PDWELL 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

2024

Legal Domicile

Principal Officer

CHEROLYN PRINCE OFFICER

Tax Period

2025-01-01 to 2025-12-31

PDWELL FOUNDATION, founded in 2024, is a small nonprofit in the Health Care sector that reported $219K in total revenue in fiscal year 2025. The organization ran a surplus of $38K, a strong 18% operating margin.

Mission

PDWELL was established to provide therapy, wellness, education and community to transform the lives of those living with Parkinsons disease and their caregivers.

Program Service Accomplishments

Program 1

Expenses: $169,940 Revenue: $219,155

PDWELL was established to provide therapy, wellness, education and community to transform the lives of those living with Parkinsons disease and their caregivers.

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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 $163,263

Program Service Revenue $55,852

Investment Income $8

Other Revenue $0

TOTAL REVENUE $219,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,056

Fundraising Expenses $1,113

Program Expenses $169,940

Other Expenses $109,660

TOTAL EXPENSES $180,716

Year-over-Year Comparison

	2025	2024	Change
Revenue	$219,123	$219,123	N/A
Expenses	$180,716	$180,915	0.0%
Net Income	$38,407	$38,208	+0.0%

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

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
CHEROLYN PRINCE	OFFICER	15.00	Officer Director	$0	$0	$0
DAVE CIACCIO	OFFICER	1.00	Officer Director	$0	$0	$0
KERRI KROUPA	OFFICER	5.00	Officer 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	$219,123	$180,716	$48,096	$38,407