CHARLOTTE HOUSE INC (EIN 811309269) - 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

2016

Principal Officer

HARRY BECKOUS

Phone

5855354065

Tax Period

2024-01-01 to 2024-12-31

CHARLOTTE HOUSE INC, founded in 2016, is a small nonprofit in the Health Care sector that reported $197K in total revenue in fiscal year 2024. Expenses of $187K left a modest 5% surplus.

Mission

COMFORT CARE FACILITY FOR AN INDIVIDUAL'S FINAL DAYS.

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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 $95,157

Program Service Revenue $0

Investment Income $6,057

Other Revenue $96,004

TOTAL REVENUE $197,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,059

Fundraising Expenses $0

Program Expenses $157,349

Other Expenses $35,070

TOTAL EXPENSES $187,129

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,218	$192,705	+0.0%
Expenses	$187,129	$187,543	0.0%
Net Income	$10,089	$5,162	+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

Employees

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
ANDREA ALDINGER	BOARD MEMBER	5.00	Director	$0	$0	$0
RACHEL ASHCROFT	TREASURER	5.00	Officer Director	$0	$0	$0
HARRY BECKOUS	PRESIDENT	10.00	Officer Director	$0	$0	$0
KIMBERLY BRAGG	BOARD MEMBER	5.00	Director	$0	$0	$0
SANDRA JANES	BOARD MEMBER	5.00	Director	$0	$0	$0
DONNA KIBLER	SECRETARY	5.00	Officer Director	$0	$0	$0
DORIS KIRSCH	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
PATRICIA STANDISH	BOARD MEMBER	5.00	Director	$0	$0	$0
CAROL WITTMAN	BOARD MEMBER	5.00	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	$197,218	$187,129	$409,053	$10,089
2023	$192,705	$187,543	$401,908	$5,162
2022	$224,170	$159,527	$395,319	$64,643
2021	$205,496	$132,222	$326,428	$73,274

CHARLOTTE HOUSE INC