The Carol Emmott Foundation

EIN: 841882898 501(c)(3) Education

Portland, OR

Total Revenue
$1,833,695
Total Expenses
$1,582,850
Total Assets
$2,606,309
Net Assets
$1,529,829
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CA
Principal Officer
Anne McCune PCC
Phone
5035446147
Tax Period
2024-01-01 to 2024-12-31

The Carol Emmott Foundation, founded in 2019, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 14% surplus.

Mission

The mission of The Carol Emmott Foundation is to accelerate the achievement of equitable and fully inclusive leadership and governance in healthcare.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $187,362
Program Service Revenue $1,558,550
Investment Income $81,734
Other Revenue $6,049
TOTAL REVENUE $1,833,695

Expense Breakdown

Grants Paid $5,000
Salaries & Benefits $0
Fundraising Expenses $27,902
Program Expenses $1,163,485
Other Expenses $1,577,850
TOTAL EXPENSES $1,582,850

Year-over-Year Comparison

2024 2023 Change
Revenue $1,833,695 $1,416,979 +0.3%
Expenses $1,582,850 $1,519,927 +0.0%
Net Income $250,845 $-102,948 -3.4%
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

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Governance

Voting Members
14
Independent Members
11
Employees
N/A
Volunteers
55

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
4
$342,867
Total Directors
14
$374,041
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Anne McCune PCC CEO 20.00
Officer Director
$185,000 $0 $185,000
Felisa Schneider Chief Operating Officer 32.00
Officer
$157,867 $0 $157,867
Gayle Capozzalo FACHE Collaborative Executive Director 20.00
Director
$140,000 $0 $140,000
Melissa Lam Chief of Staff 40.00
Highest
$110,000 $0 $110,000
Barbara Anderman MA Leadership Council Chair 5.00
Director
$49,041 $0 $49,041
Mary Pittman DrPH Vice Chair 1.00
Director
$0 $0 $0
Odette Bolano BSN MHA Board Member 1.00
Director
$0 $0 $0
Parker Emmott MBA Audit Committee Chair 1.00
Director
$0 $0 $0
Sue Turney MD Board Member 1.00
Director
$0 $0 $0
Meredith Sciarrio MBA CEF Network Chair 1.00
Director
$0 $0 $0
Jaewon Ryu MD Governance Committee Chair 1.00
Director
$0 $0 $0
Pamela Sutton-Wallace MPH Board Member 1.00
Director
$0 $0 $0
Kulleni Gebreyes Board Member 1.00
Director
$0 $0 $0
Teri Lux TEC Governing Council Chair 1.00
Director
$0 $0 $0
David Blumenthal MD MPP Board Chair 4.00
Officer Director
$0 $0 $0
Dave Anderson MBA PhD Treasurer 2.00
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 $1,833,695 $1,582,850 $2,606,309 $250,845
2023 $1,416,979 $1,519,927 $2,278,512 $-102,948
2022 $1,379,437 $1,352,223 $2,219,060 $27,214
2021 $1,767,775 $1,203,867 $2,241,132 $563,908
2020 $1,947,904 $1,126,976 $1,578,578 $820,928
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