SPIRIT OF CHARITY FOUNDATION (EIN 721251751) - 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

1993

Legal Domicile

Principal Officer

WARREN BELL JR

Phone

5047024409

Tax Period

2024-07-01 to 2025-06-30

SPIRIT OF CHARITY FOUNDATION, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $635K in total revenue in fiscal year 2024. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $131K, a strong 21% operating margin.

Mission

IT IS THE MISSION OF THE SPIRIT OF CHARITY FOUNDATION TO SUPPORT AND FACILITATE PATIENT-CENTERED CARE, ACTIVELY PROMOTE HEALTH AND WELLNESS AND TO ADVANCE MEDICAL RESEARCH AND EDUCATION THROUGH FUNDRAISING EFFORTS.

🔒

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 $562,139

Program Service Revenue $0

Investment Income $55,899

Other Revenue $17,442

TOTAL REVENUE $635,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,074

Fundraising Expenses $124,626

Program Expenses $316,819

Other Expenses $353,282

TOTAL EXPENSES $504,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$635,480	$287,923	+1.2%
Expenses	$504,356	$274,614	+0.8%
Net Income	$131,124	$13,309	+8.9%

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

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
GERALDINE MENARD	BOARD MEMBER	0.20	Director	$0	$0	$0
CHARLOTTE PARENT	BOARD MEMBER	0.20	Director	$0	$0	$0
ALISON SMITH	BOARD MEMBER	0.20	Director	$0	$0	$0
NEAL KLING	BOARD MEMBER	0.20	Director	$0	$0	$0
HAROLD WEIS	BOARD MEMBER	0.10	Director	$0	$0	$0
JESSICA WAGUESPACK	BOARD MEMBER	0.20	Director	$0	$0	$0
EUGENE SAUSSE JR	BOARD MEMBER	0.10	Director	$0	$0	$0
RAOUL RODRIGUEZ MD	BOARD MEMBER	0.20	Director	$0	$0	$0
DONNA RICHARDSON	BOARD MEMBER	0.10	Director	$0	$0	$0
DR SALLY KNIGHT	BOARD MEMBER	0.40	Director	$0	$0	$0
MYRA KLEINPETER MD	BOARD MEMBER	0.10	Director	$0	$0	$0
EDWARD HELM MD	BOARD MEMBER	0.20	Director	$0	$0	$0
L LEE HAMM MD	BOARD MEMBER	0.10	Director	$0	$0	$0
SARAH CASKEY SMITH	BOARD MEMBER	0.40	Director	$0	$0	$0
RACHEL NICKEL	BOARD MEMBER	0.20	Director	$0	$0	$0
JUZAR ALI MD	BOARD MEMBER	0.50	Director	$0	$0	$0
BENNETT DEBOISBLANC MD	BOARD MEMBER	0.30	Director	$0	$0	$0
RICHARD DICARLO MD	BOARD MEMBER	0.30	Director	$0	$0	$0
JOSEPH BIUNDO JR MD	BOARD MEMBER	0.10	Director	$0	$0	$0
PETER DEBLIEUX MD	BOARD MEMBER	0.20	Director	$0	$0	$0
BRADLEY SPIELER	EXECUTIVE DIRECTOR	3.00	Officer Director	$0	$0	$0
FRANK INCAPRERA MD	EX-OFFICIO	0.05	Director	$0	$0	$0
STEVE NELSON MD	EX-OFFICIO	0.30	Director	$0	$0	$0
WARREN BELL JR	PRESIDENT	5.00	Officer Director	$0	$0	$0
DAMON DIETRICH MD	SECRETARY/TREASURER	0.40	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
2025	$635,480	$504,356	$1,715,054	$131,124
2024	No data	No data	No data	No data
2023	$635,007	$509,814	$1,627,616	$125,193
2022	$385,407	$565,916	$1,371,477	$-180,509
2021	$373,240	$644,002	$1,803,201	$-270,762
2020	$1,236,763	$428,823	$1,930,485	$807,940
2019	$324,208	$323,129	$1,063,735	$1,079

SPIRIT OF CHARITY FOUNDATION