MIDLAND CHARTER INITIATIVE (EIN 383184678) - 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

1994

Legal Domicile

Principal Officer

KATHRYN SHICK

Phone

9894962403

Tax Period

2017-07-01 to 2018-06-30

MIDLAND CHARTER INITIATIVE, founded in 1994, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2017.

Mission

TO PROMOTE AND ENCOURAGE RESEARCH INTO AND OF SYSTEMS OF INSTRUCTION AND ELEMENTARY AND SECONDARY EDUCATION AND SCHOOLS TO PROMOTE, FOSTER, CARRY ON, SPONSOR, ENCOURAGE OR PARTICIPATE IN ANY ACTIVITIES DESIGNED TO INVESTIGATE, PROVIDE FOR, PROMOTE OR ENCOURAGE RESEARCH INTO METHODS DESIGNED TO OPERATE, ACQUIRE, ESTABLISH, SPONSOR, AND/OR DEVELOP INSTRUCTIONAL AND/OR EDUCATIONAL SYSTEMS AND/OR 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 (2017)

Revenue Breakdown

Contributions & Grants $1,169,326

Program Service Revenue $265,879

Investment Income $0

Other Revenue $50,030

TOTAL REVENUE $1,485,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,030,627

Fundraising Expenses $0

Program Expenses $1,355,579

Other Expenses $457,213

TOTAL EXPENSES $1,487,840

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,485,235	$1,462,693	+0.0%
Expenses	$1,487,840	$1,540,396	0.0%
Net Income	$-2,605	$-77,703	-1.0%

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

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
KATHRYN SHICK	PRESIDENT	40.00	Officer Director	$0	$0	$0
JOHN DATE	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
EDWARD SHAFFER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD CALDWELL	TRUSTEE	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
2018	$1,485,235	$1,487,840	$958,851	$-2,605

MIDLAND CHARTER INITIATIVE