PORTLAND CHARTER PARTNERS (EIN 475181333) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

DENNIS TIEDE

Phone

5016831855

Tax Period

2019-07-01 to 2020-06-30

PORTLAND CHARTER PARTNERS, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $517K in total revenue in fiscal year 2016. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 19% operating margin.

Mission

THE CORPORATION IS ORGANIZED TO SUPPORT EXALT EDUCATION, INC, A NONPROFIT CORPORATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $401,438

Investment Income $0

Other Revenue $0

TOTAL REVENUE $401,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,195

Fundraising Expenses $0

Program Expenses $397,686

Other Expenses $334,491

TOTAL EXPENSES $397,686

Year-over-Year Comparison

	2019	2018	Change
Revenue	$401,438	$425,089	-0.1%
Expenses	$397,686	$348,539	+0.1%
Net Income	$3,752	$76,550	-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

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

$102,253

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS TIEDE	EXECUTIVE DI	10.00	Officer	$0	$0	$102,253
BONNIE JOHNSON	SECRETARY	1.00	Director	$0	$0	$0
JEFF LAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
BEJAMIN LINDQUIST	BOARD CHAIR	1.00	Director	$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
2020	$401,438	$397,686	$598,861	$3,752
2019	$425,089	$348,539	$552,330	$76,550
2018	$511,998	$356,185	$481,077	$155,813
2018	$511,998	$356,185	$481,077	$155,813
2017	$517,001	$419,683	$331,910	$97,318

PORTLAND CHARTER PARTNERS