CHARLES C POWELL FOUNDATION INC (EIN 541640087) - 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

1992

Legal Domicile

Principal Officer

CHRIS CORBETT

Phone

2766944999

Tax Period

2024-01-01 to 2024-12-31

CHARLES C POWELL FOUNDATION INC, founded in 1992, is a micro nonprofit that reported $44K in total revenue in fiscal year 2019. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 31% operating margin.

Mission

PROVIDING STUDENT LOANS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $96,194

Other Revenue $0

TOTAL REVENUE $96,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,250

Fundraising Expenses $0

Program Expenses $654

Other Expenses $16,359

TOTAL EXPENSES $23,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,194	$59,793	+0.6%
Expenses	$23,609	$21,491	+0.1%
Net Income	$72,585	$38,302	+0.9%

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

$7,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER CORBETT	CHAIRMAN	0.25	Director	$1,750	$0	$1,750
JAMES CLEMENT	TREASURER	0.25	Director	$1,500	$0	$1,500
JUDY LACKS	TRUSTEE	0.25	Director	$1,500	$0	$1,500
DAVID HOBACK	TRUSTEE	0.25	Director	$1,250	$0	$1,250
BRAD SMITH	TRUSTEE	0.25	Director	$1,250	$0	$1,250

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	$96,194	$23,609	$2,844,790	$72,585
2023	$59,793	$21,491	$2,747,065	$38,302
2022	$129,085	$27,389	$2,682,143	$101,696
2021	$26,254	$22,327	$2,604,204	$3,927
2020	$37,671	$100,078	$2,607,198	$-62,407
2019	$43,714	$30,196	$2,670,613	$13,518

CHARLES C POWELL FOUNDATION INC