THE EMPLOYEE COMMUNITY FOUNDATION … - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

BREI PYPER

Phone

4252590966

Tax Period

2025-01-01 to 2025-12-31

THE EMPLOYEE COMMUNITY FOUNDATION OPTUM WASHINGTON, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $129K in total revenue in fiscal year 2025. Expenses of $170K exceeded revenue, resulting in a 32% operating deficit.

Mission

THE GOAL OF THE FOUNDATION IS TO PROVIDE ONGOING PHILANTHROPIC SUPPORT TO CHARITABLE ORGANIZATIONS IN WESTERN WASHINGTON.

Program Service Accomplishments

Program 1

Expenses: $161,865 Revenue: $16,150

PROVIDE DONATIONS AND GRANTS TO OTHER EXEMPT ORGANIZATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $112,464

Program Service Revenue $0

Investment Income $0

Other Revenue $16,150

TOTAL REVENUE $128,614

Expense Breakdown

Grants Paid $161,865

Salaries & Benefits $0

Fundraising Expenses $2,305

Program Expenses $161,865

Other Expenses $8,458

TOTAL EXPENSES $170,323

Year-over-Year Comparison

	2025	2024	Change
Revenue	$128,614	$131,245	0.0%
Expenses	$170,323	$108,022	+0.6%
Net Income	$-41,709	$23,223	-2.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SRILATHA SHOROFF	PRESIDENT	0.25	Officer Director	$0	$0	$0
SHERYL ESPESETH	TREASURER	0.50	Officer Director	$0	$0	$0
SHERRY BOGUS	SECRETARY	0.25	Officer Director	$0	$0	$0
DR CHRISTOPHER HEMPEL	DIRECTOR	0.25	Director	$0	$0	$0
MELANIE ACKLIN	DIRECTOR	0.25	Director	$0	$0	$0
CONNIE WITTREN	DIRECTOR	0.25	Director	$0	$0	$0
KENITA GAINES	DIRECTOR	0.25	Director	$0	$0	$0
AMANDA JAKOSITZ	DIRECTOR	0.25	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
2025	$128,614	$170,323	$174,057	$-41,709
2024	$131,245	$108,022	$215,766	$23,223
2023	$145,878	$204,103	$192,543	$-58,225
2022	$276,698	$205,939	$257,783	$70,759
2021	$160,158	$168,505	$193,659	$-8,347
2020	$271,170	$301,440	$188,356	$-30,270
2019	$325,785	$328,536	$223,626	$-2,751
2018	$359,414	$379,733	$221,377	$-20,319

THE EMPLOYEE COMMUNITY FOUNDATION OPTUM WASHINGTON