EMPOWERED WEALTH 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

2002

Legal Domicile

Principal Officer

Lori Brower

Phone

8013973300

Tax Period

2022-01-01 to 2022-12-31

EMPOWERED WEALTH FOUNDATION, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

To support charitable causes under the law. The education of individuals and families on the benefits of charitable giving and philanthropy. Build awareness and raise money for the battle against childhood cancer.

Program Service Accomplishments

Program 1

Expenses: $10,000 Revenue: $0

Cash donation made to CureSearch in Bethesda, MD to help them in the support of children's cancer research.

Program 2

Expenses: $10,000 Revenue: $0

Cash donation made to First Descents at Avon, CO to assist the organization's offer to provide a free outdoor adventure experience to cancer fighters and survivors.

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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 (2022)

Revenue Breakdown

Contributions & Grants $51,228

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $51,228

Expense Breakdown

Grants Paid $37,495

Salaries & Benefits $0

Fundraising Expenses $11,601

Program Expenses $37,495

Other Expenses $13,143

TOTAL EXPENSES $50,638

Year-over-Year Comparison

	2022	2021	Change
Revenue	$51,228	$42,334	+0.2%
Expenses	$50,638	$40,960	+0.2%
Net Income	$590	$1,374	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Brower	President	10	Officer Director	$0	$0	$0
Lee M Brower	Trustee	2		$0	$0	$0
Gregory N Barrick	Trustee	0.25		$0	$0	$0
David Sheffield	Treasurer	5	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
2022	$51,228	$50,638	$9,139	$590
2021	$42,334	$40,960	$8,549	$1,374
2020	$81,830	$96,840	$7,175	$-15,010