Charles County Charitable Trust (EIN 813638681) - 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

Legal Domicile

Phone

3019343700

Tax Period

2024-07-01 to 2025-06-30

Charles County Charitable Trust, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

The mission of the Charles County Charitable Trust is to improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistance.

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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 $1,668,070

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,668,070

Expense Breakdown

Grants Paid $1,446,246

Salaries & Benefits $183,113

Fundraising Expenses $75,614

Program Expenses $1,536,536

Other Expenses $40,636

TOTAL EXPENSES $1,669,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,668,070	$1,849,393	-0.1%
Expenses	$1,669,995	$1,765,670	-0.1%
Net Income	$-1,925	$83,723	-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

$83,343

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christie Burnett	Executive Dir.	35.00	Officer	$83,343	$0	$83,343
Nicole Daniels	President	2.00	Officer Director	$0	$0	$0
Tina Wilson	Treasurer	2.00	Officer Director	$0	$0	$0
Laura Forbes	Secretary	2.00	Officer Director	$0	$0	$0
Russell Yates	Director	1.00	Director	$0	$0	$0
Darlene Breck	Director	1.00	Director	$0	$0	$0
Virginia McGraw	Director	1.00	Director	$0	$0	$0
Monise Stephenson	Director	1.00	Director	$0	$0	$0
Sylvia Royster	Director	1.00	Director	$0	$0	$0
Luisa Moeller	Director	1.00	Director	$0	$0	$0
Mark Gaskill	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
2025	$1,668,070	$1,669,995	$234,669	$-1,925
2024	$1,849,393	$1,765,670	$228,247	$83,723
2023	$1,876,154	$1,872,646	$155,934	$3,508
2022	$2,069,196	$2,028,403	$140,396	$40,793
2021	$1,791,825	$1,762,087	$593,128	$29,738
2020	$1,231,564	$1,211,851	$86,707	$19,713
2019	$1,014,856	$1,006,155	$52,638	$8,701
2018	$999,547	$1,013,861	$46,932	$-14,314

Charles County Charitable Trust