AMERICAN CHAROLAIS FOUNDATION (EIN 813471120) - 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

2017

Legal Domicile

Principal Officer

BRETT SPADER

Phone

8164645977

Tax Period

2023-01-01 to 2023-12-31

AMERICAN CHAROLAIS FOUNDATION, founded in 2017, is a micro nonprofit in the Animal-Related sector that reported $52K in total revenue in fiscal year 2023. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 74% operating margin.

Mission

RESEARCH, DEVELOPMENT AND EDUCATION ACTIVITIES TO BENEFIT THE BEEF CATTLE INDUSTRY AND THE CHAROLAIS BREED.

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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 $37,917

Program Service Revenue $0

Investment Income $11,444

Other Revenue $3,133

TOTAL REVENUE $52,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,803

Other Expenses $13,803

TOTAL EXPENSES $13,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,494	$28,044	+0.9%
Expenses	$13,803	$43,804	-0.7%
Net Income	$38,691	$-15,760	-3.5%

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
MIKE SCHUMACHER	DIRECTOR	1.00	Director	$0	$0	$0
CLINT RUSK	DIRECTOR	1.00	Director	$0	$0	$0
KAITLYN CHISM	DIRECTOR	1.00	Director	$0	$0	$0
LARRY LUDEKE	PRESIDENT	1.00	Officer	$0	$0	$0
J ROBERT TIBBS JR	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ROD SMITH	SECRETARY	1.00	Officer	$0	$0	$0
RAY FRANZ	TREASURER	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	$52,494	$13,803	$440,912	$38,691
2022	$28,044	$43,804	$402,221	$-15,760

AMERICAN CHAROLAIS FOUNDATION