CHARACTERPLUS (EIN 205696782) - 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

2005

Legal Domicile

Principal Officer

MICHAEL T PARK

Phone

3146651290

Tax Period

2024-07-01 to 2025-06-30

CHARACTERPLUS, founded in 2005, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 10% operating deficit.

Mission

PROMOTE POSITIVE CHARACTER DEVELOPMENT IN YOUNG PEOPLE BY PARTNERING WITH SCHOOLS, FAMILIES AND COMMUNITIES TO PROVIDE CHARACTER EDUCATION EVIDENCE-BASED PROCESSES, EXPERT SUPPORT AND PROFESSIONAL RESOURCES.

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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 $471,534

Program Service Revenue $712,735

Investment Income $147,936

Other Revenue $0

TOTAL REVENUE $1,332,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $946,098

Fundraising Expenses $139,878

Program Expenses $1,221,032

Other Expenses $524,291

TOTAL EXPENSES $1,470,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,332,205	$1,328,071	+0.0%
Expenses	$1,470,389	$1,220,358	+0.2%
Net Income	$-138,184	$107,713	-2.3%

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

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

$145,194

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE SOUDAH	BOARD MEMBER	0.25	Director	$0	$0	$0
LYNN LOWRANCE	BOARD MEMBER	0.25	Director	$0	$0	$0
MARVIN W BERKOWITZ	BOARD MEMBER	0.25	Director	$0	$0	$0
EMILY FRANK	BOARD MEMBER	0.25	Director	$0	$0	$0
ANDI HARPRING	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBERT FASOLDT	MARKETING CHAIR	0.25	Director	$0	$0	$0
PEGGY BARNHART	BOARD MEMBER	0.25	Director	$0	$0	$0
JENNIFER MCDONNELL	BOARD MEMBER	0.25	Director	$0	$0	$0
MELINDA C BIER	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVID ALEXANDER	BOARD MEMBER	0.25	Director	$0	$0	$0
KEITH MARTY	BOARD MEMBER	0.25	Director	$0	$0	$0
KAREN HALL	BOARD MEMBER	0.25	Director	$0	$0	$0
JOAN BALL	BOARD MEMBER	0.25	Director	$0	$0	$0
BETH KINZEL	BOARD ENGAGEMENT CHAIR	0.50	Director	$0	$0	$0
ERIC FENCL	TREASURER/FINANCE CHAIR &	0.50	Officer Director	$0	$0	$0
BARBARA WILKINSON	DEVELOPMENT CHAIR	0.50	Director	$0	$0	$0
CHIP SCHAFER	CHAIR	1.00	Officer Director	$0	$0	$0
LINDA MCKAY	PROGRAMMING CHAIR	0.50	Director	$0	$0	$0
MARVIN ANDERSON	SECRETARY	0.50	Officer Director	$0	$0	$0
CASETTA BROWN EDD	BOARD MEMBER	0.25	Director	$0	$0	$0
STEVE SEELE	BOARD MEMBER	0.25	Director	$0	$0	$0
BARB DONNELLY	BOARD MEMBER	0.25	Director	$0	$0	$0
ERIC MUMM	BOARD MEMBER	0.25	Director	$0	$0	$0
MONICA STEWART	BOARD MEMBER	0.25	Director	$0	$0	$0
RORY O'SULLIVAN ESQ	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBERT SCHERCK JR	BOARD MEMBER	0.25	Director	$0	$0	$0
ANTOINETTE BOYD	BOARD MEMBER	0.25	Director	$0	$0	$0
AMY RUZICKA EDS	BOARD MEMBER	0.25	Director	$0	$0	$0
MICHAEL T PARK	CEO; MKT/IT DIRECTOR	65.00	Officer	$145,194	$0	$145,194

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	$1,332,205	$1,470,389	$2,668,461	$-138,184
2024	$1,328,071	$1,220,358	$2,757,261	$107,713
2023	$1,633,157	$1,097,221	$2,685,713	$535,936
2022	$905,383	$850,101	$1,886,362	$55,282
2021	$607,334	$593,632	$1,790,892	$13,702
2020	$663,445	$583,902	$1,780,783	$79,543
2018	$1,201,242	$226,403	$878,876	$974,839

CHARACTERPLUS