CHARISM

EIN: 450435273 501(c)(3)

FARGO, ND

Total Revenue
$423,117
Total Expenses
$558,517
Total Assets
$426,903
Net Assets
$419,507
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
ND
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.

Program Service Accomplishments

Program 1
Expenses: $393,896 Revenue: $165,425

215 LOW INCOME/AT RISK CHILDREN TOOK PART IN CHARISM'S AFTER SCHOOL AND SUMMER STEM PROGRAMMING WHICH INCLUDES PARTNERSHIPS WITH FARGO PARKS, FARGO PUBLIC SCHOOLS, THE CREATIVE PLAINS FOUNDATION, AND...

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215 LOW INCOME/AT RISK CHILDREN TOOK PART IN CHARISM'S AFTER SCHOOL AND SUMMER STEM PROGRAMMING WHICH INCLUDES PARTNERSHIPS WITH FARGO PARKS, FARGO PUBLIC SCHOOLS, THE CREATIVE PLAINS FOUNDATION, AND RED RIVER DANCE ALL OF WHICH PROVIDE GREAT OPPORTUNITIES FOR THE CHILDREN TO LEARN AND GROW IN NEW ENVIRONMENTS. CHARISM PARTNERED WITH 5 SCHOOLS - ED CLAPP, LEWIS & CLARK, JEFFERSON ELEMENTARY SCHOOLS, CARL BEN EIELSON MIDDLE SCHOOL, AND FARGO SOUTH HIGH SCHOOL.CHARISM'S GROCERY ASSISTANCE PROGRAM HAS OVER 700 FAMILIES REGISTERED TO RECEIVE SUPPLEMENTAL GROCERIES. AN AVERAGE OF 317 FAMILIES ARE SERVED EACH MONTH WHICH EQUATES TO AN AVERAGE OF 678 INDIVIDUALS (323 ADULTS, 63 ELDERLY, 292 CHILDREN). AN AVERAGE OF 25,100 POUNDS OF FOOD IS REDISTRIBUTED PER MONTH TO THOSE IN NEED IN THE COMMUNITY.CHARISM'S CHECK AND CONNECT MENTORSHIP PROGRAM WORKED WITH 68 YOUTH WHO HAVE ATTENDANCE (UNEXCUSED, TARDIES) AND BEHAVIORAL DISRUPTIONS IN THE CLASSROOM. THIS PAST SCHOOL YEAR, 80% OF THOSE STUDENTS IMPROVED THEIR ATTENDANCE, AND/OR DECREASED BEHAVIORAL DISRUPTIONS. THE EXPANSION OF THE HIGH SCHOOL MENTORING PROGRAM SERVED 16 ADDITIONAL STUDENTS.

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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%)

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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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Governance

Voting Members
8
Independent Members
8
Employees
34
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
6
$87,654
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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