CASWELL SILVER 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

1980

Legal Domicile

Principal Officer

PETER CASTIGLIA

Phone

5052774204

Tax Period

2024-01-01 to 2024-12-31

CASWELL SILVER FOUNDATION, founded in 1980, is a small nonprofit that reported $390K in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $262K, a strong 67% operating margin.

Mission

PROVIDE SCHOLARSHIPS, FELLOWSHIPS, AND OTHER MISCELLANEOUS SUPPORT TO THE UNIVERSITY OF NEW MEXICO DEPARTMENT OF EARTH AND PLANETARY SCIENCES.

Program Service Accomplishments

Program 1

Expenses: $98,776

PROVIDE SCHOLARSHIPS, FELLOWSHIPS, AND OTHER MISCELLANEOUS SUPPORT TO THE UNIVERSITY OF NEW MEXICO DEPARTMENT OF EARTH AND PLANETARY SCIENCES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $383,432

Other Revenue $6,398

TOTAL REVENUE $389,830

Expense Breakdown

Grants Paid $98,776

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,776

Other Expenses $28,641

TOTAL EXPENSES $127,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,830	$199,096	+1.0%
Expenses	$127,417	$109,853	+0.2%
Net Income	$262,413	$89,243	+1.9%

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

$247,705

Total Directors

$662,498

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR PETER FAWCETT	SECRETARY (THROUGH 6/30/24)	1.00	Officer Director	$0	$67,876	$247,705
DR JOSEPH GALEWSKY	DIRECTOR	1.00	Director	$0	$58,240	$234,678
DR LINDSAY WORTHINGTON	DIRECTOR	1.00	Director	$0	$52,092	$180,115
PETER CASTIGLIA	DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE TILLERY	DIRECTOR, VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHALEENE CHAVARRIA	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN SHOMAKER	DIRECTOR	1.00	Director	$0	$0	$0
SUE SILVER HARIVANDI	DIRECTOR	1.00	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	$389,830	$127,417	$3,283,840	$262,413
2023	$199,096	$109,853	$2,910,493	$89,243
2022	$100,782	$112,824	$2,567,368	$-12,042
2021	$156,011	$108,024	$2,149,344	$47,987
2020	$74,133	$117,629	$2,101,357	$-43,496
2019	$68,464	$106,409	$2,144,853	$-37,945
2018	$114,098	$89,728	$2,182,798	$24,370