CHARITABLE HOLDINGS II

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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

2010

Legal Domicile

Principal Officer

MIKE NELLIS

Phone

5124724483

Tax Period

2023-01-01 to 2023-12-31

CHARITABLE HOLDINGS II, founded in 2010, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $9K in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 36% operating margin.

Mission

TO RECEIVE GIFTS OF TANGIBLE ASSETS DONATED TO BENEFIT THE AUSTIN COMMUNITY FOUNDATION'S MISSION.

Program Service Accomplishments

Program 1

Expenses: $4,798

TO SUPPORT THE AUSTIN COMMUNITY FOUNDATION'S MISSION OF PHILANTHROPY AND TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN CENTRAL TEXAS.

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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 $8,802

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,798

Other Expenses $5,645

TOTAL EXPENSES $5,645

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,802	$5,300	+0.7%
Expenses	$5,645	$5,306	+0.1%
Net Income	$3,157	$-6	-527.2%

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

$529,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN NELSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE COOK	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
STEVE SAUNDERS	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL VOLK	DIRECTOR	1.00	Director	$0	$0	$0
MIKE NELLIS	ASST SECRETARY	1.00	Officer	$0	$23,970	$318,970
CORALIE PLEDGER	CFO OF ACF	1.00	Officer	$0	$18,796	$210,396

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	$8,802	$5,645	$4,273,565	$3,157
2022	$5,300	$5,306	$4,259,438	$-6
2021	$996,055	$2,536,050	$3,026,494	$-1,539,995
2020	$397,466	$15,591	$4,438,364	$381,875
2019	$6,654	$7,382	$4,056,489	$-728
2018	$802,873	$1,154,383	$2,700,633	$-351,510