Charlotte White Center (EIN 222582271) - 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

1979

Legal Domicile

Principal Officer

Kara Hay

Phone

2079733500

Tax Period

2018-07-01 to 2019-06-30

Charlotte White Center, founded in 1979, is a community nonprofit in the Human Services sector that reported $6.7M in total revenue in fiscal year 2018. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $6.3M left a modest 6% surplus.

Mission

To provide quality mental health and cognitive and intellectual disability services to individuals and their families.

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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 (2018)

Revenue Breakdown

Contributions & Grants $180,598

Program Service Revenue $6,417,051

Investment Income $57,112

Other Revenue $0

TOTAL REVENUE $6,654,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,445,979

Fundraising Expenses $0

Program Expenses $5,273,400

Other Expenses $1,807,664

TOTAL EXPENSES $6,253,643

Year-over-Year Comparison

	2018	2017	Change
Revenue	$6,654,761	$13,073,762	-0.5%
Expenses	$6,253,643	$12,606,955	-0.5%
Net Income	$401,118	$466,807	-0.1%

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

292

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

$210,633

Total Directors

$210,633

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cindy Freeman Cyr	President	1.00	Officer Director	$0	$0	$0
David Green	Vice President	1.00	Officer Director	$0	$0	$0
Stephen Rich	Treasurer	1.00	Officer Director	$0	$0	$0
Nat Putnam	Secretary	1.00	Officer Director	$0	$0	$0
Craig Anthony	Director	1.00	Director	$0	$0	$0
Roger Wilson	Director	1.00	Director	$0	$0	$0
Kara Hay	Chief Executive Officer - Penquis C.A.P.	1.00	Officer Director	$0	$55,775	$210,633

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
2019	$6,654,761	$6,253,643	No data	$401,118
2018	$13,073,762	$12,606,955	$5,957,886	$466,807

Charlotte White Center