CHARLOTTE MASON INSTITUTE INC

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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

2005

Legal Domicile

Principal Officer

TONY DUONG

Phone

4157252807

Tax Period

2024-01-01 to 2024-12-31

CHARLOTTE MASON INSTITUTE INC, founded in 2005, is a small nonprofit in the Education sector that reported $967K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $212K, a strong 22% operating margin.

Mission

THE PURPOSE OF THE CHARLOTTE MASON INSTITUTE IS TO SUPPORT A WORLDWIDE COMMUNITY OF LEARNERS AND EDUCATORS IN THE AUTHENTIC PRACTICE OF CHARLOTTE MASON'S DESIGN FOR EDUCATION. WE SEEK TO DO THIS THROUGH THE FOLLOWING VISION, MISSION AND VALUES:VISION: A RELATIONAL EDUCATION FOR ALL STUDENTS AND TEACHERS IN EVERY SETTING.MISSION: PROMOTING THE PRINCIPLES AND PRACTICES OF CHARLOTTE MASON'S DESIGN FOR EDUCATION.VALUES: CHARITY, FIDELITY, HUMILITY

Program Service Accomplishments

Program 1

Expenses: $504,044 Revenue: $816,496

RESEARCH-CONDUCTING A THOROUGH INVESTIGATION INTO THE WRITINGS, PROGRAMMES, AND ARCHIVAL DOCUMENTS FROM THE CHARLOTTE MASON ARCHIVE AS WELL AS THROUGH ANY FUTURE EMPIRICAL RESEARCH.PRACTICE-PROVIDING TRAINING THROUGH IMMERSIONS OR DEMONSTRATIONS OF MASON'S METHODS TO HELP OTHERS PRACTICE A MASON EDUCATION.OUTREACH-PROVIDING WAYS BY WHICH THOSE WHO ARE INTERESTED CAN ACCESS KNOWLEDGE OF CHARLOTTE MASON'S THEORIES AND PRACTICES. THESE INCLUDE: CONFERENCES AND RETREATS, BOOK STUDY GROUPS, PUBLICATIONS AND CURRICULUM COMPONENT

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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 $150,906

Program Service Revenue $816,496

Investment Income $0

Other Revenue $0

TOTAL REVENUE $967,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $298,675

Fundraising Expenses $0

Program Expenses $504,044

Other Expenses $456,237

TOTAL EXPENSES $754,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$967,402	$573,956	+0.7%
Expenses	$754,912	$518,449	+0.5%
Net Income	$212,490	$55,507	+2.8%

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

N/A

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

Total Directors

$21,635

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEANI VAN PELT	CHAIR	5.00	Officer Director	$0	$0	$0
TONY DUONG	TREASURER	5.00	Officer Director	$0	$0	$0
LEANN BURKHOLDER	SECRETARY	5.00	Officer Director	$0	$0	$0
LISA ECTOR	BOARD MEMBER	5.00	Director	$0	$0	$0
KERRI FORNEY	BOARD MEMBER	5.00	Director	$21,635	$0	$21,635
MIN HWANG	BOARD MEMBER	5.00	Director	$0	$0	$0
AMBER JOHNSTON	BOARD MEMBER	5.00	Director	$0	$0	$0
SARA TO	BOARD MEMBER	5.00	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
2024	$967,402	$754,912	$590,941	$212,490
2024	$967,402	$754,912	$590,941	$212,490
2023	$573,956	$518,449	$386,884	$55,507
2022	$456,668	$450,383	$264,336	$6,285
2021	$335,233	$218,531	$270,131	$116,702
2020	$249,587	$178,886	$116,988	$70,701
2019	$392,491	$381,699	$47,219	$10,792
2018	$326,943	$378,088	$183,030	$-51,145