CITRUS UNITED BASKET INC (EIN 592553570) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

CITRUS UNITED BASKET INC, founded in 1978, is a small nonprofit in the Human Services sector that reported $327K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 23% operating margin.

Mission

TO PROVIDE EMERGENCY ASSISTANCE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $325,557

Program Service Revenue $0

Investment Income $1,844

Other Revenue $0

TOTAL REVENUE $327,401

Expense Breakdown

Grants Paid $124,368

Salaries & Benefits $95,458

Fundraising Expenses $2,400

Program Expenses $248,501

Other Expenses $28,675

TOTAL EXPENSES $250,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,401	$233,959	+0.4%
Expenses	$250,901	$250,706	+0.0%
Net Income	$76,500	$-16,747	-5.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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 SELPH	ED	4.00	Director	$0	$0	$0
GRACE COPELAND	N/A	4.00	Director	$0	$0	$0
DAVID WILSON	N/A	4.00	Director	$0	$0	$0
TONY SANCHEZ	N/A	4.00	Director	$0	$0	$0
JOHN PEPE	N/A	4.00	Director	$0	$0	$0
BARBARA BARNES	N/A	4.00	Director	$0	$0	$0
STEVE SAVINO	PRESIDENTTREASURER	4.00	Officer	$0	$0	$0
ELIJAY HARTZIG	VICE PRESIDENT	8.00	Officer	$0	$0	$0
CARRIE ENGLE	SECRETARY	4.00	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	$327,401	$250,901	$239,783	$76,500
2023	$232,468	$290,697	$461,329	$-58,229
2022	$423,129	$403,440	$519,516	$19,689
2021	$428,988	$385,807	$499,771	$43,181
2020	$385,541	$390,346	$455,942	$-4,805
2019	$385,525	$373,096	$460,730	$12,429
2018	$479,673	$502,772	$447,948	$-23,099

CITRUS UNITED BASKET INC