Charity On Wheels Inc (EIN 462207768) - 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

2012

Legal Domicile

Principal Officer

Zach Southall

Tax Period

2025-01-01 to 2025-12-31

Charity On Wheels Inc, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $555K in total revenue in fiscal year 2025. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $183K, a strong 33% operating margin.

Mission

We take to the streets every week looking for those in need. Our goal is to see people who are struggling with poverty and homelessness rescued, restored, and back on the road to self-reliance.

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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 (2025)

Revenue Breakdown

Contributions & Grants $383,660

Program Service Revenue $0

Investment Income $0

Other Revenue $171,626

TOTAL REVENUE $555,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,718

Fundraising Expenses $0

Other Expenses $294,209

TOTAL EXPENSES $372,749

Year-over-Year Comparison

	2025	2024	Change
Revenue	$555,286	$366,019	+0.5%
Expenses	$372,749	$327,181	+0.1%
Net Income	$182,537	$38,838	+3.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Zach Southhall	President	030.00	Director	$0	$0	$0
Onesa Anozie	Board Member	001.00	Director	$0	$0	$0
David Threshie	Board Member	001.00	Director	$0	$0	$0
George Schmok	Director	001.00	Director	$0	$0	$0
Loren Castro	Director	001.00	Director	$0	$0	$0
John Bustrum	Director	001.00	Director	$0	$0	$0
Denvin Hornick	Board Member	001.00	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
2025	$555,286	$372,749	$366,041	$182,537
2024	$366,019	$327,181	$179,682	$38,838
2023	$406,364	$431,656	$140,844	$-25,292
2022	$405,283	$451,216	$166,136	$-45,933

Charity On Wheels Inc