BATTLES CHARLOTTE TUW

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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

1983

Legal Domicile

Phone

4128077546

Tax Period

2023-01-01 to 2023-12-31

BATTLES CHARLOTTE TUW, founded in 1983, is a micro nonprofit that reported $53K in total revenue in fiscal year 2023. Expenses of $275K exceeded revenue, resulting in a 419% operating deficit.

Mission

CONTINUING FINANCIAL SUPPORT OF THE ERIE COUNTY HISTORICAL SOCIETY

Program Service Accomplishments

Program 1

Expenses: $234,455

UNRESTRICTED GRANTS TO HELP COVER OPERATING EXPENSES AND FOR CONTINUING FINANCIAL SUPPORT OF THE ERIE COUNTY HISTORICAL SOCIETY

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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 $52,937

Other Revenue $0

TOTAL REVENUE $52,937

Expense Breakdown

Grants Paid $224,620

Salaries & Benefits $49,175

Fundraising Expenses $0

Program Expenses $234,455

Other Expenses $1,034

TOTAL EXPENSES $274,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,937	$-129,032	-1.4%
Expenses	$274,829	$283,693	0.0%
Net Income	$-221,892	$-412,725	-0.5%

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

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	5.0		$49,175	$0	$49,175

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	No data	No data	No data	No data
2023	$52,937	$274,829	$4,703,926	$-221,892
2022	$-129,032	$283,693	$5,044,159	$-412,725
2021	$1,528,158	$255,782	$5,451,642	$1,272,376
2020	$187,060	$241,803	$4,185,729	$-54,743
2019	$426,979	$254,119	$4,243,159	$172,860