Trends Charitable Fund

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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

1996

Legal Domicile

Principal Officer

Molley Stockley

Phone

4802965922

Tax Period

2024-01-01 to 2024-12-31

Trends Charitable Fund, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $325K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $314K left a modest 3% surplus.

Mission

THE MISSION OF THE TRENDS CHARITABLE FUND IS TO SUPPORT CHARITIES THAT PROVIDE POSITIVE ASSISTANCE FOR WOMEN, FAMILIES AND CHILDRED

Program Service Accomplishments

Program 1

Expenses: $272,093

EACH YEAR THE TCF BOARD OF DIRECTORS GRANTS FUNDS TO CHARITIES THAT MEET THE TCF MISSION. ITS PRIORITIES ARE AGENCIES BASED IN AND SERVICING THE METROPOLITAN PHOENIX AREA THAT EXHIBIT A TRUE NEED FOR FUNDS AND PUBLIC AWARENESS. FUNDS TO SUPPORT THESE PROGRAMS ARE GENERATED BY THE TCF ANNUAL LUNCHEON. DURING THIS GRANT CYCLE, ONE GRANT WAS AWARDED TO ONE AGENCY THAT MET THE CRITERIA THAT POSITIVELY IMPACT WOMEN, CHILDREN AND THEIR FAMILIES.

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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 $470,512

Program Service Revenue $0

Investment Income $158

Other Revenue $-145,310

TOTAL REVENUE $325,360

Expense Breakdown

Grants Paid $265,000

Salaries & Benefits $0

Fundraising Expenses $8,467

Program Expenses $272,093

Other Expenses $49,361

TOTAL EXPENSES $314,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,360	$389,820	-0.2%
Expenses	$314,361	$427,929	-0.3%
Net Income	$10,999	$-38,109	-1.3%

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
Nikki Balich	President	3.00	Officer Director	$0	$0	$0
Charlene Berge Blum	Vice President	3.00	Officer Director	$0	$0	$0
Marilyn Alexander	Secretary	6.00	Officer Director	$0	$0	$0
Lee Courtney	Treasurer	12.00	Officer Director	$0	$0	$0
Penny Gunning	Director	2.00	Director	$0	$0	$0
Harriet Friedland	Director	2.00	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	$325,360	$314,361	$96,254	$10,999
2023	$389,820	$427,929	$85,255	$-38,109
2022	$547,924	$580,084	$123,396	$-32,160
2021	$642,453	$545,149	$155,556	$97,304
2018	$265,077	$483,160	$64,744	$-218,083