TREES FOR CHARITY FOUNDATION INC (EIN 461086917) - 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

2013

Legal Domicile

Principal Officer

JESSIE BARTON

Phone

4357242555

Tax Period

2023-01-01 to 2023-12-31

TREES FOR CHARITY FOUNDATION INC, founded in 2013, is a small nonprofit in the Human Services sector that reported $548K in total revenue in fiscal year 2023.

Mission

TO IMPROVE THE WELL-BEING OF LOCAL INDIVIDUALS AND OTHER ORGANIZATIONS BY HOSTING A CHRISTMAS TREE AUCTION EVENT TO PROVIDE ASSISTANCE TO THOSE IN NEED.

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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 $629,807

Program Service Revenue $0

Investment Income $0

Other Revenue $-81,652

TOTAL REVENUE $548,155

Expense Breakdown

Grants Paid $543,201

Salaries & Benefits $0

Fundraising Expenses $6,347

Program Expenses $543,201

Other Expenses $7,057

TOTAL EXPENSES $550,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$548,155	$566,404	0.0%
Expenses	$550,258	$569,185	0.0%
Net Income	$-2,103	$-2,781	-0.2%

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
MARTY PARTRIDGE	Secretary	1.00	Director	$0	$0	$0
BRANDY STAKER	Treasurer	1.00	Director	$0	$0	$0
BRANDON PARKER	Board Member	1.00	Director	$0	$0	$0
JESSIE BARTON	President	1.00	Director	$0	$0	$0
ROBYN O'DRISCOL	Board Member	1.00	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	$548,155	$550,258	$19,545	$-2,103
2022	$566,404	$569,185	$21,648	$-2,781
2021	$398,325	$392,963	$24,429	$5,362
2020	$245,576	$250,153	$19,067	$-4,577
2019	$280,151	$281,034	$23,644	$-883
2018	$256,535	$289,199	$24,527	$-32,664

TREES FOR CHARITY FOUNDATION INC