CHARITY ASSETS TRUST (EIN 814879675) - 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

Principal Officer

BRYAN GREEN

Phone

7067546884

Tax Period

2024-01-01 to 2024-12-31

CHARITY ASSETS TRUST, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 7929% from the prior year — a significant decline worth monitoring.

Mission

THE TRUST IS ORGANIZED, AND SHALL BE OPERATED, EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE, (THE "QUALIFIED PURPOSES") AND FOR THE SUPPORT AND BENEFIT OF, AND TO PERFORM THE FUNCTIONS OF AND TO CARRY OUT THE PURPOSES OF IT'S SUPPORTED ORGANIZATIONS.

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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 $0

Program Service Revenue $0

Investment Income $-1,235,290

Other Revenue $69,870

TOTAL REVENUE $-1,165,420

Expense Breakdown

Grants Paid $1,390,047

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,388,972

Other Expenses $-1,075

TOTAL EXPENSES $1,388,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-1,165,420	$14,885	-79.3%
Expenses	$1,388,972	$23,163	+59.0%
Net Income	$-2,554,392	$-8,278	+307.6%

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
BRYAN GREEN	TRUSTEE	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
2024	$-1,165,420	$1,388,972	$574	$-2,554,392
2023	$14,885	$23,163	$2,557,717	$-8,278
2022	$2,565,001	$5,240	$2,563,244	$2,559,761
2021	$1,605,049	$1,742,363	$3,483	$-137,314
2018	$10,110,908	$9,236,232	$945,546	$874,676

CHARITY ASSETS TRUST