UNITARIAN UNIVERSALISTS OF CLEARWATER ENDOWMENT FOUNDATION INC (EIN 592085249) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Bill Norsworthy

Phone

7275995562

Tax Period

2025-01-01 to 2025-12-31

UNITARIAN UNIVERSALISTS OF CLEARWATER ENDOWMENT FOUNDATION INC, founded in 1980, is a micro nonprofit that reported $41K in total revenue in fiscal year 2025. Expenses of $62K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO SUPPORT THE UNITARIAN UNIVERSALISTS OF CLEARWATER CHURCH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,200

Program Service Revenue $0

Investment Income $39,779

Other Revenue $0

TOTAL REVENUE $40,979

Expense Breakdown

Grants Paid $60,107

Salaries & Benefits $0

Fundraising Expenses $836

Program Expenses $0

Other Expenses $1,487

TOTAL EXPENSES $61,594

Year-over-Year Comparison

	2025	2024	Change
Revenue	$40,979	$40,994	0.0%
Expenses	$61,594	$55,881	+0.1%
Net Income	$-20,615	$-14,887	+0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Barbara Murphy	Director	0.00	Director	$0	$0	$0
Doug Norcross	Director	0.00	Director	$0	$0	$0
Bob Buesing	Director	0.10	Director	$0	$0	$0
Harold Winner	Vice President	0.15	Officer Director	$0	$0	$0
Robert Barnett	Treasurer	1.00	Officer Director	$0	$0	$0
Ed Kraemer	Secretary	0.30	Officer Director	$0	$0	$0
Joe Pace	Director	0.00	Director	$0	$0	$0
Margie Manning	Director	0.00	Director	$0	$0	$0
Bill Norsworthy	President	0.30	Officer Director	$0	$0	$0
Roberta Watson	Director	0.00	Director	$0	$0	$0
John Fraser	Director	0.10	Director	$0	$0	$0
Sandy Hoover	Director	0.00	Director	$0	$0	$0
Ned Bellamy	Director	0.00	Director	$0	$0	$0
Linda Stoller	Director	0.00	Director	$0	$0	$0
Gary Clayton	Director	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	$40,979	$61,594	$1,538,171	$-20,615
2024	$40,994	$55,881	$1,434,755	$-14,887
2023	$71,150	$50,621	$1,307,445	$20,529
2022	$41,249	$58,124	$1,178,916	$-16,875
2021	$41,452	$49,221	$1,360,231	$-7,769
2020	$34,315	$45,662	$1,223,996	$-11,347

UNITARIAN UNIVERSALISTS OF CLEARWATER ENDOWMENT FOUNDATION INC