CapitalW Collective

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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

Leslie Winick

Phone

4152389277

Tax Period

2024-01-01 to 2024-12-31

CapitalW Collective, founded in 2023, is a micro nonprofit in the Education sector that reported $47K in total revenue in fiscal year 2024. The organization ran a surplus of $38K, a strong 81% operating margin.

Mission

To create more inclusive and dynamic mortgage capital markets, one woman and ally at a time.

Program Service Accomplishments

Program 1

Expenses: $1,900

The Organization was created in September of 2023. During 2024, the Board organized the Organization's first fundraising campaign to raise funds for activities in 2025. The Organization made three...

The Organization was created in September of 2023. During 2024, the Board organized the Organization's first fundraising campaign to raise funds for activities in 2025. The Organization made three sponsorship payments to support activities consistent with its exempt purpose.

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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 $47,003

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $47,003

Expense Breakdown

Grants Paid $1,600

Salaries & Benefits $0

Fundraising Expenses $3,195

Program Expenses $1,900

Other Expenses $7,144

TOTAL EXPENSES $8,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,003	N/A	N/A
Expenses	$8,744	N/A	N/A
Net Income	$38,259	$0	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
Leslie Winick	President	5.00	Officer Director	$0	$0	$0
Amy Creason	Secretary	5.00	Officer Director	$0	$0	$0
Patricia Peters	Treasurer	5.00	Officer Director	$0	$0	$0
Deb Jones	Director	2.00	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	$47,003	$8,744	$38,259	$38,259