THE CHARMETTES INCORPORATED

EIN: 592285511 501(c)(3) Youth Development

Jacksonville, FL

Total Revenue
$299,681
Total Expenses
$344,272
Total Assets
$161,272
Net Assets
$161,272
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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
1955
Legal Domicile
FL
Principal Officer
LEILA BAILUS
Tax Period
2022-07-01 to 2023-06-30

THE CHARMETTES INCORPORATED, founded in 1955, is a small nonprofit in the Youth Development sector that reported $300K in total revenue in fiscal year 2022. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $344K exceeded revenue, resulting in a 15% operating deficit.

Mission

ADVOCATES TO IMPROVE THE QUALITY OF COMMUNITY LIFE AND PROVIDES EDUCATION, SERVICE, AND SUPPORT FOR CANCER RESEARCH THROUGH FUNDRAISING

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $299,681
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $299,681

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $102,981
Other Expenses $344,272
TOTAL EXPENSES $344,272

Year-over-Year Comparison

2022 2021 Change
Revenue $299,681 $249,172 +0.2%
Expenses $344,272 $307,566 +0.1%
Net Income $-44,591 $-58,394 -0.2%
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

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Governance

Voting Members
30
Independent Members
30
Employees
N/A
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
31
$0
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA SAMUEL PRES MARION CHAPTER 2.00
Officer Director
$0 $0 $0
DEMETRICE RUFUS PRES MEMPHIS CHAPTER 2.00
Officer Director
$0 $0 $0
JANICE SMITH COAXUM PRES NC CHAPTER 2.00
Officer Director
$0 $0 $0
MALINDA JACKSON-JAMES PRES LEON CHAPTER 2.00
Officer Director
$0 $0 $0
CERITA BATTLE PRES FIRST COAST 2.00
Officer Director
$0 $0 $0
LUVATOR NELSON PRESHILLSBOROUGH CHAPTER 2.00
Officer Director
$0 $0 $0
LINDA TEARTT PRES LAKE CHAPTER 2.00
Officer Director
$0 $0 $0
KETURAH HOWARD PRES PALM BEACH CHAPTER 2.00
Officer Director
$0 $0 $0
VICKI SEYMOUR PRES TREASURE COAST CHAPTER 2.00
Officer Director
$0 $0 $0
BARBARA DEVEAUX PRES WASH DC CHAPTER 2.00
Officer Director
$0 $0 $0
DOROTHY VEREEN NATL SERGEANT AT ARMS 2.00
Officer Director
$0 $0 $0
CATHERINE LEWIS PRES SC MIDLAND 2.00
Officer Director
$0 $0 $0
SHIRLIE JAMES PRES POLK CHAPTER 2.00
Officer Director
$0 $0 $0
JANICE GARDNER PRES RICHMOND CHAPTER 2.00
Officer Director
$0 $0 $0
BRENDA LOCKHART PRES ST JOHNS CHAPTER 2.00
Officer Director
$0 $0 $0
BONNIE FLOWERS PRES DUVAL CHAPTER 2.00
Officer Director
$0 $0 $0
LEILA BAILUS NATIONAL TREASURER 2.00
Officer Director
$0 $0 $0
JANICE WILLIAMS NATIONAL FINANCIAL SECRETARY 2.00
Officer Director
$0 $0 $0
FELICIA ARMSTRONG NATL PARLIAMENTARIAN 2.00
Officer Director
$0 $0 $0
JANICE LONDON NATL ASST SECRETARY 2.00
Officer Director
$0 $0 $0
CECILY ROBINSON-DUFFIE NATIONAL PRESIDENT 4.00
Officer Director
$0 $0 $0
WANDA SERMONS-LEE NATIONAL VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
MANDISA JONES NATIONAL SECRETARY 2.00
Officer Director
$0 $0 $0
CERITA BATTLES NATIONAL CHAPLAIN 2.00
Officer Director
$0 $0 $0
STEFANIE TURMAN PRESIDENT ATLANTA 2.00
Officer Director
$0 $0 $0
TARA MORGAN-JOHNSON PRES BROWARD CHAPTER 2.00
Officer Director
$0 $0 $0
TARA PARAMORE PRES DADE CHAPTER 2.00
Officer Director
$0 $0 $0
CASSANDRA MCCRAY ALACHUA CHAPTER 2.00
Officer Director
$0 $0 $0
AUDREL DAVIS-JONES NATIONAL HISTORIAN 2.00
Officer Director
$0 $0 $0
ANGELA DOUGLAS NATIONAL REPORTER 2.00
Officer Director
$0 $0 $0
CATHERINE LEWIS EXECUTIVE DIRECTOR 2.00
Officer 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
2023 $299,681 $344,272 $161,272 $-44,591
2022 $249,172 $307,566 $205,863 $-58,394
2020 $262,691 $250,111 $233,774 $12,580
2019 $305,039 $268,846 $256,025 $36,193
2018 $255,705 $206,113 $221,211 $49,592
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