CHELAN VALLEY HOPE

EIN: 800403184 501(c)(3) Human Services

Chelan, WA

Total Revenue
$908,946
Total Expenses
$652,056
Total Assets
$1,257,092
Net Assets
$1,252,885
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
WA
Principal Officer
Jason Morin
Phone
5098882114
Tax Period
2024-01-01 to 2024-12-31

CHELAN VALLEY HOPE, founded in 2009, is a small nonprofit in the Human Services sector that reported $909K in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $257K, a strong 28% operating margin.

Mission

Chelan Valley Hope provides assistance, advocacy and referral services to under-resourced families and individuals throughout the Greater Chelan Valley and into adjacent counties as defined in our geographic reach. Chelan Valley Hope is a hub for compassionate community connections and resources. Our purpose is helping individuals and families in crisis access basic needs like food, transportation, utilities, rent, clothing, emergency shelter, fuel, and basic non-food needs therefore empowering people to improve their lives through direct services, enrichment programs, family advocacy programs, mental health referrals, employment and educational opportunities.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $887,133
Program Service Revenue $0
Investment Income $9,813
Other Revenue $12,000
TOTAL REVENUE $908,946

Expense Breakdown

Grants Paid $279,834
Salaries & Benefits $286,150
Fundraising Expenses $23,912
Program Expenses $609,469
Other Expenses $86,072
TOTAL EXPENSES $652,056

Year-over-Year Comparison

2024 2023 Change
Revenue $908,946 $509,485 +0.8%
Expenses $652,056 $518,759 +0.3%
Net Income $256,890 $-9,274 -28.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
11
Volunteers
75

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
4
$0
Total Directors
9
$0
Key Employees
1
$73,283
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tamra Hively Executive Director 40
Key Emp
$73,283 $0 $73,283
Stacy Willougby President 5.0
Officer Director
$0 $0 $0
Moses Garcia Vice-President 5
Officer Director
$0 $0 $0
Joanne Knott Secretary 5
Officer Director
$0 $0 $0
Jason Morin Treasurer 5
Officer Director
$0 $0 $0
Lynne Nelson Board member 2
Director
$0 $0 $0
Danielle Ross Board member 2
Director
$0 $0 $0
George Rohrich Board member 2
Director
$0 $0 $0
Ruby Garcia Board member 2
Director
$0 $0 $0
Christine Wineberg Board member 2
Director
$0 $0 $0
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 $908,946 $652,056 $1,257,092 $256,890
2023 $509,485 $518,759 $975,635 $-9,274
2022 $389,970 $404,071 $978,540 $-14,101
2021 $397,652 $286,703 $664,232 $110,949
2020 $400,856 $254,731 $559,864 $146,125
2019 $276,731 $324,198 $413,857 $-47,467
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