2024-05-15T18:54:31-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8101 WEST GRANDRIDGE BLVD SUITE 130 KENNEWICK WA 99336 990 2023-01-01 911638890 WASHINGTON APPLE EDUCATION FOUNDATION WASH 5096637713 2900 EUCLID AVENUE WENATCHEE WA 98801 DR FAVIOLA BARBOSA EXECUTIVE DIRECTOR 5096637713 2024-05-14 1 DR FAVIOLA BARBOSA XXX-XX-XXXX 0 EMILY MCCANN P01759947 5097351561 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DR FAVIOLA BARBOSA 2900 EUCLID AVENUE WENATCHEE WA 98801 2151272 0 X WWW.WAEF.ORG X 1994 WA CHARITY OF THE TREE FRUIT INDUSTRY. IMPACTING LIVES THROUGH ACCESS TO EDUCATION. 19 19 4 216 0 0 1304370 1385922 0 0 98271 215695 165379 177860 1568020 1779477 1044436 1119151 0 0 358522 376265 0 0 119698 216804 176484 1619762 1671900 -51742 107577 8151271 9210527 3489025 3936171 4662246 5274356 THE WASHINGTON APPLE EDUCATION FOUNDATION IS THE CHARITY OF THE TREE FRUIT INDUSTRY. OUR MISSION IS TO IMPACT LIVES THROUGH ACCESS TO EDUCATION. 0 0 1150081 1058294 0 FRUIT INDUSTRY SCHOLARSHIPS WERE PROVIDED TO 332 STUDENTS RAISED IN TREE FRUIT INDUSTRY FAMILIES AND COMMUNITIES AND TO INDIVIDUALS PURSUING A CAREER IN THE TREE FRUIT INDUSTRY. 214869 60857 0 ASSISTANCE WAS PROVIDED FOR COLLEGE ACCESS AND SUPPORT PROVIDED BEYOND THE SCHOLARSHIP. A NEW WEBSITE WAS CREATED TO PROVIDE SCHOLARSHIP TRAINING TO STUDENTS OUTSIDE OF THE CLASSROOM, VIRTUAL SCHOLARSHIP APPLICATION TRAINING SESSIONS WERE OFFERED FOR HIGH SCHOOL STUDENTS, AND SUPPORT FOR HIGH SCHOOL STUDENTS AND COUNSELORS WAS PROVIDED FOR 45 HIGH SCHOOLS IN VARIOUS DISTRICTS. CAREER DEVELOPMENT SERVICES WERE ALSO PROVIDED TO STUDENTS IN THESE DISTRICTS. 1364950 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 1 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DR FAVIOLA BARBOSA 5096637713 2900 EUCLID AVENUE WENATCHEE WA 98801 KEITH VESELKA CHAIRMAN 1.00 X X 0 0 0 ROLANDO MARTIN VICE CHAIRMAN 1.00 X X 0 0 0 BEN JENSEN TREASURER 1.00 X X 0 0 0 TYLER PRICE SECRETARY 1.00 X X 0 0 0 EMILY BAUTISTA-HERDT DIRECTOR 1.00 X 0 0 0 DARRIN BELTON PAST CHAIRMAN 1.00 X 0 0 0 DREW BELTON DIRECTOR 1.00 X 0 0 0 LA VERNE BERGSTROM DIRECTOR (THRU 04/2023) 1.00 X 0 0 0 DENNIS BIGNESS DIRECTOR 1.00 X 0 0 0 IRENE BIRDSALL DIRECTOR 1.00 X 0 0 0 DWAINE BROWN DIRECTOR (THRU 04/2023) 1.00 X 0 0 0 KAILAN DUNN DIRECTOR 1.00 X 0 0 0 JAMES ELLIOTT DIRECTOR 1.00 X 0 0 0 NATE FULTON DIRECTOR 1.00 X 0 0 0 BART GEBERS DIRECTOR 1.00 X 0 0 0 DALE HALL DIRECTOR (THRU 04/2023) 1.00 X 0 0 0 ROBIN HANSEN DIRECTOR 1.00 X 0 0 0 LAURIE KNEUBUSCH DIRECTOR (THRU 04/2023) 1.00 X 0 0 0 FLOR MALDONADO DIRECTOR (THRU 04/2023) 1.00 X 0 0 0 LARRY MARTIN DIRECTOR (THRU 04/2023) 1.00 X 0 0 0 BOB MAST DIRECTOR 1.00 X 0 0 0 MARIANNE PLATH DIRECTOR 1.00 X 0 0 0 ERIC SCHULD DIRECTOR 1.00 X 0 0 0 LUPE VILLASENOR DIRECTOR 1.00 X 0 0 0 CHRIS WILLETT DIRECTOR 1.00 X 0 0 0 DR FAVIOLA BARBOSA EXECUTIVE DIRECTOR 40.00 X 105000 0 13762 105000 0 13762 1 0 0 0 0 44842 1341080 59038 1385922 132520 132520 230000 146825 83175 83175 83175 341236 44842 186970 154266 154266 60302 38000 22302 22302 TAX REFUND 990009 1008 1008 MISC 990009 284 284 1292 1779477 132520 0 261035 1119151 1119151 118763 47505 35629 35629 206181 123953 33032 49196 5511 3359 851 1301 20344 12264 3236 4844 25466 13581 5281 6604 37697 37697 17048 17048 1980 1980 3255 1736 675 844 23098 7810 11490 3798 5773 3079 1197 1497 16996 9064 3525 4407 18045 9623 3742 4680 7658 7658 4086 4086 7834 4177 1625 2032 DEVELOPMENT EXPENSES 19484 6177 8441 4866 VOLUNTEER APPRECIATION 9404 9404 RECOGNITION EXPENSES 3471 3471 655 655 1671900 1364950 187252 119698 279443 233503 3025 9000 20450 45953 456 21539 55836 48226 5494 7610 7842403 8885469 0 7453 8151271 9210527 66805 76807 40460 75635 25500 28254 3356260 3755475 3489025 3936171 X 461675 461863 4200571 4812493 4662246 5274356 8151271 9210527 107577 504533 0 X X 0 1 X 1 0 X 1499463 1563295 1659411 1304370 1385922 7412461 1499463 1563295 1659411 1304370 1385922 7412461 7412461 96603 90059 115560 100080 132520 534822 40 0 0 0 0 40 7947323 1646391 0.93270 0.93820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57622 7409 65031 66779 -9157 57622 61053 5726 66779 54799 6254 61053 48824 6975 1000 54799 0.17820 0.34290 0.47890 0 0 55836 48226 7610 7610 FUNDS HELD FOR OTHERS 3755475 3755475 X 2491932 504533 224970 729503 1762429 17048 17048 1779477 1879822 224970 224970 1654852 17048 17048 1671900 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS NOT IDENTIFIED ANY UNCERTAINTY IN INCOME TAX POSITIONS THAT WOULD JEOPARDIZE THE FOUNDATION'S STATUS AS A TAX-EXEMPT ORGANIZATION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND GAMING EXPENSES 224,970. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND GAMING EXPENSES 224,970. GOLF TOURNAMENT AND AUCTION 226440 0 226440 10021 12319 36601 5763 SCHOLARSHIP LUNCHEON 88940 0 88940 21218 53235 7202 3 70698 44842 25856 2534 856 4328 10044 386078 44842 341236 12555 34393 94164 23009 164121 177115 60302 35202 2798 0 60302 35202 2798 38000 22302 WA 1 0 1 0 0.00000 1.00000 DR FAVIOLA BARBOSA EXECUTIVE DIRE 2900 EUCLID AVENUE WENATCHEE WA 98801 0 DR FAVIOLA BARBOSA 500 OVERSEE EVENT AND VERIFY COMPLIANCE WITH LAWS AND REGULATIONS. X 0 1 SCHOLARSHIPS - SCHOLARSHIPS ARE USED BY STUDENTS RAISED IN TREE FRUIT GROWING REGIONS OF WASHINGTON, IDAHO, AND OREGON. SCHOLARSHIPS MAY BE USED FOR BOOKS, TUITION, FOOD, ROOM AND BOARD. THE AWARDS ARE ALLOCATED EQUALLY AMONGST THE ACADEMIC TERMS OF THE AWARD YEAR. 323 1119151 BOOK PART I, LINE 2: SCHOLARSHIP RECIPIENTS ARE REQUIRED TO PROVIDE THEIR TERM TRANSCRIPTS TO THE ORGANIZATION DURING THEIR SCHOLARSHIP AWARD PERIOD. X RAFFLE PRIZE 1 35202 FMV X AUCTION ITEMS 60 23836 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PROVIDED A DRAFT OF THE FORM 990 FOR APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A POLICY THAT ALL CONFLICTS OF INTEREST ARE TO BE BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS WHENEVER THEY OCCUR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE WASHINGTON APPLE EDUCATION FOUNDATION, EACH INDEPENDENT, PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR INCLUDING: A DISCUSSION OF THE GOALS FROM THE PRIOR YEAR, ESTABLISHMENT OF GOALS FOR THE COMING YEAR, AND A REVIEW OF SALARIES FROM COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMMITTEE DETERMINES ANNUALLY A RECOMMENDATION TO PRESENT TO THE BOARD OF DIRECTORS OF ANY SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND THEIR CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2(C) EXPLANATION: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE AUDIT COMMITTEE IS CHARGED WITH RECOMMENDING AN INDEPENDENT ACCOUNTANT, HOWEVER, THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTION. THE FOUNDATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.