CUSTOMED INC

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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

RUSSELL MCCARTY

Phone

8568339377

Tax Period

2023-01-01 to 2023-12-31

CUSTOMED INC, founded in 2011, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023.

Mission

TO PROVIDE CUSTOMIZED EDUCATIONAL PROGRAMMING FOR CAUSE-BASED INITIATIVES TO PROVIDE EXTRAORDINARY EDUCATIONAL EXPERIENCES THAT INSPIRE AND MOTIVATE LEARNERS OF ALL AGES.

Program Service Accomplishments

Program 1

Expenses: $1,855,504 Revenue: $1,996,209

EDUCATIONAL EXPERIENCES - PROVIDING EXTRAORDINARY EDUCATIONAL EXPERIENCES FOR LEARNERS OF ALL AGES BY PROVIDING MANAGEMENT, DEVELOPMENT AND ASSISTANCE IN IMPLEMENTATION FOR VARIOUS CUSTOMIZABLE...

EDUCATIONAL EXPERIENCES - PROVIDING EXTRAORDINARY EDUCATIONAL EXPERIENCES FOR LEARNERS OF ALL AGES BY PROVIDING MANAGEMENT, DEVELOPMENT AND ASSISTANCE IN IMPLEMENTATION FOR VARIOUS CUSTOMIZABLE PROGRAMS. CUSTOMED HAS IMPACTED APPROXIMATELY 10,000,000 LEARNERS WITH 300 EVENTS AND 40 DIFFERENT PROGRAMS.

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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 $17,486

Program Service Revenue $1,927,907

Investment Income $241

Other Revenue $79,390

TOTAL REVENUE $2,025,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,030,792

Fundraising Expenses $0

Program Expenses $1,855,504

Other Expenses $1,132,189

TOTAL EXPENSES $2,162,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,025,024	$2,126,081	0.0%
Expenses	$2,162,981	$2,082,301	+0.0%
Net Income	$-137,957	$43,780	-4.2%

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

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

$292,492

Total Directors

$215,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Russell McCarty	CEO & President	50.0	Officer Director	$201,150	$14,073	$215,223
Katharine Boyles	Secretary	40.0	Officer	$74,957	$2,312	$77,269
Kristina Dina	Board Chair	2.0	Officer Director	$0	$0	$0
Kirk Wheeler	Board Vice Chair	2.0	Officer Director	$0	$0	$0
James Espino	Treasurer	2.0	Officer Director	$0	$0	$0
Linda Wayne	Vice President	2.0	Officer Director	$0	$0	$0
Shaysann Kaun	Board Member	2.0	Director	$0	$0	$0
Maureen Guy	Board Member	2.0	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	$2,025,024	$2,162,981	$3,476,964	$-137,957
2022	$2,126,081	$2,082,301	$3,750,644	$43,780
2021	$1,800,530	$1,642,275	$3,471,691	$158,255
2020	$1,964,114	$1,628,994	$2,709,735	$335,120
2019	$2,317,554	$1,999,141	$2,401,800	$318,413
2018	$1,369,032	$1,383,407	$1,993,016	$-14,375