CHARISMA IN MISSION INC (EIN 237311838) - 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

1973

Legal Domicile

Principal Officer

Esther Julia Garzon

Phone

3238295860

Tax Period

2025-01-01 to 2025-12-31

CHARISMA IN MISSION INC, founded in 1973, is a small nonprofit in the Religion sector that reported $135K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $187K exceeded revenue, resulting in a 38% operating deficit.

Mission

PROMOTE CHRISTIAN IDEALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $127,716

Program Service Revenue $0

Investment Income $67

Other Revenue $7,552

TOTAL REVENUE $135,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,349

Fundraising Expenses $7,658

Program Expenses $124,978

Other Expenses $130,896

TOTAL EXPENSES $187,245

Year-over-Year Comparison

	2025	2024	Change
Revenue	$135,335	$114,491	+0.2%
Expenses	$187,245	$231,603	-0.2%
Net Income	$-51,910	$-117,112	-0.6%

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

100

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

$52,000

Total Directors

$52,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia Lopez	Secretary	16.00	Officer Director	$52,000	$0	$52,000
Esther Julia Garzon	President	20.00	Officer Director	$0	$0	$0
Miguel Lopez	Vice President	25.00	Officer Director	$0	$0	$0
MARITZA GONZALEZ	Treasurer	1.00	Officer Director	$0	$0	$0
Kimberly Gonzalez	Member	1.00	Director	$0	$0	$0
Ramon Canales	Member	1.00	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	$135,335	$187,245	$823,892	$-51,910
2024	$114,491	$231,603	$875,763	$-117,112
2023	$97,708	$218,697	$992,514	$-120,989
2022	$84,766	$196,020	$1,281,478	$-111,254
2021	$66,387	$181,908	$1,392,273	$-115,521
2020	$108,655	$206,250	$1,507,759	$-97,595
2019	$322,156	$334,940	$1,605,488	$-12,784
2018	$923,425	$186,058	$1,836,420	$737,367
2018	$914,229	$186,058	$1,827,224	$728,171

CHARISMA IN MISSION INC