THE CHARLOU FOUNDATION (EIN 832200839) - 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

2018

Legal Domicile

Principal Officer

ARTHUR D MCFALL

Phone

7202038888

Tax Period

2024-06-01 to 2025-05-31

THE CHARLOU FOUNDATION, founded in 2018, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $764K, a strong 74% operating margin.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION SHALL BE TO SUPPORT AND BENEFIT THE PROGRAMS AND STRATEGIC INITIATIVES OF THE CHALLENGE FOUNDATION AND THE CHALLENGE FOUNDATION ARIZONA INC, BOTH 501(C)(3) ENTITIES.

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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 $1,003,839

Other Revenue $22,062

TOTAL REVENUE $1,025,901

Expense Breakdown

Grants Paid $202,192

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $202,192

Other Expenses $59,537

TOTAL EXPENSES $261,729

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,025,901	$3,907,167	-0.7%
Expenses	$261,729	$66,198	+3.0%
Net Income	$764,172	$3,840,969	-0.8%

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
ARTHUR D MCFALL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANIS MCFALL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM SCHAEFER	TREASURER	1.00	Officer Director	$0	$0	$0
ALLEN ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
GENE MYERS	BOARD MEMBER	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	$1,025,901	$261,729	$24,516,714	$764,172
2024	$3,907,167	$66,198	$23,439,500	$3,840,969
2023	$1,637,476	$3,349,966	$19,413,894	$-1,712,490
2022	$1,073,117	$58,630	$21,781,461	$1,014,487
2021	$-259,209	$44,003	$20,532,198	$-303,212

THE CHARLOU FOUNDATION