2025-07-25T10:16:16-05:00 2024-12-31 910950793 CORDELL NEHER & COMPANY PLLC PO BOX 3068 WENATCHEE WA 988073068 990 2024-01-01 911680527 ORCAS ISLAND COMMUNITY FOUNDATION ORCA 3603766423 P O BOX 1496 EASTSOUND WA 98245 LINDSAY JENNINGS EXECUTIVE DIRECTOR 3603766423 2025-07-21 1 1 SEAN M PATTON CPA P00461275 5096631661 2025-07-21 2024 2025-03-06 01:10:19Z LINDSAY JENNINGS P O BOX 1496 EASTSOUND WA 98245 18677693 0 X HTTPS://OICF.US/ X 1995 WA FOSTERING PHILANTHROPY TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON ORCAS ISLAND. 15 15 5 29 0 0 6716489 6318790 0 0 488159 1125858 35309 35011 7239957 7479659 4013535 7645727 0 0 330228 382456 0 0 83474 344352 326612 4688115 8354795 2551842 -875136 27333743 26927727 70903 53511 27262840 26874216 FOSTERING PHILANTHROPY TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON ORCAS ISLAND. 0 0 7645727 7645727 GRANT MAKING - THE ORCAS ISLAND COMMUNITY FOUNDATION FACILITATED OVER $7 MILLION IN GRANTS AND DISTRIBUTIONS IN 2024. THIS INCLUDED COMMUNITY GRANT AWARDS THROUGH THE TWO SUCCESSFUL GIVE ORCAS CAMPAIGNS. 952 DONORS CONTRIBUTED TO THE SPRING CAMPAIGN, DONATING $379,397 TO 26 NONPROFIT PROPOSALS. THE HOLIDAY CAMPAIGN GARNERED DONATIONS FROM 716 DONORS AND PROVIDED $384,303 IN GRANTS TO 30 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. 347687 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 2024, 12 NEW FUNDS WERE OPENED, BRINGING THE TOTAL UNDER MANAGEMENT TO 211. 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. 7993414 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 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 SUSAN GUDGELL CHAIR 6.00 X X 0 0 0 MINOR LILE 1ST VICE CHAIR 3.00 X X 0 0 0 MARY CLURE 2ND VICE CHAIR 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 ANGELA FOSTER PAST PRESIDENT 3.00 X 0 0 0 SUSAN ALTER TRUSTEE 3.00 X 0 0 0 STEPHEN BENTLEY 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 BRIAN MOSS TRUSTEE 3.00 X 0 0 0 JUDY SCOTT TRUSTEE 3.00 X 0 0 0 MARSHALL D SEBRING TRUSTEE 3.00 X 0 0 0 ANNE MARIE SHANKS TRUSTEE 3.00 X 0 0 0 PAUL SHERIDAN TRUSTEE 3.00 X 0 0 0 HILARY CANTY EXECUTIVE DIRECTOR 40.00 X 129953 0 14223 LINDSAY JENNINGS EXECUTIVE DIRECTOR 40.00 X 47884 0 5310 177837 0 19533 1 0 0 0 0 6318790 158085 6318790 855002 855002 35011 0 35011 35011 35011 11468890 11198034 270856 270856 270856 7479659 0 0 1160869 7645727 7645727 197370 118422 49342 29606 143236 85941 35810 21485 10676 6405 2669 1602 5055 3034 1264 757 26119 15671 6530 3918 16950 10170 4237 2543 138781 138781 54361 32617 13590 8154 2627 1576 657 394 10156 6094 2539 1523 15009 9005 3753 2251 19526 11716 4881 2929 7183 4310 1796 1077 30878 18527 7719 4632 17045 10227 4261 2557 DONOR APPRCIATION 10316 10316 PROFESSIONAL DEVELOPMEN 2541 2541 BANK AND MERCHANT FEES 930 930 MISCELLANEOUS 309 185 78 46 8354795 7993414 277907 83474 788489 610587 662 0 150000 150000 1210456 195031 1029259 1015425 25365333 25151715 27333743 26927727 21596 1038 49307 52473 70903 53511 X 5781574 5314341 21481266 21559875 27262840 26874216 27333743 26927727 X -875136 489678 -3166 X X 0 1 X 1 0 X 5244141 4659754 6139096 6716489 6318790 29078270 5244141 4659754 6139096 6716489 6318790 29078270 2835041 26243229 252350 386388 458733 717367 890013 2704851 31783121 0.82570 0.79020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54 1099779 743086 2704587 1 1 26001449 5510155 1433606 7336400 28594 25580216 21770492 5337476 1748570 2820364 34725 26001449 20710734 4268127 -1956975 1225359 26035 21770492 16600221 4285702 1664162 1821554 17797 20710734 16202536 3889122 626046 4117483 16600221 0.15717 0.31869 0.52414 0 0 331500 331500 854877 173577 681300 24079 21454 2625 1015425 DEPOSITS 1250 FUNDS HELD AS AGENT FOR OTHER 51223 52473 X 7826890 489678 -3666 486012 7340878 138781 138781 7479659 8215514 -500 -500 8216014 138781 138781 8354795 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 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FAS 136 AGENCY RELATED TRANSACTIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: FAS 136 AGENCY RELATED TRANSACTIONS 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 AMERICAN LEGION POST #93 793 CRESCENT BEACH EASTSOUND WA 98245 916075452 501C19 25000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ACTORS THEATER OF ORCAS ISLAND PO BOX 1221 EASTSOUND WA 98245 912007382 501C3 14950 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHILDREN'S HOUSE 36 PEA PATCH LANE EASTSOUND WA 98245 910929364 501C3 93699 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND COMMUNITY CHURCH 176 MADRONA ST EASTSOUND WA 98245 911235269 501C3 5500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND EDUCATION FOUNDATION (OIEF) PO BOX 782 EASTSOUND WA 98245 911276459 501C3 86611 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FOOD BANK PO BOX 424 EASTSOUND WA 98245 911255700 501C3 3624259 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND HISTORICAL MUSEUMS PO BOX 134 EASTSOUND WA 98245 916054959 501C3 128950 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND LIONS CLUB PO BOX 1212 EASTSOUND WA 98245 311730975 501C3 23400 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND LIT FEST PO BOX 225 EASTSOUND WA 98245 821587219 501C3 7500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND ROWING ASSOCIATION (OIRA) PO BOX 1481 EASTSOUND WA 98245 311627337 501C3 12855 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS MONTESSORI SCHOOL 1147 NORTH BEACH ROAD EASTSOUND WA 98245 911490036 501C3 52041 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS SENIOR CENTER PO BOX 1496 EASTSOUND WA 98245 863954111 501C3 923996 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAFE SAN JUANS PO BOX 1516 EASTSOUND WA 98245 911212454 501C3 175300 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAIL ORCAS--A SAILING EDUCATION FOUNDATION PO BOX 1226 EASTSOUND WA 98245 912169349 501C3 17274 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SALMONBERRY SCHOOL AND LEARNING CENTER PO BOX 1197 EASTSOUND WA 98245 912136181 501C3 12500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN COUNTY ECONOMIC DEVELOPMENT COUNCIL (EDC) PO BOX 3053 FRIDAY HARBOR WA 98250 412067708 501C3 6460 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN PRESERVATION TRUST PO BOX 759 FRIDAY HARBOR WA 98250 911078355 501C3 16350 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SCHWAB CHARITABLE OPERATIONS 1958 SUMMIT PARK DR SUITE 200 ORLANDO FL 32810 311640316 501C3 100000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SEADOC SOCIETY 1020 DEER HARBOR ROAD EASTSOUND WA 98245 946081352 501C3 11500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SISKIYOU LAND CONSERVANCY PO BOX 4209 ARCATA CA 95518 721568115 501C3 50000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 630598743 501C3 6250 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD TRADITIONAL FOODWAYS PO BOX 1728 FRIDAY HARBOR WA 98250 911138177 501C3 10000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD VANGUARD CHARITABLE PO BOX 55766 BOSTON MA 02205 232888152 501C3 97605 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD WEST SOUND COMMUNITY CLUB PO BOX 1414 EASTSOUND WA 98245 911283768 501C3 10307 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD WOLF HOLLOW WILDLIFE REHABILITATION CENTER 284 BOYCE ROAD FRIDAY HARBOR WA 98250 911265913 501C3 7750 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHAMBER MUSIC FESTIVAL PO BOX 646 EASTSOUND WA 98245 911886480 501C3 275475 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD YMCA CAMP ORKILA PO BOX 1149 EASTSOUND WA 98245 910482710 501C3 25000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS DANCE COLLECTIVE 917 MT BAKER ROAD PO BOX 567 EASTSOUND WA 98245 910930009 501C3 15000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FUNHOUSE COMMONS 30 PEA PATCH LANE EASTSOUND WA 98245 911806943 501C3 101401 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD GATHERING OF THE EAGLES PO BOX 95 EASTSOUND WA 98245 911087153 501C3 6500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD HEALING ARTS CENTER PO BOX 304 EASTSOUND WA 98245 943113833 501C3 11000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD KALEIDOSCOPE PRESCHOOL PO BOX 1476 EASTSOUND WA 98245 911510335 501C3 140691 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD KWIAHT PO BOX 415 LOPEZ ISLAND WA 98261 300355067 501C3 87415 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD DEER HARBOR COMMUNITY CLUB PO BOX 57 DEER HARBOR WA 98243 916049238 501C3 17500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD MERCY FLIGHT ORCAS AVIATION ASSOCIATION PO BOX 712 EASTSOUND WA 98245 912023846 501C3 35800 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD EMMANUEL EPISCOPAL PARISH PO BOX 8 EASTSOUND WA 98245 911160518 501C3 6180 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD MUSIC ADVOCACY GROUP (MAG) PO BOX 1171 EASTSOUND WA 98245 205112198 501C3 20900 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ODD FELLOWS HALL PO BOX 1286 EASTSOUND WA 98245 237595155 501C3 15550 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD OPAL COMMUNITY LAND TRUST PO BOX 1133 EASTSOUND WA 98245 943116010 501C3 97542 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD CONCERT ARTISTS GUILD 224 W 35TH ST SUITE 500 2149 NEW YORK NY 10001 131854253 501C3 6000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD CIRCUM-PACIFIC COUNCIL FOR ENERGY & MINERAL RESOURCES 142 ANCHOR ROCK LANE EASTSOUND WA 98245 953173820 501C3 40000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ART FOR ORCAS KIDS (AOK)OIEF PO BOX 782 EASTSOUND WA 98245 911276459 501C3 43450 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS CENTER 917 MT BAKER ROAD PO BOX 567 EASTSOUND WA 98245 910930009 501C3 325090 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS CHORAL SOCIETY PO BOX 346 EASTSOUND WA 98245 912019514 501C3 10510 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS COMMUNITY RESOURCE CENTER PO BOX 931 EASTSOUND WA 98245 272823485 501C3 243886 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD NATIONAL PARK FOUNDATION PO BOX 17394 BALTIMORE MD 21298 521086761 501C3 17650 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FRIENDS OF THE SAN JUANS PO BOX 1344 FRIDAY HARBOR WA 98250 911087153 501C3 33550 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ISLAND STEWARDS 3222 PT LAWRENCE RD OLGA WA 98279 911264260 501C3 15350 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND BOOSTER CLUB PO BOX 43 EASTSOUND WA 98245 900782772 501C3 13323 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ANIMAL PROTECTION SOCIETY 84 A HOPE LANE EASTSOUND WA 98245 911717046 501C3 103450 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FRIENDS OF THE OLGA STORE BUILDING PO BOX 21 OLGA WA 98279 842184564 501C3 5250 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FARMERS MARKET ASSOCIATION PO BOX 1202 EASTSOUND WA 98245 331141003 501C6 7000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHAMBER OF COMMERCE PO BOX 252 EASTSOUND WA 98245 910783237 501C6 10800 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN COUNTY TREASURER 350 COURT ST 1 FRIDAY HARBOR WA 98250 GOVERNMENT 81000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FIRE & RESCUE 45 LAVENDER LANE EASTSOUND WA 98245 GOVERNMENT 255300 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND SCHOOL DISTRICT 137 557 SCHOOL ROAD EASTSOUND WA 98245 911041037 GOVERNMENT 10997 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD DEER HARBOR MARINA PO BOX 344 EASTSOUND WA 98242 453330116 OTHER 18750 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD 52 59 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 12 158085 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. 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 -3,166. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM PREVIOUS YEARS.