CWM CHARITABLE FUND INC (EIN 823814266) - Form 990 Financial Analysis & Trantor Score

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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

2017

Legal Domicile

Principal Officer

MICHAEL BELL

Phone

7704227520

Tax Period

2020-01-01 to 2020-12-31

CWM CHARITABLE FUND INC, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $218K in total revenue in fiscal year 2020. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 54% operating margin.

Mission

THE PRIMARY INTENDED PURPOSE OF THE CORPORATION IS TO PROVIDE FINANCIAL ASSISTANCE TO CERTAIN EMPLOYEES OF C.W. MATTHEWS CONTRACTING CO., INC., A GEORGIA CORPORATION, IN TIMES OF BOTH PERSONAL HARDSHIPS (I.E. HEALTH CRISIS, HOUSE FIRE, ETC.) AND/OR QUALIFIED DISASTERS. A SECONDARY PURPOSE OF THE CORPORATION WILL BE TO DONATE FUNDS (AS AVAILABLE) TO CERTAIN CHARITABLE ORGANIZATIONS (SUCH AS UNITED WAY, AMERICAN RED CROSS, AND MUST MINISTRIES) WHOSE PRIMARY PURPOSES ARE ALSO TO ASSIST INDIVIDUALS WHO DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE IN TIMES OF BOTH PERSONAL HARDSHIPS AND/OR QUALIFIED DISASTERS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $218,419

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $218,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,186

Other Expenses $101,186

TOTAL EXPENSES $101,186

Year-over-Year Comparison

	2020	2019	Change
Revenue	$218,419	$121,240	+0.8%
Expenses	$101,186	$54,501	+0.9%
Net Income	$117,233	$66,739	+0.8%

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

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
MATTHEW D BURTON	PRESIDENT/DIRECTOR	1.00	Officer	$0	$0	$0
MICHAEL D BELL	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
CHARLES E MATTHEWS	DIRECTOR	1.00	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
2020	$218,419	$101,186	$246,169	$117,233

CWM CHARITABLE FUND INC