2026-08-01T12:11:20-05:00 2025-12-31 910950793 CORDELL NEHER & COMPANY PLLC PO BOX 3068 WENATCHEE WA 988073068 990 2025-01-01 911680527 ORCAS ISLAND COMMUNITY FOUNDATION ORCA 3603766423 P O BOX 1496 EASTSOUND WA 98245 LINDSAY JENNINGS EXECUTIVE DIRECTOR 3603766423 2026-07-27 1 SEAN M PATTON CPA P00461275 5096631661 2026-07-27 2025 2025-03-06 01:10:19Z LINDSAY JENNINGS P O BOX 1496 EASTSOUND WA 98245 16178436 0 X HTTPS://OICF.US/ X 1995 WA FOSTERING PHILANTHROPY TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON ORCAS ISLAND. 12 12 6 30 0 0 6318790 8840375 0 0 1125858 1609736 35011 35231 7479659 10485342 7645727 6335823 0 0 382456 394707 0 0 85591 326612 435607 8354795 7166137 -875136 3319205 26927727 31357101 53511 37153 26874216 31319948 FOSTERING PHILANTHROPY TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON ORCAS ISLAND. 0 0 6335823 6335823 GRANT MAKING - THE ORCAS ISLAND COMMUNITY FOUNDATION FACILITATED OVER $6.8 MILLION IN GRANTS AND DISTRIBUTIONS IN 2025. THIS INCLUDED COMMUNITY GRANT AWARDS THROUGH THE TWO SUCCESSFUL GIVE ORCAS CAMPAIGNS. 637 DONORS CONTRIBUTED TO THE SPRING CAMPAIGN, DONATING $471,939 TO 38 NONPROFIT PROPOSALS. THE HOLIDAY CAMPAIGN GARNERED DONATIONS FROM 645 DONORS AND PROVIDED $339,092 IN GRANTS TO 33 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. 362582 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 2025, 14 NEW FUNDS WERE OPENED, BRINGING THE TOTAL UNDER MANAGEMENT TO 212. 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. 6698405 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 14 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 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 ANGELA FOSTER 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 DIANE BERRETH TRUSTEE 3.00 X 0 0 0 LINDSAY JENNINGS EXECUTIVE DIRECTOR 40.00 X 155000 0 17450 155000 0 17450 1 0 1 0 0 8840375 729609 8840375 1025838 1025838 35231 0 35231 35231 35231 6276992 5693094 583898 583898 583898 10485342 0 0 1644967 6335823 6335823 172450 103470 43112 25868 176085 105651 44021 26413 5352 3212 1338 802 13897 8337 3475 2085 26923 16154 6731 4038 26802 16081 6701 4020 239485 239485 37160 22296 9290 5574 799 479 200 120 22884 13730 5721 3433 11763 7058 2941 1764 22322 13393 5581 3348 4755 2853 1189 713 31423 18854 7856 4713 17117 10270 4279 2568 DONOR APPRCIATION 10611 10611 PROFESSIONAL DEVELOPMEN 8157 8157 BANK AND MERCHANT FEES 1447 1447 MISCELLANEOUS 882 529 221 132 7166137 6698405 382141 85591 610587 355041 22 150000 150000 6501 1201898 217896 1015425 984002 25151715 29861535 26927727 31357101 1038 1261 52473 35892 53511 37153 X 5314341 6108079 21559875 25211869 26874216 31319948 26927727 31357101 X 3319205 1109946 16581 X X 1 X 0 0 0 X 4659754 6139096 6716489 6318790 8840375 32674504 4659754 6139096 6716489 6318790 8840375 32674504 1922500 30752004 386388 458733 717367 890013 1061069 3513570 36188074 0.84980 0.82570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54 1619418 800459 3559329 1 1 25580216 5962892 2561060 3924881 129566 30049721 26001449 5510155 1433606 7336400 28594 25580216 21770492 5337476 1748570 2820364 34725 26001449 20710734 4268127 -1956975 1225359 26035 21770492 16600221 4285702 1664162 1821554 17797 20710734 0.16100 0.29862 0.54038 0 0 331500 331500 854877 204557 650320 15521 13339 2182 984002 DEPOSITS 1250 FUNDS HELD AS AGENT FOR OTHER 34642 35892 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 2022. 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 AIRHAWKS FLYING CLUB PO BOX 1024 EASTSOUND WA 98245 911671160 501C3 16875 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ART FOR ORCAS KIDS (AOK) PO BOX 782 EASTSOUND WA 98245 911276459 501C3 9848 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD CASCADE PBS 316 BROADWAY SEATTLE WA 98122 911221895 501C3 50000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD EMMANUEL EPISCOPAL PARISH PO BOX 8 EASTSOUND WA 98245 501C3 7000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FRIENDS OF THE SAN JUANS PO BOX 1344 FRIDAY HARBOR WA 98250 911087153 501C3 12025 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD FUNHOUSE COMMONS 30 PEA PATCH LANE EASTSOUND WA 98245 911806943 501C3 149939 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 11250 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ISLAND ALLIES OF INDIGENOUS LIFEWAYS 374 NORTH BEACH ROAD EASTSOUND WA 98245 501C3 11675 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ISLANDS' OIL SPILL ASSOCIATION PO BOX 2946 FRIDAY HARBOR WA 98250 911326241 501C3 8375 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD JEFFERSON PUBLIC RADIO 1250 SISKIYOU BOULEVARD ASHLAND OR 97520 931233656 501C3 50000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD KALEIDOSCOPE PRESCHOOL 1292 NORTH BEACH RD EASTSOUND WA 98245 911510335 501C3 267423 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD KWIAHT PO BOX 415 LOPEZ ISLAND WA 98261 300355067 501C3 5900 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD LONG LIVE THE KINGS 2125 WESTERN AVE SEATTLE WA 98121 911353982 501C3 7224 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD MATTHEW 25 201 3RD AVE SW CEDAR RAPIDS IA 52404 260467321 501C3 10000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD MERCY FLIGHT ORCAS AVIATION ASSOCIATION PO BOX 712 EASTSOUND WA 98245 912023846 501C3 62186 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD NORTHWEST IMMIGRANT RIGHTS PROJECT 615 2ND AVE SEATTLE WA 98104 911393082 501C3 25000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ODD FELLOWS HALL PO BOX 1286 EASTSOUND WA 98245 237595155 501C3 10716 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD OIHS CULTURE AND TRAVEL CLUB 715 SCHOOL ROAD EASTSOUND WA 98245 501C3 11600 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD OLGA STRAWBERRY COUNCIL PO BOX 214 OLGA WA 98279 383717632 501C3 6750 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD OPAL COMMUNITY LAND TRUST PO BOX 1133 EASTSOUND WA 98245 943116010 501C3 82000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ANIMAL PROTECTION SOCIETY 84 A HOPE LANE EASTSOUND WA 98245 911717046 501C3 87971 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS CENTER 917 MT BAKER ROAD PO BOX 567 EASTSOUND WA 98245 910930009 501C3 174661 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS CHORAL SOCIETY PO BOX 346 EASTSOUND WA 98245 912019514 501C3 7500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS COMMUNITY RESOURCE CENTER 374 NORTH BEACH ROAD EASTSOUND WA 98245 272823485 501C3 741297 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND BOOSTER CLUB PO BOX 43 EASTSOUND WA 98245 900782772 501C3 18675 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHAMBER MUSIC FESTIVAL PO BOX 646 EASTSOUND WA 98245 911886480 501C3 330200 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHAMBER OF COMMERCE PO BOX 252 EASTSOUND WA 98245 910783237 501C3 93250 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND CHILDREN'S HOUSE 36 PEA PATCH LANE EASTSOUND WA 98245 910929364 501C3 291726 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND COMMUNITY CHURCH 176 MADRONA ST EASTSOUND WA 98245 911235269 501C3 10000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND EDUCATION FOUNDATION (OIEF) PO BOX 782 EASTSOUND WA 98245 911276459 501C3 73486 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FIRE & RESCUE 45 LAVENDER LANE EASTSOUND WA 98245 501C3 36040 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FOOD BANK PO BOX 424 EASTSOUND WA 98245 911255700 501C3 576140 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND FOOTBALL CLUB PO BOX 991 EASTSOUND WA 98245 993237549 501C3 11270 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND GRANGE 964 PO BOX 824 EASTSOUND WA 98245 237563903 501C3 15000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND HEALTH CARE DISTRICT PO BOX 226 EASTSOUND WA 98245 830531685 501C3 191118 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND HISTORICAL MUSEUMS PO BOX 134 EASTSOUND WA 98245 916054959 501C3 83000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND LIBRARY 500 ROSE STREET EASTSOUND WA 98245 911400683 501C3 20000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND LIBRARY DISTRICT 500 ROSE STREET EASTSOUND WA 98245 501C3 5200 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND LIONS CLUB PO BOX 1212 EASTSOUND WA 98245 311730975 501C3 7570 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND PARK AND RECREATION DISTRICT PO BOX 575 EASTSOUND WA 98245 364693970 501C3 13000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND SCHOOL DISTRICT 557 SCHOOL RD EASTSOUND WA 98245 501C3 8500 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS ISLAND SCHOOL DISTRICT 137 557 SCHOOL ROAD EASTSOUND WA 98245 911041037 501C3 109030 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS MONTESSORI SCHOOL 1147 NORTH BEACH ROAD EASTSOUND WA 98245 911490036 501C3 224888 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS SENIOR CENTER 62 HENRY ROAD EASTSOUND WA 98245 863954111 501C3 223343 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD PEACH PIT 30 PEA PATCH LN EASTSOUND WA 98245 501C3 15000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD RECOVERY IN COMMUNITY PO BOX 12 OLGA WA 98279 320737568 501C3 25000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAFE SAN JUANS 1286 MT BAKER ROAD B104 EASTSOUND WA 98245 911212454 501C3 25000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAIL ORCAS--A SAILING EDUCATION FOUNDATION PO BOX 1226 EASTSOUND WA 98245 912169349 501C3 10000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SALISH WILDLIFE RESCUE (FORMERLY WOLF HOLLOW WILDLIFE REHABILITATION CENTER 284 BOYCE ROAD FRIDAY HARBOR WA 98250 911265913 501C3 10100 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SALMONBERRY COMMUNITY SCHOOL PO BOX 1197 EASTSOUND WA 98245 912136181 501C3 17425 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN COUNTY HEALTH AND COMMUNITY SERVICES PO BOX 607 FRIDAY HARBOR WA 98250 501C3 25430 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN ISLANDS AGRICULTURAL GUILD PO BOX 1945 FRIDAY HARBOR WA 98250 262167336 501C3 9216 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SAN JUAN ISLANDS CONSERVATION DISTRICT PO BOX 1728 FRIDAY HARBOR WA 98250 911131817 501C3 12681 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SCHWAB CHARITABLE OPERATIONS 1958 SUMMIT PARK DR SUITE 200 ORLANDO FL 32810 311640316 501C3 11800 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD SISKIYOU LAND CONSERVANCY PO BOX 4209 ARCATA CA 95518 721568115 501C3 30000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501C3 20000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD WEST SOUND COMMUNITY CLUB PO BOX 1414 EASTSOUND WA 98245 911283768 501C3 36311 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501C3 50000 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD YMCA CAMP ORKILA PO BOX 1149 EASTSOUND WA 98245 910482710 501C3 18750 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD ORCAS DANCE COLLECTIVE 910930009 501C3 5200 0 VARIOUS PURPOSES AS APPROVED BY OICF BOARD 193 0 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 LINDSAY JENNINGS EXECUTIVE DIRECTOR 155000 0 0 0 0 0 4650 0 12800 0 172450 0 0 0 X 14 729609 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 16,581. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM PREVIOUS YEARS.