THE CHARACTER EDUCATION PARTNERSHIP INC (EIN 541657505) - 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

1993

Legal Domicile

Principal Officer

Dr ARTHUR SCHWARTZ

Phone

2022967743

Tax Period

2024-01-01 to 2024-12-31

THE CHARACTER EDUCATION PARTNERSHIP INC, founded in 1993, is a small nonprofit in the Education sector that reported $834K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $924K exceeded revenue, resulting in a 11% operating deficit.

Mission

PROVIDING THE VISION, LEADERSHIP AND RESOURCES FOR SCHOOLS, FAMILIES AND COMMUNITIES TO DEVELOP ETHICAL CITIZENS COMMITTED TO BUILDING A JUST AND CARING 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 $413,869

Program Service Revenue $392,925

Investment Income $26,721

Other Revenue $0

TOTAL REVENUE $833,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $487,640

Fundraising Expenses $62,246

Program Expenses $399,817

Other Expenses $436,504

TOTAL EXPENSES $924,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$833,515	$1,214,967	-0.3%
Expenses	$924,144	$1,295,754	-0.3%
Net Income	$-90,629	$-80,787	+0.1%

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

300

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

$143,881

Total Directors

$143,881

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr ARTHUR SCHWARTZ	President	40.00	Officer Director	$143,881	$0	$143,881
RICHARD BAGIN	MEMBER	5.00	Director	$0	$0	$0
JENNIE CARREON	Member	5.00	Director	$0	$0	$0
JOSEPH CARVIN	MEMBER	5.00	Director	$0	$0	$0
PETER DONOVAN	MEMBER	5.00	Director	$0	$0	$0
DR ROBERT J FISICARO	MEMBER	5.00	Director	$0	$0	$0
ANDREW MILLER	Treasurer	10.00	Officer Director	$0	$0	$0
MICHAEL DUTTON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
ELIZABETH HUNTLEY	Secretary	5.00	Officer Director	$0	$0	$0
SUHAIL FAROOQUI	MEMBER	5.00	Director	$0	$0	$0
SCARLETT LEWIS	MEMBER	5.00	Director	$0	$0	$0
LINDA J MCKAY	Chairman	10.00	Officer Director	$0	$0	$0
GLENN WILKE	VICE CHAIR	5.00	Officer 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
2024	$833,515	$924,144	$352,532	$-90,629
2023	$1,214,967	$1,295,754	$500,822	$-80,787
2022	$1,013,831	$988,849	$468,346	$24,982
2021	$964,006	$818,896	$410,157	$145,110
2020	$806,709	$756,576	$383,715	$50,133
2019	$1,009,544	$1,285,870	$510,135	$-276,326

THE CHARACTER EDUCATION PARTNERSHIP INC