THE FORT LEWIS COLLEGE FOUNDATION

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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

1969

Legal Domicile

Principal Officer

STEVE SHORT

Phone

9703826941

Tax Period

2024-07-01 to 2025-06-30

THE FORT LEWIS COLLEGE FOUNDATION, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $15.5M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6.4M, a strong 41% operating margin.

Mission

ENRICHING EDUCATIONAL AND CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE BY ENCOURAGING AND STEWARDING GIFTS FOR SCHOLARSHIPS, PROGRAMS, AND FACILITIES-WISE INVESTMENTS IN THE LEADERS OF TOMORROW.

Program Service Accomplishments

Program 1

Expenses: $7,901,478 Revenue: $55,299

FUNDS ARE RAISED FOR THE BENEFIT OF THE STUDENTS, FACULTY, AND ADMINISTRATION OF FORT LEWIS COLLEGE. THE FOUNDATION RAISES RESOURCES THAT DIRECTLY FUEL OPPORTUNITIES FOR FORT LEWIS COLLEGE STUDENTS AND OUR COMMUNITY. THIS INCLUDES SUPPORT FOR STUDENTS THROUGH INCREASED SCHOLARSHIPS AND EXPERIENTIAL LEARNING FUNDING FOR INTERNSHIPS, FIELDWORK, TRAVEL, AND PROGRAMS LIKE FORT LEWIS ON THE WATER. THE FOUNDATION ALSO RAISES FUNDING AIMED AT SUPPORTING STUDENT SUCCESS THROUGH INNOVATIVE SUMMER BRIDGE PROGRAMS OFFERING ADDITIONAL ACADEMIC AND SOCIAL SUPPORT FOR STUDENTS. THE SPRINGBOARD FELLOWSHIPS MENTOR PROGRAM CONTINUED IN FISCAL YEAR 2025, TO HELP STUDENTS BUILD THE SOCIAL CAPITAL AND (CON'T ON SCH O) CONFIDENTLY LAUNCH THEIR POST COLLEGE CAREERS. ADDITIONALLY, NEW FUNDS WERE RAISED TO SUPPORT CAPITAL IMPROVEMENTS TO SKYHAWK HALL AND LAUNCH THE NEW NURSING PROGRAM AT FORT LEWIS COLLEGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,235,288

Program Service Revenue $45,000

Investment Income $7,038,127

Other Revenue $146,593

TOTAL REVENUE $15,465,008

Expense Breakdown

Grants Paid $7,682,556

Salaries & Benefits $0

Fundraising Expenses $287,739

Program Expenses $7,901,478

Other Expenses $1,371,766

TOTAL EXPENSES $9,054,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,465,008	$27,435,388	-0.4%
Expenses	$9,054,322	$9,359,757	0.0%
Net Income	$6,410,686	$18,075,631	-0.6%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE SHORT	CHAIR	6.00	Officer Director	$0	$0	$0
JASON PORTZ- DIRECTOR THRU	10/24) / VICE CHAIR (FROM 10/24)	6.00	Officer Director	$0	$0	$0
DAN KORMAN	SECRETARY (THRU 10/24)	6.00	Officer Director	$0	$0	$0
ASHLEY FRENCH	SECRETARY (FROM 10/24)	6.00	Officer Director	$0	$0	$0
JOANN HARDS	TREASURER	6.00	Officer Director	$0	$0	$0
AL HARPER- VICE CHAIR	(THRU 10/24)/ DIRECTOR (FROM 10/24)	6.00	Director	$0	$0	$0
KEITH NEWBOLD	DIRECTOR	6.00	Director	$0	$0	$0
MARCHALL FLETCHER	DIRECTOR	6.00	Director	$0	$0	$0
GENE BRADLEY	DIRECTOR	2.00	Director	$0	$0	$0
TERRY BACON	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD BALLANTINE	DIRECTOR	2.00	Director	$0	$0	$0
RAY BOUCHER	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK CARSON	DIRECTOR	2.00	Director	$0	$0	$0
MITCH DYE	DIRECTOR (THRU 10/24)	2.00	Director	$0	$0	$0
JANET MOSHER	DIRECTOR	2.00	Director	$0	$0	$0
BRAD TAFOYA	DIRECTOR	2.00	Director	$0	$0	$0
DAVE WEST	DIRECTOR	2.00	Director	$0	$0	$0
LIZ PERRY	DIRECTOR	2.00	Director	$0	$0	$0
DON MAPEL	DIRECTOR	2.00	Director	$0	$0	$0
DEB JACKSON-BLISS	DIRECTOR	2.00	Director	$0	$0	$0
NATE LEE	DIRECTOR	2.00	Director	$0	$0	$0
KATHY SINTON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN WELLS	DIRECTOR	2.00	Director	$0	$0	$0
ROGER PTOLEMY	DIRECTOR	2.00	Director	$0	$0	$0
ERIC JONES	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA PARMENTER	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SAMUELSON	DIRECTOR	2.00	Director	$0	$0	$0
JIM MOREHART	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA MOUNT	CHIEF EXECUTIVE OFFICER	40.00	Officer	$0	$0	$0
CHERYL HEITZ	CHIEF FINANCIAL OFFICER	32.00	Officer	$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
2025	$15,465,008	$9,054,322	$70,801,215	$6,410,686
2024	$27,435,388	$9,359,757	$64,681,880	$18,075,631
2023	$12,777,566	$7,341,656	$47,004,740	$5,435,910
2023	$12,777,566	$7,341,656	$47,004,740	$5,435,910
2022	$11,431,239	$6,951,366	$38,090,331	$4,479,873
2021	$4,791,701	$3,066,505	$37,654,064	$1,725,196
2020	$6,598,907	$3,143,972	$32,726,437	$3,454,935