PUYALLUP WATERSHED INITIATIVE (EIN 821723455) - 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

2017

Legal Domicile

Principal Officer

JEFFERSON MOK

Phone

2532120434

Tax Period

2023-01-01 to 2023-04-17

Mission

TO IMPROVE SOCIAL AND ENVIRONMENTAL CONDITIONS THROUGHOUT THE PUYALLUP WATERSHED.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $45,347

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,347

Other Expenses $4,297

TOTAL EXPENSES $49,644

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$254	-1.0%
Expenses	$49,644	$273,436	-0.8%
Net Income	N/A	$-273,182	N/A

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
DEBBIE TERWILLEGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
NANNETTE HUBER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CASANDRA BATDORF	TREASURER	1.00	Officer Director	$0	$0	$0
HAYLEY MATHEWS	SECRETARY	1.00	Officer Director	$0	$0	$0
HEATHER SHADKO	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFERSON MOK	EXECUTIVE DIRECTOR	1.00	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
2023	No data	$49,644	No data	No data
2022	$254	$273,436	$67,161	$-273,182
2021	$978,542	$1,957,901	$379,398	$-979,359
2020	$1,398,298	$1,007,459	$1,347,576	$390,839
2019	$812,141	$1,156,022	$968,449	$-343,881
2018	$2,374,059	$1,101,414	$1,322,913	$1,272,645

PUYALLUP WATERSHED INITIATIVE