WHARTON CHARITABLE FUND INC (EIN 201681977) - 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

Principal Officer

Ruby Wharton

Phone

9012746702

Tax Period

2024-07-01 to 2025-06-30

WHARTON CHARITABLE FUND INC, founded in 2004, is a micro nonprofit in the Education sector that reported $16K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $31K exceeded revenue, resulting in a 97% operating deficit.

Mission

ECONOMIC AND EDUCATION ASSISTANCE

🔒

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 $15,928

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,420

Other Expenses $31,420

TOTAL EXPENSES $31,420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,928	$20,111	-0.2%
Expenses	$31,420	$14,377	+1.2%
Net Income	$-15,492	$5,734	-3.7%

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

N/A

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
A C WHARTON JR	DIRECTOR	5.00	Director	$0	$0	$0
ANDRE C WHARTON	DIR./VICE CHAR	5.00	Director	$0	$0	$0
RUBY WHARTON	DIR./CHAIRMAN	5.00	Director	$0	$0	$0
MONICA N WHARTON	DIR./SEC./TREAS.	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	$15,928	$31,420	$109,168	$-15,492
2024	$20,111	$14,377	$124,662	$5,734
2023	$12,040	$15,627	$118,928	$-3,587
2022	$12,151	$18,642	$122,515	$-6,491

WHARTON CHARITABLE FUND INC