2025-08-14T15:52:00-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 450574348 MIRABELLA WASHINGTON FOUNDATION MIRA 2062541400 116 FAIRVIEW AVENUE NORTH SEATTLE WA 98109 DAVID WEBBER BOARD CHAIR 2062541400 2025-08-13 1 1 KURT BENNION CPA P01469618 4252506100 2025-08-12 2023 2025-03-06 01:10:19Z MIRABELLA SEATTLE FOUNDATION DAVID WEBBER 116 FAIRVIEW AVENUE NORTH SEATTLE WA 98109 433803 0 X WWW.MIRABELLASEATTLEFOUNDATION.ORG X 2007 WA TO SUPPORT AND ENHANCE THE QUALITY OF LIFE FOR MIRABELLA SEATTLE RESIDENTS, OUR STAFF AND OUR LOCAL COMMUNITY. 9 7 0 7 0 0 284661 294053 0 0 56476 139750 0 0 341137 433803 51833 71019 0 0 0 0 0 0 0 53576 50863 105409 121882 235728 311921 1940216 2531536 1381 30477 1938835 2501059 TO SUPPORT AND ENHANCE THE QUALITY OF LIFE FOR MIRABELLA SEATTLE RESIDENTS, OUR STAFF AND OUR LOCAL COMMUNITY. 0 0 96284 71019 0 GRANTS AND ALLOCATIONS OR OUTLAYS ACCORDING TO DONORS' SPECIFIED PURPOSES. 96284 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X KATRINA BYWATER 5416463300 1 WEST MAIN SUITE 303 MEDFORD OR 97501 TRAVIS DUNCAN DIRECTOR 1.00 39.00 X 0 286499 38074 DAVID WEBBER CHAIR 1.00 0.00 X X 0 0 0 MARY JOSSEM VICE CHAIR 1.00 0.00 X X 0 0 0 MATT JAMIN SECRETARY & DIRECTOR 1.00 0.00 X X 0 0 0 SUE HERRING DIRECTOR & SECRETARY 1.00 0.00 X X 0 0 0 RICHARD CAHALL TREASURER 1.00 0.00 X X 0 0 0 JEFF FELDMAN DIRECTOR 1.00 0.00 X 0 0 0 MCGARRY HOUGHTON DIRECTOR 1.00 0.00 X 0 0 0 BRIANNA SWANSON DIRECTOR 1.00 39.00 X 0 0 0 0 286499 38074 0 0 1 0 0 294053 294053 61538 61538 78212 0 78212 78212 78212 433803 0 0 139750 71019 71019 1 1 21013 21013 1890 1890 2171 2171 1938 1938 PROGRAM FUND EXPENSES 23327 23327 OTHER FACILITY SERVICE 523 523 121882 96284 25598 0 59606 111861 1880610 2419675 1940216 2531536 1380 2927 1 27550 1381 30477 X 1321204 1816474 617631 684585 1938835 2501059 1940216 2531536 311921 250303 0 X X 0 1 X 1 0 X 226617 299015 248113 284661 294053 1352459 226617 299015 248113 284661 294053 1352459 1352459 20860 28612 78577 60339 61538 249926 1602385 0.84400 0.85480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATES 27550 27550 X PART X, LINE 2: THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2024 AND 2023, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. 1 SCHOLARSHIPS 19 71019 PART I, LINE 2: INDIVIDUAL SCHOLARSHIP FUNDS ARE GIVEN DIRECTLY TO THE SCHOOL TO ENSURE CORRECT USE. 0 0 0 0 0 0 0 0 0 TRAVIS DUNCAN DIRECTOR 0 243411 0 43088 0 0 0 25737 0 12337 0 324573 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ONLY ON THOSE MATTERS OF ROUTINE BUSINESS OF THE FOUNDATION FOR ACTION BETWEEN REGULAR BOARD MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REPORTS ITS ACTIONS TO THE BOARD AT THE NEXT REGULAR MEETING OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 MIRABELLA WASHINGTON FOUNDATION'S BOARD DELEGATES MANAGEMENT DUTIES TO MIRABELLA. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, MIRABELLA. FORM 990, PART VI, SECTION A, LINE 7A MIRABELLA CAN APPOINT BOARD MEMBERS TO THE MIRABELLA WASHINGTON FOUNDATION BOARD. FORM 990, PART VI, SECTION A, LINE 7B MIRABELLA HOLDS RESERVE POWERS INCLUDING BUT NOT LIMITED TO THE FOLLOWING: (A) TAKING CORRECTIVE ACTIONS IN THE EVENT THE BOARD OF DIRECTORS EMBARKS UPON ACTIONS THAT CONTRADICT THE MISSION OF THE FOUNDATION OR POTENTIALLY ARE IN VIOLATION OF FEDERAL, STATE, OR LOCAL LAW; (B) APPROVING AND REMOVING FOUNDATION DIRECTORS; (C) APPOINTING OUTSIDE AUDITORS; (D) APPROVING POLICIES AND PROCEDURES FOR THE FOUNDATION; AND (E) APPROVING ANY AMENDMENTS OR ALTERATIONS TO, OR REPEAL OF, THE BYLAWS OR ARTICLES OF INCORPORATION OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CORPORATE DIRECTOR OF ACCOUNTING, VICE PRESIDENT OF ACCOUNTING, CFO, AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. THERE ARE TWO POLICIES RELATED TO CONFLICTS OF INTEREST: 1) BOARD OF DIRECTORS; 2)KEY EMPLOYEES, WHICH IDENTIFY THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 CORPORATE FINANCIAL DATA AND GOVERNANCE INFORMATION IS NOT PUBLIC INFORMATION, AND AS SUCH, IS RELEASED ONLY PURSUANT TO LEGAL REGULATION, COURT ORDER, OR OTHER APPLICABLE LAW, AND AS DIRECTED BY CORPORATE COUNSEL. FORM 990, PART XII, LINE 2C: THE PROCESS AND AUTHORITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. PACIFIC RETIREMENT SERVICES INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931067253 SUPPORTING ORGANIZATION OR 501(C)(3) LINE 12C, III-FI N/A 0 PACIFIC RETIREMENT SERVICES FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 472352652 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 PACIFIC RETIREMENT SERVICES INC 0 ROGUE VALLEY MANOR 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930453216 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 THE CUMBERLAND REST INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 750891470 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 CASCADE MANOR INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930557803 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 UNIVERSITY RETIREMENT COMMUNITY AT DAVIS 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931179254 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 HOLLADAY PARK PLAZA 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930513697 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 CAPITOL LAKES INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 391412320 SENIOR HOUSING WI 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 ROGUE VALLEY MANOR FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930712867 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 ROGUE VALLEY MANOR 0 UNIVERSITY RETIREMENT COMMUNITY FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931301816 PUBLIC FOUNDATION CA 501(C)(3) LINE 7 UNIVERSITY RETIREMENT COMMUNITY AT DAVIS INC 0 CASCADE MANOR FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931330100 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 CASCADE MANOR INC 0 CAPITOL LAKES FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 383781089 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 CAPITOL LAKES INC 0 MIRABELLA 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 342030255 SENIOR HOUSING WA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 MIRABELLA AT SOUTH WATERFRONT 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 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INC 0 RVM BEND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943163349 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM EAGLE POINT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943191447 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM KLAMATH FALLS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943196455 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MEDFORD II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212537 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM LIVELY OAKS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943194409 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM REEDSPORT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212538 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM YREKA HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212540 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM EUGENE HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943247154 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM FORT WORTH I HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311520436 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM BEND II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943260016 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM FORT WORTH II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587415 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MEDFORD III HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587418 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM ROSEBURG II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587420 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM GRANTS PASS II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311662259 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM DAVIS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311662208 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM MYRTLE CREEK II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311715321 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM PORTLAND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311780332 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM PORTLAND II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 300037898 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM CENTRAL POINT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 300315618 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 0 RVM 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VIDA LLENA 10501 LAGRIMA DE ORO NE ALBUQUERQUE NM 87111 850282570 SENIOR HOUSING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 SOMMERSET NEIGHBORHOOD INC 1601 SW 119TH STREET OKLAHOMA CITY OK 73170 810684291 SENIOR HOUSING OK 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 THE FULL LIFE FOUNDATION 10501 LAGRIMA DE ORO NE ALBUQUERQUE NM 87111 850416157 SUPPORTING ORGANIZATION NM 501(C)(3) LINE 12C, III-FI N/A 0 RALSTON CREEK NEIGHBORHOOD INC 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 822174664 SENIOR HOUSING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 842728227 PUBLIC FOUNDATION NM 501(C)(3) LINE 7 HAVERLAND CARTER LIFESTYLE GROUP 0 PRS MANAGEMENT INC 1 WEST MAIN SUITE 303 MEDFORD OR 97501 931328250 MANAGEMENT COMPANY OR N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0