Civic Intelligence

Pierce County Community Resiliency Fund

EIN 84-3962271 • 501(c)3 • Tacoma, WA

Profile

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.

4717 S 19th Street 200Tacoma, WA 98405

elevatehealth.org/SOLUTIONS/COMMUNITY-INV

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$0

Down $2,597,697 (-100%) from 2023

Liabilities

Down

$0

Down $66,605 (-100%) from 2023

Net Assets

Down

$0

Down $2,531,092 (-100%) from 2023

Revenue

Down

$2,985

Down $1,076,291 (-100%) from 2023

Expenses

Down

$2,132

Down $243,858 (-99%) from 2023

Net Income

Down

$853

Down $832,433 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2019: $4,025,033Liabilities 2019: $90,753Net Assets 2019: $3,934,2802019Assets 2020: $5,501,089Liabilities 2020: $481,419Net Assets 2020: $5,019,6702020Assets 2021: $8,300,037Liabilities 2021: $446,866Net Assets 2021: $7,853,1712021Assets 2022: $8,946,141Liabilities 2022: $84,326Net Assets 2022: $8,861,8152022Assets 2023: $2,597,697Liabilities 2023: $66,605Net Assets 2023: $2,531,0922023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2019: $4,000,033Expenses 2019: $65,753Net Income 2019: $3,934,2802019Revenue 2020: $3,152,019Expenses 2020: $2,066,629Net Income 2020: $1,085,3902020Revenue 2021: $3,434,484Expenses 2021: $600,983Net Income 2021: $2,833,5012021Revenue 2022: $1,811,622Expenses 2022: $802,978Net Income 2022: $1,008,6442022Revenue 2023: $1,079,276Expenses 2023: $245,990Net Income 2023: $833,2862023Revenue 2024: $2,985Expenses 2024: $2,132Net Income 2024: $8532024

Highlighted filing

2024

Revenue$2,985
Expenses$2,132
Net Income$853

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$2,985
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,155,209$0▼ $2,155,209
Pledges and Grants Receivable$440,167$0▼ $440,167
Prepaid Expenses and Deferred Charges$2,321$0▼ $2,321
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,597,697$0▼ $2,597,697
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$66,605--
Total Liabilities$66,605$0▼ $66,605
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,531,092$0▼ $2,531,092
Total Net Assets Fund Balance$2,531,092$0▼ $2,531,092
Total Liabilities and Net Assets / Fund Balance$2,597,697$0▼ $2,597,697
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lauren FultonExecutive Director, Onepierce$2,781$2,781

Board Members and Trustees

NameTitle
Lois BernsteinBoard Chair
Allan FisherBoard Member
Pablo BravoBoard Treasurer
Gena MorganExecutive Director, Elevate Health
STEVE O'BANSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,985
Other Revenue
$0
Change in Net Assets
$853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$2,132-$2,132
Total Functional Expenses$0$2,132$0$2,132
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There were no committees meeting with authority to act on behalf of the governing board.

Form 990, Part VI, Section B, Line 11B

The board chair will review the filing and make recommendations to the board.

Form 990, Part VI, Section B, Line 12C

All board members sign the conflict of interest policy and all policies are reviewed with the board annually.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Pierce County Community Resiliency Fund
EIN
84-3962271
Phone
2533025508
Address
4717 S 19TH STREET 200, TACOMA, WA 98405
Doing Business As
Onepierce

Signing Officer

Name
Lois Bernstein
Title
Board Chair
Phone
2533025508
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lois Bernstein
Formed
2018
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Larson Gross Advisors LLC
Address
2211 RIMLAND DR 422, BELLINGHAM, WA 98226
Preparer
Steve Forbes-cpa
Phone
3607344280
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The organization merged into pierce county accountable community of health and therefore stopped all of the existing programs.

FORM 990, PART XI, LINE 9:

Transfer to related org pierce county accountable community of health ein: 81-5020706 related to merger effective 1/31/2024 -2,531,945.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH / NET ASSET FINAL TRANSACTION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH DBA ELEVATE HEALTH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-01-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0815020706
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02531945
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH BALANCE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt04717 S 19TH AVE SUITE 2004717 S 19
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0TACOMA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd098405
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: GENA MORGAN
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: GENA MORGAN IS ON THE PIERCE COUNTY COMMUNITY RESILIENCY FUND BOARD AND IS ALSO THE EXECUTIVE DIRECTOR FOR PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MERGED INTO PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH AND THEREFORE STOPPED ALL OF THE EXISTING PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO COMMITTEES MEETING WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD CHAIR WILL REVIEW THE FILING AND MAKE RECOMMENDATIONS TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY AND ALL POLICIES ARE REVIEWED WITH THE BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER TO RELATED ORG PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH EIN: 81-5020706 RELATED TO MERGER EFFECTIVE 1/31/2024 -2,531,945.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH DBA ELEVATE HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0815020706
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0IMPROVE QUALITY AND ACCESS TO HEALTH CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02201 SOUTH 19TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TACOMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098405
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02531945
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt02597697
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt02597697
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02132
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt066605
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt066605
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02531092
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt011842
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02985
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02985
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02597697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0200804
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04717 S 19TH STREET 200
IRS990/USAddress/CityNm0TACOMA
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098405
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTPS://ELEVATEHEALTH.ORG/SOLUTIONS/COMMUNITY-INV
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02533025508
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIERCE COUNTY COMMUNITY RESILIENCY FUND
ReturnHeader/Filer/BusinessNameControlTxt0PIER
ReturnHeader/Filer/EIN0843962271
ReturnHeader/Filer/PhoneNum02533025508
ReturnHeader/Filer/USAddress/AddressLine1Txt04717 S 19TH STREET 200
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098405

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