Chelan Valley Hope

Nonprofit profile at a glance

EIN
800403184
IRS 990 coverage
2019–2024
Forms available
Form 990 2024, Form 990-N 2012
Location
Chelan, WA, USA
Phone
5098882114
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Family Services

Official website

Reported finances

Revenue
$908,946
Expenses
$652,056
Assets
$1,257,092
Liabilities
$4,207

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Tamra Hively (Executive Director)
  • Stacy Willougby (President)
  • Moses Garcia (Vice-President)

Highest reported compensation

  • Tamra Hively (Executive Director): $73,283 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Chelan Valley Hope is a gross-roots local social services agency 'hub' for compassionate connections and resources since 2009. We empower people to improve their own lives by giving them a hand up; not just a hand-out. We do this by hosting essential local and regional services where everyone is treated with dignity and compassion. MISSION: Furthering Positive changes in people's lives. VISON: We envision a Chelan Valley where all people in need are compassionately connected with timely relief and other relevant resources. VALUES: Our values include Empowering, Sustainability, Stability, Choice, Direction, Dignity, Building Relationships, Compassionate Caring, Kindness, Humility, Gentleness, Patience, Listening, Record-keeping, Continuity of Care, and Tailoring relevant resources for each client.

What it reported doing in 2024

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. Our organization helps clients develop a care plan to achieve or restore solvency, and we connect clients with resources for continued recovery, growth, and long-term success. In 2024 we assisted over 3,000 clients. Since 2015 Chelan Valley Hope has actively joined with other agencies in Chelan and Douglas Counties to form a Community Housing Network with the purpose of providing coordinated access to housing and shelter for residents facing homelessness. Chelan Valley Hope administers Commerce grants through the county Grants. Every year, our clients receive case management services for homelessness or being at-risk or facing homelessness. We assisted over 300 clients who received emergency shelter for an average of 4 nights and received case management support to locate improved stability with transitional or permanent housing.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 54% for direct work, and 46% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 90
  • Accountability: 90
  • Sustainability: 71
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 67.4%; rating input score 67
  • Program expense ratio: 93.5%; rating input score 93
  • Fundraising efficiency: $37.1 raised per $1 spent on fundraising; rating input score 73; 73rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 28.3%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 1.93; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 11.2%; rating input score 33; 33rd percentile among comparable filings

Growth

  • Program expense growth: 16.6% per year; rating input score 100; 78th percentile among comparable filings
  • Revenue growth: 19.8% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 19.5% per year; rating input score 100; 81st percentile among comparable filings

Details

  • Where the money goes: 67.4% of revenue deployed · 93.5% of spending went to programs
  • Governance: 9 of 9 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $609K in reported program spending
  • Leadership: top reported pay $73K · 10 people listed
  • Consistency: 32 of 32 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 5 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 33/100.