PUGET SOUND SAGE (EIN 208974030) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

CHRISTINA SHIMIZU

Phone

2065685000

Tax Period

2023-01-01 to 2023-12-31

PUGET SOUND SAGE, founded in 2008, is a small nonprofit in the Social Science sector that reported $980K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 50% operating deficit.

Mission

PUGET SOUND SAGE CHARTS A PATH TO A LIVING ECONOMY IN THE SOUTH SALISH SEA AND DUWAMISH RIVER VALLEY REGIONS BY DEVELOPING COMMUNITY POWER TO INFLUENCE, LEAD AND GOVERN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $922,169

Program Service Revenue $0

Investment Income $29,212

Other Revenue $28,300

TOTAL REVENUE $979,681

Expense Breakdown

Grants Paid $248,960

Salaries & Benefits $995,867

Fundraising Expenses $168,659

Program Expenses $989,659

Other Expenses $227,182

TOTAL EXPENSES $1,472,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$979,681	$2,375,544	-0.6%
Expenses	$1,472,009	$1,854,913	-0.2%
Net Income	$-492,328	$520,631	-1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$134,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA SHIMIZU	EXECUTIVE DI	40.00	Officer	$119,013	$15,920	$134,933
JILL MANGALIMAN	CHAIR	2.00	Officer Director	$0	$0	$0
ZENIA JAVALERA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
STEFAN MORITZ	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
SARAH CHERIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JODY OLNEY	BOARD MEMBER	2.00	Director	$0	$0	$0
KASI PERREIRA	BOARD MEMBER	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$979,681	$1,472,009	$1,952,550	$-492,328
2022	$2,375,544	$1,854,913	$2,529,414	$520,631
2021	$1,885,288	$1,930,766	$2,134,376	$-45,478
2020	$1,302,774	$1,742,464	$2,139,910	$-439,690
2019	$2,825,111	$1,756,035	$2,308,085	$1,069,076
2018	$1,618,184	$1,330,859	$1,243,975	$287,325

PUGET SOUND SAGE