CHARISM (EIN 450435273) - 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

JAMES NAGBE

Phone

7013560260

Tax Period

2019-01-01 to 2019-12-31

CHARISM, founded in 1994, is a small nonprofit that reported $423K in total revenue in fiscal year 2019. Revenue decreased 13% compared to the prior year. Expenses of $559K exceeded revenue, resulting in a 32% operating deficit.

Mission

CHARISM IS A NEIGHBORHOOD SUPPORT CENTER OFFERING A SAFE AND WELCOMING ANCHOR POINT TO UNDERSERVED YOUTH AND THEIR FAMILIES THROUGH RELATIONSHIP-BASED, SKILL BUILDING PROGRAMS AND SERVICES THAT IMPROVE THE QUALITY OF LIFE. CHARISM PAYS ATTENTION TO THE NEEDS OF UNDERSERVED YOUTH.

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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 (2019)

Revenue Breakdown

Contributions & Grants $289,187

Program Service Revenue $164,803

Investment Income $3,957

Other Revenue $-34,830

TOTAL REVENUE $423,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $392,211

Fundraising Expenses $0

Program Expenses $393,896

Other Expenses $166,306

TOTAL EXPENSES $558,517

Year-over-Year Comparison

	2019	2018	Change
Revenue	$423,117	$487,903	-0.1%
Expenses	$558,517	$517,827	+0.1%
Net Income	$-135,400	$-29,924	+3.5%

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

1498

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

$87,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY STROH	PRESIDENT	2.00	Officer Director	$0	$0	$0
EDDIE SHEELEY	TREASURER	1.00	Officer Director	$0	$0	$0
ROCK MESSERSCHMIDT	DIRECTOR	0.50	Director	$0	$0	$0
KAY LEONHART	DIRECTOR	0.50	Director	$0	$0	$0
PASTOR BRENT MCNEAL	DIRECTOR	0.50	Director	$0	$0	$0
DR FORREST SAUER	SECRETARY	0.50	Officer Director	$0	$0	$0
KEVIN ZIMMER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NED HALALOVIC	DIRECTOR	0.50	Director	$0	$0	$0
JOHN FISHER	EXECUTIVE DIRECTOR TO JULY	40.00	Officer	$34,269	$5,480	$39,749
JAMES NAGBE	INTERM EXECUTIVE DIRECTOR	40.00	Officer	$42,508	$5,397	$47,905

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
2019	$423,117	$558,517	$426,903	$-135,400
2018	$487,903	$517,827	$563,400	$-29,924

CHARISM