CHARLOTTE STREET FOUNDATION (EIN 270040902) - 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

1997

Legal Domicile

Principal Officer

AMY KLIGMAN

Phone

8162215115

Tax Period

2023-01-01 to 2023-12-31

CHARLOTTE STREET FOUNDATION, founded in 1997, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $1.5M exceeded revenue, resulting in a 17% operating deficit.

Mission

CHARLOTTE STREET ENVISIONS KANSAS CITY AS A DYNAMIC HOME FOR ARTISTS OF VARIOUS CAREER STAGES AND DISCIPLINES TO THRIVE, WHILE SERVING AS NATURAL CATALYSTS FOR AN EXCITING, INNOVATIVE, AND CULTURALLY RICH CITY.

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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 $1,256,762

Program Service Revenue $0

Investment Income $50,366

Other Revenue $-53,427

TOTAL REVENUE $1,253,701

Expense Breakdown

Grants Paid $271,125

Salaries & Benefits $551,582

Fundraising Expenses $129,052

Program Expenses $877,237

Other Expenses $639,579

TOTAL EXPENSES $1,462,286

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,253,701	$1,339,498	-0.1%
Expenses	$1,462,286	$1,520,862	0.0%
Net Income	$-208,585	$-181,364	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN-PAUL WONG	IMMEDIATE PAST CHAIR	2.00	Director	$0	$0	$0
JOSE FAUS	PRESIDENT	4.00	Officer Director	$0	$0	$0
DARREN ABBOTT	DIRECTOR	1.00	Director	$0	$0	$0
CATHY SMITH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA MCCRAY	DIRECTOR	1.00	Director	$0	$0	$0
TOMA WOLFF	SECRETARY	2.00	Officer Director	$0	$0	$0
JESSIE MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
JOSUE MONTES	DIRECTOR	1.00	Director	$0	$0	$0
ELVIS ACHELPOHL	DIRECTOR	1.00	Director	$0	$0	$0
RASHAWN GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE MILLER	TREASURER	2.00	Officer Director	$0	$0	$0
ELLEN COPAKEN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
LISA SCHMITZ	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$1,253,701	$1,462,286	$10,006,090	$-208,585
2022	$1,339,498	$1,520,862	$9,920,692	$-181,364
2021	$1,645,479	$1,428,711	$10,563,973	$216,768
2020	$3,122,725	$897,652	$10,244,255	$2,225,073
2019	$5,954,385	$920,480	$8,014,127	$5,033,905
2018	$1,871,835	$820,699	$2,787,819	$1,051,136

CHARLOTTE STREET FOUNDATION