CHARITY PARITY PLAN INC (EIN 586044150) - 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

1956

Legal Domicile

Principal Officer

Amy Hennessy

Phone

4044988500

Tax Period

2024-01-01 to 2024-12-31

CHARITY PARITY PLAN INC, founded in 1956, is a small nonprofit that reported $235K in total revenue in fiscal year 2024. Expenses of $209K left a modest 11% surplus.

Mission

Charity Parity Plan, Inc. is a non-profit corporation established by the Federal Reserve Bank of Atlanta employees to raise money and awareness for local non-profit agencies.

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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 (2024)

Revenue Breakdown

Contributions & Grants $234,579

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $234,583

Expense Breakdown

Grants Paid $209,187

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,187

Other Expenses $0

TOTAL EXPENSES $209,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,583	$227,693	+0.0%
Expenses	$209,187	$241,000	-0.1%
Net Income	$25,396	$-13,307	-2.9%

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Karen Mracek	Trustee	Director	$0	$0	$0
Leah Davenport	Trustee	Director	$0	$0	$0
Marc Fordham	Trustee	Director	$0	$0	$0
Alex Romeo	Trustee	Director	$0	$0	$0
Dwight Elliston	Chair	Officer Director	$0	$0	$0
Rodnee Mosley	Vice Chair	Officer Director	$0	$0	$0
Lakin DeCourcy	Secretary	Officer Director	$0	$0	$0
Maria Sanders	Campaign Co-Chair	Officer Director	$0	$0	$0
Charlotte Wessels	Campaign Co-Chair	Officer Director	$0	$0	$0
Trinise Luster	At-Large Members	Officer Director	$0	$0	$0
Patrick Pontius	At-Large Members	Officer Director	$0	$0	$0
Natasha MooToo	At-Large Members	Officer Director	$0	$0	$0
Amy Hennessy	Executive Director	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
2024	$234,583	$209,187	$46,112	$25,396
2023	$227,693	$241,000	$20,716	$-13,307
2022	$224,275	$221,893	$34,023	$2,382
2021	$249,773	$242,500	$31,641	$7,273

CHARITY PARITY PLAN INC