CHARITY UNLIMITED FOUNDATION INC (EIN 262449875) - 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

2008

Legal Domicile

Principal Officer

EDUARDO GLORIA

Phone

3053741065

Tax Period

2023-07-01 to 2024-06-30

CHARITY UNLIMITED FOUNDATION INC, founded in 2008, is a small nonprofit that reported $322K in total revenue in fiscal year 2023. The organization ran a surplus of $291K, a strong 91% operating margin.

Mission

THE ORGANIZATION IS COMMITTED TO THE MISSION OF THE HOSPITALLER ORDER OF ST JOHN OF GOD, A ROMAN CATHOLIC RELIGIOUS ORDER, NON-PROFIT 501(C)(3) INCLUDED IN THE OFFICIAL CATHOLIC DIRECTORY. THE CORPORATION OPERATES EXCLUSIVELY AS A RELIGIOUS CORPORATION PERFORMING CHARITABLE WORKS IN PROVIDING HUMANITARIAN SERVICES FOR THE POOR AND HOMELESS, INCLUDING FOOD, CLOTHING, AND SHELTER.

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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 $200,695

Program Service Revenue $0

Investment Income $120,850

Other Revenue $0

TOTAL REVENUE $321,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $30,050

TOTAL EXPENSES $30,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$321,545	$-6,730,632	-1.0%
Expenses	$30,050	$21,349	+0.4%
Net Income	$291,495	$-6,751,981	-1.0%

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
BR RICHARD MACPHEE OH	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
THOMAS HILL	TREASURER/SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
MATTHEW FENZA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS OSORIO	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$321,545	$30,050	$8,461,211	$291,495
2023	$-6,730,632	$21,349	$7,753,392	$-6,751,981
2022	$278,208	$17,469	$14,145,157	$260,739
2021	$278,218	$15,545	$14,435,180	$262,673
2020	$-12,185,403	$5,809	$13,186,103	$-12,191,212
2019	$368,373	$10,112	$25,262,709	$358,261
2018	$260,596	$16,429	$24,489,820	$244,167

CHARITY UNLIMITED FOUNDATION INC