CHARLESVIEW INC (EIN 237099102) - 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

1969

Legal Domicile

Principal Officer

WILLIAM ROSENBERG

Phone

7817941000

Tax Period

2023-01-01 to 2023-12-31

CHARLESVIEW INC, founded in 1969, is a community nonprofit in the Unknown sector that reported $2.3M in total revenue in fiscal year 2023. The organization ran a surplus of $647K, a strong 28% operating margin.

Mission

TO ADVANCE THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTE DIVERSITY AND VIBRANCY.

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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 $1,898,025

Investment Income $435,195

Other Revenue $2,100

TOTAL REVENUE $2,335,320

Expense Breakdown

Grants Paid $1,300,000

Salaries & Benefits $179,963

Fundraising Expenses $0

Program Expenses $1,448,204

Other Expenses $207,940

TOTAL EXPENSES $1,687,903

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,335,320	$2,308,961	+0.0%
Expenses	$1,687,903	$1,504,036	+0.1%
Net Income	$647,417	$804,925	-0.2%

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

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

$166,955

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JO-ANN BARBOUR	EXECUTIVE DIRECTOR	40.00	Officer	$160,784	$6,171	$166,955
WILLIAM ROSENBERG	CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT FOX	TREASURER	2.00	Officer Director	$0	$0	$0
ETTA ANDERSON	CLERK	2.00	Officer Director	$0	$0	$0
ANDREW GILSON	DIRECTOR	2.00	Director	$0	$0	$0
FATHER ROBERT CARR	DIRECTOR	2.00	Director	$0	$0	$0
JOHN CUSACK	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN ANTONELLI-ZULLO	DIRECTOR	2.00	Director	$0	$0	$0
LILLIAN BURGESS	DIRECTOR	2.00	Director	$0	$0	$0
MARY-HELEN BLACK	DIRECTOR	2.00	Director	$0	$0	$0
RABBI JASON STRAUSS	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$2,335,320	$1,687,903	$76,751,393	$647,417
2022	$2,308,961	$1,504,036	$73,900,650	$804,925
2021	$4,739,214	$1,049,289	$76,824,769	$3,689,925
2020	$3,352,616	$830,414	$73,232,378	$2,522,202
2019	$7,550,287	$694,573	$68,872,293	$6,855,714
2018	$774,728	$853,443	$60,572,737	$-78,715

CHARLESVIEW INC