CHARITY AT ITS BEST

EIN: 020648697 501(c)(3) Recreation & Sports

SALT LAKE CITY, UT

Total Revenue
$78,692
Total Expenses
$18,408
Total Assets
$5,327,553
Net Assets
$5,327,553
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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
2002
Legal Domicile
UT
Principal Officer
ROB HAERTEL
Phone
8018984210
Tax Period
2024-07-01 to 2025-06-30

CHARITY AT ITS BEST, founded in 2002, is a micro nonprofit in the Recreation & Sports sector that reported $79K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $60K, a strong 77% operating margin.

Mission

We educate and help homeowners get into and keep their homes.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $78,692
Other Revenue $0
TOTAL REVENUE $78,692

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $18,408
Other Expenses $18,408
TOTAL EXPENSES $18,408

Year-over-Year Comparison

2024 2023 Change
Revenue $78,692 $188,569 -0.6%
Expenses $18,408 $6,600 +1.8%
Net Income $60,284 $181,969 -0.7%
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
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
1
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROB HAERTEL TRUSTEE 10.00
Officer Director
$0 $0 $0
ANN HAERTEL TRUSTEE 0.00
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 $78,692 $18,408 $5,327,553 $60,284
2024 $188,569 $6,600 $5,267,269 $181,969
2023 $84,898 No data $5,085,300 No data
2022 $5,000,000 No data $5,000,402 No data
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