Autism Charlotte (EIN 061801739) - 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

2006

Legal Domicile

Principal Officer

Valerie Iseah

Phone

7049104512

Tax Period

2024-07-01 to 2025-06-30

Autism Charlotte, founded in 2006, is a small nonprofit in the Diseases & Disorders sector that reported $427K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $528K exceeded revenue, resulting in a 24% operating deficit.

Mission

Autism Charlotte's misison is to embrace and empower children and families affected by autism. We envision a community where every family navigation autism is supported with knowledge, resources, warmth, and understanding.

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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 $163,660

Program Service Revenue $101,353

Investment Income $312

Other Revenue $161,584

TOTAL REVENUE $426,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,769

Fundraising Expenses $5,362

Program Expenses $463,232

Other Expenses $164,488

TOTAL EXPENSES $528,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,909	$495,750	-0.1%
Expenses	$528,257	$533,389	0.0%
Net Income	$-101,348	$-37,639	+1.7%

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

120

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

$139,278

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Valerie Iseah	CEO	40.00	Officer	$139,278	$0	$139,278
Wil Vinson	Chair	2.00	Officer Director	$0	$0	$0
Mark Love	Director	2.00	Director	$0	$0	$0
James Day	Director	2.00	Director	$0	$0	$0
Ja'Net Brown	Director	2.00	Director	$0	$0	$0
Sonya Maynor	Secretary	2.00	Officer Director	$0	$0	$0
Joe Epperson	Director	2.00	Director	$0	$0	$0
Sam Stroup	Treasurer	2.00	Officer Director	$0	$0	$0
Rick Popillo	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
2025	$426,909	$528,257	$507,257	$-101,348
2024	$495,750	$533,389	$580,311	$-37,639
2023	$568,584	$365,097	$603,956	$203,487
2022	$141,755	$283,312	$397,123	$-141,557
2021	$522,763	$340,210	$536,845	$182,553
2020	$353,792	$447,401	$354,776	$-93,609
2019	$476,994	$503,736	$469,597	$-26,742

Autism Charlotte