2026-01-15T11:35:23-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 402 E YAKIMA AVENUE SUITE 110 YAKIMA WA 98901 990 2024-07-01 237017467 CENTRAL WASHINGTON UNIVERSITY FOUNDATION CENT 5099632160 400 E UNIVERSITY WAY ELLENSBURG WA 98926 PAUL ELSTONE EXECUTIVE DIRECTOR 5099632160 2026-01-14 1 1 EMINA O CRESSWELL P01217304 5092487750 2026-01-14 2024 2025-03-06 01:10:19Z PAUL ELSTONE 400 E UNIVERSITY WAY ELLENSBURG WA 98926 16319999 0 X WWW.CWU.EDU/FOUNDATION X 1968 WA IN PARTNERSHIP WITH CWU AND OUR DONORS, OUR MISSION IS TO TRANSFORM THE LIVES OF CURRENT AND FUTURE GENERATIONS OF STUDENTS BY DEVELOPING AND STEWARDING RESOURCES THAT PROVIDE ACCESS, OPPORTUNITY, AND HOPE. 18 18 0 25 0 0 7450891 6122731 1710 0 5509060 3647994 16024 13378 12977685 9784103 1831225 1867309 0 0 214782 734706 206085 0 540093 2423352 2273865 4675444 4875880 8302241 4908223 66237190 75261770 2961785 3055482 63275405 72206288 IN PARTNERSHIP WITH CWU AND OUR DONORS, OUR MISSION IS TO TRANSFORM THE LIVES OF CURRENT AND FUTURE GENERATIONS OF STUDENTS BY DEVELOPING AND STEWARDING RESOURCES THAT PROVIDE ACCESS, OPPORTUNITY, AND HOPE. 0 0 3474113 1867309 SCHOLARSHIPS FOR STUDENTS: MAJORITY IS ALLOCATED TO CWU TO ASSIST INDIVIDUALS. 18573 PROGRAM SUPPORT FOR ACADEMIC PROGRAMS: SEMINARS, COLLOQUIUMS, TRAVEL, WORKSHOPS, FELLOWSHIPS, HONORARIUMS, PUBLICATIONS AND CONFERENCES. 3474113 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AK CA CO FL MD MN NH NJ OH OR PA X JULIANA LOWE 5099632760 400 E UNIVERSITY WAY ELLENSBURG WA 98926 PAUL ELSTONE EXECUTIVE DIRECTOR 16.00 X 108268 0 23156 WENDY IWASZUK CHAIR 1.00 X X 0 0 0 JANET BACKUS VICE CHAIR 1.00 X X 0 0 0 JOHN FISHER TREASURER 1.00 X X 0 0 0 ANDREW HATLESTAD SECRETARY 1.00 X X 0 0 0 AMY HANSON SECRETARY (THRU 05/2025) 1.00 X X 0 0 0 BEN REMAK BOARD MEMBER 1.00 X 0 0 0 DONALD GIBSON BOARD MEMBER 1.00 X 0 0 0 JEFFREY NOMURA BOARD MEMBER 1.00 X 0 0 0 JEFFREY O'DONNELL BOARD MEMBER 1.00 X 0 0 0 JENNIFER RICHARDS BOARD MEMBER 1.00 X 0 0 0 JODI DALY BOARD MEMBER 1.00 X 0 0 0 LEONARD HILL BOARD MEMBER 1.00 X 0 0 0 LETICIA YELLAM BOARD MEMBER 1.00 X 0 0 0 LISA CONQUERGOOD BOARD MEMBER 1.00 X 0 0 0 NOREEN REIS BOARD MEMBER 1.00 X 0 0 0 PETER BARLOW BOARD MEMBER 1.00 X 0 0 0 SCOTT MCCAMMANT BOARD MEMBER 1.00 X 0 0 0 STEVEN BRACE BOARD MEMBER 1.00 X 0 0 0 TERI BARIQUIT BOARD MEMBER 1.00 X 0 0 0 AARON CHRISTOPHERSEN BOARD MEMBER (THRU 10/2024) 1.00 X 0 0 0 DANIEL NICKLAUS BOARD MEMBER (THRU 09/2024) 1.00 X 0 0 0 KELLY BENGSTON BOARD MEMBER (THRU 10/2024) 1.00 X 0 0 0 RALPH CONNER BOARD MEMBER (THRU 10/2024) 1.00 X 0 0 0 108268 0 23156 1 0 0 1 CONNECTCOMMS ENGAGEMENT 4010 S 7TH ST TACOMA WA 98405 CONSULTING 137368 1 173233 5949498 1215302 6122731 1880036 1880036 8194684 6426726 1767958 1767958 1767958 103975 173233 109170 -5195 -5195 MISCELLANEOUS REVENUE 900099 16199 16199 ADMIN FEE 900099 2314 2314 GIFT FEE 900099 60 60 18573 9784103 18573 0 3642799 1867309 1867309 734706 516204 116011 102491 5701 5701 41115 41115 176490 176490 475772 109903 139592 226277 26145 16424 5828 3893 182972 155746 4153 23073 165634 39702 109186 16746 298693 228859 22342 47492 51525 51525 UNIVERSITY SUPPORT 806363 506557 179739 120067 WRITE-OFF OF PLEDGES 25000 25000 MISCELLANEOUS 18455 8409 9992 54 4875880 3474113 861674 540093 596942 626765 3158010 3900882 62482238 70734123 66237190 75261770 462295 654209 836320 735283 1663170 1665990 2961785 3055482 X 9198923 11263372 54076482 60942916 63275405 72206288 66237190 75261770 X 4908223 4118159 -95499 X 0 1 X 1 0 X 3710672 5771666 3801168 7450891 6122731 26857128 3710672 5771666 3801168 7450891 6122731 26857128 4666960 22190168 766594 973332 1091134 1236233 1880036 5947329 23926 30129 10478 11271 18573 94377 32898834 27939 0.67450 0.71130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 23,926. 2021 AMOUNT: $ 30,129. 2022 AMOUNT: $ 10,478. 2023 AMOUNT: $ 11,271. 2024 AMOUNT: $ 18,573. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42260867 2239410 5260927 1414605 863034 47483565 35757569 1876212 6680409 1383702 669621 42260867 31889992 1308390 4425082 1226165 639731 35757568 37086997 1469709 -5008148 1658566 31889992 27061863 10475100 1012550 1439651 22865 37086997 0.02000 0.98000 0.00000 1 0 0 ANNUITIES AND TRUST LIABILITIES 1665990 1665990 X PART V, LINE 4: ENDOWMENTS PROVIDE A LONG-TERM STREAM OF INCOME FOR MEETING UNIVERSITY NEEDS. ENDOWMENTS MAY BE DESIGNATED FOR SCHOLARSHIPS, ACADEMIC PROGRAM SUPPORT, GRADUATE FELLOWSHIPS, ENDOWED CHAIRS OR OTHER SPECIFIC AREAS. PART X, LINE 2: THE FOUNDATION AND THE ASSOCIATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ACCORDANCE WITH THE REQUIREMENTS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, THE FOUNDATION AND THE ASSOCIATION HAVE DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 OR 2024. HALL OF FAME GALA 136547 123646 12901 3927 16148 6508 KITNA GOLF 54446 11073 43373 31606 9084 4232 3 86215 38514 47701 13440 15816 8409 277208 173233 103975 48973 41048 19149 109170 -5195 1 CENTRAL WASHINGTON UNIVERSITY 400 E UNIVERSITY WAY ELLENSBURG WA 98926 916000618 GOVERNMENT 1807743 59566 FMV MUSIC INSTRUMENT & OTHER ITEMS SCHOLARSHIPS 1 0 PART I, LINE 2: QUARTERLY DISBURSEMENTS OF SCHOLARSHIPS ARE REPORTED AND REVIEWED FOR ACCURACY BY CWU FOUNDATION STAFF AND THE CWU SCHOLARSHIP OFFICE REPORTS CONSIST OF STUDENT ID NUMBERS, NAME OF THE SCHOLARSHIP, AMOUNT OFFERED AND AMOUNT DISBURSED SO THAT THIS CAN BE TRACED TO THE STUDENT FINANCIAL REPORT TO SHOW THE STUDENT RECEIVING THIS AWARD. MONITORING BY THE SYSTEM AND INDIVIDUALS HELP INSURE THAT THE CRITERIA OF THE SCHOLARSHIP GIVEN IS BEING HONORED. 0 0 0 0 0 0 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CENTRAL WASHINGTON UNIVERSITY. THE UNIVERSITY BASES THE EXECUTIVE DIRECTOR'S SALARY ON A MARKET-BASED SALARY SURVEY. THE FOUNDATION DOES NOT PAY THE WAGES. THE AMOUNT OF COMPENSATION REPORTED ON PART VII OF FORM 990 IS THE FOUNDATION'S ALLOCABLE SHARE OF THE EXECUTIVE DIRECTOR'S COMPENSATION. X 2000 FMV X 8 615736 FMV X 1 540000 FMV X SUPPLIES 17 46762 FMV X MISCELLANEOUS 4 5704 FMV X EQUIPMENT 2 5100 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE AND AUDIT COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST GENERAL POLICY STATEMENTS ARE GIVEN TO THE BOARD MEMBERS ANNUALLY. THE STATEMENT REVIEWS OUR POLICY THAT FOR BUSINESS TRANSACTIONS INVOLVING THE FOUNDATION AND THE PERSONAL OR BUSINESS AFFAIRS OF A DIRECTOR, OFFICER, OR STAFF MEMBER WILL BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS. FURTHER INFORMATION ABOUT SPECIFIC APPLICATION OF FINANCIAL INTERESTS AND RELATIONSHIPS, SPECIAL PRIVILEGES, FAVORS AND USE OF UNIVERSITY PROPERTY IS CONTAINED IN THE POLICY FOR REVIEW. EACH BOARD MEMBER REVIEWS THE POLICY, FILLS OUT THE QUESTIONNAIRE AND SIGNS THAT THEY AGREE TO INFORM THE BOARD CHAIR, EXECUTIVE DIRECTOR AND FELLOW DIRECTORS OF ANY CONFLICT THAT MAY BE DEVELOPING AND IN ALL SUCH CASES THEY WILL ABSTAIN FROM DISCUSSION AND VOTING, AND THEIR DISCLOSURE AND ABSTENTION WILL BE A MATTER OF RECORD. THE SIGNED FORM IS RETAINED IN THE CWU FOUNDATION RECORDS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CENTRAL WASHINGTON UNIVERSITY. THE UNIVERSITY BASES THE EXECUTIVE DIRECTOR'S SALARY ON A MARKET-BASED SALARY SURVEY. THE FOUNDATION DOES NOT PAY THE WAGES, IT PREPARERS AN ALLOCATION TO RECORD THE PERSONNEL CONTRIBUTION FROM CWU TO THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AS DESCRIBED ON PRIVACY POLICY STATEMENT ON THE CENTRAL WASHINGTON UNIVERSITY FOUNDATION WEBSITE: WWW.CWU.EDU/FOUNDATION/ACCOUNTING FINANCIAL STATEMENTS ARE AVAILABLE ON: WWW.CWU.EDU/FOUNDATION/ACCOUNTING FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -95,499.