Grow Your Impact
The Foundation’s investment goal is to earn, through a combination of appreciation and income, an annual return net of fees of at least 6 – 8%. Our average rate of return since 2016 is 8.7%.
| Year | Rate of Return (Gross) |
|---|---|
| 2025 | 14.86% |
| 2024 | 6.62% |
| 2023 | 11.37% |
| 2022 | -8.67% |
| 2021 | 13.22% |
| 2020 | 13.26% |
| 2019 | 19.74% |
| 2018 | -4.36% |
| 2017 | 13.65% |
| 2016 | 7.75% |
| 2015 | 0.03% |
| 2014 | 5.70% |
Our Finance Committee includes local experts who establish and oversee the financial integrity of the foundation. They ensure that our budget includes funding for nonprofit support and for the board’s priorities of racial and social justice. They adopt policies for strong financial oversight and lead the foundation’s annual audit and tax filing.
2025
Bauer Evans, Inc., PS (Madrona Financial & CPAs) - Partner
I grew up in Lake Stevens and have spent most of my life in Snohomish County. I’m a CPA, investment advisor, and partner at Madrona Financial Services/Bauer Evans in Everett, as well as a member of the Board of Directors for Mountain Pacific Bank. I joined the Community Foundation as a Board Member in 2017, motivated by a desire to give back to the community that has given me so much. I served as Treasurer until 2022, and my current involvement is focused on the finance committee.
In the little free time I have, I’m often on the go, keeping up with my two kids’ busy schedules of sporting events.
CFO, Millennia Ministries
CFO, Millennia Ministries
Leonard Jackson brings strong financial leadership, thoughtful stewardship, and a deep commitment to community service to his role on the Finance Committee of the Community Foundation of Snohomish County. As Chief Financial Officer of Millennia Ministries in Everett, Washington, Leonard oversees financial strategy, budgeting, and stewardship, ensuring resources are managed with integrity, accountability, and purpose.
With a strong focus on fiscal responsibility and long-term sustainability, Leonard is committed to supporting organizations and initiatives that strengthen communities and create lasting impact. His professional experience is grounded in sound financial decision-making and a collaborative approach, making him a valuable contributor to the Foundation’s work of connecting resources with opportunities that benefit the people and communities of Snohomish County.
Leonard holds a Bachelor of Arts in Psychology from the University of Colorado and a degree in Business Accounting from Griffin Business College. His combination of financial expertise, strategic perspective, and commitment to service brings a well-rounded approach to his work with the Foundation.
Treasurer, Meyer Art Center
Treasurer, Meyer Art Center
Rose brings thoughtful expertise, civic leadership, and a deep commitment to community to her work on the Finance Committee. She earned a Bachelor of Science in Economics from the University of Puget Sound and a Master’s degree in Whole Systems Design from Antioch University, blending analytical rigor with a holistic approach to problem-solving.
A dedicated civic leader, Rose has served on the boards of several local organizations, including The Camano Center, the Stanwood-Camano YMCA, the Community Resource Center of Stanwood-Camano, the Stanwood-Camano Art Advocacy Commission, and the Sno-Isle Libraries Board of Trustees. Through these roles, she has contributed to capital fundraising efforts that have helped create vibrant, lasting community spaces and resources across the region.
