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Agena

Tax-deductible

Toppenish, WA501(c)(3)Since 2005Human ServicesEIN 20-3316363Revenue $21.8M in FY2025

On file with the IRSPo Box 190, 98948-0190 · Toppenish, WATax-exempt since Jun 2006Supporting organization — 509(a)(3)

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Agena is a support organization to the yakima valley farm workers clinic (yvfwc).

501(c)(3) charity; gifts are tax-deductible.
Run by 4 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $14.0M a year · 88% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
2636 mo
of spending, in cash
Looks good: 2636.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $18.4M
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5K
<0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.8M
+21% vs prior year
Spent
$178K
To programs
0%
Net assets
$122.6M
By yearFY2020–FY2025
Revenue
$21.8M
FY2025▲ +21%
Tap a bar for its year
Revenue by fiscal year
FY2020$13.7M
FY2021$21.9M
FY2022$278K
FY2023$19.1M
FY2024$18.1M
FY2025$21.8M
Expenses
$178K
FY2025▲ +303%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.4M
FY2022$8.3M
FY2023$26K
FY2024$44K
FY2025$178K
Net assets
$122.6M
FY2025▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$50.8M
FY2021$71.3M
FY2022$63.3M
FY2023$82.4M
FY2024$100.5M
FY2025$122.6M

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $178K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Tom Sak
Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Adrian Ochoa
Secretary
$0Pt VII · Sec A
Christine Trotter
Chief Executive Officer
$0Pt VII · Sec A
Grace Almaguer
Chief Financial Officer
$0Pt VII · Sec A
See Agena executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the Yakima Valley Farm Workers Clinic by providing essential resources and assistance.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

Agena is a support organization to yvfwc, which provides healthcare and other social services to low income populations. Agena was created to assist yvfwc in delivering social services to low income populations by performing functions including accepting donations, managing donations and investments and distributing funds.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Yakima Valley Farm Workers ClinicFY2024$18.0M
Roots and Wings Foundation INCFY2024$375K
Total grants receivedfrom 2 funders$18.4M
Grants paid · 1 grant · $1.2M · 2021–2021
Yakima Valley Farm Workers ClinicWA · FY2021$1,187,066

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$21.8M
Ln 12
Gifts and grantsLn 1h$18.4M
Investment incomeLn 3$3.7M
Money outPt IX
$178K
Ln 25
Managementcol C$178K
Owns and owesPt X
$122.6M
net assets · Ln 32
Cash and savingsLn 1–2$39.1M
Total assetsLn 16$122.6M
LiabilitiesLn 26$5K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$18.4M
Investment incomeLn 3$3.7M
Gains on assetsLn 7$147K
Total revenueLn 12$21.8M
Assets in detailPt X, end of year
CashLn 1$4.2M
SavingsLn 2$34.9M
Cash and savings togetherLn 1–2$39.1M
InvestmentsLn 11–13$50.1M
Land, buildings, equipmentLn 10c$15.3M
Other assetsLn 15$18.0M
Total assetsLn 16$122.6M
LiabilitiesLn 26$5K
Net assetsLn 32$122.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 64
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$19.6M$39.1M
InvestmentsLn 11–13$47.4M$50.1M
Land, buildings, equipmentLn 10c$16.2M$15.3M
Total assetsLn 16$100.8M$122.6M
LiabilitiesLn 26$225K$5K
Net assetsLn 32$100.5M$122.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$198$198
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$146K$146K
Office expensesLn 13$4$4
OccupancyLn 16$15K$15K
InsuranceLn 23$13K$13K
Other expenses (24a–d)Ln 24$60$60
Total functional expensesLn 25$178K$0$178K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $21.8M$178K$21.6M$122.6M 990 PDF
FY2024 $18.1M$44K$18.0M$100.5M 990 PDF
FY2023 $19.1M$26K$19.1M$82.4M 990 PDF
FY2022 $278K$8.3M−$8.0M$63.3M 990 PDF
FY2021 $21.9M$1.4M$20.5M$71.3M 990 PDF
FY2020 $13.7M$1.2M$12.5M$50.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $21,824,352 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $15,340,000$18,375,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $3,064,433$3,718,873
I-11 Other revenuePrior year −$326,715−$269,521
I-12 Total revenuePrior year $18,077,718$21,824,352
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $44,173$177,936
I-18 Total expensesPrior year $44,173$177,936
I-19 Revenue less expensesPrior year $18,033,545$21,646,416
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $21,824,352 across 7 lines filed
VIII-1d Related organizations$18,000,000
VIII-1f All other contributions, gifts and grants$375,000
VIII-1h Total contributions, gifts and grants$18,375,000
VIII-3 Investment incomeExcluded from tax $3,571,642$3,571,642
VIII-6 Net rental income or lossRelated to mission −$261,920 · Excluded from tax −$7,601−$269,521
VIII-7 Net gain or loss on sales of assetsExcluded from tax $147,231$147,231
VIII-12 Total revenueRelated to mission −$261,920 · Unrelated business $0 · Excluded from tax $3,711,272$21,824,352
Part IX · Statement of functional expenses $177,936 across 7 lines filed
IX-11b Legal feesManagement $198$198
IX-11c Accounting feesManagement $3,481$3,481
IX-11f Investment management feesManagement $146,077$146,077
IX-13 Office expensesManagement $4$4
IX-16 OccupancyManagement $14,837$14,837
IX-23 InsuranceManagement $13,279$13,279
IX-24 Other expenses (24a–d)Management $60$60
IX-25 Total functional expensesPrograms $0 · Management $177,936 · Fundraising $0$177,936
Part X · Balance sheet $122,571,577 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,494,370$4,152,113
X-2 Savings and temporary cash investmentsStart of year $18,150,663$34,936,786
X-9 Prepaid expenses and deferred chargesStart of year $94,027$106,726
X-10c Land, buildings and equipment, netStart of year $16,176,063$15,293,747
X-11 Publicly traded securitiesStart of year $46,207,607$48,877,205
X-12 Other securitiesStart of year $1,200,000$1,200,000
X-15 Other assetsStart of year $17,439,481$18,005,000
X-16 Total assetsStart of year $100,762,211$122,571,577
X-25 Other liabilitiesStart of year $224,975$5,000
X-26 Total liabilitiesStart of year $224,975$5,000
X-27 Net assets without donor restrictionsStart of year $100,537,236$122,566,577
X-32 Total net assets or fund balancesStart of year $100,537,236$122,566,577
X-33 Total liabilities and net assetsStart of year $100,762,211$122,571,577
Part XI · Reconciliation of net assets $122,566,577 net assets at year end
XI-1 Total revenue$21,824,352
XI-2 Total expenses$177,936
XI-3 Revenue less expenses$21,646,416
XI-4 Net assets at start of year$100,537,236
XI-5 Net unrealized gains (losses) on investments$382,925
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$122,566,577

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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