MISSION CHARLOTTE

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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

2023

Legal Domicile

Principal Officer

RJ CASWELL

Phone

9802531825

Tax Period

2024-10-01 to 2025-09-30

MISSION CHARLOTTE, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $189K in total revenue in fiscal year 2024.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $156,707 Revenue: $3,043

WE FOCUS ON SIX CORE COMPETENCIES BASED ON BIBLICAL LEADERSHIP, ORGANIZATIONAL EFFECTIVENESS, AND SUSTAINABLE SERVICE, TO HELP INSTITUTIONS MATURE, ALIGN, AND FLOURISH. THROUGH OUR PROVEN PROCESS...

WE FOCUS ON SIX CORE COMPETENCIES BASED ON BIBLICAL LEADERSHIP, ORGANIZATIONAL EFFECTIVENESS, AND SUSTAINABLE SERVICE, TO HELP INSTITUTIONS MATURE, ALIGN, AND FLOURISH. THROUGH OUR PROVEN PROCESS -ASSES, TRAIN AND IMPLEMENT - WE CULTIVATE A LEARNING COMMUNITY WHERE ORGANIZATIONS GROW STRONGER TOGETHER AND EXPAND THEIR INFLUENCE ACROSS CHARLOTTE'S ECOSYSTEM. IN 2025, 2E HAD 61 PEOPLE COMPLETE OUR THRIVE INDEX (ASSESS), 450 PEOPLE ATTENDED OUR STRATEGIC PLANNING WORKSHOPS FOLLOWED UP WITH 117 PARTICIPATING IN SMALL GROUP SESSIONS (TRAIN) AND 49 ORGANIZATIONS COACHED BY MISSION CHARLOTTE (IMPLEMENT).

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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 $186,204

Program Service Revenue $0

Investment Income $72

Other Revenue $3,043

TOTAL REVENUE $189,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,760

Fundraising Expenses $0

Program Expenses $156,707

Other Expenses $124,124

TOTAL EXPENSES $195,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,319	N/A	N/A
Expenses	$195,884	N/A	N/A
Net Income	$-6,565	N/A	N/A

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

$73,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN PARKER	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
BETH BELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SHELLEY MCLEAN	CHAIR OF RESOURCE DEVELOPMENT COMMITTEE	2.00	Officer Director	$0	$0	$0
CLAY REALE	CHAIR OF FINANCE COMMITTEE	2.00	Officer Director	$0	$0	$0
MONICA PETTIFORD CHAVIS	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL JOYCE	BOARD MEMBER	0.50	Director	$0	$0	$0
ROB KELLY	BOARD MEMBER	0.50	Director	$0	$0	$0
LIZ MALLAS LAW	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS PAYNE	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT WHITTLEY III	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT J CASWELL	EXECUTIVE DIRECTOR	40.00	Officer	$73,000	$0	$73,000

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	$189,319	$195,884	$65,112	$-6,565