CHARITABLE DEEDS & SERVICES (EIN 412069157) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

BOBBI WOLFGONG

Phone

8147970286

Tax Period

2023-01-01 to 2023-12-31

CHARITABLE DEEDS & SERVICES, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $273K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $255K left a modest 7% surplus.

Mission

FINANCIAL ASSISTANCE TO INDIVIDUALS IN THE AREA WHO ARE IN NEED DUE TO DISASTERS, DISEASE, AND/OR TEMPORARY HARDSHIPS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $139,194

Program Service Revenue $127,365

Investment Income $6,510

Other Revenue $0

TOTAL REVENUE $273,069

Expense Breakdown

Grants Paid $179,587

Salaries & Benefits $0

Fundraising Expenses $2,293

Program Expenses $243,881

Other Expenses $75,681

TOTAL EXPENSES $255,268

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,069	$249,449	+0.1%
Expenses	$255,268	$297,741	-0.1%
Net Income	$17,801	$-48,292	-1.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KERRY COCHRAN	BOARD MEMBER	10.00	Director	$0	$0	$0
NOLAN DAVIS	BOARD MEMBER	10.00	Director	$0	$0	$0
NELLIE HARTZELL	BOARD MEMBER	10.00	Director	$0	$0	$0
DENISE HIRSCH	BOARD MEMBER	20.00	Director	$0	$0	$0
ELLIE TELEZ	SECRETARY	10.00	Officer Director	$0	$0	$0
BOBBI WOLFGONG	PRESIDENT	40.00	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	No data	No data	No data	No data
2023	$273,069	$255,268	$508,967	$17,801
2022	$249,449	$297,741	$462,091	$-48,292
2021	$354,460	$123,484	$558,488	$230,976
2020	$281,104	$155,113	$317,313	$125,991
2019	$210,799	$193,666	$199,122	$17,133
2018	$236,536	$233,145	$169,670	$3,391

CHARITABLE DEEDS & SERVICES