LOCAL 311 CHARITIES INC (EIN 391933376) - 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

1998

Legal Domicile

Principal Officer

KEVIN MCDONALD

Phone

6082572030

Tax Period

2024-01-01 to 2024-12-31

LOCAL 311 CHARITIES INC, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $137K in total revenue in fiscal year 2024. Expenses of $131K left a modest 4% surplus.

Mission

TO SUPPORT & UPLIFT OUR COMMUNITY OUTSIDE OF RESPONDING TO EMERGENCIES.

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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 $147,983

Program Service Revenue $0

Investment Income $0

Other Revenue $-11,041

TOTAL REVENUE $136,942

Expense Breakdown

Grants Paid $64,767

Salaries & Benefits $0

Fundraising Expenses $36,503

Program Expenses $91,077

Other Expenses $66,303

TOTAL EXPENSES $131,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,942	N/A	N/A
Expenses	$131,070	N/A	N/A
Net Income	$5,872	$0	N/A

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
WILLIAM BOONE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MCDONALD	PRESIDENT	1.00	Officer Director	$0	$0	$0
GRAHM YAHN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRANDON JONES	TREASURER	1.00	Officer Director	$0	$0	$0
ADAM THIMMIG	SECRETARY	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
2024	$136,942	$131,070	$67,998	$5,872
2022	$186,472	$339,358	$65,356	$-152,886
2020	$66,734	$44,950	$139,728	$21,784
2019	$84,441	$66,910	$105,681	$17,531

LOCAL 311 CHARITIES INC