Deerfield Charitable Foundation (EIN 833913679) - 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

2019

Legal Domicile

Phone

8282741531

Tax Period

2023-10-01 to 2024-09-30

Deerfield Charitable Foundation, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

Supporting Organization - Existing to nurture Deerfield's spirit of generosity.

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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 $511,591

Program Service Revenue $0

Investment Income $663,442

Other Revenue $0

TOTAL REVENUE $1,175,033

Expense Breakdown

Grants Paid $1,265,119

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,281,177

Other Expenses $61,742

TOTAL EXPENSES $1,326,861

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,175,033	$811,681	+0.4%
Expenses	$1,326,861	$908,423	+0.5%
Net Income	$-151,828	$-96,742	+0.6%

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

$1,172,978

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Dismukes	Chair	1.0	Officer Director	$0	$0	$0
Gene Carr	Vice Chair	1.0	Officer Director	$0	$0	$0
Glen Mayes	Secretary/Treasurer	1.0	Officer Director	$0	$0	$0
Andy Strauss	Board Member	1.0	Director	$0	$0	$0
Joanne Brannon	Board Member	1.0	Director	$0	$0	$0
Karen Wallace-Meigs	Board Member	1.0	Director	$0	$0	$0
Roba Whiteley	Board Member	1.0	Director	$0	$0	$0
Timothy Kurtz	Board Member	1.0	Director	$0	$0	$0
Elizabeth Bush	CEO	1.0	Officer	$0	$27,859	$451,770
Matthew Sharpe	COO	1.0	Officer	$0	$7,093	$250,739
Michelle Wooley	Director of Philanthropy	1.0	Officer	$0	$24,921	$116,698
Robert Chandler	CFO	1.0	Officer	$0	$36,587	$353,771

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	$1,175,033	$1,326,861	$17,642,121	$-151,828
2023	$811,681	$908,423	$14,903,916	$-96,742
2022	$1,604,761	$736,390	$14,998,906	$868,371
2021	$890,781	$833,288	$16,996,116	$57,493
2020	$478,250	$778,614	$14,938,533	$-300,364

Deerfield Charitable Foundation