CHARTER OAK HEALTH CENTER REALTY CORPORATION (EIN 274896758) - 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

2011

Legal Domicile

Principal Officer

NICHELLE MULLINS

Phone

8605507500

Tax Period

2018-01-01 to 2018-12-31

CHARTER OAK HEALTH CENTER REALTY CORPORATION, founded in 2011, is a micro nonprofit in the Health Care sector that reported $35K in total revenue in fiscal year 2018. The organization ran a surplus of $18K, a strong 52% operating margin.

Mission

CHARTER OAK HEALTH CENTER REALTY CORPORATION WAS FORMED AS A CONNECTICUT NON-PROFIT CORPORATION TO BE A SUPPORTING ORGANIZATION TO CHARTER OAK HEALTH CENTER. THE ORGANIZATION WILL HANDLE REAL ESTATE ISSUES ON BEHALF OF CHARTER OAK HEALTH CENTER.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $33,949

Other Revenue $1,324

TOTAL REVENUE $35,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,150

Other Expenses $16,900

TOTAL EXPENSES $16,900

Year-over-Year Comparison

	2018	2017	Change
Revenue	$35,273	N/A	N/A
Expenses	$16,900	$51,618	-0.7%
Net Income	$18,373	$-51,618	-1.4%

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

N/A

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

$432,449

Total Directors

$432,449

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA BRADLEY	BOARD MEMBER	3.00	Director	$0	$0	$0
CARLOS VALINHO	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHELLE MULLINS ESQ	CHAIRMAN/PRESIDENT/CEO	1.00	Officer Director	$0	$0	$303,169
STEWART JOSLIN	CFO/TREASURER	1.00	Officer Director	$0	$4,893	$129,280
KRISTEN HARRIS	BOARD MEMBER	3.00	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
2018	$35,273	$16,900	$199,165	$18,373

CHARTER OAK HEALTH CENTER REALTY CORPORATION