MTZ Charitable Organization Inc (EIN 862041400) - 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

2024

Legal Domicile

Principal Officer

Charles McDowell

Phone

6086929210

Tax Period

2025-01-01 to 2025-12-31

MTZ Charitable Organization Inc, founded in 2024, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 375% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 84% operating margin.

Mission

MTZ Charitable Organization MTZCO operates seven vital community programs serving diverse populations across Madison WI and Dane County. In 2024 these programs collectively provided essential services to thousands of community members focusing on youth older adults and underserved populations. Our programs address critical needs in education mental health mentorship wellness nutrition security and community support.

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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 $1,316,509

Program Service Revenue $0

Investment Income $16,272

Other Revenue $0

TOTAL REVENUE $1,332,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,592

Fundraising Expenses $0

Program Expenses $110,247

Other Expenses $105,036

TOTAL EXPENSES $213,428

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,332,781	$280,768	+3.7%
Expenses	$213,428	$117,969	+0.8%
Net Income	$1,119,353	$162,799	+5.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Mcdoowell	President	2.00	Officer	$0	$0	$0
Tiajuana Rice	Secretary	2.00	Officer	$0	$0	$0
Birl Lowery	Board Member	4.00	Officer	$0	$0	$0
Marcus Allen	Board Member	2.00	Officer	$0	$0	$0
Rebecca Peterson	Board Member	2.00	Officer	$0	$0	$0
Richard Brown Sr	Treasurer	5.00	Officer	$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	$1,332,781	$213,428	$1,459,588	$1,119,353
2024	$280,768	$117,969	$340,171	$162,799

MTZ Charitable Organization Inc