Charley Foundation Inc

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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

2003

Legal Domicile

Principal Officer

Carolyn Miller

Phone

8172676783

Tax Period

2023-01-01 to 2023-12-31

Charley Foundation Inc, founded in 2003, is a small nonprofit in the Youth Development sector that reported $161K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

To improve the quality of life of children in need

Program Service Accomplishments

Program 1

Expenses: $143,300

Through donations, sponsorships and fundraising events, funds are distributed to qualified non-profit organizations who share the mission to improve the lives of children

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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 (2023)

Revenue Breakdown

Contributions & Grants $164,285

Program Service Revenue $0

Investment Income $0

Other Revenue $-3,707

TOTAL REVENUE $160,578

Expense Breakdown

Grants Paid $143,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,300

Other Expenses $12,828

TOTAL EXPENSES $156,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,578	$131,041	+0.2%
Expenses	$156,128	$60,554	+1.6%
Net Income	$4,450	$70,487	-0.9%

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
Carolyn Miller	President	5.00	Officer	$0	$0	$0
Bridgette Tatum	Director	1.00	Officer	$0	$0	$0
Rodney James	Treasurer	1.00	Officer	$0	$0	$0
Melissa James	Secretary	1.00	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	No data	No data	No data	No data
2023	$160,578	$156,128	$88,089	$4,450
2022	$131,041	$60,554	$135,013	$70,487
2021	$49,106	$179,499	$19,526	$-130,393
2020	$62,795	$71,200	$152,419	$-8,405
2019	$136,657	$44,839	$212,392	$91,818
2018	$117,569	$106,196	$34,300	$11,373