Community Foundation for SW Washington

EIN: 911246778 501(c)(3) Philanthropy & Grantmaking

Vancouver, WA

Total Revenue
$42,748,028
Total Expenses
$34,597,892
Total Assets
$401,843,003
Net Assets
$392,548,790
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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
1984
Legal Domicile
WA
Principal Officer
MATT MORTON
Phone
3606942550
Tax Period
2024-01-01 to 2024-12-31

Community Foundation for SW Washington, founded in 1984, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $42.7M in total revenue in fiscal year 2024. Revenue surged 244% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.2M, a strong 19% operating margin.

Mission

THE FOUNDATION IS A CHARITABLE GRANTING ORGANIZATION WHOSE MISSION IS TO INSPIRE A CULTURE OF GIVING TO CREATE A VIBRANT AND ENGAGED COMMUNITY.

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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 $36,068,334
Program Service Revenue $43,474
Investment Income $6,939,346
Other Revenue $-303,126
TOTAL REVENUE $42,748,028

Expense Breakdown

Grants Paid $32,135,010
Salaries & Benefits $1,655,884
Fundraising Expenses $643,174
Program Expenses $33,226,525
Other Expenses $806,998
TOTAL EXPENSES $34,597,892

Year-over-Year Comparison

2024 2023 Change
Revenue $42,748,028 $12,440,734 +2.4%
Expenses $34,597,892 $24,201,003 +0.4%
Net Income $8,150,136 $-11,760,269 -1.7%
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
11
Independent Members
11
Employees
15
Volunteers
30

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
6
$442,024
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATTHEW MORTON President 40.00
Officer
$261,523 $39,747 $301,270
JANIE SPURGEON EXEC VP AND CDO 40.00
$167,474 $11,723 $179,197
RACHON HANSON CFO 40.00
Officer
$111,490 $29,264 $140,754
ESRA KHALIL PROGRAM OFFICER 40.00
$101,985 $31,676 $133,661
JOHN DEEDER CHAIR 2.00
Officer Director
$0 $0 $0
ANDY SILVER VICE CHAIR 2.00
Officer Director
$0 $0 $0
VANESSA GASTON Secretary 2.00
Officer Director
$0 $0 $0
KIM CAPELOTO Treasurer 2.00
Officer Director
$0 $0 $0
CRISTHIAN CANSECO JUAREZ Director 2.00
Director
$0 $0 $0
T RANDALL GROVE Director 2.00
Director
$0 $0 $0
KARISSA LOWE Director 2.00
Director
$0 $0 $0
GEORGE MIDDLETON Director 2.00
Director
$0 $0 $0
KRISTY WEAVER Director 2.00
Director
$0 $0 $0
LAI-LANI OVALLES Director 2.00
Director
$0 $0 $0
BRIAN RIFFEL Director 2.00
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 $42,748,028 $34,597,892 $401,843,003 $8,150,136
2023 $12,440,734 $24,201,003 $379,675,532 $-11,760,269
2022 $19,967,776 $27,470,221 $369,113,662 $-7,502,445
2021 $90,924,974 $28,377,723 $413,342,244 $62,547,251
2020 $21,245,317 $28,762,891 $320,798,451 $-7,517,574
2019 $25,533,433 $16,073,427 $312,970,135 $9,460,006
2018 $24,868,679 $17,751,085 $271,078,884 $7,117,594
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