERATIONS OF THE FOUNDATION. 1 ART FOR ORCAS KIDS PO BOX 782 EASTSOUND WA 98245 911276459 501C3 18000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD COLORADO COLLEGE PO BOX 1117 COLORADO SPRINGS CO 80901 840402510 501C3 25000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD DAVIDSON COLLEGE PO BOX 7170 DAVIDSON NC 28035 560529961 501C3 15000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FRIENDS OF THE OLGA STORE BUILDING PO BOX 21 OLGA WA 98279 842184564 501C3 21225 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FRIENDS OF THE SAN JUANS PO BOX 1344 FRIDAY HARBOR WA 98250 911087153 501C3 20350 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FUNHOUSE COMMONS 30 PEA PATCH LANE EASTSOUND WA 98245 911806943 501C3 103706 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 990261283 501C3 9742 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD HEALING ARTS CENTER PO BOX 304 EASTSOUND WA 98245 943113833 501C3 10365 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ISLANDS' OIL SPILL ASSOCIATION PO BOX 2946 FRIDAY HARBOR WA 98250 911326241 501C4 5100 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ISLAND STEWARDS 3222 PT LAWRENCE RD OLGA WA 98279 911264260 501C3 10100 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD KALEIDOSCOPE PRESCHOOL PO BOX 1476 EASTSOUND WA 98245 911510335 501C3 130456 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD KIWANIS CLUB OF ORCAS ISLAND PO BOX 1375 EASTSOUND WA 98245 911509451 501C3 67298 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD KWIAHT PO BOX 415 LOPEZ ISLAND WA 98261 300355067 501C3 11070 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD LONG LIVE THE KINGS 1326 FIFTH AVE STE 450 SEATTLE WA 98101 911353982 501C3 7650 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD MERCY FLIGHT ORCAS AVIATION ASSOCIATION PO BOX 712 EASTSOUND WA 98245 912023846 501C3 15350 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD OPAL COMMUNITY LAND TRUST PO BOX 1133 EASTSOUND WA 98245 943116010 501C3 1939549 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ANIMAL PROTECTION SOCIETY 84 A HOPE LANE EASTSOUND WA 98245 911717046 501C3 84250 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS CENTER 917 MT BAKER ROAD PO BOX 567 EASTSOUND WA 98245 910930009 501C3 144115 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS CHORAL SOCIETY PO BOX 346 EASTSOUND WA 98245 912019514 501C3 10630 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS COMMUNITY RESOURCE CENTER PO BOX 931 EASTSOUND WA 98245 272823485 501C3 137189 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND BOOSTER CLUB PO BOX 43 EASTSOUND WA 98245 900782772 501C3 9327 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHAMBER MUSIC FESTIVAL PO BOX 646 EASTSOUND WA 98245 911886480 501C3 238550 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHAMBER OF COMMERCE PO BOX 252 EASTSOUND WA 98245 910783237 501C6 8394 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHILDREN'S HOUSE 36 PEA PATCH LANE EASTSOUND WA 98245 910929364 501C3 66420 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND EDUCATION FOUNDATION PO BOX 782 EASTSOUND WA 98245 911276459 501C3 147638 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FARMERS MARKET ASSOCIATION PO BOX 1202 EASTSOUND WA 98245 331141003 501C6 5635 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FILM FESTIVAL ORCAS OPEN ARTS PO BOX 1843 EASTSOUND WA 98245 943164084 501C3 7575 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FOOD BANK PO BOX 424 EASTSOUND WA 98245 911255700 501C3 21100 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND HISTORICAL MUSEUMS PO BOX 134 EASTSOUND WA 98245 916054959 501C3 12573 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND LIBRARY 500 ROSE STREET EASTSOUND WA 98245 911400683 501C3 217935 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND LIT FEST PO BOX 225 EASTSOUND WA 98245 821587219 501C3 9880 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND SCHOOL DISTRICT 137 557 SCHOOL ROAD EASTSOUND WA 98245 911041037 GOVERNMENT 43700 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS MONTESSORI SCHOOL 1147 NORTH BEACH ROAD EASTSOUND WA 98245 911490036 501C3 33237 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS RECYCLING SERVICES THE EXCHANGE PO BOX 91 EASTSOUND WA 98245 300785104 501C3 6800 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS SENIOR CENTER PO BOX 1496 EASTSOUND WA 98245 863954111 501C3 24861 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD PROJECT PAL OPALCO 183 MOUNT BAKER ROAD EASTSOUND WA 98245 566208927 501C9 20075 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAFE SAN JUANS PO BOX 1516 EASTSOUND WA 98245 911212454 501C3 26250 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAIL ORCAS--A SAILING EDUCATION FOUNDATION PO BOX 1226 EASTSOUND WA 98245 912169349 501C3 26791 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SALMONBERRY SCHOOL AND LEARNING CENTER PO BOX 1197 EASTSOUND WA 98245 912136181 501C3 33000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN ISLANDS CONSERVATION DISTRICT PO BOX 1728 FRIDAY HARBOR WA 98250 911131817 GOVERNMENT 11130 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN PRESERVATION TRUST PO BOX 759 FRIDAY HARBOR WA 98250 911078355 501C3 7750 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD TORCHBEARR 6304 BUTLER MTN RD SOMES BAR CA 95568 873096046 501C3 20000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD WOLF HOLLOW WILDLIFE REHABILITATION CENTER 284 BOYCE ROAD FRIDAY HARBOR WA 98250 911265913 501C3 11903 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD YMCA CAMP ORKILA PO BOX 1149 EASTSOUND WA 98245 910482710 501C3 100250 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD 41 47 PART I, LINE 2: OICF REQUESTS A FOLLOW UP REPORT ON THE USE OF FUNDS GRANTED TO EACH ORGANIZATION. THE FOUNDATION READS THE REPORTS AND EVALUATES THE EFFECTIVENESS OF THE GRANT ON THE COMMUNITY, IF DATA IS AVAILABLE. X 0 0 0 0 0 0 0 0 0 HILARY CANTY EXECUTIVE DIRECTOR 149453 0 0 0 0 0 4050 0 14390 0 167893 0 0 0 PART I, LINE 3 THE FULL BOARD REVIEWS, BENCHMARKS, AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. X 10 1152883 AVERAGE FMV ON GIFT DATE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE TREASURER AND CIRCULATED TO THE FINANCE COMMITTEE. ONCE THE FINANCE COMMITTEE APPROVES FORM 990, IT IS CIRCULATED TO THE ENTIRE BOARD FOR REVIEW AND COMMENT AT THE MONTHLY BOARD MEETING. FORM 990 IS DISCUSSED AND ANY QUESTIONS RAISED BY THE BOARD ARE ANSWERED. ONCE DISCUSSION IS COMPLETED, A MOTION TO APPROVE THE 990 FOR FILING IS MADE AND A VOTE IS TAKEN. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANUALLY, AND TO LIST ANY ORGANIZATIONS THEY ARE AFFILIATED WITH, WHERE A POTENTIAL CONFLICT COULD ARISE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS TO BE REVIEWED (INCLUDING BENCHMARKING) ANNUALLY. IN ADDITION, THE EXECUTIVE DIRECTOR'S EMPLOYMENT AGREEMENT IS REVIEWED AND APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE ORCAS ISLAND COMMUNITY FOUNDATION OFFICE LOCATED AT 33 URNER STREET, SUITE 4, EASTSOUND WA, DURING NORMAL BUSINESS HOURS. FORM 990, PART XI, LINE 9: FAS 136 AGENCY RELATED TRANSACTIONS -5,918.