HELEN L SIDDON BOGAN CHAR TR 60-4000712

EIN: 626173144

MEMPHIS, TN

Total Revenue
$71,029
Total Expenses
$56,837
Total Assets
$850,083
Net Assets
$850,083
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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
1985
Legal Domicile
TN
Tax Period
2024-01-01 to 2024-12-31

HELEN L SIDDON BOGAN CHAR TR 60-4000712, founded in 1985, is a micro nonprofit that reported $71K in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 20% operating margin.

Mission

EDUCATIONAL SUPPORT

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $71,029
Other Revenue $0
TOTAL REVENUE $71,029

Expense Breakdown

Grants Paid $39,861
Salaries & Benefits $16,678
Fundraising Expenses $0
Other Expenses $298
TOTAL EXPENSES $56,837

Year-over-Year Comparison

2024 2023 Change
Revenue $71,029 $28,607 +1.5%
Expenses $56,837 $53,900 +0.1%
Net Income $14,192 $-25,293 -1.6%
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$0 $16,678 $16,678
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 $71,029 $56,837 $850,083 $14,192
2023 $28,607 $53,900 $835,410 $-25,293
2022 $66,046 $61,246 $862,034 $4,800
2021 $45,660 $59,826 $858,367 $-14,166
2020 $86,931 $54,499 $878,999 $32,432
2019 $52,155 $49,231 $840,541 $2,924
2018 $27,649 $52,644 $837,591 $-24,995
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