Paul Todd Charities Inc

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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

2005

Legal Domicile

Phone

2398255151

Tax Period

2020-01-01 to 2020-12-31

Paul Todd Charities Inc, founded in 2005, is a micro nonprofit that reported $63K in total revenue in fiscal year 2020. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $102K exceeded revenue, resulting in a 62% operating deficit.

Mission

The mission of Paul Todd Charities, Inc is to raise funds to help needy children, families, former and current military personnel, and other deserving 501 (c) 3 organizations as determined by the board, through the gift of music.

Program Service Accomplishments

Program 1

Paul Todd Charities provided financial support to numerous local charities in Southwest Florida. Paul Todd Charities supported the St. Vincent De Paul Society and two local Catholic Schools through...

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $10

Other Revenue $62,809

TOTAL REVENUE $62,819

Expense Breakdown

Grants Paid $95,556

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,444

TOTAL EXPENSES $102,000

Year-over-Year Comparison

	2020	2019	Change
Revenue	$62,819	$196,561	-0.7%
Expenses	$102,000	$201,932	-0.5%
Net Income	$-39,181	$-5,371	+6.3%

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

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
Katrina Aurelio	Executive Director	20	Highest	$0	$0	$0
Paul Todd Lagergren Jr	President	20	Officer	$0	$0	$0
Scott Schlossberg	Treasurer	10	Officer	$0	$0	$0
Antoinette Mudd	Board Member	10	Director	$0	$0	$0
James Breen	Board Member	10	Director	$0	$0	$0
Jessica DeCarlo	Board Member	10	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
2020	$62,819	$102,000	$15,429	$-39,181