CHARLEE Family Care Inc

EIN: 330133438 501(c)(3) Human Services

Beaumont, CA

Total Revenue
$4,185,899
Total Expenses
$4,054,892
Total Assets
$2,212,269
Net Assets
$1,633,345
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
CA
Principal Officer
Jason Jimenez
Phone
9518453588
Tax Period
2024-07-01 to 2025-06-30

CHARLEE Family Care Inc, founded in 1985, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $4.1M left a modest 3% surplus.

Mission

C.H.A.R.L.E.E. Family Care, Inc. (the Agency) is a not for profit 501(c)(3) agency serving Southern California families and communities. C.H.A.R.L.E.E. is an acronym for Children Have All Rights: Legal Educational, Emotional. For over 35 years, the mission and work of C.H.A.R.L.E.E. Family Care, Inc. has been to empower youth, families, and communities within a culturally diverse environment by promoting resiliency and individual, family, and community responsibility. Our mission is rooted in the belief that children and families benefit from effective, timely, and compassionate services tailored to the persons needs. Through an array of services, C.H.A.R.L.E.E. seeks to maximize individual and family strengths, heal relationships, and restore wellness. We offer relevant, multi-cultural, evidence-based, and evidence-informed treatment modalities that help improve emotional and behavioral regulation as well as relationships.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,132,275
Program Service Revenue $0
Investment Income $53,624
Other Revenue $0
TOTAL REVENUE $4,185,899

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,276,675
Fundraising Expenses $0
Program Expenses $3,406,472
Other Expenses $1,778,217
TOTAL EXPENSES $4,054,892

Year-over-Year Comparison

2024 2023 Change
Revenue $4,185,899 $4,562,156 -0.1%
Expenses $4,054,892 $3,538,612 +0.1%
Net Income $131,007 $1,023,544 -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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
71
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
2
$129,986
Total Directors
5
$129,986
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Athena Byrne Executive Dir. 40.00
Officer Director
$129,986 $0 $129,986
DANIELLE BENTO TBS SUPERVISOR 40.00
$98,769 $0 $98,769
MARGIE BAILEY DUBOIS EC PROGRAM MANAGER 40.00
$85,907 $0 $85,907
TINA WILLIAM SUPERVISING SOCIAL 40.00
$77,555 $0 $77,555
MARIA CARLON TBS IMP SUPERVISOR 40.00
$77,387 $0 $77,387
ANA ZARATE TBS IMP SUPERVISOR 40.00
$70,498 $0 $70,498
Guadalupe Castro Board Member 1.00
Director
$0 $0 $0
Carol Cortes Board Member 1.00
Director
$0 $0 $0
Aleena Commandeur Board Member 1.00
Director
$0 $0 $0
Jason Jimenez President 1.00
Officer 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 $4,185,899 $4,054,892 $2,212,269 $131,007
2024 $4,562,156 $3,538,612 $2,118,976 $1,023,544
2023 $3,416,607 $3,634,516 $2,201,575 $-217,909
2022 $3,856,559 $3,934,341 $2,051,743 $-77,782
2021 $4,244,596 $4,019,545 $2,412,362 $225,051
2020 $4,308,583 $4,505,808 $2,097,700 $-197,225
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