CHARITABLE FOUNDATION USA

EIN: 431783807 501(c)(3) Philanthropy & Grantmaking

Saint Louis, MO

Total Revenue
$69,024
Total Expenses
$146,286
Total Assets
$2,198,540
Net Assets
$2,198,540
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
MO
Principal Officer
Daniel H Jones Sr
Phone
3145962455
Tax Period
2023-01-01 to 2023-12-31

CHARITABLE FOUNDATION USA, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $69K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $146K exceeded revenue, resulting in a 112% operating deficit.

Mission

To develop/sustain, within scope of IRC Sect 501(c)(3), critical mass of social cohesion by (1) supporting philanthropy, (2) sharing gifts/grants with other charities, and (3) developing and executing programs that further social cohesion.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,811
Program Service Revenue $1,331
Investment Income $58,882
Other Revenue $0
TOTAL REVENUE $69,024

Expense Breakdown

Grants Paid $105,670
Salaries & Benefits $31,057
Fundraising Expenses $0
Program Expenses $115,467
Other Expenses $9,559
TOTAL EXPENSES $146,286

Year-over-Year Comparison

2023 2022 Change
Revenue $69,024 $97,618 -0.3%
Expenses $146,286 $167,430 -0.1%
Net Income $-77,262 $-69,812 +0.1%
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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Governance

Voting Members
3
Independent Members
1
Employees
1
Volunteers
1

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
3
$28,850
Total Directors
3
$28,850
Key Employees
1
$28,850
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Daniel H Jones Sr President 10
Officer Director Key Emp
$28,850 $0 $28,850
Richard Wise Vice President 0
Officer Director
$0 $0 $0
David Schulze Secretary 0
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 $69,024 $146,286 $2,198,540 $-77,262
2023 $69,024 $146,286 $2,198,540 $-77,262
2022 $97,618 $167,430 $1,974,917 $-69,812
2021 $118,876 $163,369 $2,504,037 $-44,493
2020 $354,277 $163,273 $2,281,920 $191,004
2019 $231,808 $107,364 $2,375,655 $124,444
2018 $389,278 $140,975 $1,837,507 $248,303
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