CARTER COMMUNITY CHARTER SCHOOL INC (EIN 202701540) - 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

BRIAN CRAWFORD

Phone

9197972340

Tax Period

2024-07-01 to 2025-06-30

CARTER COMMUNITY CHARTER SCHOOL INC, founded in 2004, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Expenses of $2.9M left a modest 7% surplus.

Mission

OPERATION OF A PUBLIC CHARTER SCHOOL IN DURHAM, NC.

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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 $3,048,062

Program Service Revenue $23,012

Investment Income $0

Other Revenue $48,316

TOTAL REVENUE $3,119,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,296,609

Fundraising Expenses $0

Program Expenses $1,829,321

Other Expenses $1,597,035

TOTAL EXPENSES $2,893,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,119,390	$2,944,678	+0.1%
Expenses	$2,893,644	$3,126,040	-0.1%
Net Income	$225,746	$-181,362	-2.2%

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

$37,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOMMY MCNEILL	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
TONI HALL	VICE CHAIR	3.00	Officer Director	$0	$0	$0
BONNIE HAUSER	TREASURER	3.00	Officer Director	$0	$0	$0
KATHY EVERETT-PERRY	SECRETARY	3.00	Officer Director	$0	$0	$0
JOSEPH BATTLE	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL PALMER	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN CRAWFORD	MANAGING DIRECTOR	40.00	Officer	$37,500	$0	$37,500

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	$3,119,390	$2,893,644	$2,343,103	$225,746
2024	$2,944,678	$3,126,040	$2,242,630	$-181,362
2023	$3,268,533	$3,539,694	$2,499,776	$-271,161
2022	$4,234,216	$3,840,374	$3,186,967	$393,842
2021	$2,954,428	$2,895,243	$2,628,072	$59,185
2020	$2,637,743	$2,662,409	$2,754,572	$-24,666

CARTER COMMUNITY CHARTER SCHOOL INC