2024-11-06T11:30:47-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2023-01-01 911156586 SNO-VALLEY SENIOR CITIZENS SNO- 4253334152 4610 STEPHENS AVE PO BOX 96 CARNATION WA 98014 KIRA AVERY EXECUTIVE DIRECTOR 4253334152 2024-11-05 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2024-11-05 2023 2024-10-15 13:58:12Z SNO-VALLEY SENIOR CENTER KIRA AVERY 4610 STEPHENS AVE PO BOX 96 CARNATION WA 98014 1851784 0 X WWW.SNOVALLEYSENIOR.ORG X 1975 WA TO CULTIVATE A WELCOMING, INCLUSIVE GATHERING PLACE THAT SUPPORTS, INSPIRES, AND UPLIFTS OUR SNOQUALMIE VALLEY COMMUNITY TO LEAD HEALTHY, ENRICHED LIVES THROUGH PARTICIPATION IN DIVERSE PROGRAMS. WE OFFER FITNESS PROGRAMMING, DAY TRIPS, SUPPORT GROUPS, ARTS AND CRAFTS CLASSES, AND MORE. 13 13 0 186 0 0 704973 1336535 171420 298460 3864 11875 77801 102212 958058 1749082 0 12500 0 0 442370 461647 0 0 0 592586 542024 1034956 1016171 -76898 732911 1265884 4989457 109609 2790913 1156275 2198544 THE MISSION OF THE SNO-VALLEY SENIOR CENTER IS TO CULTIVATE A WELCOMING, INCLUSIVE GATHERING PLACE THAT SUPPORTS, INSPIRES, AND UPLIFTS OUR SNOQUALMIE VALLEY COMMUNITY TO LEAD HEALTHY, ENRICHED LIVES THROUGH PARTICIPATION IN DIVERSE PROGRAMS. 0 0 899771 0 305402 SOCIALIZATION. SNO-VALLEY SENIOR CENTER CONDUCTS AT LEAST 2 TRIPS PER MONTH THROUGHOUT THE PUGET SOUND, PROVIDES CLASSES SUCH AS ART AND DIGITAL EQUITY, AND PROVIDES EVENTS AND ACTIVITIES TO INVITE AND INCREASE CONNECTION WITH OTHER MEMBERS AND THE COMMUNITY. 73880 12500 42377 NUTRITION/ MEALS. PROVIDES OLDER ADULTS WITH A HOT, MADE-FROM-SCRATCH MEAL, MONDAY-FRIDAY. WE SERVE ON AVERAGE OVER 10,000 MEALS PER YEAR. 42520 0 33489 HEALTH, WELLNESS & FITNESS CLASSES. SNO-VALLEY SENIOR CENTER OFFERS LOW-COST FITNESS CLASSES AND HEALTH SERVICES TO ITS MEMBERS AND THE COMMUNITY. 1016171 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 1 1 0 0 0 X X CARLOS ROJAS 4253334152 4610 STEPHENS AVE PO BOX 96 CARNATION WA 98014 SARA LAMBERT BOARD PRESIDENT 2.00 0.00 X X 0 0 0 JOHN MOORE BOARD VICE PRESIDENT 2.00 0.00 X X 0 0 0 ALLAN GILSTRAP SECRETARY 2.00 0.00 X X 0 0 0 DOM WILHELM TREASURER 2.00 0.00 X X 0 0 0 CECELIA MCCORKLE DIRECTOR 2.00 0.00 X 0 0 0 DAN DREW DIRECTOR 2.00 0.00 X 0 0 0 GLENDA SURDAM DIRECTOR 2.00 0.00 X 0 0 0 MAIRI BROOKS DIRECTOR 2.00 0.00 X 0 0 0 MAUREEN CLEARY DIRECTOR 2.00 0.00 X 0 0 0 ROWLAND BRASCH DIRECTOR 2.00 0.00 X 0 0 0 VICKI PERRY DIRECTOR 2.00 0.00 X 0 0 0 CAROLE TESHIMA DIRECTOR 2.00 0.00 X 0 0 0 NANCY GASS DIRECTOR 2.00 0.00 X 0 0 0 JAMES WIGFALL CEO 1.00 40.00 X 0 305564 84150 CARLOS ROJAS CFO 1.00 40.00 X 0 237539 64048 JOANNE DONOHUE COO 1.00 40.00 X 0 180582 53730 GREG ROBERTS HR DIRECTOR 1.00 40.00 X 0 157679 50381 LISA YEAGER EXECUTIVE DIRECTOR - OUTGO 40.00 0.00 X 37865 0 8280 KIRA AVERY SENIOR CENTER DIRECTOR 40.00 0.00 X 112031 0 32099 BRITTANY BLUE CHIEF PHILANTHROPY OFFICER 1.00 40.00 X 0 191359 57721 VEDRANA DURAKOVIC COMMUNITY ENGAGEMENT OFFICER 2.15 29.00 X 6900 94920 31208 156796 1167643 381617 1 0 1 0 0 112425 390384 833726 741945 1336535 PRORGAM FEES 623990 210811 210811 COMMUNITY DINING 623990 42377 42377 CLASSES & TRIP FEES 623990 33489 33489 MEMBERSHIP FEE 623990 11783 11783 298460 11875 11875 5244 0 5244 5244 5244 88968 112425 95526 -6558 -6558 27894 7176 20718 20718 82808 0 82808 82808 1749082 381268 0 31279 12500 12500 199290 199290 209035 209035 6375 6375 10981 10981 35966 35966 3300 3300 47456 47456 1938 1938 29881 29881 29021 29021 196223 196223 24623 24623 1713 1713 61843 61843 15673 15673 PROGRAM SUPPLIES & EQUI 107084 107084 MERCHANT & OTHER FEES 9139 9139 TAXES 7095 7095 DUES & SUBSCRIPTIONS 5597 5597 1438 1438 1016171 1016171 0 0 -6940 341791 43242 301441 3671751 1042103 822783 2629648 300964 1676433 105835 40144 1265884 4989457 60028 347404 9513 1405981 899730 49581 128285 109609 2790913 X 1151275 2193544 5000 5000 1156275 2198544 1265884 4989457 732911 8398 300960 0 X 0 1 X 1 1 1 X 139323 590186 445476 704973 1336535 3216493 139323 590186 445476 704973 1336535 3216493 626053 2590440 1447 35 16128 17119 34729 33060 3500 108 166 36834 3288056 1531097 0.78780 0.94250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 33,060. 2020 AMOUNT: $ 3,500. 2021 AMOUNT: $ 108. 2022 AMOUNT: $ 166. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000 5000 5000 5000 5000 5000 5000 5000 5000 5000 1.00000 0 0 107258 107258 3491124 968734 2522390 73369 73369 0 2629648 OPERATING LEASE LIABILITY 40143 DUE FROM SG 88142 128285 X PART V, LINE 4: THE ENDOWMENT WAS CREATED TO SUPPORT THE HUMAN SERVICE NEEDS AND INDEPENDENCE OF SENIORS IN THE COMMUNITY IN PERPETUITY. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED SOUND GENERATIONS AND ITS AFFILIATED SENIOR CENTERS AS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE AS NONPROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3), AND NOT AS PRIVATE FOUNDATIONS. SOUND GENERATIONS OBTAINED A GROUP EXEMPTION IN 1981, WHICH ALLOWS SOUND GENERATIONS TO FULFILL THE INTERNAL REVENUE SERVICE'S FILING REQUIREMENTS FOR ITS AFFILIATED SENIOR CENTERS. FEDERAL INCOME TAX IS NOT PAYABLE BY OR PROVIDED FOR BELLTOWN, LLC, WHICH IS CONSIDERED A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES. SOUND GENERATIONS IS STILL OPEN TO EXAMINATION BY U.S. TAX AUTHORITIES FROM 2018 FORWARD. FOR THE YEAR ENDED DECEMBER 31, 2023, THERE WAS NO INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS RELATED TO UNCERTAIN TAX POSITIONS. AUCTION 135337 99865 35472 5839 8313 59386 PLANT SALE 38489 0 38489 438 150 16921 3 27567 12560 15007 2580 1899 201393 112425 88968 5839 11331 150 78206 95526 -6558 26161 380 500 6241 1 0.85000 1733 55 1 0.90000 27894 380 500 6296 7176 20718 WA 1 0 1 0 1.00000 MINDIE RIBAIL 4610 STEPHENS AVE CARNATION WA 98014 0 KIRA AVERY OVERSEES BINGO EVENTS AND RAFFLES AS PART OF THE EXECUTIVE DIRECTOR ROLE. X 0 0 SOUND GENERATIONS 2208 SECOND AVE SEATTLE WA 98121 910823767 501(C)(3) 0 8000 FMV GIFT CARDS NOURISHING NEIGHBORS/NORTHWEST HARVEST DISTRIBUTIONS 1 0 0 0 0 0 0 0 0 0 0 JAMES WIGFALL CEO 0 305564 0 0 0 0 0 8724 0 75426 0 389714 0 0 CARLOS ROJAS CFO 0 237539 0 0 0 0 0 6672 0 57376 0 301587 0 0 BRITTANY BLUE CHIEF PHILANTHROPY OFFICER 0 191359 0 0 0 0 0 6003 0 51718 0 249080 0 0 JOANNE DONOHUE COO 0 180582 0 0 0 0 0 5573 0 48157 0 234312 0 0 GREG ROBERTS HR DIRECTOR 0 157679 0 0 0 0 0 5207 0 45174 0 208060 0 0 PART I, LINE 3 THE SENIOR CENTERS RELY ON SOUND GENERATIONS' POLICIES FOR DETERMINING COMPENSATION. THE CEO'S COMPENSATION ADJUSTMENTS ARE REVIEWED BY SOUND GENERATIONS' BOARD CHAIR AND THE EXECUTIVE COMMITTEE PRIOR TO ANY CHANGES IN COMPENSATION. THE DELIBERATION AND DECISION IS DOCUMENTED IN THEIR MEETING MINUTES. X 1 651575 SALE PRICE X DONATED SUPPLIES 1 49050 FMV X DONATATED AUCTION ITEMS 153 41320 FMV 1 0 1 0 PART I, COLUMN (B): THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 3 SOUND GENERATIONS (EIN 91-0823767) PROVIDES COMPREHENSIVE FINANCIAL MANAGEMENT SERVICES AND OTHER ADMINISTRATIVE SERVICES, INCLUDING HUMAN RESOURCE MANAGEMENT, TO THE SENIOR CENTERS AS OUTLINED IN THE AFFILIATION AGREEMENTS. FORM 990, PART VI, SECTION A, LINE 6 EACH MEMBER IN ALL FOUR MEMBERSHIP CATEGORIES WHO IS CURRENTLY REGISTERED AND WHO HAS PAID THEIR ANNUAL DUES SHALL BE ENTITLED TO VOTE ON ELECTION OF THE CENTER BOARD OF DIRECTORS OR OTHER CENTER BUSINESS REQUIRING A MEMBERSHIP VOTE. THERE ARE 4 TYPES OF MEMBERSHIPS: SENIOR, ASSOCIATE, HONORARY, AND LIFETIME. MEMBERS ARE ENTITLED TO A DISCOUNTED FEE FOR PROGRAMS AND CLASSES AT THE SENIOR CENTER. THE MEMBERSHIP FEE IS NOMINAL. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED BY THE MEMBERS OF THE CENTER AND MAY BE REMOVED FROM OFFICE BY A TWO-THIRDS MAJORITY VOTE OF A QUORUM OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED BY A MAJORITY OF CENTER MEMBERS PARTICIPATING AT A MEETING. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR CENTERS 990 IS REVIEWED BY SOUND GENERATION'S MANAGEMENT PRIOR TO FILING. THE 990 IS DISTRIBUTED TO THE BOARD TO REVIEW AT THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12 EACH EMPLOYEE SIGNS A CONFLICT OF INTEREST STATEMENT AT THE TIME OF HIRE AND BOARD MEMBERS AT TIME OF ELECTION. FORM 990, PART VI, SECTION B, LINE 15 THE SENIOR CENTER RELIES ON SOUND GENERATIONS' POLICIES FOR DETERMINING COMPENSATION. THE CEO'S COMPENSATION ADJUSTMENTS ARE REVIEWED BY THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE PRIOR TO ANY CHANGES IN COMPENSATION. THE DELIBERATION AND DECISION IS DOCUMENTED IN THE MEETING MINUTES. THE HUMAN RESOURCES DEPARTMENT ADMINISTERS ALL ASPECTS OF THE COMPENSATION PLAN, INCLUDING: - PARTNERING WITH EXECUTIVE LEADERSHIP AND DEPARTMENT MANAGERS TO DEVELOP AND MAXIMIZE WORKFORCE COMPETENCIES, RETAIN VALUED EMPLOYEES, ENHANCE CAREER GROWTH, AND SUPPORT SUCCESSION PLANNING. - MANAGING THE ADOPTED WAGE SCALE, INITIAL PAY PLACEMENT, AND EMPLOYEE PAY CHANGES. - CONDUCTING AND PARTICIPATING IN WAGE SURVEYS. ANALYZING WAGE DATA, PERFORMING WAGE COMPARISONS, AND RECOMMENDING CHANGES TO JOB CLASSIFICATIONS, PAY GRADES, AND THE SOUND GENERATIONS WAGE SCALE AS NECESSARY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND AVAILABLE UPON REQUEST. SNO-VALLEY AFFORDABLE SENIOR HOUSING LLC 31845 W COMMERCIAL ST CARNATION WA 98104 922713683 PROPERTY HOLDING WA 0 2275065 SNO-VALLEY SENIOR CITIZENS SOUND GENERATIONS 2208 SECOND AVENUE SUITE 100 SEATTLE WA 98121 910823767 INCLUSIVE SENIOR SERVICES WA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0