CONCORDIA CHARTER SCHOOL (EIN 200992947) - 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

2004

Legal Domicile

Principal Officer

MARGARET ROUSH-MEIER

Phone

4804610555

Tax Period

2024-07-01 to 2025-06-30

CONCORDIA CHARTER SCHOOL, founded in 2004, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE FAMILIES A CHOICE FOR A HIGH QUALITY EDUCATION FOR THEIR CHILD OR CHILDREN IN A SAFE, CARING AND HARMONIOUS ENVIRONMENT.

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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 $1,263,863

Program Service Revenue $515

Investment Income $15,520

Other Revenue $2,084

TOTAL REVENUE $1,281,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $981,602

Fundraising Expenses $0

Program Expenses $1,184,152

Other Expenses $484,051

TOTAL EXPENSES $1,465,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,281,982	$1,237,338	+0.0%
Expenses	$1,465,653	$1,365,689	+0.1%
Net Income	$-183,671	$-128,351	+0.4%

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

$65,518

Total Directors

$65,518

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET ROUSH-MEIER	EXECUTIVE DIRECTOR AND CHARTER REPRESENTATIVE	40.00	Officer Director	$65,518	$0	$65,518
JANICE KRYGIER	DIRECTOR	1.00	Officer Director	$0	$0	$0
DEBORAH HAVENS	DIRECTOR	1.00	Officer Director	$0	$0	$0
SUSAN JEFFREY	DIRECTOR	1.00	Officer Director	$0	$0	$0
KATHLEEN ROGERS	DIRECTOR	1.00	Officer Director	$0	$0	$0
GEORGIA YOUTSEY	DIRECTOR	1.00	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	$1,281,982	$1,465,653	$741,966	$-183,671
2024	$1,237,338	$1,365,689	$902,868	$-128,351
2023	$1,773,585	$1,577,655	$1,033,167	$195,930
2022	$1,398,516	$1,413,203	$637,165	$-14,687
2021	$1,729,458	$1,368,184	$731,748	$361,274
2020	$1,178,263	$1,227,936	$459,279	$-49,673
2019	$1,187,533	$1,221,034	$386,766	$-33,501
2018	$985,903	$1,094,931	$469,895	$-109,028

CONCORDIA CHARTER SCHOOL