CHARLOTTE COUNTY HOMELESS COALITIO… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

LISA PERVIN

Tax Period

2023-03-01 to 2024-02-29

CHARLOTTE COUNTY HOMELESS COALITION FOUNDATION INC, founded in 2008, is a micro nonprofit in the Human Services sector that reported $7K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $15K exceeded revenue, resulting in a 122% operating deficit.

Mission

THE PRIMARY PURPOSE OF THIS FOUNDATION IS TO PROVIDE FUND DEVELOPMENT IN THE WAY OF MEETING BOTH SHORT TERM AND LONG TERM FINANCIAL NEEDS FOR THE CHARLOTTE COUNTY HOMELESS COALITION, INC.

Program Service Accomplishments

Program 1

Expenses: $14,572

THE PRIMARY PURPOSE OF THIS FOUNDATION IS TO PROVIDE FUND DEVELOPMENT IN THE WAY OF MEETING BOTH SHORT TERM AND LONG TERM FINANCIAL NEEDS FOR THE CHARLOTTE COUNTY HOMELESS COALITION, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,557

Program Service Revenue $0

Investment Income $19

Other Revenue $0

TOTAL REVENUE $6,576

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,572

Other Expenses $12,572

TOTAL EXPENSES $14,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,576	$4,854	+0.4%
Expenses	$14,572	$11,172	+0.3%
Net Income	$-7,996	$-6,318	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CHERYL BERLON	DIRECTOR	N/A	Director	$0	$0	$0
BRETT HAWKER	CHAIR	N/A	Officer Director	$0	$0	$0
LISA PERVIN	INTERIM CEO	N/A	Officer Director	$0	$0	$0
TARA ZAJAS	DIRECTOR	N/A	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	$6,576	$14,572	$106,696	$-7,996
2024	No data	No data	$111,817	No data
2023	$4,854	$11,172	$101,918	$-6,318
2022	$97,475	$32,472	$114,589	$65,003
2021	$85,530	$76,964	$49,586	$8,566

CHARLOTTE COUNTY HOMELESS COALITION FOUNDATION INC