Charities Pooled Trust Inc

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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

2021

Legal Domicile

Principal Officer

Laura Shriver Brown

Tax Period

2021-01-01 to 2021-12-31

Charities Pooled Trust Inc, founded in 2021, is a micro nonprofit that reported $11K in total revenue in fiscal year 2021. Expenses of $24K exceeded revenue, resulting in a 112% operating deficit.

Mission

Bringing Hope to the Disabled and the Aged

Program Service Accomplishments

Program 1

Expenses: $6,570 Revenue: $11,270

Our program has been able to enroll several people in medicaid and get their home health care covered at no cost.We help the elderly and/or the disbaled to qualify for medicaid even if they make too...

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $11,270

TOTAL REVENUE $11,270

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,050

Fundraising Expenses $3,453

Program Expenses $6,570

Other Expenses $15,870

TOTAL EXPENSES $23,920

Year-over-Year Comparison

	2021	2020	Change
Revenue	$11,270	N/A	N/A
Expenses	$23,920	N/A	N/A
Net Income	$-12,650	N/A	N/A

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

N/A

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

$900

Total Directors

$3,350

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Matthew Paulk	Vice President		$3,800	$0	$3,800
Kelly Chaffee	Director	Director	$3,350	$0	$3,350
Jeffrey Brown Jr	Treasurer	Officer	$900	$0	$900
Laura Shriver Brown	President	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
2021	$11,270	$23,920	$9,037	$-12,650