C H A R M E D FOUNDATION

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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

2020

Legal Domicile

Principal Officer

CHARLETA U MCINNIS 1 INDIVID

Tax Period

2023-01-01 to 2023-12-31

C H A R M E D FOUNDATION, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $450K in total revenue in fiscal year 2023.

Mission

C.H.A.R.M.E.D. FOUNDATION WILL PROVIDE SHELTER,HUMAN SVCS,VOCATIONAL REHAB,PERSONAL CARE SERVICES,MEALS,CLOTHING,TRANSPORTATION ASSISTANCE,COUNSELING,LEGAL ASSISTANCE,LIFE SKILLS TRAINING AND ENTERTAINMENT FOR DISABLED VETERANS,VETERANS,WOMEN,YOUTH,ELDERLY,THE HOMELESS & EX-OFFEN

Program Service Accomplishments

Program 1

Expenses: $449,870 Revenue: $449,870

THE IRS GRANTED US THE 501(C)(3) STATUS RIGHT BEFORE THE PANDEMIC. SO THE ORGANIZATION WAS NOT ABLE TO GET STARTED. IN 2021 PEOPLE WERE STILL WORKING FROM HOME AND WASNT FULLY ACTIVE IN 2021. WE ARE TRYING TO GET IT OFF THE GROUND TRYING TO FIND A LOCATION TO HOUSE OUR VETERANS,SENIORS AND CHILDREN. WE ARE ALSO TRYING TO FIND A GRANT WRITER BUT THEY ARE SO EXPENSIVE AND WANT TO BE PAID UP FRONT. PLEASE WORK WITH US.

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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 $449,870

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $449,870

Expense Breakdown

Grants Paid $449,845

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $449,870

Other Expenses $25

TOTAL EXPENSES $449,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$449,870	N/A	N/A
Expenses	$449,870	$25	+17993.8%
Net Income	$0	$-25	-1.0%

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

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
CHARLETA U MCINNIS	EXECUTIVE DIRECTOR	40.00	Officer Director Highest	$0	$0	$0
CINDY HILL	BOARD SECRETARY	0.00	Officer	$0	$0	$0
RENEE ERVE	BOARD MEMBER AT LARGE	0.00	Officer	$0	$0	$0
CAROLYN SIERRA	BOARD CHAIRPERSON	0.00	Officer	$0	$0	$0
LENETTA WALKER	BOARD TREASURER	0.00	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	$449,870	$449,870	No data	No data