CWTC 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

2000

Legal Domicile

Principal Officer

Patricia Gratton

Phone

3096863300

Tax Period

2025-01-01 to 2025-12-31

CWTC FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $148K in total revenue in fiscal year 2025. The organization ran a surplus of $126K, a strong 85% operating margin.

Mission

SUPPORT DISABLED ADULTS IN CWTC PROGRAMS AND SERVICES, ENRICHING THEIR QUALITY OF LIFE AND OPTIMIZING THEIR POTENTIAL FOR INDEPENDENCE

Program Service Accomplishments

Program 1

Expenses: $22,261 Revenue: $148,145

HELP SUPPORT DISABLED ADULTS IN CWTC PROGRAMS

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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 (2025)

Revenue Breakdown

Contributions & Grants $18,409

Program Service Revenue $0

Investment Income $129,736

Other Revenue $0

TOTAL REVENUE $148,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,261

Other Expenses $22,261

TOTAL EXPENSES $22,261

Year-over-Year Comparison

	2025	2024	Change
Revenue	$148,145	$148,381	0.0%
Expenses	$22,261	$19,907	+0.1%
Net Income	$125,884	$128,474	0.0%

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
TONY LEES	BD PRESIDENT	1	Officer	$0	$0	$0
AARON GIGOUS	SECRETARY	1	Officer	$0	$0	$0
AMY CHATTERTON	TREASURER	1	Officer	$0	$0	$0
DANIELLE BAKER	VICE PRES	1	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	$148,145	$22,261	$3,380,037	$125,884
2024	$148,381	$19,907	$2,892,492	$128,474
2023	$231,085	$16,864	$2,539,238	$214,221
2022	$86,452	$15,889	$1,640,105	$70,563
2021	$33,958	$16,582	$1,569,542	$17,376
2020	$30,752	$14,104	$1,552,166	$16,648