Michels Education Institute dba Carden School (EIN 237408499) - 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

1974

Legal Domicile

Principal Officer

Bobbie Brown

Phone

9169569083

Tax Period

2018-07-01 to 2019-06-30

Michels Education Institute dba Carden School, founded in 1974, is a small nonprofit that reported $766K in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $615K, a strong 80% operating margin.

Mission

(While it was operating) to awaken in each student the desire to learn, and equip him/her with a solid foundation of learning skills and basic knowledge, enabling him/her to reach logical conclusions and proceed with confidence and pleasure through a lifetime of learning.

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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 $0

Program Service Revenue $4,205

Investment Income $761,817

Other Revenue $0

TOTAL REVENUE $766,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,563

Fundraising Expenses $0

Other Expenses $144,140

TOTAL EXPENSES $150,703

Year-over-Year Comparison

	2018	2017	Change
Revenue	$766,022	$617,186	+0.2%
Expenses	$150,703	$772,009	-0.8%
Net Income	$615,319	$-154,823	-5.0%

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

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

Total Directors

$6,096

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Norm Cone	Director	10.00	Director	$6,096	$0	$6,096
Bobbie Brown	President	15.00	Officer Director	$0	$0	$0
Brian Cournoyer	Trustee	0.00	Director	$0	$0	$0
Jack Shaw	Executive Board	0.00	Director	$0	$0	$0
Sheila Brown	Trustee	0.00	Director	$0	$0	$0
Terry Meinzer	Vice President	1.00	Officer Director	$0	$0	$0
Monique Rodgers	Sec/Treas	1.00	Officer Director	$0	$0	$0
Fred Wright	Executive Board	0.00	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
2019	$766,022	$150,703	$37,279	$615,319

Michels Education Institute dba Carden School