AMERICA'S CHARITIES (EIN 541517707) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

JAMES E STARR

Phone

8004589505

Tax Period

2023-01-01 to 2023-12-31

AMERICA'S CHARITIES, founded in 1988, is a mid-sized nonprofit that reported $26.4M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

AMERICA'S CHARITIES PROVIDES CHARITIES WITH FINANCIAL SUPPORT THROUGH WORKPLACE GIVING AND ADDITIONAL PATHS. AMERICA'S CHARITIES ALSO PROVIDES DIRECT FINANCIAL ASSISTANCE TO THOSE IMPACTED BY DISASTERS AND OTHER EMERGENCIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $38,406,543

Program Service Revenue $4,622,149

Investment Income $561,300

Other Revenue $24,496

TOTAL REVENUE $43,614,488

Expense Breakdown

Grants Paid $36,310,148

Salaries & Benefits $3,597,012

Fundraising Expenses $270,613

Program Expenses $40,078,274

Other Expenses $1,187,459

TOTAL EXPENSES $41,094,619

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,614,488	$39,872,476	+0.1%
Expenses	$41,094,619	$36,210,003	+0.1%
Net Income	$2,519,869	$3,662,473	-0.3%

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

Employees

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

$386,707

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE DE ARMOND	CHAIR	4.00	Officer Director	$0	$0	$0
HEATHER LOFTKIN WRIGHT	IMM. PAST CHAIR UNTIL 6/23	2.00	Officer Director	$0	$0	$0
MARC JOHNSON	SECRETARY UNTIL 6/23, DIRECTOR	2.00	Officer Director	$0	$0	$0
GARY LEVANTE	TREASURER	2.00	Officer Director	$0	$0	$0
CODY CHANDLER	DIRECTOR	2.00	Director	$0	$0	$0
GRACE CHUNG	DIRECTOR	2.00	Director	$0	$0	$0
TRACYE FUNN	DIRECTOR	2.00	Director	$0	$0	$0
WENDELL HALL	DIRECTOR	2.00	Director	$0	$0	$0
MARLY LEIGHTON	DIRECTOR UNTIL 6/23, SECRETARY	2.00	Officer Director	$0	$0	$0
REBECCA PILOT	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SCHENKELBERG	DIRECTOR	2.00	Director	$0	$0	$0
SHANI WAUGH	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
LAYLA ZAIDDANE	DIRECTOR	2.00	Director	$0	$0	$0
IJ ADETOYE	DIRECTOR - AS OF 06/23	2.00	Director	$0	$0	$0
JAMES E STARR	PRESIDENT & CEO	36.50	Officer	$341,110	$36,252	$386,707
DAVID STATHIS	VP, IT	36.50	Highest	$140,450	$10,902	$155,200
SOOK SURAGIAT	CONTROLLER	36.50	Highest	$131,699	$14,285	$149,592
KIMBERLY H YOUNG	VP, BUSINESS DEVELOPMENT	36.50	Highest	$122,906	$25,213	$151,487
ROBYN NEAL	VP, CLIENT ENGAGEMENT	36.50	Highest	$104,960	$26,983	$134,819
LAVELLE DONNELLY	VP, FUND MGMT SOLUTIONS	36.50	Highest	$116,258	$9,967	$129,410

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	$43,614,488	$41,094,619	$24,928,604	$2,519,869
2022	$39,872,476	$36,210,003	$20,666,550	$3,662,473
2021	$37,274,660	$37,176,731	$19,664,098	$97,929
2020	$50,207,672	$43,349,026	$17,333,300	$6,858,646
2019	$28,690,750	$28,796,126	$11,214,204	$-105,376
2018	$26,404,042	$26,235,718	$9,061,896	$168,324

AMERICA'S CHARITIES