Global Initiatives (EIN 845012164) - 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

2020

Legal Domicile

Principal Officer

Ken Currie

Phone

4177668870

Tax Period

2025-01-01 to 2025-12-31

Global Initiatives, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $333K in total revenue in fiscal year 2025. Expenses of $314K left a modest 5% surplus.

Mission

Train leaders within international charitable organizations through consulting, life-coaching, leadership mentoring, staff development, organizational effectiveness and board training.

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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 (2025)

Revenue Breakdown

Contributions & Grants $299,152

Program Service Revenue $0

Investment Income $33,491

Other Revenue $0

TOTAL REVENUE $332,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,956

Fundraising Expenses $2,420

Program Expenses $243,335

Other Expenses $88,541

TOTAL EXPENSES $314,497

Year-over-Year Comparison

	2025	2024	Change
Revenue	$332,643	$336,492	0.0%
Expenses	$314,497	$363,692	-0.1%
Net Income	$18,146	$-27,200	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark D Batluck	N/A	40.00		$115,000	$0	$115,000
Carmen-Elise Batluck	N/A	20.00		$30,000	$0	$30,000
Joseph S Batluck Jr	N/A	40.00		$12,000	$0	$12,000
Heike Batluck	N/A	20.00		$10,000	$0	$10,000
Ken Currie	Director	1.00	Director	$0	$0	$0
Paul Poteat	Director	1.00	Director	$0	$0	$0
Irene Batluck	Director	1.00	Director	$0	$0	$0
Joseph S Batluck Sr	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
2025	$332,643	$314,497	$209,782	$18,146
2024	$336,492	$363,692	$191,636	$-27,200
2023	$332,260	$312,683	$218,836	$19,577
2022	$283,077	$186,229	$199,426	$96,848
2021	$298,251	$227,774	$102,578	$70,477

Global Initiatives