NATIONAL CHARITABLE FUND INC (EIN 650462974) - 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

1993

Legal Domicile

Principal Officer

DONALD E BROWN

Phone

4074209005

Tax Period

2024-01-01 to 2024-12-31

NATIONAL CHARITABLE FUND INC, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 90% from the prior year — a significant decline worth monitoring. Net assets of $17.9M represent 197 months of operating reserves.

Mission

NATIONAL CHARITABLE FUND, INC. ASSISTS CLIENTS IN MAKING A MEANINGFUL IMPACT ON IMPORTANT CAUSES BY FACILITATING THE DISTRIBUTION OF CHARITABLE DONATIONS TO OTHER NON-PROFIT ORGANIZATIONS.

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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 $119,453

Program Service Revenue $0

Investment Income $966,977

Other Revenue $0

TOTAL REVENUE $1,086,430

Expense Breakdown

Grants Paid $666,902

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $949,683

Other Expenses $501,764

TOTAL EXPENSES $1,168,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,086,430	$10,817,396	-0.9%
Expenses	$1,168,666	$971,994	+0.2%
Net Income	$-82,236	$9,845,402	-1.0%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD E BROWN	PRESIDENT	1.00	Officer Director	$0	$0	$0
STACY SULLIVAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN BROWN	EXECUTIVE DIRECTOR	1.00	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
2024	$1,086,430	$1,168,666	$17,863,810	$-82,236
2023	$10,817,396	$971,994	$16,947,963	$9,845,402

NATIONAL CHARITABLE FUND INC