Charlotte Wood Charger Fund

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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.

Program Service Accomplishments

Program 1

Expenses: $200,075 Revenue: $209,666

The Charger Fund supports two primary areas, Class Size Reduction and Technology.Class Size Reduction:Charger Fund donations help to reduce class sizes resulting in fewer students in the following...

The Charger Fund supports two primary areas, Class Size Reduction and Technology.Class Size Reduction:Charger Fund donations help to reduce class sizes resulting in fewer students in the following classes: All 6th Grade Core classes All 7th Grade English and History classes All 8th Grade English and History classes All Math classes All Science classesSmaller class sizes allow for fewer distractions and more individualized, hands-on and creative learning.

Program 2

Technology: There is NO state funding for school technology.Funding from Parent donations helps to provide current technology to support todays learning environments.Historically, technology...

Technology: There is NO state funding for school technology.Funding from Parent donations helps to provide current technology to support todays learning environments.Historically, technology expenditures are used for these purposes: Laptop computers for Science, 8th Grade English, 6th Grade Core, Math classes, Computer Lab iPads/Projectors for 8th grade History, 7th grade Core, Science Dept. Computers & iPad for Special Ed and Speech programs Training, support & maintenance

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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