EVERETT HOUSE OF CHARLOTTE INC (EIN 271982461) - 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

2010

Legal Domicile

Principal Officer

WILLIAM BOLSTAD

Phone

7043423316

Tax Period

2025-01-01 to 2025-12-31

EVERETT HOUSE OF CHARLOTTE INC, founded in 2010, is a small nonprofit in the Housing & Shelter sector that reported $117K in total revenue in fiscal year 2025.

Mission

CONSTRUCT AND OPERATE A 10 UNIT APARTMENT COMPLEX FOR SPECIAL NEEDS INDIVIDUALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $114,315

Investment Income $3,115

Other Revenue $0

TOTAL REVENUE $117,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,588

Other Expenses $127,586

TOTAL EXPENSES $127,586

Year-over-Year Comparison

	2025	2024	Change
Revenue	$117,430	$111,169	+0.1%
Expenses	$127,586	$138,519	-0.1%
Net Income	$-10,156	$-27,350	-0.6%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
WILLIAM BOLSTAD	PRESIDENT	Officer Director	$0	$0	$0
CARI JONES	VICE PRESIDENT	Officer Director	$0	$0	$0
LISA LEMOS	OUTGOING SECRETARY/TREASURER	Officer Director	$0	$0	$0
JANETTE HENDERSHOTT	SECRETARY/TREASURER	Officer 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
2025	$117,430	$127,586	$885,015	$-10,156
2024	$111,169	$138,519	$899,019	$-27,350
2023	$95,060	$114,955	$932,349	$-19,895
2022	$92,868	$134,671	$943,564	$-41,803
2021	$85,413	$125,055	$978,797	$-39,642
2020	$92,427	$113,035	$1,017,663	$-20,608
2019	$86,351	$115,638	$1,036,305	$-29,287
2018	$83,976	$107,536	$1,066,024	$-23,560

EVERETT HOUSE OF CHARLOTTE INC