THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND

EIN: 943121390 501(c)(3) Philanthropy & Grantmaking

OLYMPIA, WA

Total Revenue
$4,150,663
Total Expenses
$3,596,445
Total Assets
$38,752,707
Net Assets
$31,332,722
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
WA
Principal Officer
MINDIE REULE
Phone
3607053340
Tax Period
2023-01-01 to 2023-12-31

THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2023. Expenses of $3.6M left a modest 13% surplus.

Mission

TO INSPIRE PHILANTHROPIC EFFORTS THAT ENRICH OUR COMMUNITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,540,514
Program Service Revenue $521,817
Investment Income $1,085,279
Other Revenue $3,053
TOTAL REVENUE $4,150,663

Expense Breakdown

Grants Paid $2,362,405
Salaries & Benefits $434,852
Fundraising Expenses $44,928
Program Expenses $3,231,205
Other Expenses $799,188
TOTAL EXPENSES $3,596,445

Year-over-Year Comparison

2023 2022 Change
Revenue $4,150,663 $3,947,638 +0.1%
Expenses $3,596,445 $4,088,447 -0.1%
Net Income $554,218 $-140,809 -4.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
6
Volunteers
92

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
$127,452
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATIE RAINS CHAIR 2.00
Officer Director
$0 $0 $0
JIM MORRELL PAST CHAIR 2.00
Officer Director
$0 $0 $0
TERESA LOO VICE CHAIR 2.00
Officer Director
$0 $0 $0
JANET MCLANE SECRETARY 2.00
Officer Director
$0 $0 $0
JOSH DECK TREASURER 2.00
Officer Director
$0 $0 $0
ROBERT BRADLEY DIRECTOR 1.00
Director
$0 $0 $0
ZAHID CHAUDRY DIRECTOR 1.00
Director
$0 $0 $0
JULIE COOKE DIRECTOR 1.00
Director
$0 $0 $0
KELSEY HULSE DIRECTOR 1.00
Director
$0 $0 $0
DAN JONES DIRECTOR 1.00
Director
$0 $0 $0
JIM MORRELL DIRECTOR 1.00
Director
$0 $0 $0
CRAIG OTTAVELLI DIRECTOR 1.00
Director
$0 $0 $0
RENEE RADCLIFF SINCLAIR DIRECTOR 1.00
Director
$0 $0 $0
TODD SHOBERT DIRECTOR 1.00
Director
$0 $0 $0
JOHN STORMANS DIRECTOR 1.00
Director
$0 $0 $0
CHARLI TERMINELLI DIRECTOR 1.00
Director
$0 $0 $0
MINDIE REULE PRESIDENT AND CEO 40.00
Officer
$116,640 $10,812 $127,452
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 $4,150,663 $3,596,445 $38,752,707 $554,218
2022 $3,947,638 $4,088,447 $34,682,709 $-140,809
2021 $4,208,918 $3,628,966 $40,148,755 $579,952
2020 $4,789,318 $2,904,958 $36,044,889 $1,884,360
2019 $3,008,604 $2,550,946 $27,012,113 $457,658
2018 $8,090,156 $2,311,483 $23,083,519 $5,778,673
Explore More Nonprofits
→Top 100 Nonprofits in Washington →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND with other nonprofits in Washington and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.