CHARITY POLO CLASSIC INC (EIN 472151758) - 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

2015

Legal Domicile

Principal Officer

CHRISTI WINSOR

Phone

8778295500

Tax Period

2023-01-01 to 2023-12-31

CHARITY POLO CLASSIC INC, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $647K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 17% operating margin.

Mission

PLANNING AND HOSTING POLO EVENTS TO RAISE FUNDS FOR LOCAL, STATE AND NATIONAL NONPROFIT ORGANIZATIONS 501 C 3. CHARITY POLO CLASSIC, INC. ACCEPTS SPONSORSHIPS, TABLE-SALES AND IN-KIND GIFTS TO HELP FUND EVENTS. AFTER THE EVENTS' EXPENSES ARE PAID, THE REMAINING FUNDS ARE DONATED TO SELECTED CHARITIES. THESE ENTITIES MUST PROVIDE PROOF OF HOW THE FUNDS ARE UTILIZED.

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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 $742,522

Program Service Revenue $0

Investment Income $0

Other Revenue $-95,412

TOTAL REVENUE $647,110

Expense Breakdown

Grants Paid $530,806

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $537,082

Other Expenses $8,649

TOTAL EXPENSES $539,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$647,110	$493,627	+0.3%
Expenses	$539,455	$467,656	+0.2%
Net Income	$107,655	$25,971	+3.1%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
KELLY BECKER	CHAIRPERSON	2.50	Officer	$0	$0	$0
GRANT HOCKING	SECRETARY	2.50	Officer	$0	$0	$0
SHEETAL PATEL	VICE-PRESIDE	2.50	Officer	$0	$0	$0
MONA WARREN	TREASURER	2.50	Officer	$0	$0	$0
CHRISTI WINSOR	PRESIDENT	2.50	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$647,110	$539,455	$408,995	$107,655
2022	$493,627	$467,656	$276,466	$25,971
2021	$290,260	$115,220	$250,495	$175,040
2020	$346,579	$354,649	$75,455	$-8,070
2019	$353,311	$348,386	$83,525	$4,925
2018	$194,392	$148,550	$104,790	$45,842

CHARITY POLO CLASSIC INC