NATIONAL CHARACTER EDUCATION FOUNDATION (EIN 421572205) - 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

2003

Legal Domicile

Principal Officer

DAVID RETTIG

Phone

4124001523

Tax Period

2024-01-01 to 2024-12-31

NATIONAL CHARACTER EDUCATION FOUNDATION, founded in 2003, is a small nonprofit in the Education sector that reported $325K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

CHARACTER EDUCATION INSTRUCTION THROUGH ASSEMBLIES, PROGRAMS AND CURRICULUM

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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 (2024)

Revenue Breakdown

Contributions & Grants $325,250

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $325,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,352

Fundraising Expenses $0

Program Expenses $189,405

Other Expenses $217,140

TOTAL EXPENSES $321,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,250	$268,785	+0.2%
Expenses	$321,492	$255,060	+0.3%
Net Income	$3,758	$13,725	-0.7%

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

$48,300

Total Directors

$48,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID RETTIG	Executive Dir.	50.00	Officer Director	$48,300	$0	$48,300
KEVIN WALSH	Director	1.00	Director	$0	$0	$0
BEN SMITH	Director	1.00	Director	$0	$0	$0
CHARLIE AESCHLIMAN	Director	1.00	Director	$0	$0	$0
KEN CLOWES	Director	1.00	Director	$0	$0	$0
JORDAN GIBSON	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
2024	$315,250	$321,492	$473,533	$-6,242
2024	$325,250	$321,492	$483,533	$3,758
2023	$268,785	$255,060	$209,737	$13,725
2022	$266,396	$233,797	$222,974	$32,599
2021	$303,098	$257,028	$144,270	$46,070
2019	$269,275	$309,858	$179,567	$-40,583

NATIONAL CHARACTER EDUCATION FOUNDATION