CHARLTON PARK VILLAGE FOUNDATION

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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

1987

Legal Domicile

Principal Officer

JOHN JACOBS

Phone

2699459070

Tax Period

2024-05-01 to 2025-04-30

CHARLTON PARK VILLAGE FOUNDATION, founded in 1987, is a micro nonprofit in the Health Care sector that reported $84K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 49% operating margin.

Mission

TO PRESERVE AND MAINTAIN THE BUILDINGS AND COLLECTIONS OF CHARLTON PARK, BARRY COUNTY, MICHIGAN. CHARLTON PARK IS A PUBLIC PARK OWNED BY BARRY COUNTY, MICHIGAN.

Program Service Accomplishments

Program 1

Expenses: $42,184

PRESERVE BUILDINGS AND ARTIFACTS OF CHARLTON PARK. THE PARK HAS SEVERAL THOUSAND VISITORS EACH YEAR. TOURS ARE GIVEN TO THOUSANDS OF SCHOOL CHILDREN ON FIELD TRIPS. CHARLTON PARK AVERAGES OVER 25,000 VISITORS EACH YEAR TO SEE THE HISTORY ENCOMPASSED IN THIS UNIQUE PARK. VISITORS COME FOR EDUCATION PROGRAMS, SPECIAL EVENTS, VILLAGE TOURS AND RECREATIONAL USE.

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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 $34,534

Program Service Revenue $0

Investment Income $49,519

Other Revenue $0

TOTAL REVENUE $84,053

Expense Breakdown

Grants Paid $42,184

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,184

Other Expenses $347

TOTAL EXPENSES $42,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,053	$63,174	+0.3%
Expenses	$42,531	$37,487	+0.1%
Net Income	$41,522	$25,687	+0.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM KELLY	DIRECTOR	1.00	Director	$0	$0	$0
CARL SCHOESSEL	DIRECTOR	1.00	Director	$0	$0	$0
BOB BECKER	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY DAY	DIRECTOR	1.00	Director	$0	$0	$0
JULIE GUENTHER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH CZINDER	TREASURER	2.00	Officer	$0	$0	$0
SHIRLEY BARNUM	SECRETARY	1.00	Officer	$0	$0	$0
JOHN JACOBS	CHAIRMAN	1.00	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
2025	$59,969	$41,633	$1,165,430	$18,336
2025	$84,053	$42,531	$1,147,094	$41,522
2024	$63,174	$37,487	$1,105,572	$25,687
2023	$55,769	$63,125	$1,079,885	$-7,356
2022	$49,993	$12,493	$1,087,241	$37,500
2021	$48,764	$19,694	$1,049,741	$29,070
2020	$49,875	$16,464	$1,020,671	$33,411
2019	$55,736	$14,023	$987,260	$41,713