PIERCE COUNTY COMMUNITY RESILIENCY FUND (EIN 843962271) - 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

2018

Legal Domicile

Principal Officer

HEATHER MOSS

Phone

2533025508

Tax Period

2023-01-01 to 2023-12-31

PIERCE COUNTY COMMUNITY RESILIENCY FUND, founded in 2018, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $833K, a strong 77% operating margin.

Mission

RECEIVE, ADMINISTER, INVEST, AND DEPLOY FUNDS TO ADDRESS THE RANGE OF SOCIAL DETERMINANTS OF HEALTH, INCLUDING COMMUNITY, BEHAVIORAL, SOCIO-ECONOMIC AND ENVIRONMENTAL FACTORS, THAT INFLUENCE THE HEALTH STATUS OF INDIVIDUALS IN PIERCE COUNTY, WASHINGTON.

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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 $440,167

Program Service Revenue $0

Investment Income $184,109

Other Revenue $455,000

TOTAL REVENUE $1,079,276

Expense Breakdown

Grants Paid $33,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,400

Other Expenses $212,590

TOTAL EXPENSES $245,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,079,276	$1,811,622	-0.4%
Expenses	$245,990	$802,978	-0.7%
Net Income	$833,286	$1,008,644	-0.2%

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

$202,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOIS BERNSTEIN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
STEVE O'BAN	SECRETARY	1.00	Officer Director	$0	$0	$0
PABLO BRAVO	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
ALLAN FISHER	BOARD MEMBER	1.00	Director	$0	$0	$0
GENA MORGAN	EXECUTIVE DIRECTOR, ELEVATE HEALTH	10.00	Officer	$0	$20,458	$202,209
LAUREN FULTON	SENIOR DIRECTOR OF COMMUNITY RESILIENCE	20.00	Highest	$0	$8,123	$117,945

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	$1,079,276	$245,990	$2,597,697	$833,286
2022	$1,811,622	$802,978	$8,946,141	$1,008,644
2021	$3,434,484	$600,983	$8,300,037	$2,833,501
2020	$3,152,019	$2,066,629	$5,501,089	$1,085,390
2019	$4,000,033	$65,753	$4,025,033	$3,934,280

PIERCE COUNTY COMMUNITY RESILIENCY FUND