Charlotte Center for Legal Advocacy Inc (EIN 561202940) - 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

1967

Legal Domicile

Principal Officer

Kara Moskowitz

Phone

7043761600

Tax Period

2024-07-01 to 2025-06-30

Charlotte Center for Legal Advocacy Inc, founded in 1967, is a community nonprofit in the Crime & Legal sector that reported $4.8M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $6.1M exceeded revenue, resulting in a 28% operating deficit.

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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 $4,480,236

Program Service Revenue $43,934

Investment Income $32,350

Other Revenue $201,095

TOTAL REVENUE $4,757,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,861,560

Fundraising Expenses $374,468

Program Expenses $5,010,135

Other Expenses $1,225,203

TOTAL EXPENSES $6,086,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,757,615	$6,132,524	-0.2%
Expenses	$6,086,763	$6,516,938	-0.1%
Net Income	$-1,329,148	$-384,414	+2.5%

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

186

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

$137,710

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kara Moskowitz	Interim CEO	37.50	Officer	$130,601	$7,109	$137,710
Douglas Sea	Director/Attorney	32.00		$122,534	$0	$122,534
Kelly Lynn	Philanthropy Dir	37.50		$115,697	$0	$115,697
Alex Castle	Treasurer	0.50	Director	$0	$0	$0
Rhonda Bethea	Treasurer	0.50	Officer Director	$0	$0	$0
John McDonald	Director	0.50	Director	$0	$0	$0
Anna O'Neal	Director	0.50	Director	$0	$0	$0
Carolyn Allison	Secretary	0.50	Officer Director	$0	$0	$0
Rachel Bernard	Director	0.50	Director	$0	$0	$0
Edward P O'Keefe	Chairperson	0.50	Officer Director	$0	$0	$0
Natasha McKenzie	Director	0.50	Director	$0	$0	$0
Stephanie Steiger	Director	0.50	Director	$0	$0	$0
Elizabeth Ireland	Director	0.50	Director	$0	$0	$0
Amy Puckett	Director	0.50	Director	$0	$0	$0
Ted Smoyer	Director	0.50	Director	$0	$0	$0
Elizabeth Murphy	Director	0.50	Director	$0	$0	$0
Gwendolyn Lewis	Director	0.50	Director	$0	$0	$0
Andres Lopez	Director	0.50	Director	$0	$0	$0
Rahwa Gebre-Egziabher	Director	0.50	Director	$0	$0	$0
Allie Lin	Vice Chair	0.50	Officer Director	$0	$0	$0
Erica Nesmith	Director	0.50	Director	$0	$0	$0
Matthew Robertson	Director	0.50	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
2025	$4,757,615	$6,086,763	$9,875,347	$-1,329,148
2024	$6,132,524	$6,516,938	$11,692,411	$-384,414
2023	$6,038,786	$6,012,407	$12,279,934	$26,379
2022	$7,975,999	$4,948,357	$12,323,013	$3,027,642
2021	$6,469,542	$4,483,177	$8,770,350	$1,986,365
2020	$3,383,154	$3,446,929	$4,675,041	$-63,775
2019	$5,326,566	$3,254,209	$4,605,497	$2,072,357

Charlotte Center for Legal Advocacy Inc