CLEMENTINE LOCKWOOD PETERSON FOUNDATION c/o Cummings & Lockwood (HST III) (EIN 066377136) - Form 990 Financial Analysis & Trantor Score

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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

1992

Legal Domicile

Principal Officer

Howard S Tuthill III

Phone

2033514308

Tax Period

2024-04-01 to 2025-03-31

CLEMENTINE LOCKWOOD PETERSON FOUNDATION c/o Cummings & Lockwood (HST III), founded in 1992, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 36% operating deficit.

Mission

Support of the Greenwich Library Wing, the construction of which was funded by the Trust.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,074,527

Other Revenue $75,642

TOTAL REVENUE $1,150,169

Expense Breakdown

Grants Paid $1,238,045

Salaries & Benefits $172,998

Fundraising Expenses $0

Program Expenses $1,365,373

Other Expenses $156,168

TOTAL EXPENSES $1,567,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,150,169	$1,214,834	-0.1%
Expenses	$1,567,211	$1,557,860	+0.0%
Net Income	$-417,042	$-343,026	+0.2%

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

$115,332

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
F Michael Donohue IV	Trustee	10.00	Director	$57,666	$0	$57,666
D Mark Gaston	Trustee	10.00	Director	$57,666	$0	$57,666
Howard S Tuthill III	Trustee	10.00	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	$1,150,169	$1,567,211	$32,229,119	$-417,042
2024	$1,214,834	$1,557,860	$31,879,585	$-343,026
2023	$66,544	$1,580,527	$29,669,051	$-1,513,983
2022	$3,526,885	$1,640,016	$33,464,079	$1,886,869
2021	$2,804,623	$1,622,105	$34,728,766	$1,182,518

CLEMENTINE LOCKWOOD PETERSON FOUNDATION c/o Cummings & Lockwood (HST III)