WEST GILBERT CHARTER ELEMENTARY SCHOOL (EIN 061660543) - 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

2002

Legal Domicile

Principal Officer

BRANDON DAHL

Phone

6232504570

Tax Period

2024-07-01 to 2025-06-30

WEST GILBERT CHARTER ELEMENTARY SCHOOL, founded in 2002, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO OPERATE A NOT FOR PROFIT CHARTER SCHOOL AND CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,291,077

Program Service Revenue $4,486,589

Investment Income $0

Other Revenue $9,449

TOTAL REVENUE $5,787,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,196,400

Fundraising Expenses $0

Program Expenses $4,361,890

Other Expenses $2,654,886

TOTAL EXPENSES $5,851,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,787,115	$4,804,869	+0.2%
Expenses	$5,851,286	$4,886,011	+0.2%
Net Income	$-64,171	$-81,142	-0.2%

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

N/A

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

$118,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANE BOETTCHER	PRINCIPAL	32.00	Officer	$73,437	$25,335	$118,296
HERMAN ORCUTT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MIGUEL RAMIREZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNETTE SELLERS	SECRETARY	2.00	Officer 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	$5,787,115	$5,851,286	$7,249,361	$-64,171
2024	$4,804,869	$4,886,011	$7,598,910	$-81,142
2023	$4,213,613	$4,171,915	$8,022,425	$41,698
2022	$3,077,543	$3,014,360	$747,834	$63,183
2021	$3,190,924	$1,453,303	$427,154	$1,737,621
2020	$1,534,089	$2,327,487	$4,055,960	$-793,398
2019	$1,652,272	$2,708,054	$4,051,708	$-1,055,782
2018	$2,224,733	$2,906,431	$4,038,977	$-681,698

WEST GILBERT CHARTER ELEMENTARY SCHOOL