ENVISION CHARLOTTE

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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

Phone

7045752861

Tax Period

2024-01-01 to 2024-12-31

ENVISION CHARLOTTE, founded in 2011, is a small nonprofit in the Environment sector that reported $633K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

GLOBAL MODEL OF ENVIRONMENTAL SUSTAINABILITY FOR MEASURABLE COMMUNITY AND ECONOMIC RESULTS

Program Service Accomplishments

Program 1

Expenses: $430,628

In 2024, we launched the Crush Truck, a mobile glass-crushing program that collects and processes glass locally. We also kicked off a carpet recovery initiative, cleaning and prepping used carpet for reuse in future projectssaving money and keeping it out of the landfill. Thousands of volunteers helped us sort plastic, and we welcomed countless students through our new field trip education program. And our annual Second Chance Sample Giveaway was a hit againdiverting over 6 tons of materials from the landfill.

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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 $448,421

Program Service Revenue $143,099

Investment Income $155

Other Revenue $41,203

TOTAL REVENUE $632,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,788

Fundraising Expenses $63,224

Program Expenses $430,628

Other Expenses $392,641

TOTAL EXPENSES $681,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$632,878	$863,687	-0.3%
Expenses	$681,429	$635,543	+0.1%
Net Income	$-48,551	$228,144	-1.2%

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

N/A

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
Kim Marks	DIRECTOR	1.00	Director	$0	$0	$0
Danielle Frazier	DIRECTOR	1.00	Director	$0	$0	$0
Philip Otienoburor	DIRECTOR	1.00	Director	$0	$0	$0
Emily Lopez	DIRECTOR	1.00	Director	$0	$0	$0
Jenn Grabenstetter	Director	1.00	Director	$0	$0	$0
Genevieve Piche	Chair	3.00	Officer	$0	$0	$0
David Callaway	Director	1.00	Officer	$0	$0	$0
Emmett Weindruch	SECRETARY	5.00	Officer	$0	$0	$0
Virgil Patel	Treasurer	1.00	Officer	$0	$0	$0
AMY AUSSIEKER	EXECUTIVE DIRECTOR	40.00	Highest	$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	$632,878	$681,429	$504,082	$-48,551
2024	$632,878	$681,429	$504,082	$-48,551
2023	$863,687	$635,543	$547,523	$228,144
2023	$863,687	$635,543	$547,523	$228,144
2022	$430,985	$496,884	$306,628	$-65,899
2021	$321,116	$516,358	$326,840	$-195,242
2020	$530,514	$540,630	$567,958	$-10,116
2019	$348,439	$355,653	$584,490	$-7,214
2019	$447,439	$361,875	$560,037	$85,564
2018	$1,061,637	$727,889	$458,749	$333,748
2018	$1,296,366	$705,559	$524,564	$590,807