CHARLES WELLINGTON TABER TRUST

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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

1972

Legal Domicile

Principal Officer

WILLIAM T GOLDSMITH

Phone

8047582613

Tax Period

2023-07-01 to 2024-06-30

CHARLES WELLINGTON TABER TRUST, founded in 1972, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $95K, a strong 95% operating margin.

Mission

THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE FINANCIAL SUPPORT FOR THE WELFARE AND BENEFIT OF THE TOWN OF URBANNA CITIZENS THRU GRANTS, APPROVED BY THE TOWN OF URBANNA TOWN COUNCIL.

Program Service Accomplishments

Program 1

Expenses: $5,522 Revenue: $0

FUNDS TO THE TOWN OF URBANNA FOR VOLUNTEER AND COMMUNITY WELFARE PROGRAMS SPECIFICALLY FOR THE PUBLIC WELL BEING

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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 $0

Program Service Revenue $0

Investment Income $100,854

Other Revenue $0

TOTAL REVENUE $100,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,522

Other Expenses $5,522

TOTAL EXPENSES $5,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,854	$117,811	-0.1%
Expenses	$5,522	$558,000	-1.0%
Net Income	$95,332	$-440,189	-1.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOWN OF URBANNA	MAYOR/TRUSTEE	0.00	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	No data	No data	No data	No data
2024	$100,854	$5,522	$972,184	$95,332
2023	$117,811	$558,000	$877,053	$-440,189
2022	$46,505	$35,360	$1,205,302	$11,145
2021	$39,968	$40,000	$1,194,157	$-32
2020	$55,854	$31,310	$1,194,188	$24,544
2019	$44,664	$36,088	$1,169,644	$8,576