LA CIMA CHARTER SCHOOL (EIN 061838966) - 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

2008

Legal Domicile

Principal Officer

LORI RIDDICK

Phone

7184432136

Tax Period

2024-07-01 to 2025-06-30

LA CIMA CHARTER SCHOOL, founded in 2008, is a community nonprofit in the Education sector that reported $5.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $791K, a strong 16% operating margin.

Mission

PREPARE STUDENTS FOR ACADEMIC AND LIFE-LONG SUCCESS THROUGH A RIGOROUS ACADEMIC PROGRAM.

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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 $1,280,022

Program Service Revenue $3,759,393

Investment Income $28,109

Other Revenue $0

TOTAL REVENUE $5,067,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,408,189

Fundraising Expenses $0

Program Expenses $3,317,855

Other Expenses $868,057

TOTAL EXPENSES $4,276,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,067,524	$4,293,473	+0.2%
Expenses	$4,276,246	$4,376,945	0.0%
Net Income	$791,278	$-83,472	-10.5%

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

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

$219,027

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE BLEDMAN	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
LUCY JOFFE	VICE CHAIR	10.00	Officer Director	$0	$0	$0
DAMIRA RASHEED	SECRETARY	10.00	Officer Director	$0	$0	$0
NIKKI CARROLL	TREASURER	10.00	Officer Director	$0	$0	$0
EMILY WELCH	TRUSTEE	10.00	Director	$0	$0	$0
COLETTE YOUNG	TRUSTEE	10.00	Director	$0	$0	$0
DAYANA SAINT VIL	TRUSTEE	10.00	Director	$0	$0	$0
RAEDELL WALLACE	TRUSTEE	10.00	Director	$0	$0	$0
KATHY MARSEILLE	TRUSTEE	10.00	Director	$0	$0	$0
LORI RIDDICK	EXECUTIVE DI	40.00	Officer	$219,027	$0	$219,027
TENE BLOOMFIELD	INSTRUCTIONA	40.00	Highest	$116,217	$0	$116,217
MICHELLE ELLIOTT	TEACHER	40.00	Highest	$116,367	$0	$116,367
KIMBERLY HARMON	TEACHER	40.00	Highest	$109,381	$0	$109,381
CAPRI TENIS	DIR OF SPECI	40.00	Highest	$104,676	$0	$104,676

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	$5,067,524	$4,276,246	$3,955,489	$791,278
2024	No data	No data	No data	No data
2023	$4,817,341	$4,435,474	$2,815,709	$381,867
2022	$5,545,587	$5,017,020	$2,545,738	$528,567
2021	$5,010,600	$5,170,081	$2,988,440	$-159,481
2020	$6,016,167	$5,992,529	$2,200,564	$23,638
2019	$6,469,139	$6,756,149	$2,295,140	$-287,010

LA CIMA CHARTER SCHOOL