CHARLES N SHARPE JR FOUNDATION (EIN 854035012) - 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

2020

Legal Domicile

Principal Officer

DAVID R MELTON

Phone

9133063801

Tax Period

2024-01-01 to 2024-12-31

CHARLES N SHARPE JR FOUNDATION, founded in 2020, is a mid-sized nonprofit in the Religion sector that reported $26.6M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $24.2M, a strong 91% operating margin.

Mission

TO SUPPORT CNS INTERNATIONAL MINISTRIES, INC.

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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 $11,254,172

Program Service Revenue $0

Investment Income $13,223,127

Other Revenue $2,130,632

TOTAL REVENUE $26,607,931

Expense Breakdown

Grants Paid $600,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $600,000

Other Expenses $1,818,434

TOTAL EXPENSES $2,418,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,607,931	$39,535,174	-0.3%
Expenses	$2,418,434	$1,878,320	+0.3%
Net Income	$24,189,497	$37,656,854	-0.4%

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

$58,696

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID R MELTON	PRESIDENT	0.50	Officer Director	$0	$0	$0
J BRENT BURKHOLDER	TREASURER/ SECRETARY	0.50	Officer Director	$0	$0	$0
JAMES T EMERSON	DIRECTOR	20.00	Director	$0	$0	$0
MAURICIO TORO	DIRECTOR	1.00	Director	$0	$0	$58,696
LAURIE J SHARPE	DIRECTOR	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	$26,607,931	$2,418,434	$383,955,279	$24,189,497
2023	$39,535,174	$1,878,320	$359,904,316	$37,656,854
2022	$85,033,150	$1,494,166	$325,304,448	$83,538,984
2021	$233,497,067	$462,724	$238,650,946	$233,034,343
2020	$5,745,980	$168,664	$5,577,316	$5,577,316

CHARLES N SHARPE JR FOUNDATION