Community Benefit Tree Inc (EIN 200839777) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Phone

9204221919

Tax Period

2024-01-01 to 2024-12-31

Community Benefit Tree Inc, founded in 2004, is a small nonprofit in the Human Services sector that reported $639K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $581K left a modest 9% surplus.

Mission

To assist individuals and their families within the community during their medical crisis through education, support, resources, and financial assistance through personalized fundraising events.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $533,354

Program Service Revenue $105,315

Investment Income $214

Other Revenue $0

TOTAL REVENUE $638,883

Expense Breakdown

Grants Paid $100,044

Salaries & Benefits $193,899

Fundraising Expenses $61,560

Program Expenses $459,441

Other Expenses $272,274

TOTAL EXPENSES $581,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$638,883	$525,499	+0.2%
Expenses	$581,217	$616,377	-0.1%
Net Income	$57,666	$-90,878	-1.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

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
Lisa Dolajeck	Secretary	2.00	Officer Director	$0	$0	$0
Don Herrmann	Board Member	1.00	Director	$0	$0	$0
Heather Wessley	Board Member	1.00	Director	$0	$0	$0
Mason Sterr	Board Member	1.00	Director	$0	$0	$0
Allison Hutchison	Board Member	1.00	Director	$0	$0	$0
Lindsay Sorenson	Treasurer	1.00	Officer	$0	$0	$0
Scott Lamers	Vice President	2.00	Officer	$0	$0	$0
Will Woolman	President	2.00	Officer	$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	$638,883	$581,217	$240,021	$57,666
2023	$525,499	$616,377	$214,664	$-90,878
2022	$608,911	$440,137	$305,257	$168,774
2021	$255,500	$300,806	$137,645	$-45,306
2020	$317,077	$315,685	$160,530	$1,392
2019	$303,789	$310,845	$168,664	$-7,056
2018	$344,512	$348,366	$251,292	$-3,854

Community Benefit Tree Inc