SPARKS CHARLESANNA UW (EIN 236225674) - 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

1932

Legal Domicile

Phone

2129226585

Tax Period

2023-07-01 to 2024-06-30

SPARKS CHARLESANNA UW, founded in 1932, is a small nonprofit that reported $311K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $190K, a strong 61% operating margin.

Mission

THE SPARKS CHARLESANNA U/W TRUST IS A TYPE III ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - PENNINGTON SCHOOL

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $310,811

Other Revenue $0

TOTAL REVENUE $310,811

Expense Breakdown

Grants Paid $95,194

Salaries & Benefits $24,751

Fundraising Expenses $0

Program Expenses $95,194

Other Expenses $1,225

TOTAL EXPENSES $121,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$310,811	$261,661	+0.2%
Expenses	$121,170	$111,200	+0.1%
Net Income	$189,641	$150,461	+0.3%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	N/A		$24,751	$0	$24,751

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	No data	No data	No data	No data
2024	$310,811	$121,170	$2,731,765	$189,641
2023	$261,661	$111,200	$2,542,457	$150,461
2022	$389,054	$126,698	$2,393,193	$262,356
2021	$113,247	$101,852	$2,130,889	$11,395
2020	$117,584	$102,918	$2,119,497	$14,666
2019	$146,002	$103,176	$2,104,831	$42,826

SPARKS CHARLESANNA UW