CALEDONIA AREA COMMUNITY CHARITIES INC (EIN 411993909) - 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

2000

Legal Domicile

Principal Officer

STEVE INGVALSON

Phone

5077243371

Tax Period

2024-01-01 to 2024-12-31

CALEDONIA AREA COMMUNITY CHARITIES INC, founded in 2000, is a micro nonprofit in the Human Services sector that reported $93K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 15% operating margin.

Mission

TO BUILD, MAINTAIN AND OPERATE A COMMUNITY CENTER FOR USE BY PEOPLE IN THE SURROUNDING COMMUNITY.

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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 $46,746

Program Service Revenue $39,689

Investment Income $6,519

Other Revenue $0

TOTAL REVENUE $92,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,247

Fundraising Expenses $5,530

Program Expenses $72,214

Other Expenses $66,415

TOTAL EXPENSES $78,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,954	$71,150	+0.3%
Expenses	$78,662	$77,290	+0.0%
Net Income	$14,292	$-6,140	-3.3%

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

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
MATT SCHMITZ	PRESIDENT	001.00	Officer	$0	$0	$0
DENNIS TORGERSON	VICE PRESIDENT	001.00	Officer	$0	$0	$0
CAROL NELSON	SECRETARY	001.00	Officer	$0	$0	$0
STEVE INGVALSON	TREASURER	001.00	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
2024	$92,954	$78,662	$687,384	$14,292
2023	$71,150	$77,290	$666,430	$-6,140
2022	$58,833	$89,905	$664,810	$-31,072
2021	$105,503	$69,556	$701,841	$35,947
2020	$68,720	$72,603	$660,233	$-3,883

CALEDONIA AREA COMMUNITY CHARITIES INC