Supporting Organization of the Community Foundation for SW Washington (EIN 916558976) - 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

Legal Domicile

Principal Officer

JENNIFER RHOADS

Phone

3606942550

Tax Period

2020-01-01 to 2020-12-31

Supporting Organization of the Community Foundation for SW Washington is a small nonprofit in the Philanthropy & Grantmaking sector that reported $350K in total revenue in fiscal year 2020. The organization ran a surplus of $182K, a strong 52% operating margin.

Mission

TO SUPPORT THE SERVICES AND PURPOSES OF THE COMMUNITY FOUNDATION FOR SOUTHWEST 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 (2020)

Revenue Breakdown

Contributions & Grants $175,100

Program Service Revenue $0

Investment Income $175,108

Other Revenue $0

TOTAL REVENUE $350,208

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,567

Other Expenses $18,567

TOTAL EXPENSES $168,567

Year-over-Year Comparison

	2020	2019	Change
Revenue	$350,208	N/A	N/A
Expenses	$168,567	N/A	N/A
Net Income	$181,641	N/A	N/A

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

N/A

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

$428,288

Total Directors

$428,288

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER RHOADS	Trustee	1.00	Officer Director	$0	$44,241	$260,332
PAM CABANATUAN	Trustee	1.00	Officer Director	$0	$31,434	$167,956
KIM CAPELOTO	TRUSTEE	0.00	Director	$0	$0	$0
MARTY FORSMANN	TRUSTEE	0.00	Director	$0	$0	$0
VANESSA GASTON	TRUSTEE	0.00	Director	$0	$0	$0
T RANDALL GROVE	TRUSTEE	0.00	Director	$0	$0	$0
MARK MATTHIAS	TRUSTEE	0.00	Director	$0	$0	$0
KRISTY WEAVER	Trustee	0.00	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
2020	$350,208	$168,567	$19,108	$181,641

Supporting Organization of the Community Foundation for SW Washington