Charlotte Wood Charger Fund (EIN 300149666) - 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

1990

Legal Domicile

Principal Officer

Melanie Mesch

Phone

9258554400

Tax Period

2024-07-01 to 2025-06-30

Charlotte Wood Charger Fund, founded in 1990, is a small nonprofit that reported $210K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

The Charlotte Wood Charger Fund is a volunteer-run, non-profit (501c3) affiliate of the San Ramon Valley Education Fund, dedicated to enhancing the quality of education at Charlotte Wood Middle School in Danville, CA.

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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 $209,640

Program Service Revenue $0

Investment Income $26

Other Revenue $0

TOTAL REVENUE $209,666

Expense Breakdown

Grants Paid $200,075

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,075

Other Expenses $3,537

TOTAL EXPENSES $203,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,666	$230,440	-0.1%
Expenses	$203,612	$177,492	+0.1%
Net Income	$6,054	$52,948	-0.9%

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
Melanie Mesch	President	1.00	Officer Director	$0	$0	$0
Alison Stracke	Vice President	1.00	Officer Director	$0	$0	$0
Misty Gregg	Treasurer	0.25	Officer Director	$0	$0	$0
Janine Alousi-Miller	Secretary	0.25	Officer Director	$0	$0	$0
Eva Liou	Auditor	0.25	Director	$0	$0	$0
Lauren Harold	Teacher Liaison	0.25	Director	$0	$0	$0
Bridget Voorhees	Principal	0.25	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	$209,666	$203,612	$161,129	$6,054
2024	$230,440	$177,492	$155,417	$52,948
2023	$194,130	$282,429	$102,469	$-88,299
2022	$176,802	$185,946	$190,768	$-9,144
2021	$162,878	$110,194	$199,912	$52,684
2020	$230,823	$169,852	$147,228	$60,971
2019	$214,620	$262,504	$86,257	$-47,884

Charlotte Wood Charger Fund