CHARLIES KIDS FOUNDATION INC (EIN 452704587) - 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

2011

Legal Domicile

Principal Officer

ANGIE PETROVIC

Phone

9376209575

Tax Period

2023-01-01 to 2023-12-31

CHARLIES KIDS FOUNDATION INC, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $265K in total revenue in fiscal year 2023. Revenue surged 339% from the prior year, signaling strong growth momentum. Expenses of $225K left a modest 15% surplus.

Mission

CHARLIE'S KIDS ADVOCATES FOR SAFE SLEEP TO PREVENT INFANT DEATH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $16,059

Program Service Revenue $0

Investment Income $16,842

Other Revenue $231,846

TOTAL REVENUE $264,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,309

Fundraising Expenses $0

Program Expenses $225,287

Other Expenses $158,978

TOTAL EXPENSES $225,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264,747	$60,252	+3.4%
Expenses	$225,287	$191,954	+0.2%
Net Income	$39,460	$-131,702	-1.3%

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

N/A

Employees

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

$60,672

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATASHA SHULL	Executive Dir.	30.00	Director	$60,672	$0	$60,672
RYAN ADCOK	BOARD MEMBER	4.00	Director	$0	$0	$0
KIMBERLY MEAD	BOARD MEMBER	4.00	Director	$0	$0	$0
ANGIE PETROVIC	Treasurer	8.00	Officer Director	$0	$0	$0
BETSY MCCORMACK	BOARD MEMBER	4.00	Officer Director	$0	$0	$0
CRYSTAL BROWN	BOARD MEMBER	4.00	Director	$0	$0	$0
RICHARD CUNDALL	BOARD MEMBER	4.00	Director	$0	$0	$0
MATT HARTLAGE	Vice President	4.00	Officer Director	$0	$0	$0
MAURA HANKE	Secretary	8.00	Director	$0	$0	$0
MICHAEL MENNINGER	BOARD MEMBER	4.00	Director	$0	$0	$0
DR SAMUEL HANKE	President	16.00	Officer Director	$0	$0	$0
BRYAN HAMILTON	BOARD MEMBER	4.00	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	$264,747	$225,287	$1,269,737	$39,460
2022	$60,252	$191,954	$1,284,850	$-131,702
2021	$234,341	$185,853	$1,289,149	$48,488
2020	$209,289	$138,076	$1,276,037	$71,213
2019	$256,476	$103,447	$1,199,140	$153,029
2018	$308,273	$113,316	$1,023,994	$194,957
2017	$270,074	$47,841	$863,011	$222,233

CHARLIES KIDS FOUNDATION INC