NORTH CHARLES MENTAL HEALTH RESEARCH & TRAINING FOUNDATION INC (EIN 237157222) - 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

1972

Legal Domicile

Principal Officer

GARY R HOULE

Phone

6178640941

Tax Period

2024-07-01 to 2025-06-30

NORTH CHARLES MENTAL HEALTH RESEARCH & TRAINING FOUNDATION INC, founded in 1972, is a community nonprofit in the Mental Health sector that reported $2.4M in total revenue in fiscal year 2024.

Mission

PROVIDE SERVICES, EDUCATION AND STATISTICAL ANALYSIS TO THE BEHAVIORAL HEALTH CARE FIELD FOCUSING ON CRONIC MENTAL HEALTH ILLNESS AND SUBSTANCE ABUSE DISORDERS.

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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 $264,735

Program Service Revenue $2,146,771

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,411,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,635,752

Fundraising Expenses $0

Program Expenses $1,530,635

Other Expenses $870,681

TOTAL EXPENSES $2,506,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,411,506	$2,488,057	0.0%
Expenses	$2,506,433	$2,283,672	+0.1%
Net Income	$-94,927	$204,385	-1.5%

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

$165,600

Total Directors

$165,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LICHTEN	PRESIDENT	0.00	Director	$0	$0	$0
IRENE CROSS	SECRETARY/CLERK	0.00	Director	$0	$0	$0
GARY HOULE	CEO	40.00	Officer Director	$165,600	$0	$165,600

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	$2,411,506	$2,506,433	$1,447,749	$-94,927
2024	$2,488,057	$2,283,672	$1,754,584	$204,385
2023	$2,517,988	$2,172,902	$1,923,898	$345,086
2022	$2,547,717	$2,195,450	$1,292,335	$352,267

NORTH CHARLES MENTAL HEALTH RESEARCH & TRAINING FOUNDATION INC