CHARITY BALL LEGACY FOUNDATION INC

EIN: 342006488 501(c)(3) Philanthropy & Grantmaking

SAN ANTONIO, TX

Total Revenue
$227,137
Total Expenses
$398,608
Total Assets
$10,669,931
Net Assets
$10,669,931
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
TX
Principal Officer
ALLISON ZELLER
Phone
2102414657
Tax Period
2024-01-01 to 2024-12-31

CHARITY BALL LEGACY FOUNDATION INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $227K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $399K exceeded revenue, resulting in a 75% operating deficit.

Mission

THE MISSION OF THE CHARITY BALL LEGACY FOUNDATION IS TO PRESERVE AND SUSTAIN THE WORK OF THE CHARITY BALL ASSOCIATION TO SUPPORT AND ENHANCE THE QUALITY OF LIFE FOR THE CHILDREN OF BEXAR COUNTY.

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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 $47,751
Program Service Revenue $0
Investment Income $179,386
Other Revenue $0
TOTAL REVENUE $227,137

Expense Breakdown

Grants Paid $300,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $300,000
Other Expenses $98,608
TOTAL EXPENSES $398,608

Year-over-Year Comparison

2024 2023 Change
Revenue $227,137 $260,803 -0.1%
Expenses $398,608 $328,297 +0.2%
Net Income $-171,471 $-67,494 +1.5%
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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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
15

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
9
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHRYN JOHNSON Chair EMERITUS 0.50
Officer Director
$0 $0 $0
VICKI MCLAUGHLIN Chairman 0.50
Officer Director
$0 $0 $0
BARBARA WOOD MEMBER 0.50
Director
$0 $0 $0
JILL VASSAR President 0.50
Officer Director
$0 $0 $0
ALLISON ZELLER Treasurer 0.50
Officer Director
$0 $0 $0
ROBERT WORTH VP GIFTS 0.50
Officer Director
$0 $0 $0
CAROLINE SCHUPBACH VP DEVELOPMENT 0.50
Officer Director
$0 $0 $0
KELLY CAVENDER Secretary 0.50
Officer Director
$0 $0 $0
ELIZABETH BODDY VP INVESTMENTS 0.50
Officer Director
$0 $0 $0
DIANA MOREHOUSE VP P/R 0.50
Officer Director
$0 $0 $0
KEVIN KENNEDY MEMBER 0.50
Director
$0 $0 $0
JAN HILL MEMBER 0.50
Director
$0 $0 $0
ESTEE KELLOGG MEMBER 0.50
Director
$0 $0 $0
STUART HENDRY MEMBER 0.50
Director
$0 $0 $0
EDWARD MOORE MEMBER 0.50
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
2024 $227,137 $398,608 $10,669,931 $-171,471
2023 $260,803 $328,297 $9,301,494 $-67,494
2022 $1,271,797 $277,513 $8,161,696 $994,284
2021 $746,714 $252,416 $8,400,348 $494,298
2020 $1,104,066 $178,625 $7,256,338 $925,441
2019 $459,377 $45,023 $5,634,103 $414,354
2018 $118,642 $40,161 $4,749,211 $78,481
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