BERKLEY CHARTER SCHOOL INC (EIN 030499955) - 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

2002

Legal Domicile

Principal Officer

GAYLE THOMAS

Phone

8639685024

Tax Period

2024-07-01 to 2025-06-30

BERKLEY CHARTER SCHOOL INC, founded in 2002, is a community nonprofit in the Education sector that reported $7.2M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

TO PROVIDE AN OPTIMAL LEARNING ENVIRONMENT FOR ALL CHILDREN BY EMPHASIZING RESEARCH BASED EFFECTIVE PRACTICES, TIME ON TASK, AN INTEGRATED RELEVANT CURRICULUM AND ESTABLISH A NEW FORM OF ACCOUNTABILITY FOR SCHOOLS.

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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 $989,997

Program Service Revenue $6,063,968

Investment Income $87,765

Other Revenue $88,229

TOTAL REVENUE $7,229,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,705,831

Fundraising Expenses $0

Program Expenses $6,785,794

Other Expenses $1,335,516

TOTAL EXPENSES $7,041,347

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,229,959	$8,134,442	-0.1%
Expenses	$7,041,347	$8,527,387	-0.2%
Net Income	$188,612	$-392,945	-1.5%

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

120

Volunteers

275

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
KYLE BRANUM	BOARD MEMBER	0.50	Director	$0	$0	$0
TRAVIS HOULIHAN	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVIE KADYAMPAKENI	BOARD MEMBER	0.50	Director	$0	$0	$0
HENRY MANSON	BOARD MEMBER	0.50	Director	$0	$0	$0
LANIER WATERS	BOARD MEMBER	0.50	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	$7,229,959	$7,041,347	$6,434,626	$188,612
2024	No data	No data	No data	No data
2023	$8,125,915	$7,353,713	$6,055,071	$772,202
2022	$8,089,589	$6,754,973	$5,190,614	$1,334,616
2021	$6,690,145	$7,198,464	$5,235,612	$-508,319
2020	$6,221,438	$6,893,866	$4,171,038	$-672,428
2019	$6,450,210	$6,579,053	$4,438,586	$-128,843
2018	$6,267,673	$6,360,877	$4,381,471	$-93,204

BERKLEY CHARTER SCHOOL INC