2025-10-30T10:04:02-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-01-01 912058440 ALLIANCE 2005 ALLI 5098265107 PO BOX 626 OMAK WA 98841 KURT DANISON BOARD CHAIRMAN 5098265107 2025-10-10 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-10-10 2024 2025-03-06 01:10:19Z ECONOMIC ALLIANCE KURT DANISON PO BOX 626 OMAK WA 98841 559389 0 X WWW.ECONOMIC-ALLIANCE.COM X 2000 WA PLAN, ORGANIZE, AND PROMOTE AN EDUCATION PROGRAM EXCLUSIVELY FOR PROMOTION OF ECONOMIC DEVELOPMENT. 22 22 7 24 0 0 1029952 551960 0 0 0 6551 7344 878 1037296 559389 531365 99876 0 0 245325 311668 0 0 0 103090 102581 879780 514125 157516 45264 420430 463807 2527 640 417903 463167 X THE PURPOSE OF THE ECONOMIC ALLIANCE IS TO PLAN, ORGANIZE, AND PROMOTE IN COORDINATION WITH THE PUBLIC AND PRIVATE SECTORS, A PROGRAM OF ECONOMIC DEVELOPMENT WHICH PROVIDES FOR A STRONG LOCAL ECONOMY, THE DIVERSIFICATION OF THE ECONOMY, JOBS CREATION, THE RETENTION AND EXPANSION OF EXISTING BUSINESSES, INCREASED COMMERCIAL ACTIVITY/SALES, THE RECRUITMENT OF NEW INDUSTRY, ADDITIONAL PUBLIC REVENUES AND IMPROVED VISITOR AND TOURIST SERVICES, ALL FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE FOR OKANOGAN COUNTY RESIDENTS. 0 0 327727 99876 0 THE ECONOMIC ALLIANCE PROMOTES AND COORDINATES ECONOMIC DEVELOPMENT ACTIVITIES IN OKANOGAN COUNTY. DURING THE PAST YEAR, THE ECONOMIC ALLIANCE HAS PROVIDED COUNSELING SERVICES THROUGH THE SMALL BUSINESS DEVELOPMENT CENTER TO OVER 86 ACTIVE CLIENTS WITH 9 NEW BUSINESS STARTUPS. THESE CLIENTS WERE ABLE TO EITHER CREATE OR RETAIN 51 JOBS IN OKANOGAN COUNTY. BUSINESS ASSISTANCE WAS ALSO PROVIDED THROUGH THE ECONOMIC ALLIANCE'S WEDFA/ADO PROGRAMS TO OVER 160 BUSINESSES OR PROPOSED BUSINESSES. WE ALSO HELPED TO COORDINATE FORUMS AND INFORMATIONAL MEETINGS WITH ORGANIZATIONS, WHICH HELPED TO EDUCATE AND INFORM THE BUSINESS COMMUNITY. THE ECONOMIC ALLIANCE IS ALSO THE SMALL BUSINESS RESOURCE AND TECHNOLOGY CENTER, WHICH ALLOWS BUSINESSES ACCESS TO TECHNOLOGY NEEDED TO HELP THEM DEVELOP OR EXPAND INTO THE ONLINE MARKETPLACE. THE ECONOMIC ALLIANCE ALSO PROVIDES A HOMEBASE AND CLERICAL SUPPORT FOR THE OKANOGAN COUNTY TOURISM COUNCIL, WHICH HELPS TO SUPPORT THE TOURISM INDUSTRY IN OKANOGAN COUNTY. ECONOMIC ALLIANCE'S EXECUTIVE DIRECTOR SERVED AS BOARD MEMBER ON THE NCW ECONOMIC DEVELOPMENT DISTRICT, FAMILY HEALTH CENTERS, AND NCW WORKFORCE DEVELOPMENT COUNCIL. OVER THE PAST YEAR, THE ECONOMIC ALLIANCE HAS ALSO CONTINUED TO WORK WITH POSSIBLE NEW BUSINESS LOCATIONS AND RESPONDED TO LEADS RECEIVED FROM THE STATE. COMPANIES LOOKING TO MOVE OR EXPAND TO OUR AREA WERE PROVIDED DEMOGRAPHIC INFORMATION INCLUDING POPULATION, MAJOR EMPLOYERS, WORKFORCE, UTILITIES, AND FACILITIES INFORMATION. 327727 1 1 0 0 0 0 0 0 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 0 0 0 0 0 0 1 9 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X CAROLYN DAVIS 5098265107 238 EAST OAK STREET OKANOGAN WA 98840 RONI HOLDER-DIEFENBACH EXECUTIVE DIRECTOR 40.00 X 92250 0 11973 KURT DANISON CHAIRMAN 1.00 X X 0 0 0 ANNA DALBEY 1ST VICE CHAIRMAN 1.00 X X 0 0 0 MARIA LASSILA 2ND VICE CHAIRMAN 1.00 X X 0 0 0 LAEL DUNCAN PAST CHAIRMAN 1.00 X X 0 0 0 CHRIS BRANCH TREASURER 1.00 X X 0 0 0 LISA BAUER DIRECTOR 0.50 X 0 0 0 SARAH BROWN DIRECTOR 0.50 X 0 0 0 MONICA GARZA-ACEVEDO DIRECTOR 0.50 X 0 0 0 ROB GILLESPIE DIRECTOR (THRU 7/2024) 0.50 X 0 0 0 SCOTT GRAHAM DIRECTOR 0.50 X 0 0 0 LANIE JOHNS DIRECTOR 0.50 X 0 0 0 SARAH JO LIGHTNER DIRECTOR 0.50 X 0 0 0 DON LINNERTZ DIRECTOR 0.50 X 0 0 0 WILLIAM MARCHAND DIRECTOR 0.50 X 0 0 0 BRYON MILLER DIRECTOR 0.50 X 0 0 0 KRISTI O'NEILL DIRECTOR (THRU 8/2024) 0.50 X 0 0 0 ANTHONY POPELIER DIRECTOR 0.50 X 0 0 0 MICHAEL PORTER DIRECTOR 0.50 X 0 0 0 STEVE QUICK DIRECTOR 0.50 X 0 0 0 BRETT RILEY DIRECTOR 0.50 X 0 0 0 CINDY SIMPSON DIRECTOR 0.50 X 0 0 0 BETH STROSHANE DIRECTOR 0.50 X 0 0 0 JORD WILSON DIRECTOR 0.50 X 0 0 0 RIKI WIPPLE DIRECTOR 0.50 X 0 0 0 92250 0 11973 0 0 0 0 0 414787 137173 551960 6551 6551 MISCELLANEOUS 900099 878 878 878 559389 878 0 6551 99876 99876 104223 52112 52111 172363 86181 86182 1356 678 678 12874 6437 6437 20852 10426 10426 2474 2474 4195 4195 4074 4074 39656 19828 19828 13792 13792 14877 14877 12125 12125 2746 2746 5516 5516 WORKSHOP HOSTING 2059 2059 MEMBERSHIP DUES 785 785 DUES AND SUBSCRIPTIONS 282 282 514125 327727 186398 0 320430 207256 100000 256551 420430 463807 2527 640 2527 640 X 417903 463167 417903 463167 420430 463807 45264 0 X 0 0 0 X 1287110 379616 540380 1029952 551960 3789018 1287110 379616 540380 1029952 551960 3789018 3789018 6551 6551 2188 5542 7344 878 15952 3811521 0.99410 0.99480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 WASHINGTON STATE MICROENTERPRISE ASSOCIATION PO BOX 1914 OLYMPIA WA 98507 300434103 501(C)(3) 9809 0 N/A N/A PROVIDE TRAINING AND TECHNICAL ASSISTANCE AND INFORMATION ABOUT FINANCING TO MICROBUSINESSES. OKANOGAN COUNTY 123 5TH AVENUE N OKANOGAN WA 98840 GOV'T 90066 0 N/A N/A TO COMPLETE A COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY FOR OKANOGAN COUNTY AND PROVIDE GRANTS TO COVID IMPACTED BUSINESSES. 1 1 PART I, LINE 2: RECEIPTS FOR ALLOWABLE EXPENSES ARE REQUESTED PRIOR TO RELEASE OF FUNDS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B COMPLETED RETURN IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, PRINCIPALS, OFFICERS, AND BOARD MEMBERS SIGN THE WRITTEN STATEMENT ON AN ANNUAL BASIS AND THE BOARD ITSELF WILL REVIEW ANY POTENTIAL CONFLICTS AS THEY ARISE ON A CASE BY CASE BASIS. IF A CONFLICT ARISES THE BOARD WILL MEET AND DETERMINE ACTION IN ACCORDANCE WITH POLICY. AFTER DISCOVERY OF A POTENTIAL CONFLICT OF INTEREST, INTERESTED PERSON LEAVES GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ALTERNATIVES AND MORE ADVANTAGEOUS TRANSACTIONS AND ARRANGEMENTS ARE EXPLORED THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY PACKAGE ON AN ANNUAL BASIS. THE EXECUTIVE DIRECTOR MAY BE ELIGIBLE FOR AN INCREASE FOR PERFORMANCE AS DEMONSTRATED AND DOCUMENTED IN THE EVALUATION PROCESS. ANY INCREASE IS DEPENDENT ON FUNDS AVAILABLE AS DETERMINED IN THE BUDGET PROCESS AND BASED ON LOCAL MARKETABILITY AND COST OF LIVING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.