The Charlemagne Institute

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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

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.

Program Service Accomplishments

Program 1

Expenses: $422,464 Revenue: $0

GENERAL PROMOTION AND EDUCATIONAL OUTREACH TO DEFEND AND ADVANCE WESTERN CIVILIZATION. EFFORTS INCLUDE TV INTERVIEWS, PODCASTS, SOCIAL MEDIA, MAILINGS, EMAILS, AND OTHER AVAILABLE TOOLS. IN ALL...

GENERAL PROMOTION AND EDUCATIONAL OUTREACH TO DEFEND AND ADVANCE WESTERN CIVILIZATION. EFFORTS INCLUDE TV INTERVIEWS, PODCASTS, SOCIAL MEDIA, MAILINGS, EMAILS, AND OTHER AVAILABLE TOOLS. IN ALL, CHARLEMAGNE INSTITUTE REACHES HUNDREDS OF THOUSANDS OF READERS ANNUALLY, WHILE SEEING MILLIONS OF CONTENT VIEWS VIA OUTREACH TO THE PUBLIC.

Program 2

Expenses: $228,359 Revenue: $0

INTELLECTUAL TAKEOUT IS CHARLEMAGNE INSTITUTES WEBZINE GEARED TOWARDS A YOUNGER AMERICAN AUDIENCE. ESTABLISHED IN 2009, INTELLECTUAL TAKEOUT (ITO) HAS HUNDREDS OF THOUSANDS OF UNIQUE READERS ANNUALLY AND MILLIONS OF VIEWS OF CONTENT VIA SOCIAL MEDIA AND EMAIL OUTREACH AND COMMUNICATIONS. OVER THE COURSE OF A YEAR, ITO WILL PUBLISH OVER 1,000 ARTICLES PROMOTED TO HUNDREDS OF THOUSANDS OF FOLLOWERS VIA SOCIAL MEDIA AND EMAIL. OUR WEBZINE HELPS EDUCATE OUR READERS ON THE FOUNDATIONS, TRADITIONS, PRINCIPLES, AND HISTORY OF AMERICA AND WESTERN CIVILIZATION. AT THE SAME TIME, ITO DECONSTRUCTS MODERN AND PAST IDEOLOGIES, SHOWING THE FAULTY LOGIC AND THE DISASTROUS RESULTS. THROUGHOUT ALL OUR PUBLICATIONS, CHARLEMAGNE INSTITUTE DRAWS A CLEAR LINE BETWEEN OUR EDITORIAL DECISIONS AND OUR DONORS AND BOARD OF DIRECTORS. WHILE DONORS MAY DIRECT FUNDING TO SPECIFIC PROJECTS, SUCH AS THE ALCUIN INTERNSHIP, THEY ARE NOT DIRECTING THE WRITING OF PUBLISHING OF OUR CONTENT. WE PUBLISH A WIDE RANGE OF CONTENT THAT IS MEANT TO FOSTER DISCUSSION AND FURTHER INTELLECTUAL DISCOVERY.

Program 3

Expenses: $490,972 Revenue: $0

CHRONICLES: A MAGAZINE OF AMERICAN CULTURE HAS BEEN A STRONGHOLD OF INTELLIGENT, CONSERVATIVE DISCOURSE ON WESTERN AND AMERICAN CULTURE SINCE 1977. EACH YEAR, WE PUBLISH 12 ISSUES OF THE MAGAZINE...

CHRONICLES: A MAGAZINE OF AMERICAN CULTURE HAS BEEN A STRONGHOLD OF INTELLIGENT, CONSERVATIVE DISCOURSE ON WESTERN AND AMERICAN CULTURE SINCE 1977. EACH YEAR, WE PUBLISH 12 ISSUES OF THE MAGAZINE. ALL CHARLEMAGNE INSTITUTE MEMBERS RECEIVE A SUBSCRIPTION TO CHRONICLES. IN 2022, WE CELEBRATED OUR 45TH ANNIVERSARY. THROUGH THE PRINT MAGAZINE AS WELL AS SOCIAL MEDIA OUTLETS, OUR WEBSITE, TV AND RADIO INTERVIEWS, AND PODCASTS, CHRONICLES EXAMINES AND ANALYZES CURRENT EVENTS FROM THE PERSPECTIVES OF HISTORY, THEOLOGY, LITERATURE, AND PHILOSOPHY. INFLUENCING THE INFLUENTIAL, OVER A THIRD OF ITS SUBSCRIBERS HOLD ADVANCED DEGREES. ITS READERSHIP INCLUDES NOVELISTS, FILMMAKERS, UNIVERSITY PROFESSORS, TEACHERS, HOMESCHOOLING MOTHERS, PRIESTS AND PASTORS, CAPTAINS OF INDUSTRY, GOVERNMENT RESEARCHERS, JOURNALISTS, THINK TANK LEADERS, LAWYERS, BISHOPS, JUDGES, BUREAUCRATS, AND POLITICIANS. IN 2020, WE RELEASED OUR FIRST VOLUME OF REMEMBERING THE RIGHT, A SPECIAL COMPILATION ISSUE OF ARTICLES DEDICATED TO SHARING THE WISDOM OF PAST CONSERVATIVE AND WESTERN INTELLECTUALS. THROUGHOUT ALL OUR PUBLICATIONS, CHARLEMAGNE INSTITUTE DRAWS A CLEAR LINE BETWEEN OUR EDITORIAL DECISIONS AND OUR DONORS AND BOARD OF DIRECTORS. WHILE DONORS MAY DIRECT FUNDING TO SPECIFIC PROJECTS, SUCH AS THE ALCUIN INTERNSHIP, THEY ARE NOT DIRECTING THE WRITING OR PUBLISHING OF OUR CONTENT. WE PUBLISH A WIDE RANGE OF CONTENT THAT IS MEANT TO FOSTER DISCUSSION AND FURTHER INTELLECTUAL DISCOVERY.

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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 (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

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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

$142,857

Total Directors