ORLANDO, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)INCHARGE EDUCATION FOUNDATION INC, founded in 2003, is a community nonprofit in the Human Services sector that reported $7.4M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 19% operating margin.
THE FOUNDATION OPERATES FOR THE BENEFIT OF INCHARGE DEBT SOLUTIONS ("IDS") BY PROVIDING FINANCIAL EDUCATION PROGRAMS AND MATERIALS TO INDIVIDUALS PARTICIPATING IN CREDIT, BANKRUPTCY AND HOUSING COUNSELING PROGRAMS, AS WELL AS MARKETING AND IT SUPPORT FOR IDS PROGRAMS. THE FOUNDATION ALSO PROVIDES EDUCATIONAL PRODUCTS AND SERVICES TO THE GENERAL PUBLIC AND CONDUCTS NUMEROUS OUTREACH SEMINARS WITH IDS WHICH ARE AIMED AT IMPROVING THE FINANCIAL LITERACY OF ATTENDEES.
EDUCATIONAL PROGRAM DEVELOPMENT/SUPPORT AND OUTREACH - THE FOUNDATION SUPPORTS IDS' MISSION OF PROVIDING EDUCATION FOR IDS FINANCIALLY DISTRESSED INDIVIDUALS AND FAMILIES. THE FOUNDATION FULFILLS...
EDUCATIONAL PROGRAM DEVELOPMENT/SUPPORT AND OUTREACH - THE FOUNDATION SUPPORTS IDS' MISSION OF PROVIDING EDUCATION FOR IDS FINANCIALLY DISTRESSED INDIVIDUALS AND FAMILIES. THE FOUNDATION FULFILLS THIS MISSION BY PUBLISHING WEBSITE ARTICLES, NEWSLETTERS, ONLINE COURSES, INTERACTIVE TOOLS, AND WORKSHOPS THAT PROVIDE INFORMATION ABOUT MONEY MANAGEMENT, PERSONAL FINANCE AND THE RESPONSIBLE USE OF CREDIT. THE FOUNDATION, IN CONJUNCTION WITH IDS, ALSO CONDUCTS FREE FINANCIAL LITERACY WORKSHOPS AND HOMEBUYER EDUCATION CLASSES FOR THE GENERAL PUBLIC. DURING 2023, 740 INDIVIDUALS ATTENDED EDUCATIONAL WORKSHOPS AND CLASSES. MILITARY MONEY, A FINANCIAL LITERACY OUTREACH INITIATIVE, PROVIDES FREE FINANCIAL EDUCATION AND TOOLS SUCH AS ONLINE ARTICLES, EBOOKS AND RADIO CLIPS TO SERVICE MEMBERS, VETERANS AND THEIR FAMILIES. MILITARY MONEY RESOURCES CAN BE FOUND AT INCHARGE.ORG/MILITARY-MONEY AND MILITARYMONEY.COM, AND INCLUDE INFORMATION, INSPIRATION AND TOOLS TO HELP SERVICE MEMBERS MAXIMIZE THEIR PERSONAL FINANCIAL POTENTIAL. MILITARY WEBSITE ARTICLES WERE ATTRACTED OVER 254,000 VISITORS. "MILITARY MONEY MINUTES" ARE RADIO CLIPS OFFERING TIMELY ONE-MINUTE FINANCIAL TIPS. THE TIPS ARE BROADCAST SIX TIMES PER DAY ON THE ARMED FORCES RADIO NETWORK AND HAVE A REACH OF A QUARTER MILLION SERVICE MEMBERS. "MILITARY MONEY MINUTES" ARE ALSO MADE AVAILABLE AS PODCASTS ON ITUNES AND OTHER WEBSITES. IN ADDITION, THE FOUNDATION PROVIDES I.T. AND MARKETING SUPPORT FOR THE CREDIT, BANKRUPTCY AND HOUSING COUNSELING PROGRAMS CONDUCTED BY IDS. I.T. SUPPORT CONSISTS OF HARDWARE INFRASTRUCTURE/MAINTENANCE, TELEPHONY SERVICES, SECURITY COMPLIANCE AND SOFTWARE DEVELOPMENT AND RELATED MAINTENANCE. MARKETING SUPPORT INCLUDES WEBSITE DEVELOPMENT AND SUPPORT SERVICES AND ESTABLISHMENT AND MAINTENANCE OF COMMUNICATION CHANNELS DESIGNED TO REACH CONSUMERS WHO CAN MOST BENEFIT FROM THE COUNSELING PROGRAMS CONDUCTED BY IDS. TO HELP ACCOMPLISH ITS MISSION, THE FOUNDATION CONTINUALLY SEEKS PARTNERSHIPS WITH OTHER ORGANIZATIONS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $7,406,036 | $5,191,200 | +0.4% |
| Expenses | $6,015,204 | $5,221,635 | +0.2% |
| Net Income | $1,390,832 | $-30,435 | -46.7% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| RICHARD ANDERSON | TRUSTEE UNTIL MARCH | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES HARRIS | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT GALL | TRUSTEE AS OF JUNE | 1.00 |
Director
|
$0 | $0 | $0 |
| TIM BLYTHE | TRUSTEE AS OF JUNE | 1.00 |
Director
|
$0 | $0 | $0 |
| WILLIAM R MALSEED | PRESIDENT UNTIL MAY | 3.00 |
Officer
|
$0 | $10,387 | $140,202 |
| ETTA W MONEY | SECRETARY/TREASURER UNTIL MAY | 3.00 |
Officer
|
$0 | $25,206 | $239,213 |
| SEIJI SHIRAISHI | DIR. OF ACCOUNTING AND FINANCE | 7.00 |
Officer
|
$101,554 | $29,251 | $166,024 |
| LORETTA RONEY | PRESIDENT & CEO AS OF JUNE | 9.00 |
Officer
|
$0 | $9,006 | $233,225 |
| KAREN CARLSON | SR. DIR. OF EDUC/DIG. MKT. | 11.00 |
Key Emp
|
$188,874 | $30,667 | $219,541 |
| SHAWN WALSH | SR. DIR. OF BUSINESS DEV. | 9.00 |
Key Emp
|
$154,226 | $32,350 | $186,576 |
| RICARDO VIERA | SR. DIR. OF INFORMATION TECH. | 9.00 |
Key Emp
|
$158,659 | $30,396 | $189,055 |
| ROBERT SMITH | MS SQL DATABASE & BI DEVELOPER | 1.00 |
Highest
|
$105,062 | $13,472 | $118,534 |
| AHMED MOYEEN | SR. SOFTWARE ENGINEER | 1.00 |
Highest
|
$119,213 | $15,357 | $134,570 |
| BILLY SEXTON | NETWORK ADMINISTRATOR | 1.00 |
Highest
|
$122,273 | $15,544 | $137,817 |
| SHERANA BAKHSH | BUS. SYS. ANALYST/QA LEAD | 1.00 |
Highest
|
$113,018 | $7,928 | $120,946 |
| MONETTE P MUDIE | SR. SOFTWARE ENGINEER | 1.00 |
Highest
|
$110,597 | $19,832 | $130,429 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $7,406,036 | $6,015,204 | $8,050,094 | $1,390,832 |
| 2022 | $5,191,200 | $5,221,635 | $5,398,425 | $-30,435 |
| 2021 | $4,772,648 | $4,966,259 | $6,139,493 | $-193,611 |
| 2020 | $4,105,406 | $4,134,139 | $6,605,610 | $-28,733 |
| 2019 | $1,484,488 | $832,086 | $6,078,239 | $652,402 |
| 2018 | $1,778,603 | $856,123 | $5,160,224 | $922,480 |
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