CHARLES A HAMILTON CHARITABLE TRUST

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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

1989

Legal Domicile

Principal Officer

REGIONS BANK

Phone

2053267224

Tax Period

2024-01-01 to 2024-12-31

CHARLES A HAMILTON CHARITABLE TRUST, founded in 1989, is a small nonprofit that reported $274K in total revenue in fiscal year 2024. Revenue surged 300% from the prior year, signaling strong growth momentum. Expenses of $233K left a modest 15% surplus.

Mission

TO PROVIDE FINANCIAL SUPPORT TO SELECTED 501(C)(3) ORGANIZTIONS IN ORDER TO ACCOMPLISH SPECIFIC CHARITABLE GOALS WITHIN THE COMMUNITY OF CALHOUN COUNTY, ALABAMA AND ITS SURRONDING AREAS.

Program Service Accomplishments

Program 1

Expenses: $214,730

TRUST FORMED TO PROVIDE FININCIAL ASSISTANCE TO SPECIFIC SECTION 501(C)(3) ORGANIZATIONS. SEE ATTACHED SCHEDULE FOR LISTING.

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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 $0

Program Service Revenue $0

Investment Income $274,132

Other Revenue $0

TOTAL REVENUE $274,132

Expense Breakdown

Grants Paid $214,730

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,730

Other Expenses $18,722

TOTAL EXPENSES $233,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,132	$68,589	+3.0%
Expenses	$233,452	$266,047	-0.1%
Net Income	$40,680	$-197,458	-1.2%

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	2.00		$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	$274,132	$233,452	$4,552,578	$40,680
2023	$68,589	$266,047	$4,511,898	$-197,458
2022	$156,825	$254,407	$4,709,356	$-97,582
2021	$282,177	$239,525	$4,806,938	$42,652
2020	$150,904	$222,516	$4,764,286	$-71,612
2019	$370,126	$221,788	$4,836,765	$148,338
2018	$228,702	$224,233	$4,687,560	$4,469