NATIONAL CHARTER COLLABORATIVE (EIN 811471458) - 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

2016

Legal Domicile

Principal Officer

NAOMI SHELTON

Phone

2027666856

Tax Period

2023-01-01 to 2023-12-31

NATIONAL CHARTER COLLABORATIVE, founded in 2016, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

NATIONAL CHARTER COLLABORATIVE CATALYZES THE POWER OF COMMUNITY TO SUPPORT SCHOOL LEADERS OF COLOR TO CONNECT AND BUILD THE BEST SCHOOLS REFLECTIVE OF THE COMMUNITIES THEY SERVE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,220,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,220,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $632,733

Fundraising Expenses $14,644

Program Expenses $1,119,035

Other Expenses $590,213

TOTAL EXPENSES $1,222,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,220,500	$930,206	+0.3%
Expenses	$1,222,946	$1,082,669	+0.1%
Net Income	$-2,446	$-152,463	-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

$204,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NAOMI SHELTON	CEO	40.00	Officer	$189,125	$15,000	$204,125
DANIELA ANELLO	DIRECTOR	4.00	Director	$0	$0	$0
TANIA DE SA CAMPOS	TREASURER	4.00	Officer Director	$0	$0	$0
TRISH DZIKO	DIRECTOR	4.00	Director	$0	$0	$0
WILLIAM HAFT	SECRETARY	4.00	Director	$0	$0	$0
RAFIQ KALAM ID-DIN II	DIRECTOR	4.00	Director	$0	$0	$0
LAURA MCGOWAN-ROBINSON	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
MARGARET MCLEOD	DIRECTOR	4.00	Director	$0	$0	$0
RONALD RICE	DIRECTOR	4.00	Director	$0	$0	$0
KIMBERLY SMITH	DIRECTOR	4.00	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	No data	No data	No data	No data
2023	$1,220,500	$1,222,946	$1,578,025	$-2,446
2022	$930,206	$1,082,669	$1,321,327	$-152,463
2021	$602,000	$613,869	$1,340,947	$-11,869
2020	$990,140	$1,134,114	$1,231,079	$-143,974
2019	$887,811	$640,136	$1,379,324	$247,675
2018	$1,194,868	$143,749	$1,133,477	$1,051,119

NATIONAL CHARTER COLLABORATIVE