WILTON COMMUNITY FOUNDATION

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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

1975

Legal Domicile

Principal Officer

DAVID CARPENTER

Phone

5632631122

Tax Period

2023-01-01 to 2023-12-31

WILTON COMMUNITY FOUNDATION, founded in 1975, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $18K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $39K exceeded revenue, resulting in a 120% operating deficit.

Mission

THE PRIMARY MISSION OF THE WILTON COMMUNITY FOUNDATION IS TO PROVIDE SUPPORT FOR VARIOUS COMMUNITY, EDUCATIONAL, RELIGIOUS AND CHARITABLE ORGANIZATIONS IN THE WILTON AREA.

Program Service Accomplishments

Program 1

Expenses: $32,843 Revenue: $17,543

PROVIDED SCHOLARSHIP FUNDS TO WILTON HIGH SCHOOL STUDENTS ATTENDING COLLEGE THROUGH CONTRIBUTIONS TO THE SCHOOL SYSTEM

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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 $10,339

Program Service Revenue $0

Investment Income $7,204

Other Revenue $0

TOTAL REVENUE $17,543

Expense Breakdown

Grants Paid $32,843

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,843

Other Expenses $5,719

TOTAL EXPENSES $38,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,543	$80,000	-0.8%
Expenses	$38,562	$47,307	-0.2%
Net Income	$-21,019	$32,693	-1.6%

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

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
JOE BURNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN OCHILTREE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DR KEITH STANLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL WADE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID CARPENTER	PRESIDENT/TR	1.00	Officer	$0	$0	$0
G MICHAEL NORTON	V PRES/SECRE	1.00	Officer	$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	No data	No data	No data	No data
2023	$17,543	$38,562	$681,132	$-21,019
2022	$80,000	$47,307	$644,198	$32,693
2021	$78,009	$64,865	$616,862	$13,144
2020	$37,969	$49,925	$613,897	$-11,956