THE WOLTERS CHARITABLE TRUST #51548

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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

2002

Legal Domicile

Principal Officer

DEBBIE BROEMSEN

Phone

2102204438

Tax Period

2024-09-01 to 2025-08-31

THE WOLTERS CHARITABLE TRUST #51548, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $200K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 16% operating margin.

Mission

AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THIS ORGANIZATION SUPPORTS CHARITABLE ORGANIZATIONS SPECIFIED UNDER THE WILL OF ETHEL WOLTERS (FIRST UNITED METHODIST CHURCH AND CITY OF SHINER).

Program Service Accomplishments

Program 1

Expenses: $99,018

FIRST UNITED METHODIST CHURCH

Program 2

Expenses: $59,411

CITY OF SHINER

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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 $124,310

Other Revenue $75,694

TOTAL REVENUE $200,004

Expense Breakdown

Grants Paid $132,155

Salaries & Benefits $28,782

Fundraising Expenses $0

Program Expenses $158,429

Other Expenses $7,682

TOTAL EXPENSES $168,619

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,004	$298,834	-0.3%
Expenses	$168,619	$210,638	-0.2%
Net Income	$31,385	$88,196	-0.6%

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

N/A

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
FROST BANK TRUSTEE	DEBBIE BROEMSEN, ADMINISTRATOR	40.0		$28,782	$0	$28,782

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	$200,004	$168,619	$3,077,320	$31,385
2024	$298,834	$210,638	$3,045,935	$88,196
2023	$284,149	$176,151	$2,957,739	$107,998
2022	$227,346	$148,242	$2,849,741	$79,104
2021	$255,552	$110,955	$2,770,638	$144,597
2020	$169,832	$115,864	$2,626,057	$53,968
2019	$210,620	$118,621	$2,572,089	$91,999