Alliance 2005

Tax-deductible

Okanogan, WA501(c)(3)Since 2000Community DevelopmentEIN 91-2058440Revenue $469K in FY2025

On file with the IRSeconomic-alliance.com238 E Oak Street, 98840-0000 · Okanogan, WATax-exempt since Feb 2002Publicly supported charity — 170(b)(1)(A)(vi)

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The purpose of the economic Alliance is to plan, organize, and promote in coordination with the public and private sectors. A program of economic development which provides for a strong, local economy, the diversification of the conomy, job creation, and retention.

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
Run by 24 volunteers and 6 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · 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
6 of 6
filings with a surplus
Average surplus $49K a year · 7% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$731
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 24 voting members
Looks good: 24 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$469K
-16% vs prior year
Spent
$469K
To programs
63%
Net assets
$464K
By yearFY2020–FY2025
Revenue
$469K
FY2025▼ -16%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$385K
FY2022$540K
FY2023$1.0M
FY2024$559K
FY2025$469K
Expenses
$469K
FY2025▼ -9%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$373K
FY2022$510K
FY2023$880K
FY2024$514K
FY2025$469K
Net assets
$464K
FY2025+0.2%
Tap a bar for its year
Net assets by fiscal year
FY2020$218K
FY2021$230K
FY2022$260K
FY2023$418K
FY2024$463K
FY2025$464K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2002.

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

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $297K Management & general 37% · $171K

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

23 people listed on the 990.

Part VII, Section A · reportable compensation
City Rep 2
$0Pt VII · Sec A
Methow Valle
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Past Chairma
$0Pt VII · Sec A
$0Pt VII · Sec A
Central 1
$0Pt VII · Sec A
$0Pt VII · Sec A
At Large A2
$0Pt VII · Sec A

Roni Holder-Diefenbach’s $92K as Executive Director is at the 67th percentile of top reported officer pay among 1709 $100K–1M community development 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 · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Roni Holder-Diefenbach$92,250$85,034$85,000$85,000$63,525

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 Alliance 2005 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

Promotes economic development in Okanogan County by providing business counseling, startup support, and educational forums to help local businesses create and retain jobs.

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Provided by the organization

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1 program · $297K · in their own filed words · FY2025
01

The economic alliance also provides a homebase and clerical support for the okanogan county tourism council, which helps to support the tourism industry in okanogan county. Economic alliance's executive director served as a board member on the NCW economic development district, family health centers, and NCW workforce development…

$297Kprogram 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
Total grants receivedfrom 1 funder$30K
Grants paid · 86 grants · $1.2M · 2020–2024
Individual RecipientFY2024$90,066
AcrsFY2023$263,326
AcrsFY2022$28,000
Ed Hovee & Company LLCFY2021$20,000
AcrsFY2021$12,000
Grillo Robeck DentalFY2020$20,000
Four Bearz Engines LLCFY2020$19,999
The Children's HouseFY2020$10,000
P & D'SFY2020$10,000
Omak PharmacyFY2020$10,000
Omak Mirage LLCFY2020$10,000
Oroville Auto SupplyFY2020$10,000
Allens Auto PartsFY2020$10,000
Shannon'sFY2020$10,000
Red RoosterFY2020$10,000
Sandoval OrchardsFY2020$10,000
Old School House BreweryFY2020$10,000
See all 86 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$469K
Ln 12
Gifts and grantsLn 1h$456K
Investment incomeLn 3$13K
Money outPt IX
$469K
Ln 25
Programscol B$297K
Managementcol C$171K
Owns and owesPt X
$464K
net assets · Ln 32
Cash and savingsLn 1–2$197K
Total assetsLn 16$465K
LiabilitiesLn 26$731
PeoplePt VI, VII
23
listed · VII A
PaidVII A0
Voting boardVI 1a24
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$456K
Government grantsLn 1e$298K
Investment incomeLn 3$13K
Total revenueLn 12$469K
Assets in detailPt X, end of year
CashLn 1$197K
Cash and savings togetherLn 1–2$197K
InvestmentsLn 11–13$268K
Total assetsLn 16$465K
LiabilitiesLn 26$731
Net assetsLn 32$464K
OperationsPt I, VI
EmployeesI 56
VolunteersI 624
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 FY25End FY25
Cash and savingsLn 1–2$207K$197K
InvestmentsLn 11–13$257K$268K
Total assetsLn 16$464K$465K
LiabilitiesLn 26$640$731
Net assetsLn 32$463K$464K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3K$3K
Other salaries and wagesLn 7$278K$139K$139K
Pension plan contributionsLn 8$5K$2K$2K
Other employee benefitsLn 9$27K$13K$13K
Payroll taxesLn 10$23K$11K$11K
Legal feesLn 11b$3K$3K
Other fees for servicesLn 11g$14K$14K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$4K$4K
Information technologyLn 14$2K$2K
OccupancyLn 16$19K$19K
TravelLn 17$11K$11K
Conferences, conventions and meetingsLn 19$2K$2K
InsuranceLn 23$6K$3K$2K
Other expenses (24a–d)Ln 24$68K$68K
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$469K$297K$171K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $469K$469K$846$464K 990 PDF
FY2024 $559K$514K$45K$463K 990 PDF
FY2023 $1.0M$880K$158K$418K 990 PDF
FY2022 $540K$510K$30K$260K 990 PDF
FY2021 $385K$373K$12K$230K 990 PDF
FY2020 $1.3M$1.2M$47K$218K 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 $469,479 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $551,960$456,340
I-9 Program service revenue$0
I-10 Investment incomePrior year $6,551$13,139
I-11 Other revenuePrior year $878$0
I-12 Total revenuePrior year $559,389$469,479
I-13 Grants and similar amounts paidPrior year $99,876$3,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $311,668$331,697
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $102,581$133,936
I-18 Total expensesPrior year $514,125$468,633
I-19 Revenue less expensesPrior year $45,264$846
Part VI · Governance 24 of 24 board members independent, 1 to look at
VI-1a Voting members of the governing body24
VI-1b Independent voting members24
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 $469,479 across 5 lines filed
VIII-1e Government grants$298,007
VIII-1f All other contributions, gifts and grants$158,333
VIII-1h Total contributions, gifts and grants$456,340
VIII-3 Investment incomeExcluded from tax $13,139$13,139
VIII-12 Total revenueExcluded from tax $13,139$469,479
Part IX · Statement of functional expenses $468,633 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $3,000$3,000
IX-7 Other salaries and wagesPrograms $138,760 · Management $138,761$277,521
IX-8 Pension plan contributionsPrograms $2,377 · Management $2,377$4,754
IX-9 Other employee benefitsPrograms $13,313 · Management $13,313$26,626
IX-10 Payroll taxesPrograms $11,398 · Management $11,398$22,796
IX-11b Legal feesManagement $3,150$3,150
IX-11g Other fees for servicesPrograms $13,681$13,681
IX-12 Advertising and promotionPrograms $1,297$1,297
IX-13 Office expensesPrograms $4,131$4,131
IX-14 Information technologyPrograms $2,205$2,205
IX-16 OccupancyPrograms $18,976$18,976
IX-17 TravelPrograms $10,574$10,574
IX-19 Conferences, conventions and meetingsPrograms $2,197$2,197
IX-23 InsurancePrograms $3,394 · Management $2,178$5,572
IX-24 Other expenses (24a–d)Programs $68,323$68,323
IX-24e All other expensesPrograms $3,830$3,830
IX-25 Total functional expensesPrograms $297,456 · Management $171,177 · Fundraising $0$468,633
Part X · Balance sheet $464,744 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $207,256$196,640
X-11 Publicly traded securitiesStart of year $256,551$268,104
X-16 Total assetsStart of year $463,807$464,744
X-17 Accounts payable and accrued expensesStart of year $640$731
X-26 Total liabilitiesStart of year $640$731
X-27 Net assets without donor restrictionsStart of year $463,167$464,013
X-32 Total net assets or fund balancesStart of year $463,167$464,013
X-33 Total liabilities and net assetsStart of year $463,807$464,744
Part XI · Reconciliation of net assets $464,013 net assets at year end
XI-1 Total revenue$469,479
XI-2 Total expenses$468,633
XI-3 Revenue less expenses$846
XI-4 Net assets at start of year$463,167
XI-10 Net assets at end of year$464,013

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

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