CHARLES W CHRISTIE FOUNDATION (EIN 371005392) - 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

1975

Legal Domicile

Principal Officer

ALEX RUGGIERI

Phone

2173598470

Tax Period

2023-01-01 to 2023-12-31

CHARLES W CHRISTIE FOUNDATION, founded in 1975, is a small nonprofit that reported $424K in total revenue in fiscal year 2023. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $145K, a strong 34% operating margin.

Mission

THE CHARLES W CHRISTIE FOUNDATION IS AN ILLINOIS NOT-FOR-PROFIT ORGANIZATION PROMOTING COMMUNITY HEALTH EDUCATION

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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 $59,121

Program Service Revenue $0

Investment Income $318,863

Other Revenue $46,323

TOTAL REVENUE $424,307

Expense Breakdown

Grants Paid $145,091

Salaries & Benefits $0

Fundraising Expenses $23,223

Program Expenses $197,511

Other Expenses $134,714

TOTAL EXPENSES $279,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,307	$215,503	+1.0%
Expenses	$279,805	$263,128	+0.1%
Net Income	$144,502	$-47,625	-4.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ANNI MCCLELLAN	TREASURER	Officer Director	$0	$0	$0
ABRAHAM KOCHERIL	TRUSTEE	Director	$0	$0	$0
ALEX RUGGIERI	PRESIDENT	Officer Director	$0	$0	$0
AMY ARMSTRONG	TRUSTEE	Director	$0	$0	$0
MYISHA PORTER	TRUSTEE	Director	$0	$0	$0
STEVEN DAMORE	TRUSTEE	Director	$0	$0	$0
BRIAN MCKAY	TRUSTEE	Director	$0	$0	$0
TERESA TEMPLES	TRUSTEE	Director	$0	$0	$0
KIM PANKAU	TRUSTEE	Director	$0	$0	$0
SCOTT SEGERSTROM	TRUSTEE	Director	$0	$0	$0
MELISSA TEPOVICH	EXEC DIRECTOR/ SECRETARY	Officer	$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	No data	No data	No data	No data
2023	$424,307	$279,805	$7,551,697	$144,502
2022	$215,503	$263,128	$6,964,363	$-47,625
2021	$434,954	$237,257	$7,800,430	$197,697
2020	$312,552	$324,706	$7,913,048	$-12,154
2019	$293,415	$306,205	$7,296,682	$-12,790
2018	$364,524	$307,029	$6,638,104	$57,495

CHARLES W CHRISTIE FOUNDATION