Kodiak CHARR (EIN 920150621) - 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

1993

Legal Domicile

Principal Officer

Helen Hartman

Phone

9074869489

Tax Period

2024-01-01 to 2024-12-31

Kodiak CHARR, founded in 1993, is a micro nonprofit that reported $87K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $119K exceeded revenue, resulting in a 37% operating deficit.

Mission

Education of members.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $86,809

TOTAL REVENUE $86,809

Expense Breakdown

Grants Paid $49,960

Salaries & Benefits $14,493

Fundraising Expenses $0

Program Expenses $79,890

Other Expenses $54,707

TOTAL EXPENSES $119,160

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,809	$136,701	-0.4%
Expenses	$119,160	$155,246	-0.2%
Net Income	$-32,351	$-18,545	+0.7%

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

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

$13,463

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carmen Lunde	Finance Dir.	20.00	Officer	$10,500	$0	$10,500
Delores Stokes	Interim Fin Dir	20.00	Officer	$2,963	$0	$2,963
Helen Hartman	President	1.00	Officer Director	$0	$0	$0
Susan Johnson	Vice President	1.00	Officer Director	$0	$0	$0
Ana Bravo	Secretary	1.00	Officer Director	$0	$0	$0
Denice Jones	Treasurer	1.00	Officer Director	$0	$0	$0
Helen Hartman	Board Member	1.00	Director	$0	$0	$0
Susan Johnson	Board Member	1.00	Director	$0	$0	$0
Ana Bravo	Board Member	1.00	Director	$0	$0	$0
Denice Jones	Board Member	1.00	Director	$0	$0	$0
Raymond LeGrue	Board Member	1.00	Director	$0	$0	$0
Ben Millstein	Board Member	1.00	Director	$0	$0	$0
Wade Ball	Board Member	1.00	Director	$0	$0	$0
Rod Kiefer	Board Member	1.00	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	$86,809	$119,160	$119,665	$-32,351
2023	$136,701	$155,246	$153,024	$-18,545
2022	$168,696	$143,702	$171,858	$24,994
2021	$152,401	$58,467	$146,766	$93,934
2020	$53,742	$98,735	$53,819	$-44,993
2019	$109,823	$89,379	$97,612	$20,444
2018	$127,462	$89,495	$96,315	$37,967

Kodiak CHARR