COMMUNITY FOUNDATION OF NCW (EIN 911349486) - 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

1986

Legal Domicile

Principal Officer

BETH STIPE

Phone

5096637716

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION OF NCW, founded in 1986, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $22.6M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Net assets of $98.0M represent 52 months of operating reserves.

Mission

GRANT-MAKING TO QUALIFIED NONPROFIT ORGANIZATIONS IN CHELAN, DOUGLAS, AND OKANOGAN COUNTIES. AWARD COLLEGE SCHOLARSHIPS TO QUALIFYING APPLICANTS IN CHELAN, DOUGLAS, AND OKANOGAN COUNTIES. CFNCW SOLICITS, MANAGES, AND DISTRIBUTES PERMANENT CHARITABLE ENDOWMENTS ESTABLISHED BY PRIVATE CITIZENS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $16,362,800

Program Service Revenue $0

Investment Income $6,273,781

Other Revenue $0

TOTAL REVENUE $22,636,581

Expense Breakdown

Grants Paid $20,708,888

Salaries & Benefits $854,225

Fundraising Expenses $265,915

Program Expenses $21,582,769

Other Expenses $825,131

TOTAL EXPENSES $22,388,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,636,581	$30,956,913	-0.3%
Expenses	$22,388,244	$16,998,288	+0.3%
Net Income	$248,337	$13,958,625	-1.0%

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

Volunteers

400

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

$267,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF OSTENSON	CHAIR	1.00	Officer Director	$0	$0	$0
EVAN MCCAULEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROSARIO NYSTROM	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ALEJANDRA GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY LODATO	TRUSTEE	1.00	Director	$0	$0	$0
BETSY CUSHMAN	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS GOETZ	TRUSTEE	1.00	Director	$0	$0	$0
CLAUDIA SHIPMAN	TRUSTEE	1.00	Director	$0	$0	$0
DIANE BLAKE	TRUSTEE	1.00	Director	$0	$0	$0
DON LINNERTZ	TRUSTEE	1.00	Director	$0	$0	$0
JACLYN BAYLESS	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER JORGENSEN	TRUSTEE	1.00	Director	$0	$0	$0
JESUS HERNANDEZ	TRUSTEE	1.00	Director	$0	$0	$0
JOSH STENDERA	TRUSTEE	1.00	Director	$0	$0	$0
KAREN NICHOLS	TRUSTEE	1.00	Director	$0	$0	$0
KAREN RUTHERFORD	TRUSTEE	1.00	Director	$0	$0	$0
KAREN WADE	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN LOEBSACK	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE FREYTAG	TRUSTEE	1.00	Director	$0	$0	$0
LESTER COOPER	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN COLLYER	TRUSTEE	1.00	Director	$0	$0	$0
PAM BRULOTTE	TRUSTEE	1.00	Director	$0	$0	$0
RANDY SMITH	TRUSTEE	1.00	Director	$0	$0	$0
ROXANNE BRYANT	TRUSTEE	1.00	Director	$0	$0	$0
RUFUS WOODS	TRUSTEE	1.00	Director	$0	$0	$0
RYLAN WEYTHMAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WRIGHT	TRUSTEE	1.00	Director	$0	$0	$0
BETH STIPE	EXECUTIVE DIRECTOR	40.00	Officer	$168,051	$16,105	$184,156
CINDY GOODELL	CHIEF FINANCIAL OFFICER	40.00	Officer	$70,247	$13,295	$83,542

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
2025	$22,636,581	$22,388,244	$173,994,707	$248,337
2024	$30,956,913	$16,998,288	$163,180,722	$13,958,625
2023	$15,491,190	$15,905,346	$139,199,795	$-414,156
2022	$18,614,873	$12,252,915	$129,475,587	$6,361,958
2021	$19,732,781	$9,458,394	$129,563,045	$10,274,387

COMMUNITY FOUNDATION OF NCW