YAKIMA VALLEY COMMUNITY FOUNDATION (EIN 200697012) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

SHARON MIRACLE

Phone

5094577616

Tax Period

2023-01-01 to 2023-12-31

YAKIMA VALLEY COMMUNITY FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.4M in total revenue in fiscal year 2023. Revenue surged 137% from the prior year, signaling strong growth momentum. Net assets of $74.2M represent 121 months of operating reserves.

Mission

OUR WORK IS FOCUSED ON EQUITY IN EDUCATION, HEALTH, AND CIVIC ENGAGEMENT. WE ADDRESS COMPLEX CONDITIONS AND SYSTEMS, AND PROVIDE OPPORTUNITIES FOR THOSE WHO HAVE BEEN HISTORICALLY AND FREQUENTLY OVERLOOKED AND LEFT BEHIND.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,343,081

Program Service Revenue $578,948

Investment Income $2,459,357

Other Revenue $1,000

TOTAL REVENUE $7,382,386

Expense Breakdown

Grants Paid $2,841,449

Salaries & Benefits $1,226,015

Fundraising Expenses $275,320

Program Expenses $6,524,352

Other Expenses $3,545,247

TOTAL EXPENSES $7,612,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,382,386	$3,114,851	+1.4%
Expenses	$7,612,711	$5,272,805	+0.4%
Net Income	$-230,325	$-2,157,954	-0.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$370,586

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA JUAREZ	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
LISA CAMPBELL-JOHN	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOSHUA BECK	BOARD TREASURER	3.00	Officer Director	$0	$0	$0
MIHO SUGASAWA	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG BAINTER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL NAGLE-MCNAUGHTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSE RIVERA	BOARD MEMBER	1.00	Director	$0	$0	$0
IGNACIO MARQUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MAGALY SOLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
RHONDA TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDY AGUILAR	BOARD MEMBER	1.00	Director	$0	$0	$0
GIOVANNI SERVERINO	BOARD MEMBER	1.00	Director	$0	$0	$0
CORINNE MURPHY-HINES	BOARD MEMBER	1.00	Director	$0	$0	$0
GWEN CHAPLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAGG GILBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIE TIRADO	BOARD MEMBER	1.00	Director	$0	$0	$0
ESTHER MAGASIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANITA QUINTANA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SEVERN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELLY VALDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON MIRACLE	CEO/BOARD SECRETARY	50.00	Officer	$214,420	$18,858	$233,278
LISA FRESCO	CFO	55.00	Officer	$118,870	$18,438	$137,308
LINDSAY BOSWELL	DIRECTOR OF GRANTS	40.00	Highest	$109,054	$12,927	$121,981
HEIDI PELLETIER	DIRECTOR OF DONOR SERVICES	40.00	Highest	$107,120	$11,676	$118,796

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,382,386	$7,612,711	$81,406,633	$-230,325
2022	$3,114,851	$5,272,805	$74,629,187	$-2,157,954
2021	$19,701,329	$7,016,474	$80,915,823	$12,684,855
2020	$9,644,344	$7,925,825	$77,063,723	$1,718,519
2019	$4,383,602	$5,534,492	$69,156,852	$-1,150,890
2018	$4,519,744	$5,210,345	$60,411,596	$-690,601

YAKIMA VALLEY COMMUNITY FOUNDATION