FAMILY & FRIENDS OF STEEL CHARITABLE FUND (EIN 813889891) - 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

Phone

9794509813

Tax Period

2023-01-01 to 2023-12-31

FAMILY & FRIENDS OF STEEL CHARITABLE FUND, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $161K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $139K left a modest 13% surplus.

Mission

Provide help and scholarships to the community.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $160,522

TOTAL REVENUE $160,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,469

Other Expenses $139,469

TOTAL EXPENSES $139,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,522	$130,105	+0.2%
Expenses	$139,469	$160,669	-0.1%
Net Income	$21,053	$-30,564	-1.7%

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

N/A

Employees

N/A

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
CARI BOX	PRESIDENT	5.00	Officer	$0	$0	$0
CINDY DUNLAP	VICE PRESIDENT	5.00	Officer	$0	$0	$0
CARLEE WINSTEAD	TREASURER	5.00	Officer	$0	$0	$0
NATALIE OGDEN	SECRETARY	1.00	Officer	$0	$0	$0
AUBREY WILSON	VETERENS CONTACT	5.00	Officer	$0	$0	$0
CODY MAYSE	PUBLIC RELATIONS	1.00	Officer	$0	$0	$0
CASEY RANDLE	DONATIONS CHAIR	5.00	Officer	$0	$0	$0
ROSALIND KENTON	DIRECTOR	1.00	Officer	$0	$0	$0
BRITTANY BARTLEY	DIRECTOR	1.00	Officer	$0	$0	$0
CARA JEFFCOAT	DIRECTOR	5.00	Officer	$0	$0	$0
MARCY FOSTER	DIRECTOR	5.00	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	$160,522	$139,469	$53,607	$21,053
2022	$130,105	$160,669	$32,554	$-30,564
2021	$85,928	$57,038	$63,117	$28,890
2020	$49,776	$57,166	$34,227	$-7,390
2019	$165,887	$162,504	$41,617	$3,383
2018	$90,439	$81,328	$38,234	$9,111

FAMILY & FRIENDS OF STEEL CHARITABLE FUND