WFTE ENDOWMENT TRUST

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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

2001

Legal Domicile

Principal Officer

CORNELIUS MURRAY

Phone

9786827855

Tax Period

2023-07-01 to 2024-06-30

WFTE ENDOWMENT TRUST, founded in 2001, is a micro nonprofit in the Mental Health sector that reported $35K in total revenue in fiscal year 2023. The organization ran a surplus of $22K, a strong 61% operating margin.

Mission

TO PROVIDE SUPPORT TO THE WINDRUSH FARM THERAPEUTIC EQUITATION, INC., AN EXEMPT ORGANIZATION, BASED UPON THE DISCRETION OF THE BOARD.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $35,202

ENDOWMENT TRUST FOR WINDRUSH FARM THERAPEUTIC EQUITATION, INC. AN EXEMPT ORGANIZATION THAT PROVIDES EQUINE-ASSISTED SERVICES, INCLUDING THERAPEUTIC RIDING AND HORSE RELATED ACTIVITIES FOR CHILDREN...

ENDOWMENT TRUST FOR WINDRUSH FARM THERAPEUTIC EQUITATION, INC. AN EXEMPT ORGANIZATION THAT PROVIDES EQUINE-ASSISTED SERVICES, INCLUDING THERAPEUTIC RIDING AND HORSE RELATED ACTIVITIES FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS AND FOR DISADVANTAGED YOUTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $35,202

Other Revenue $0

TOTAL REVENUE $35,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $13,559

TOTAL EXPENSES $13,559

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,202	$-1,483	-24.7%
Expenses	$13,559	$12,178	+0.1%
Net Income	$21,643	$-13,661	-2.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORNELIUS J MURRAY III	CHAIRMAN	1.00	Director	$0	$0	$0
NATHANIEL S COOLIDGE	TREASURER	1.00	Director	$0	$0	$0
JANET SCHICKLING	TRUSTEE	1.00	Director	$0	$0	$0
BROCK REEVE	TRUSTEE	1.00	Director	$0	$0	$0
LUCINDA SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
JANET NITTMANN	SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	$35,202	$13,559	$1,336,878	$21,643
2023	$-1,483	$12,178	$1,123,803	$-13,661
2022	$104,200	$13,369	$1,046,440	$90,831
2021	$41,204	$11,875	$1,211,757	$29,329
2020	$-10,321	$44,917	$959,017	$-55,238
2019	$22,731	$60,591	$943,177	$-37,860