Chelan Valley Hope FY2020 filing

Tax-deductible

Chelan, WA501(c)(3)Human ServicesEIN 80-0403184Revenue $401K in FY2020

On file with the IRSchelanvalleyhope.orgPo Box 1527, 98816-1527 · Chelan, WATax-exempt since May 2010Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$59K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $98K a year · 19% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$59K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 15.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $115K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$401K
Spent
$255K
To programs
89%
Net assets
$557K
By yearFY2020–FY2024
Revenue
$401K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$401K
FY2021$398K
FY2022$390K
FY2023$509K
FY2024$909K
Expenses
$255K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$255K
FY2021$287K
FY2022$404K
FY2023$519K
FY2024$652K
Net assets
$557K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$557K
FY2021$663K
FY2022$977K
FY2023$972K
FY2024$1.3M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2010.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $227K Management & general 8% · $21K Fundraising 3% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $59K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$59,298Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A

Tamra Hively’s $73K as Executive Director is at the 64th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Tamra Hively$73,283$65,988$58,658——
Jean Gambrielle———$72,728$59,298

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Chelan Valley Hope 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 15aYes

Programs and updates

Helps families and individuals access basic needs and resources for a better life.

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Provided by the organization

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3 programs · $227K · in their own filed words · FY2020
01

Chelan Valley Hope provides a confidential intake and assessment by highly trained volunteers and staff who know the local resources and supports client households with emergency stipends to assist with rent, utilities, gas, car repairs, bus tickets, non-covered medical/dental care, clothing, and more.

$165Kprogram expense
02

Chelan Valley Hope is committed to managing and safekeeping donor advised funds. We have the shared mission of helping people easily access essential resources, and together we leverage our assets to multiply our reach. Funds include MANGER MALL and TLC.

$41Kprogram expense
03

Chelan Valley Hope purchased the building located at 417 S. Bradley Street from the City of Chelan. The Cornerstone building is home to local non-profit relief organizations that coordinate efforts and leverage resources to maximize assistance to struggling, under-resourced area residents.

$21Kprogram expense

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
See all 7 funders →
Grants paid · 6 grants · $832K · 2020–2024
Unitemized GrantFY2024$254,834
TlcWA · FY2024$25,000
Unitemized GrantFY2023$218,060
Unitemized GrantFY2022$164,146
Unitemized GrantFY2021$80,081
Unitemized GrantFY2020$89,743

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$401K
Ln 12
Gifts and grantsLn 1h$389K
Other incomeLn 4–11$10K
Investment incomeLn 3$2K
Money outPt IX
$255K
Ln 25
Programscol B$227K
Managementcol C$21K
Fundraisingcol D$7K
Owns and owesPt X
$557K
net assets · Ln 32
Cash and savingsLn 1–2$332K
Total assetsLn 16$560K
LiabilitiesLn 26$3K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$389K
Government grantsLn 1e$10K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$2K
Other incomeLn 4–11$10K
Total revenueLn 12$401K
Assets in detailPt X, end of year
CashLn 1$292K
SavingsLn 2$40K
Cash and savings togetherLn 1–2$332K
InvestmentsLn 11–13$28K
Land, buildings, equipmentLn 10c$200K
Total assetsLn 16$560K
LiabilitiesLn 26$3K
Net assetsLn 32$557K
OperationsPt I, VI
EmployeesI 58
VolunteersI 6106
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$196K$332K
InvestmentsLn 11–13$28K
Land, buildings, equipmentLn 10c$218K$200K
Total assetsLn 16$414K$560K
LiabilitiesLn 26$2K$3K
Net assetsLn 32$412K$557K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$90K$90K
Pay of current officers, directors and key staffLn 5$59K$59K
Other salaries and wagesLn 7$34K$34K
Payroll taxesLn 10$8K$8K
Accounting feesLn 11c$3K$3K
Advertising and promotionLn 12$517$517
Office expensesLn 13$2K$2K
Information technologyLn 14$6K$6K
OccupancyLn 16$29K$24K$5K
TravelLn 17$1K$1K
Conferences, conventions and meetingsLn 19$2K$2K
Other expenses (24a–d)Ln 24$20K$6K$7K$7K
Total functional expensesLn 25$255K$227K$21K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $909K$652K$257K$1.3M 990 PDF
FY2023 $509K$519K−$9K$972K 990 PDF
FY2022 $390K$404K−$14K$977K 990 PDF
FY2021 $398K$287K$111K$663K 990 PDF
FY2020 Viewing $401K$255K$146K$557K 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 FY2020 990 (6 parts)
Part I · Summary $400,856 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $268,110$389,318
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $21$1,738
I-11 Other revenuePrior year $8,600$9,800
I-12 Total revenuePrior year $276,731$400,856
I-13 Grants and similar amounts paidPrior year $166,410$89,743
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $71,776$101,546
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $86,012$63,442
I-18 Total expensesPrior year $324,198$254,731
I-19 Revenue less expensesPrior year −$47,467$146,125
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $400,856 across 12 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$10,000
VIII-1f All other contributions, gifts and grants$379,318
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$389,318
VIII-3 Investment incomeRelated to mission $1,738 · Unrelated business $0 · Excluded from tax $0$1,738
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $9,800 · Unrelated business $0 · Excluded from tax $0$9,800
VIII-12 Total revenueRelated to mission $11,538 · Unrelated business $0 · Excluded from tax $0$400,856
Part IX · Statement of functional expenses $254,731 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $89,743$89,743
IX-5 Pay of current officers, directors and key staffPrograms $59,298$59,298
IX-7 Other salaries and wagesPrograms $33,836$33,836
IX-10 Payroll taxesPrograms $8,412$8,412
IX-11c Accounting feesManagement $3,016$3,016
IX-12 Advertising and promotionPrograms $517$517
IX-13 Office expensesPrograms $1,847$1,847
IX-14 Information technologyManagement $6,195$6,195
IX-16 OccupancyPrograms $24,323 · Management $4,800$29,123
IX-17 TravelPrograms $1,227$1,227
IX-19 Conferences, conventions and meetingsPrograms $1,634$1,634
IX-24 Other expenses (24a–d)Programs $6,243 · Management $6,503 · Fundraising $7,137$19,883
IX-25 Total functional expensesPrograms $227,080 · Management $20,514 · Fundraising $7,137$254,731
Part X · Balance sheet $559,864 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $195,904$291,530
X-2 Savings and temporary cash investments$40,179
X-10c Land, buildings and equipment, netStart of year $217,953$200,453
X-11 Publicly traded securities$27,702
X-16 Total assetsStart of year $413,857$559,864
X-17 Accounts payable and accrued expensesStart of year $1,619$3,073
X-26 Total liabilitiesStart of year $1,619$3,073
X-27 Net assets without donor restrictionsStart of year $343,312$497,941
X-28 Net assets with donor restrictionsStart of year $68,926$58,850
X-32 Total net assets or fund balancesStart of year $412,238$556,791
X-33 Total liabilities and net assetsStart of year $413,857$559,864
Part XI · Reconciliation of net assets $556,791 net assets at year end
XI-1 Total revenue$400,856
XI-2 Total expenses$254,731
XI-3 Revenue less expenses$146,125
XI-4 Net assets at start of year$412,238
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments−$1,572
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$556,791

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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