MEDBROOK CHILDREN'S CHARITY INC

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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

2000

Legal Domicile

Principal Officer

KELLY NELSON

Phone

3048427186

Tax Period

2023-01-01 to 2023-12-31

MEDBROOK CHILDREN'S CHARITY INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $268K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $79K, a strong 29% operating margin.

Mission

TO BENEFIT UNDER-PRIVILEGED CHILDREN THROUGH DONATIONS TO ENTITIES AND AGENCIES WHICH PROVIDE SERVICES TO UNDER-PRIVILEGED CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $50,000 Revenue: $0

ANNUAL GRANT TO THE HARRISON COUNTY BOARD OF EDUCATION TO SUPPORT PROGRAM SERVICES FOR MEDICAL CARE, CLOTHING AND SUPPLIES FOR UNDER-PRIVILEDGED CHILDREN WHO ARE IDENTIFIED AND CLASSIFIED BY THE...

ANNUAL GRANT TO THE HARRISON COUNTY BOARD OF EDUCATION TO SUPPORT PROGRAM SERVICES FOR MEDICAL CARE, CLOTHING AND SUPPLIES FOR UNDER-PRIVILEDGED CHILDREN WHO ARE IDENTIFIED AND CLASSIFIED BY THE SCHOOL SYSTEM

Program 2

Expenses: $101,788

AMOUNTS PAID TO OR FOR ELEMENTARY SCHOOL OR YOUTH PROGRAMS, INCLUDING INDIGENT HEALTHCARE.

Program 3

Expenses: $24,423

AMOUNTS PAID TO HELP AID IN SERVICES TO UNDER-PRIVILEGED CHILDREN.

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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 $191,192

Program Service Revenue $0

Investment Income $39,115

Other Revenue $37,424

TOTAL REVENUE $267,731

Expense Breakdown

Grants Paid $153,552

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $176,211

Other Expenses $35,448

TOTAL EXPENSES $189,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,731	$586,629	-0.5%
Expenses	$189,000	$313,341	-0.4%
Net Income	$78,731	$273,288	-0.7%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY R NELSON MD	PRESIDENT/DIRECTOR	20.00	Officer Director	$0	$0	$0
LUANNE BUSH	SECRETARY/DIRECTOR	2.00	Officer Director	$0	$0	$0
EVANS KING	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL D'ANNUNZIO	DIRECTOR	2.00	Director	$0	$0	$0
MARK URSO	DIRECTOR	2.00	Director	$0	$0	$0
MARC HALBRITTER	DIRECTOR	2.00	Director	$0	$0	$0
TOM AMAN	TREASURER/DIRECTOR	2.00	Director	$0	$0	$0
ROGER LEHOSIT	VICE PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
DAVID ALVAREZ	DIRECTOR	2.00	Director	$0	$0	$0
STEVE WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID D'ANNUNZIO	DIRECTOR	2.00	Director	$0	$0	$0
JACLYN ROMINGER	DIRECTOR	2.00	Director	$0	$0	$0
LAURA PICKENS	DIRECTOR	2.00	Director	$0	$0	$0
ADAM DYER	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$267,731	$189,000	$1,796,068	$78,731
2022	$586,629	$313,341	$1,517,973	$273,288
2021	$257,518	$164,888	$1,911,441	$92,630
2020	$256,823	$145,268	$1,665,610	$111,555
2019	$242,639	$153,528	$1,439,637	$89,111
2018	$162,956	$129,663	$1,134,400	$33,293