CHARLOTTE COUNTY HOMELESS COALITION FOUNDATION INC (EIN 262824169) - 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

COLLEEN O'BRIEN

Phone

7279547240

Tax Period

2024-03-01 to 2024-09-30

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., WHICH MERGED INTO SOCIETY OF ST. VINCENT DE PAUL SOUTH PINELLAS DURING THE YEAR.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$6,576	-1.0%
Expenses	N/A	$14,572	-1.0%
Net Income	N/A	$-7,996	N/A

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

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
CHRIS YOUMANS	PRESIDENT	1.00	Officer Director	$0	$0	$0
EDWINA MAXWELL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM REIDY	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE PERGOLATTI	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD BOUCHARD	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY BISHOP	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN FLOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN MCKEEFERY	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER MCGARRY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH SABATINO	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHIE ST GERMAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL WIENER	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLEEN O'BRIEN	CFO	1.00	Officer	$0	$0	$0
MICHAEL RAPOSA	CEO	1.00	Officer	$0	$0	$0
TOMAS YI	CLO	1.00	Officer	$0	$0	$0
MARK COOPER	COO	1.00	Officer	$0	$0	$0
MERRELL DICKEY	CDO	1.00	Officer	$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