AMERICAN INTERNATIONAL JUNIOR CHAROLAIS FOUNDATION INC (EIN 237315495) - 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

1973

Legal Domicile

Principal Officer

BRETT SPADER

Phone

8164645977

Tax Period

2023-01-01 to 2023-12-31

AMERICAN INTERNATIONAL JUNIOR CHAROLAIS FOUNDATION INC, founded in 1973, is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $44K in total revenue in fiscal year 2023. Net assets of $826K represent 227 months of operating reserves.

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS TO OVER 50 STUDENTS.

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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 $9,017

Program Service Revenue $0

Investment Income $34,597

Other Revenue $0

TOTAL REVENUE $43,614

Expense Breakdown

Grants Paid $39,921

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,921

Other Expenses $2,914

TOTAL EXPENSES $42,835

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,614	$43,315	+0.0%
Expenses	$42,835	$45,966	-0.1%
Net Income	$779	$-2,651	-1.3%

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
LARRY LEHMAN	CHAIRMAN	2.00	Director	$0	$0	$0
KIM COUDRON SCHWECKE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL NOTTKE	BOARD MEMBER	1.00	Director	$0	$0	$0
CLINT RUSK	EXECUTIVE VICE PRESIDENT	5.00	Director	$0	$0	$0
KAITLYN CHISM	FOUNDATION ADMINISTRATOR	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
2024	No data	No data	No data	No data
2023	$43,614	$42,835	$842,953	$779
2022	$43,315	$45,966	$807,922	$-2,651
2021	$67,756	$45,347	$816,714	$22,409
2020	$47,636	$40,228	$760,490	$7,408
2019	$57,577	$44,213	$830,324	$13,364
2018	$1,366	$54,858	$808,519	$-53,492

AMERICAN INTERNATIONAL JUNIOR CHAROLAIS FOUNDATION INC