CHARLIE LIFE AND LEADERSHIP ACADEMY (EIN 821593798) - 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

2017

Legal Domicile

Principal Officer

BRUCE H JACKSON MBAMPAPH

Phone

8013588450

Tax Period

2024-01-01 to 2024-12-31

CHARLIE LIFE AND LEADERSHIP ACADEMY, founded in 2017, is a small nonprofit in the Education sector that reported $291K in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. Expenses of $277K left a modest 5% surplus.

Mission

CHARLIE ACADEMY PROVIDES AN ONLINE, COMPETENCY-BASED, JUST-IN-TIME LIBRARY OF CONTENT THAT HELPS STUDENTS GAIN CRITICAL LIFE AND LEADERSHIP SKILLS THEY NEED WHEN THEY NEED THEM.

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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 $288,203

Program Service Revenue $2,991

Investment Income $202

Other Revenue $0

TOTAL REVENUE $291,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,000

Fundraising Expenses $0

Program Expenses $178,123

Other Expenses $241,962

TOTAL EXPENSES $276,962

Year-over-Year Comparison

	2024	2023	Change
Revenue	$291,396	$154,958	+0.9%
Expenses	$276,962	$190,991	+0.5%
Net Income	$14,434	$-36,033	-1.4%

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

N/A

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

$35,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE H JACKSON	EXECUTIVE DIRECTOR - PRESIDENT	25.00	Officer	$35,000	$0	$35,000
JOHN PACKER	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN HALVORSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KERRY JOELS	FMR BOARD MEMBER	2.00	Director	$0	$0	$0
SHELLEY ROBBINS	FMR BOARD MEMBER	2.00	Director	$0	$0	$0
BLAINE JENSEN	FMR BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHEN SHERMAN CPA	FMR TREASURER	2.00	Director	$0	$0	$0
MELVIN ANDERSON	TREASURER	2.00	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
2025	No data	No data	No data	No data
2024	$291,396	$276,962	$116,599	$14,434
2023	$154,958	$190,991	$109,412	$-36,033
2022	$46,009	$358,679	$132,775	$-312,670
2022	$46,009	$358,679	$132,775	$-312,670
2021	$925,647	$528,640	$444,051	$397,007
2020	$670,197	$620,644	$55,585	$49,553
2019	$88,240	$87,820	No data	$420
2018	$287,470	$293,942	$666	$-6,472

CHARLIE LIFE AND LEADERSHIP ACADEMY