THE DAWN REDWOODS CHARITABLE TRUST

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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

2001

Legal Domicile

Principal Officer

DAVE HAGERMAN

Phone

4153089216

Tax Period

2025-01-01 to 2025-12-31

THE DAWN REDWOODS CHARITABLE TRUST, founded in 2001, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2025. The organization ran a surplus of $473K, a strong 35% operating margin.

Mission

THE TRUST'S PURPOSE IS TO HELP PEOPLE IN THEIR TIMES OF NEED.

Program Service Accomplishments

Program 1

Expenses: $754,118

DIRECT GRANTS TO THE NEEDY

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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 (2025)

Revenue Breakdown

Contributions & Grants $967,596

Program Service Revenue $0

Investment Income $365,460

Other Revenue $0

TOTAL REVENUE $1,333,056

Expense Breakdown

Grants Paid $700,325

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $754,118

Other Expenses $159,995

TOTAL EXPENSES $860,320

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,333,056	$1,305,434	+0.0%
Expenses	$860,320	$595,003	+0.4%
Net Income	$472,736	$710,431	-0.3%

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
HENRY HANSEL	Director	5.00	Director	$0	$0	$0
BOB STAFFORD	Director	5.00	Director	$0	$0	$0
DAVE HAGERMAN	Chairman	10.00	Officer Director	$0	$0	$0
CHARLIE BAXTER	Director	5.00	Director	$0	$0	$0
PETER ALLEN	Director	5.00	Director	$0	$0	$0
TOM MONTGOMERY	Director	5.00	Director	$0	$0	$0
BILL DAWSON	Director	5.00	Director	$0	$0	$0
DUDLEY FOURNIER JR	Director	5.00	Director	$0	$0	$0
MICHAEL BRADLEY	Director	5.00	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	$1,333,056	$860,320	$5,236,032	$472,736
2024	No data	No data	No data	No data
2023	$668,114	$739,892	$3,638,355	$-71,778
2023	$668,114	$739,892	$3,638,355	$-71,778
2023	$659,659	$245,149	$4,052,865	$414,510
2023	$659,659	$245,149	$4,052,865	$414,510
2022	$906,512	$410,300	$3,710,133	$496,212
2021	$1,431,399	$587,329	$3,213,921	$844,070
2020	$559,890	$230,580	$2,370,851	$329,310
2019	$512,857	$180,140	$2,040,541	$332,717