THE CHARLES TOWN HBPA INC (EIN 550726448) - 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

1993

Legal Domicile

Phone

3047251535

Tax Period

2023-01-01 to 2023-12-31

THE CHARLES TOWN HBPA INC, founded in 1993, is a small nonprofit that reported $573K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $519K left a modest 9% surplus.

Mission

To provide benevolent programs, financial assistance and other services to members of the organization.

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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 $509,131

Program Service Revenue $0

Investment Income $13,807

Other Revenue $49,940

TOTAL REVENUE $572,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,014

Fundraising Expenses $0

Other Expenses $402,455

TOTAL EXPENSES $519,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$572,878	$606,271	-0.1%
Expenses	$519,469	$479,632	+0.1%
Net Income	$53,409	$126,639	-0.6%

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

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
JAMES MILLER	PRESIDENT	1.0	Officer Director	$0	$0	$0
NAOMI LONG	VICE-PRESIDENT	1.0	Officer Director	$0	$0	$0
JOE FUNKHOUSER	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD KNAPP	TREASURER	1.0	Officer Director	$0	$0	$0
TONY STEHR	DIRECTOR	0.50	Director	$0	$0	$0
RONNEY BROWN	DIRECTOR	0.50	Director	$0	$0	$0
TIMOTHY GRAMS	DIRECTOR	0.50	Director	$0	$0	$0
GLENN HARRISON	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY LUCAS	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY RUNCO	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINA VENA MOSBY	DIRECTOR	0.50	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	$572,878	$519,469	$794,666	$53,409
2022	$606,271	$479,632	$740,898	$126,639
2021	$553,588	$475,085	$614,841	$78,503
2020	$393,608	$455,860	$537,268	$-62,252
2019	$420,502	$444,645	$599,746	$-24,143
2018	$425,666	$478,336	$622,827	$-52,670

THE CHARLES TOWN HBPA INC