RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION (EIN 521435132) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

STUART A BUNTING

Phone

8044384000

Tax Period

2024-04-01 to 2025-03-31

RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION, founded in 1985, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2018. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $812K, a strong 62% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS OF RW-C.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $473,524

Program Service Revenue $0

Investment Income $838,635

Other Revenue $0

TOTAL REVENUE $1,312,159

Expense Breakdown

Grants Paid $1,984,965

Salaries & Benefits $0

Fundraising Expenses $46,257

Program Expenses $2,044,063

Other Expenses $211,164

TOTAL EXPENSES $2,196,129

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,312,159	$925,187	+0.4%
Expenses	$2,196,129	$693,448	+2.2%
Net Income	$-883,970	$231,739	-4.8%

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

$431,294

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL BLADES	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP BOOTH	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA BROWN	TRUSTEE	1.00	Director	$0	$0	$0
TED KATTMANN	TRUSTEE	1.00	Director	$0	$0	$0
FRED LUXTON	TRUSTEE	1.00	Director	$0	$0	$0
STUART A BUNTING	PRESIDENT/CEO/SECRETARY	4.00	Officer	$0	$33,676	$296,961
SUSAN VAUGHN	TREASURER	4.00	Officer	$0	$25,741	$134,333

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	$1,312,159	$2,196,129	$10,030,381	$-883,970
2024	$925,187	$693,448	$11,076,876	$231,739
2023	$1,151,751	$473,551	$9,729,974	$678,200
2022	$1,146,003	$566,044	$10,825,083	$579,959
2021	$1,187,853	$484,212	$11,509,116	$703,641
2020	$2,160,073	$591,279	$9,206,863	$1,568,794
2019	$1,318,841	$506,386	$8,321,795	$812,455

RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION