WHATCOM COMMUNITY FOUNDATION (EIN 911726410) - 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

1996

Legal Domicile

Principal Officer

MAURI INGRAM

Phone

3606716463

Tax Period

2024-07-01 to 2025-06-30

WHATCOM COMMUNITY FOUNDATION, founded in 1996, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $18.4M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.1M, a strong 38% operating margin.

Mission

CULTIVATE NEIGHBORLINESS. LIFT COMMUNITY VOICES. INVEST IN EQUITY AND HOPE.

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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 $15,520,005

Program Service Revenue $811,372

Investment Income $2,038,239

Other Revenue $11,326

TOTAL REVENUE $18,380,942

Expense Breakdown

Grants Paid $7,409,494

Salaries & Benefits $1,700,336

Fundraising Expenses $169,591

Program Expenses $10,195,889

Other Expenses $2,206,298

TOTAL EXPENSES $11,316,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,380,942	$10,672,052	+0.7%
Expenses	$11,316,128	$8,604,427	+0.3%
Net Income	$7,064,814	$2,067,625	+2.4%

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

Governance

Voting Members

Independent Members

Employees

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

$246,105

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FLO SIMON	CHAIR	1.50	Officer Director	$0	$0	$0
KAREN OCCHIOGROSSO	VICE-CHAIR	1.50	Officer Director	$0	$0	$0
TASHA DEWEY	TREASURER/SECRETARY	1.50	Officer Director	$0	$0	$0
CAROL DELLECKER	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
FRANCISCO RIOS	DIRECTOR	1.00	Director	$0	$0	$0
LUCAS GUTIERREZ SENGER	DIRECTOR	1.00	Director	$0	$0	$0
KERRY HASTINGS	DIRECTOR	1.00	Director	$0	$0	$0
LIZ BAXTER	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL HILLAIRE	DIRECTOR	1.00	Director	$0	$0	$0
SILVIA MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
DAVI WEASLEY	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK ROBINSON	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
MAURI INGRAM	PRESIDENT & CEO	40.00	Officer	$211,898	$34,207	$246,105
PAMELA JONS	EXECUTIVE VICE PRESIDENT	32.00	Highest	$134,398	$26,007	$160,405
MARCUS WAROLIN	CONTROLLER	40.00	Highest	$142,058	$26,817	$168,875
SARA NICHOLS CHIABAI	CHIEF OF STAFF	40.00	Highest	$122,596	$24,759	$147,355
ALEXANDREA SPAULDING	DIRECTOR OF SPECIAL PROJECTS	30.00	Highest	$119,463	$12,639	$132,102
BRAD TUININGA	VP OF PHILANTHROPY	40.00	Highest	$129,923	$13,746	$143,669

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	$18,380,942	$11,316,128	$89,617,037	$7,064,814
2024	$10,672,052	$8,604,427	$76,099,525	$2,067,625
2023	$12,129,184	$10,265,779	$67,954,808	$1,863,405
2022	$32,311,600	$9,452,062	$61,418,992	$22,859,538
2021	$7,634,002	$7,605,297	$45,921,986	$28,705
2020	$4,288,234	$7,429,220	$39,746,590	$-3,140,986
2019	$5,898,202	$5,250,365	$40,942,777	$647,837

WHATCOM COMMUNITY FOUNDATION