CHARLEY'S FUND INC (EIN 202014968) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Principal Officer

TRACY KRAMER SECKLER

Phone

4135280400

Tax Period

2024-01-01 to 2024-12-31

CHARLEY'S FUND INC, founded in 2004, is a small nonprofit in the Medical Research sector that reported $628K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $137K, a strong 22% operating margin.

Mission

TO ACCELERATE THE DEVELOPMENT OF LIFE-SAVING TREATMENTS FOR DUCHENNE MUSCULAR DYSTROPHY "DMD"

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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 (2024)

Revenue Breakdown

Contributions & Grants $608,581

Program Service Revenue $0

Investment Income $12,755

Other Revenue $7,160

TOTAL REVENUE $628,496

Expense Breakdown

Grants Paid $421,729

Salaries & Benefits $0

Fundraising Expenses $10,446

Program Expenses $453,890

Other Expenses $70,235

TOTAL EXPENSES $491,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$628,496	$684,167	-0.1%
Expenses	$491,964	$724,013	-0.3%
Net Income	$136,532	$-39,846	-4.4%

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

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
BENJAMIN SECKLER MD	PRESIDENT	2.00	Officer Director	$0	$0	$0
EARL KRAMER	TREASURER	2.00	Officer Director	$0	$0	$0
RANDY REIFF	DIRECTOR	2.00	Director	$0	$0	$0
TRACY KRAMER SECKLER	DIRECTOR	15.00	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
2024	$628,496	$491,964	$1,076,613	$136,532
2023	$684,167	$724,013	$1,028,035	$-39,846
2022	$652,985	$1,447,384	$4,104,795	$-794,399
2021	$1,781,625	$1,811,866	$5,463,767	$-30,241
2020	$1,182,641	$1,902,221	$4,987,686	$-719,580
2019	$2,197,115	$2,276,439	$5,842,303	$-79,324
2018	$2,768,744	$2,261,515	$5,773,778	$507,229

CHARLEY'S FUND INC