THE CHEHALIS FOUNDATION (EIN 511148560) - 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

2002

Legal Domicile

Principal Officer

JENNIFER COLLINS

Phone

3605086572

Tax Period

2023-01-01 to 2023-12-31

THE CHEHALIS FOUNDATION, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.0M, a strong 60% operating margin.

Mission

TO PROMOTE THE INTERESTS OF THE CHEHALIS COMMUNITY THROUGH SUPPORT FOR EDUCATION, PUBLIC WORKS, AND CULTURAL AND CHARITABLE PURSUITS.

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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 $2,687,780

Program Service Revenue $0

Investment Income $572,064

Other Revenue $86,697

TOTAL REVENUE $3,346,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,651

Fundraising Expenses $89,000

Program Expenses $1,118,455

Other Expenses $1,174,728

TOTAL EXPENSES $1,328,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,346,541	$4,260,269	-0.2%
Expenses	$1,328,379	$1,194,926	+0.1%
Net Income	$2,018,162	$3,065,343	-0.3%

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

$130,819

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER COLLINS	Executive Dir.	40.00	Director	$130,819	$0	$130,819
KENT HOJEM	Director	1.00	Director	$0	$0	$0
JOANNE SCHWARTZ	Director	1.00	Director	$0	$0	$0
TIM SAYLER	Past President	2.00	Officer Director	$0	$0	$0
BILL HILLIER	Director	1.00	Director	$0	$0	$0
JONATHAN HUBBERT	Director	2.00	Director	$0	$0	$0
SAMANTHA MAGNUSON	Director	1.00	Director	$0	$0	$0
J VANDER STOEP	Director	3.00	Director	$0	$0	$0
TYLER MCCALLUM	Director	1.00	Director	$0	$0	$0
CHUCK EMERICK	President	3.00	Officer Director	$0	$0	$0
ALLEN UNZELMAN	Treasurer	3.00	Officer Director	$0	$0	$0
KIRBY WHITE	Director	2.00	Director	$0	$0	$0
ROBERT PEHL	Vice President	1.00	Officer Director	$0	$0	$0
JESSICA HOMYACK	Secretary	1.00	Officer 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	$3,346,541	$1,328,379	$10,843,227	$2,018,162
2022	$4,260,269	$1,194,926	$8,361,574	$3,065,343
2021	$5,878,453	$1,093,993	$6,005,749	$4,784,460
2020	$955,994	$1,365,507	$972,887	$-409,513
2019	$1,859,185	$2,044,629	$1,399,093	$-185,444

THE CHEHALIS FOUNDATION