CHARTER BOARD PARTNERS D/B/A EDUCATION BOARD PARTNERS (EIN 010974476) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

CARRIE IRVIN

Phone

2025881137

Tax Period

2022-07-01 to 2023-04-30

CHARTER BOARD PARTNERS D/B/A EDUCATION BOARD PARTNERS, founded in 2010, is a small nonprofit that reported $570K in total revenue in fiscal year 2022. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $988K exceeded revenue, resulting in a 73% operating deficit.

Mission

TO PROMOTE AND FOSTER EXCEPTIONAL GOVERNANCE IN PUBLIC CHARTER SCHOOLS AND EDUCATION NONPROFITS SO THAT EVERY ORGANIZATION HAS THE BOARD IT NEEDS TO IMPROVE STUDENT ACHIEVEMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $350,621

Program Service Revenue $218,887

Investment Income $19

Other Revenue $0

TOTAL REVENUE $569,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $599,576

Fundraising Expenses $29,588

Program Expenses $792,564

Other Expenses $388,202

TOTAL EXPENSES $987,778

Year-over-Year Comparison

	2022	2021	Change
Revenue	$569,527	$1,226,978	-0.5%
Expenses	$987,778	$1,196,977	-0.2%
Net Income	$-418,251	$30,001	-14.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$196,772

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES HOOPER	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN GLOVER	TREASURER	1.00	Officer Director	$0	$0	$0
KIM SMITH	DIRECTOR	1.00	Director	$0	$0	$0
BUTCH TRUSTY	DIRECTOR	1.00	Director	$0	$0	$0
TOM VANDER ARK	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE IRVIN	CEO & CO-FOUNDER	40.00	Officer	$177,136	$19,636	$196,772
DEBRA LISTER	PARTNER	40.00	Highest	$163,963	$15,946	$179,909
SARAH MORGAN	SENIOR DIRECTOR	40.00	Highest	$102,135	$10,911	$113,046

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
2023	$569,527	$987,778	No data	$-418,251
2022	$1,226,978	$1,196,977	$615,094	$30,001
2021	$1,080,844	$1,263,189	$671,125	$-182,345
2020	$1,681,080	$1,241,683	$885,102	$439,397
2019	$831,975	$1,400,873	$262,330	$-568,898
2018	$768,454	$1,264,629	$871,382	$-496,175

CHARTER BOARD PARTNERS D/B/A EDUCATION BOARD PARTNERS