OPPORTUNITY CHARTER SCHOOL (EIN 201157094) - 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

MR LEONARD GOLDBERG

Phone

2128666137

Tax Period

2024-07-01 to 2025-06-30

OPPORTUNITY CHARTER SCHOOL, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $11.0M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

FOR DESCRIPTION OF THE ORGANIZATION'S MISSIONTHE OPPORTUNITY CHARTER SCHOOL'S PRIMARY MISSION IS TO PROVIDE FREE AND PUBLIC SPECIAL EDUCATION SERVICES TO NEW YORK CITY'S STUDENTS WHILE SIMULTANEOUSLY PROVIDING THE HIGHEST QUALITY EDUCATION TO ALL STUDENTS.

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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 $4,350

Program Service Revenue $10,957,162

Investment Income $55,900

Other Revenue $2,992

TOTAL REVENUE $11,020,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,750,554

Fundraising Expenses $54,449

Program Expenses $10,663,773

Other Expenses $2,298,731

TOTAL EXPENSES $12,049,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,020,404	$11,874,253	-0.1%
Expenses	$12,049,285	$11,958,243	+0.0%
Net Income	$-1,028,881	$-83,990	+11.3%

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

$283,369

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY CAPEL	TRUSTEE	2.00	Director	$0	$0	$0
PEGGY CULVER	TRUSTEE	2.00	Director	$0	$0	$0
TASHEEM LOMAX-QUAYENORTEY	TRUSTEE	2.00	Director	$0	$0	$0
ERIC LONDON	TRUSTEE	2.00	Director	$0	$0	$0
JUNE SMITH	TRUSTEE	2.00	Director	$0	$0	$0
JON SICHEL	TRUSTEE (THRU 12/20/24)	2.00	Director	$0	$0	$0
MELBA WILSON	TRUSTEE EMERITUS (NON-VOTING)	2.00	Director	$0	$0	$0
TRACY HAMPTON	CHAIR	2.00	Officer Director	$0	$0	$0
BASIL SMIKLE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
EVENA EVERETT-SUMRA	SECRETARY/TREASURER (THRU 10/29/24)	2.00	Officer Director	$0	$0	$0
LEONARD GOLDBERG	CHIEF EXECUTIVE OFFICER	60.00	Officer	$219,941	$63,428	$283,369
EMILY SAMUELS	CHIEF OPERATING OFFICER	50.00	Highest	$288,411	$76,235	$364,646
JESSICA MARCU	HEAD OF SCHOOL	50.00	Highest	$288,549	$50,363	$338,912
SADE MCCAW	DEPUTY HEAD OF SCHOOL	50.00	Highest	$201,525	$71,771	$273,296
KAITLIN FRANCIS	HS PRINCIPAL	50.00	Highest	$199,453	$49,157	$248,610
GAIL EDWARDS	HR DIRECTOR	50.00	Highest	$205,857	$16,883	$222,740

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	$11,020,404	$12,049,285	$5,841,320	$-1,028,881
2024	$11,874,253	$11,958,243	$6,937,404	$-83,990
2023	$12,536,923	$11,149,683	$7,131,930	$1,387,240
2022	$13,026,197	$12,141,967	$5,641,680	$884,230
2021	$12,152,826	$10,946,477	$6,188,766	$1,206,349
2020	$12,278,731	$11,590,622	$4,762,302	$688,109
2019	$12,250,404	$12,811,512	$2,664,576	$-561,108
2018	$11,693,578	$11,894,356	$3,188,353	$-200,778

OPPORTUNITY CHARTER SCHOOL