EMPLOYEES CHARITY ORGANIZATION

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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

2004

Legal Domicile

Principal Officer

PHYLLIS GLOCK

Phone

3108126245

Tax Period

2019-01-01 to 2019-12-31

EMPLOYEES CHARITY ORGANIZATION, founded in 2004, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2019.

Mission

ECHO IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION THAT WAS FORMED TO SUPPORT CHARITABLE, EDUCATIONAL, AND RELIGIOUS ORGANIZATIONS. ECHO ACCOMPLISHES ITS PURPOSES BY ENABLING AND ENCOURAGING EMPLOYEES OF NORTHROP GRUMMAN TO MAKE CONTRIBUTIONS. ECHO ENCOURAGES WORKPLACE GIVING THROUGH TWO TYPES OF GRANT MAKING PROGRAMS. ECHO SOLICITS GRANT APPLICATIONS FROM COMMUNITY-BASED CHARITIES THAT SERVE THE NEEDS OF SEVERAL COMMUNITIES. AFTER THE APPLICATIONS HAVE BEEN REVIEWED AND THE BOARD OF DIRECTORS HAS APPROVED THEM, ECHO MAKES QUARTERLY GRANTS OUT OF ITS COMMUNITY OUTREACH FUND. ECHO ENCOURAGES WORKPLACE GIVING BY ALLOWING EMPLOYEES TO ADVISE GRANTS FROM A LIST OF PRE-APPROVED PUBLIC CHARITIES THAT ECHO MAINTAINS ON ITS NETWORK. THE ECHO OFFICE REVIEWS THE PUBLIC CHARITY STATUS OF EACH ORGANIZATION.

Program Service Accomplishments

Program 1

Expenses: $1,949,049

IN 2019, THROUGH ITS WORKPLACE GIVING PROGRAM, ECHO MADE DONATIONS TO 2,167 IRS-APPROVED 501(C) (3) PUBLIC CHARITIES. IN ADDITION, ECHO'S BOARD OF DIRECTORS APPROVED 89 CHARITABLE GRANTS. ECHO...

IN 2019, THROUGH ITS WORKPLACE GIVING PROGRAM, ECHO MADE DONATIONS TO 2,167 IRS-APPROVED 501(C) (3) PUBLIC CHARITIES. IN ADDITION, ECHO'S BOARD OF DIRECTORS APPROVED 89 CHARITABLE GRANTS. ECHO DONATIONS ARE MADE POSSIBLE BY EMPLOYEE CONTRIBUTIONS AND ECHO'S COMMUNITY OUTREACH FUND. ECHO HAS 2,907 NORTHROP GRUMMAN EMPLOYEES PARTICIPATING IN CHARITABLE WORKPLACE GIVING.DURING THE COURSE OF 2019, THE BOARD OF DIRECTORS REACHED A CONSENSUS AND TOOK ACTION TO AFFIRM THAT DISSOLUTION OF ECHO AS ITS OWN 501C3 IS THE RIGHT PATH FORWARD IN ORDER TO EXPAND, SUSTAIN AND DEVELOP A MORE ROBUST WORKPLACE GIVING PROGRAM. WE HAVE PARTNERED WITH CHARITIES AID FOUNDATION OF AMERICA (CAF AMERICA) TO DISBURSE CONTRIBUTIONS (SCH O) MORE FREQUENTLY AS WELL AS THE ABILITY TO PROVIDE ELECTRONIC FUND TRANSFERS DIRECTLY TO THE NONPROFIT ORGANIZATIONS. THE TRANSITION OF ECHO TO CAF AMERICA WAS SEAMLESS AND TRANSPARENT TO DONORS AND DONEES WITHOUT DISRUPTION OF PAYROLL CONTRIBUTIONS. AN ECHO ADVISORY BOARD IS NOW IN PLACE AND CONTINUES TO STRATEGIZE AND DEVELOP THE ECHO WORKPLACE GIVING PROGRAM BEYOND THE ABILITY OF A STAND ALONE 501C3 ORGANIZATION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,987,912

Program Service Revenue $0

Investment Income $6,319

Other Revenue $0

TOTAL REVENUE $1,994,231

Expense Breakdown

Grants Paid $1,901,837

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,949,049

Other Expenses $200,547

TOTAL EXPENSES $2,102,384

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,994,231	$2,027,964	0.0%
Expenses	$2,102,384	$1,968,774	+0.1%
Net Income	$-108,153	$59,190	-2.8%

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

N/A

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
JEANNE MCGUIRK	BOARD MEMBER (JAN-APRIL)	1.00	Director	$0	$0	$0
THEDA DIXON	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ALISON BAILEY	CHAIR	1.00	Officer Director	$0	$0	$0
TODD BEALS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ASHLEY PARKER	SECRETARY (JAN-APRIL)	1.00	Officer Director	$0	$0	$0
TAMMY MALDONADO	BOARD MEMBER	1.00	Director	$0	$0	$0
DANNY COBB	BOARD MEMBER (JAN-APRIL)	1.00	Director	$0	$0	$0
YASMA DUNKLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTI MOORE	SEE SCH O	1.00	Officer Director	$0	$0	$0
CINDY DAVIS	BOARD MEMBER (JAN-APRIL)	1.00	Director	$0	$0	$0
SUSAN FITZGERALD	BOARD MEMBER (JAN-APRIL)	1.00	Director	$0	$0	$0
MICHELLE FOX	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG METTIE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNETTE GOODWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MEG KERMON	BOARD MEMBER(MAY-DEC)	1.00	Director	$0	$0	$0
DAVE MESECHER	BOARD MEMBER(MAY-DEC)	1.00	Director	$0	$0	$0
PHYLLIS GLOCK	SEE SCH O	26.00	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
2019	$1,994,231	$2,102,384	No data	$-108,153
2018	$2,027,964	$1,968,774	$1,354,940	$59,190