The Character Connection Initiative Inc (EIN 474133046) - 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

Justin Rivers

Phone

3473703010

Tax Period

2018-01-01 to 2018-12-31

The Character Connection Initiative Inc, founded in 2015, is a small nonprofit in the Education sector that reported $335K in total revenue in fiscal year 2018. Revenue surged 750% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 40% operating margin.

Mission

The Character Connection Initiative empowers adolescents to define and develop their inner strengths through character education.

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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 (2018)

Revenue Breakdown

Contributions & Grants $335,024

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $335,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,330

Fundraising Expenses $21,433

Program Expenses $135,724

Other Expenses $65,136

TOTAL EXPENSES $201,466

Year-over-Year Comparison

	2018	2017	Change
Revenue	$335,024	$39,424	+7.5%
Expenses	$201,466	$194,362	+0.0%
Net Income	$133,558	$-154,938	-1.9%

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

$126,943

Total Directors

$87,985

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Hackett	Chair	1.00	Officer Director	$0	$0	$0
Alexandra DalPan	Vice-Chair	1.00	Officer Director	$0	$0	$0
Megan McMahon	Treasurer	1.00	Officer Director	$0	$0	$0
Justin Rivers	Dir/Interim ED	40.00	Officer Director	$78,396	$9,589	$87,985
Sarah Beth Lardie	Executive Dir.	40.00	Officer	$38,958	$0	$38,958

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
2018	$335,024	$201,466	$166,337	$133,558

The Character Connection Initiative Inc