CHARIS FOUNDATION FOR NEW MONACTICISM & INTERSPIRITUALITY (EIN 473020709) - 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

2015

Legal Domicile

Principal Officer

Rory McEntee

Phone

3233345782

Tax Period

2024-01-01 to 2024-12-31

CHARIS FOUNDATION FOR NEW MONACTICISM & INTERSPIRITUALITY, founded in 2015, is a small nonprofit in the Religion sector that reported $121K in total revenue in fiscal year 2024. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $145K exceeded revenue, resulting in a 20% operating deficit.

Mission

Charis Foundation for New Monasticism & Interspirituality (Charis Foundation) is a strategic array of programs and partnerships designed to support spiritual maturation, interspiritual collaboration, and broad systemic change in the world.

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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 $23,403

Program Service Revenue $90,642

Investment Income $7,102

Other Revenue $0

TOTAL REVENUE $121,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,260

Fundraising Expenses $0

Program Expenses $140,765

Other Expenses $67,612

TOTAL EXPENSES $144,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,147	$2,934,013	-1.0%
Expenses	$144,872	$110,282	+0.3%
Net Income	$-23,725	$2,823,731	-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

N/A

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

$77,260

Total Directors

$77,260

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Miles	President, Director of Keating-Schachter Center	15	Officer Director Highest	$50,800	$0	$50,800
Rory McEntee	President, Executive Director, Treasurer	45.00	Officer Director	$26,460	$0	$26,460
Allison DeHart	Board Member	0	Director	$0	$0	$0
Alejandra Warden	Board Member, Director of Charis Circles	15	Director	$0	$0	$0
Jacob Wagner	Board Member	0	Director	$0	$0	$0
Carson Warden	Secretary, Charis Circles Team, Legal Counsel	2	Officer	$0	$0	$0
Samantha Krezinski	Executive Core Team, Charis Circles Team	15.00	Key Emp	$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	$121,147	$144,872	$2,852,224	$-23,725
2023	$2,934,013	$110,282	$2,934,969	$2,823,731

CHARIS FOUNDATION FOR NEW MONACTICISM & INTERSPIRITUALITY