CHARITABLE HOLDINGS INC (EIN 830551795) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

YVONNE REDIFER

Phone

7575092993

Tax Period

2022-10-01 to 2023-09-30

CHARITABLE HOLDINGS INC, founded in 2018, is a small nonprofit that reported $180K in total revenue in fiscal year 2018. Expenses of $153K left a modest 15% surplus.

Mission

TO HOLD TITLE TO AND COLLECT INCOME FROM PROPERTY, REMITTING THE ENTIRE AMOUNT OF SUCH INCOME, LESS EXPENSES, TO ITS TAX-EXEMPT AFFILIATE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $28,500

Investment Income $-188,602

Other Revenue $0

TOTAL REVENUE $-160,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $25,391

TOTAL EXPENSES $25,391

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-160,102	$177,000	-1.9%
Expenses	$25,391	$149,860	-0.8%
Net Income	$-185,493	$27,140	-7.8%

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
CARL BUSH	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN CORLETO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
YVONNE REDIFER	PRESIDENT	2.00	Officer 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
2023	$-160,102	$25,391	No data	$-185,493
2022	$177,000	$149,860	$1,629,606	$27,140
2021	$166,000	$145,222	$1,644,319	$20,778
2020	$162,000	$148,675	$1,662,963	$13,325
2019	$180,000	$153,464	$1,686,770	$26,536

CHARITABLE HOLDINGS INC