CHARTIERS CENTER (EIN 251203882) - 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

1969

Legal Domicile

Principal Officer

LINDSAY BAHL

Phone

4122213302

Tax Period

2024-07-01 to 2025-06-30

CHARTIERS CENTER, founded in 1969, is a mid-sized nonprofit in the Human Services sector that reported $13.6M in total revenue in fiscal year 2024. Expenses of $12.5M left a modest 8% surplus.

Mission

CHARTIERS CENTER (CHARTIERS) IS COMMITTED TO PROVIDING COMPASSIONATE SUPPORT TO THOSE IN NEED WHO FACE BEHAVIORAL HEALTH, CO-OCCURRING DISORDERS, OR INTELLECTUAL AND DEVELOPMENTAL DISABILITY CHALLENGES AS THEY TRANSFORM THEIR LIVES.

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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 $4,448,578

Program Service Revenue $8,326,614

Investment Income $402,280

Other Revenue $436,219

TOTAL REVENUE $13,613,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,937,105

Fundraising Expenses $19,998

Program Expenses $11,149,729

Other Expenses $4,536,351

TOTAL EXPENSES $12,473,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,613,691	$13,573,760	+0.0%
Expenses	$12,473,456	$12,767,527	0.0%
Net Income	$1,140,235	$806,233	+0.4%

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

172

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

$338,872

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY WILLAMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY FUNKHOUSER	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS WANG	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY LYNN TAYLOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN BRYAN	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA NICOLETTA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANYA BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES WOOD	TREASURER	1.00	Officer Director	$0	$0	$0
DR JUSTINE PERHOSKY	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARILYN SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSAY BAHL	CIO	37.50	Officer	$128,300	$13,188	$141,488
SUSAN COYLE	CEO	37.50	Officer	$181,585	$15,799	$197,384
ROSEMARIE ALBERT	CHIEF CLINICAL OFFICER	37.50	Highest	$134,994	$13,452	$148,446
ANNA BOETTCHER	PSYCHIATRIST	37.50	Highest	$304,617	$29,566	$334,183
SHERRY BRILL	HUMAN RESOURCES DIRECTOR	37.50	Highest	$106,840	$6,015	$112,855
BRITTANY ENDRESZL	NURSE PRACTITIONER	37.50	Highest	$135,617	$13,486	$149,103
JEFFREY DESANTIS	ASSISTANT CHIEF CLINICAL OFFICER	37.50	Highest	$105,385	$11,553	$116,938

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	$13,613,691	$12,473,456	$16,586,325	$1,140,235
2024	$13,573,760	$12,767,527	$16,092,320	$806,233
2023	$12,182,858	$11,138,611	$14,182,559	$1,044,247
2022	$10,619,948	$9,555,251	$11,419,084	$1,064,697
2021	$11,590,072	$10,030,913	$9,927,751	$1,559,159
2020	$10,363,926	$9,761,640	$9,586,491	$602,286
2019	$9,924,260	$9,407,762	$7,289,619	$516,498
2018	$8,931,145	$8,776,780	$6,817,104	$154,365

CHARTIERS CENTER