CHARLESVIEW CHARITIES INC (EIN 883028041) - 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

2022

Legal Domicile

Principal Officer

WILLIAM ROSENBERG

Phone

7817941000

Tax Period

2023-01-01 to 2023-12-31

CHARLESVIEW CHARITIES INC, founded in 2022, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $524K, a strong 40% operating margin.

Mission

TO ADVANCE THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTE DIVERSITY AND VIBRANCY.

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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 $1,300,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,300,000

Expense Breakdown

Grants Paid $495,900

Salaries & Benefits $82,923

Fundraising Expenses $0

Program Expenses $748,101

Other Expenses $196,980

TOTAL EXPENSES $775,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,300,000	$750,000	+0.7%
Expenses	$775,803	$424,226	+0.8%
Net Income	$524,197	$325,774	+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

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

$166,955

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM ROSENBERG	CHAIR	0.10	Officer Director	$0	$0	$0
ROBERT FOX	TREASURER	0.10	Officer Director	$0	$0	$0
ETTA ANDERSON	CLERK	0.10	Officer Director	$0	$0	$0
LAUREN ANTONELLI-ZULLO	DIRECTOR	0.10	Director	$0	$0	$0
MARY-HELEN BLACK	DIRECTOR	0.10	Director	$0	$0	$0
LILLIAN BURGESS	DIRECTOR	0.10	Director	$0	$0	$0
FATHER ROBERT CARR	DIRECTOR	0.10	Director	$0	$0	$0
JOHN CUSACK	DIRECTOR	0.10	Director	$0	$0	$0
ANDREW GILSON	DIRECTOR	0.10	Director	$0	$0	$0
RABBI JASON STRAUSS	DIRECTOR	0.10	Director	$0	$0	$0
JO-ANN BARBOUR	EXECUTIVE DIRECTOR	0.10	Officer	$0	$6,171	$166,955

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	$1,300,000	$775,803	$886,655	$524,197
2022	$750,000	$424,226	$333,752	$325,774

CHARLESVIEW CHARITIES INC