Mens Shelter of Charlotte Inc (EIN 561474475) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Phone

7043343187

Tax Period

2017-07-01 to 2018-06-30

Mens Shelter of Charlotte Inc, founded in 1985, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2017. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 37% operating margin.

Mission

Helping homeless men by providing a safe shelter and meeting their basic needs as well as address barriers related to homelessness and self-sufficiency and helping homeless men to obtain and maintain more appropriate housing.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $6,457,674

Program Service Revenue $0

Investment Income $4,291

Other Revenue $23,877

TOTAL REVENUE $6,485,842

Expense Breakdown

Grants Paid $402,682

Salaries & Benefits $2,209,435

Fundraising Expenses $295,286

Program Expenses $3,342,423

Other Expenses $1,468,349

TOTAL EXPENSES $4,080,466

Year-over-Year Comparison

	2017	2016	Change
Revenue	$6,485,842	$4,667,639	+0.4%
Expenses	$4,080,466	$3,798,599	+0.1%
Net Income	$2,405,376	$869,040	+1.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

104

Volunteers

2000

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

Total Directors

$121,475

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Clasen-Kelly	Executive Dir.	48.00	Director	$117,647	$3,828	$121,475
Tod R Trip Caldwell III	Secretary	2.00	Officer Director	$0	$0	$0
Will Alston	Chair	2.00	Officer Director	$0	$0	$0
David Henderson	Director	1.00	Director	$0	$0	$0
Sam Farnham	Past Chair	2.00	Officer Director	$0	$0	$0
Jordan Abshire	Director	1.00	Director	$0	$0	$0
Daryl Israel	Director	1.00	Director	$0	$0	$0
Tom Wilson	Director	1.00	Director	$0	$0	$0
John Oxrider	Director	1.00	Director	$0	$0	$0
Will Smoak	Director	1.00	Director	$0	$0	$0
B Deems May Jr	Director	1.00	Director	$0	$0	$0
Keely Hines	Director	1.00	Director	$0	$0	$0
Harry Redd	Director	1.00	Director	$0	$0	$0
Alan Stevens	Director	1.00	Director	$0	$0	$0
Andrew Martin	Treasurer	1.00	Officer Director	$0	$0	$0
Chuck Stauffer	Vice Chair	1.00	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
2018	$6,485,842	$4,080,466	$8,763,780	$2,405,376

Mens Shelter of Charlotte Inc