The Charlemagne Institute (EIN 264057885) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

John Roach

Phone

9523880840

Tax Period

2023-01-01 to 2023-12-31

The Charlemagne Institute, founded in 2009, is a small nonprofit in the Education sector that reported $450K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 197% operating deficit.

Mission

The Charlemagne Institute is defending and advancing Western civilization through print, digital and in-person communications.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $143,648

Program Service Revenue $0

Investment Income $253,093

Other Revenue $53,504

TOTAL REVENUE $450,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $826,601

Fundraising Expenses $68,860

Program Expenses $1,141,795

Other Expenses $510,692

TOTAL EXPENSES $1,337,293

Year-over-Year Comparison

	2023	2022	Change
Revenue	$450,245	$782,026	-0.4%
Expenses	$1,337,293	$1,709,882	-0.2%
Net Income	$-887,048	$-927,856	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$142,857

Total Directors

$142,857

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Roach	CEO	40.00	Officer Director Highest	$142,857	$0	$142,857
Raymond Welder	Chairman	2.00	Officer Director	$0	$0	$0
Frank Russomanno	Vice Chairman	2.00	Officer Director	$0	$0	$0
Thomas Pauken	Vice Chairman	2.00	Officer Director	$0	$0	$0
George Csatary	Treasurer	2.00	Officer Director	$0	$0	$0
Sharon Hawkins	Director	2.00	Director	$0	$0	$0
Alan Lanners	Director	2.00	Director	$0	$0	$0
Thomas Piatak	Director	2.00	Director	$0	$0	$0
Dwight Tostenson	Director	2.00	Director	$0	$0	$0
Paul Lagarde	Director	2.00	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
2024	No data	No data	No data	No data
2023	$450,245	$1,337,293	$1,517,372	$-887,048
2022	$782,026	$1,709,882	$2,551,120	$-927,856
2021	$802,178	$1,585,906	$4,134,253	$-783,728
2020	$961,607	$1,502,890	$4,325,437	$-541,283
2019	$889,426	$1,988,382	$5,057,894	$-1,098,956

The Charlemagne Institute