CASA WERMA 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

2023

Legal Domicile

Principal Officer

MARK WILDING

Phone

3035179839

Tax Period

2023-01-01 to 2023-12-31

CASA WERMA FOUNDATION, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $210K in total revenue in fiscal year 2023.

Mission

CASA WERMA FOUNDATION WAS CREATED SOLELY FOR THE PRESERVATION AND ENHANCEMENT OF CASA WERMA AS A MEDITATION AND RETREAT CENTER FOR THE BENEFIT OF ALL WHO COME.

Program Service Accomplishments

Program 1

CASA WERMA FOUNDATION BECAME ACTIVE AT THE END OF 2023. CASA WERMA IS THRIVING AND CURRENTLY HAS 120 LOCAL MEMBERS WHO ARE COMMITTED TO ATTENDING A VARIETY OF OUR OFFERINGS INCLUDING: PRIVATE AND...

CASA WERMA FOUNDATION BECAME ACTIVE AT THE END OF 2023. CASA WERMA IS THRIVING AND CURRENTLY HAS 120 LOCAL MEMBERS WHO ARE COMMITTED TO ATTENDING A VARIETY OF OUR OFFERINGS INCLUDING: PRIVATE AND CONTEMPLATIVE GROUP RETREATS, CULTURAL AND COMMUNITY EVENTS AND WELLNESS ACTIVITIES.

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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 $209,700

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $209,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,700	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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
MARK WILDING	BOARD CHAIR	0.50	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
2024	No data	No data	No data	No data
2023	$209,700	No data	$209,800	No data