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Nonprofiteer
← PIERCE COUNTY COMMUNITY RESILIENCY FUND

Form 990 for tax year 2023

Filed by PIERCE COUNTY COMMUNITY RESILIENCY FUND.

Totals

Total revenue
$1,079,276
Total expenses
$245,990
Contributions and grants received
$440,167
Grants paid
$33,400
Program service revenue
$0
Investment income
$184,109
Other revenue
$455,000
Total assets, end of year
$2,597,697
Total liabilities, end of year
$66,605
Net assets or fund balances, end of year
$2,531,092
Program services expenses (Part IX)
$33,400
Management and general expenses
$212,590
Fundraising expenses
$0
Program service expenses (Part III)
$33,400

Program services were 13.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $440,167

  • 3 · Investment income

    total $184,109 · excluded $184,109

  • 11a · Other revenue: RECOVERY OF LOAN LOSS

    total $455,000 · related or exempt $455,000

  • 11e · Other revenue, total

    $455,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $33,400 · program services $33,400

  • 11b · Fees: legal

    total $19,408 · management and general $19,408

  • 11c · Fees: accounting

    total $24,483 · management and general $24,483

  • 11g · Fees: other

    total $152,083 · management and general $152,083

  • 13 · Office expenses

    total $12,928 · management and general $12,928

  • 17 · Travel

    total $2,630 · management and general $2,630

  • 19 · Conferences, conventions and meetings

    total $1,058 · management and general $1,058

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,344,628 · end of year $2,155,209

  • 3 · Pledges and grants receivable

    beginning of year $337,179 · end of year $440,167

  • 7 · Other notes and loans receivable

    beginning of year $1,262,148

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,186 · end of year $2,321

  • 17 · Accounts payable and accrued expenses

    beginning of year $84,045 · end of year $66,605

  • 25 · Other liabilities

    beginning of year $281 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $8,861,815 · end of year $2,531,092

Mission and programs · 2023

Mission

TO RECEIVE, ADMINISTER, INVEST, AND DEPLOY FUNDS AND OTHER PROPERTIES AND TO USE THEM AND THE INCOME AND INCREMENT THEREOF FOR, THROUGH ONE OR MORE COMMUNITY RESILIENCY FUNDS, TO ADDRESS THE RANGE OF SOCIAL DETERMINANTS OF HEALTH, INCLUDING COMMUNITY, BEHAVIORAL, SOCIO-ECONOMIC AND ENVIRONMENTAL FACTORS, THAT INFLUENCE THE HEALTH STATUS OF INDIVIDUALS OR POPULATIONS IN AND THROUGHOUT PIERCE COUNTY, WASHINGTON.

Activities or mission (Part I)

RECEIVE, ADMINISTER, INVEST, AND DEPLOY FUNDS TO ADDRESS THE RANGE OF SOCIAL DETERMINANTS OF HEALTH, INCLUDING COMMUNITY, BEHAVIORAL, SOCIO-ECONOMIC AND ENVIRONMENTAL FACTORS, THAT INFLUENCE THE HEALTH STATUS OF INDIVIDUALS IN PIERCE COUNTY, WASHINGTON.

  • TO RECEIVE, ADMINISTER, INVEST, AND DEPLOY FUNDS AND OTHER PROPERTIES AND TO USE THEM AND THE INCOME AND INCREMENT THEREOF FOR, THROUGH ONE OR MORE COMMUNITY RESILIENCY FUNDS, TO ADDRESS THE RANGE OF SOCIAL DETERMINANTS OF HEALTH, INCLUDING COMMUNITY, BEHAVIORAL, SOCIO-ECONOMIC AND ENVIRONMENTAL FACTORS, THAT INFLUENCE THE HEALTH STATUS OF INDIVIDUALS OR POPULATIONS IN AND THROUGHOUT PIERCE COUNTY, WASHINGTON.

    Expenses $33,400 · Grants $33,400

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lois Bernstein

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Steve O'Ban

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Pablo Bravo

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Allan Fisher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gena Morgan

    EXECUTIVE DIRECTOR, ELEVATE HEALTH

    Total calculated
    $202,209
    From this org
    $0
    From related orgs
    $181,751
    Other
    $20,458
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,751 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,232 related
    Nontaxable benefits
    $0 + $9,226 related
    Filer's total
    $0 + $202,209 related

  • Lauren Fulton

    SENIOR DIRECTOR OF COMMUNITY RESILIENCE

    Total calculated
    $117,945
    From this org
    $0
    From related orgs
    $109,822
    Other
    $8,123
    Hours/week
    20 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
7 October 2024
IRS schema version
2023v5.1
Source object
202402859349301640

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