CHARLES SCHOOL (EIN 202744006) - 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

Edmund Ingman

Phone

6142588588

Tax Period

2023-07-01 to 2024-06-30

CHARLES SCHOOL, founded in 2008, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 5% surplus.

Mission

THE CHARLES SCHOOL FOSTERS EACH CHILD'S UNIQUE POTENTIAL AND CURIOSITY WITHIN A SAFE, NURTURING ENVIRONMENT. STUDENTS ENGAGE IN AUTHENTIC, STANDARDS BASED LEARNING EXPERIENCES THAT INVOLVE GROWTH IN ACADEMICS AND STRONG CONNECTIONS TO OUR COMMUNITY. A SCHOOL CULTURE OF QUALITY AND CHARACTER BUILDING EMPOWERS STUDENTS, AS LIFE-LONG LEARNERS TO CARE FOR THEMSELVES, EACH OTHER AND THE WORLD. WE ARE A MEMBER OF THE GRAHAM FAMILY OF SCHOOLS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,565,725

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,565,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,309,669

Other Expenses $5,309,669

TOTAL EXPENSES $5,309,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,565,725	$4,544,423	+0.2%
Expenses	$5,309,669	$4,537,952	+0.2%
Net Income	$256,056	$6,471	+38.6%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KITTY KING	PRESIDENT	1	Director	$0	$0	$0
HOWARD LIPKIN	MEMBER	0	Director	$0	$0	$0
SPRING LAWSON	MEMBER	0	Director	$0	$0	$0
JOYCE SWAIN	MEMBER	0	Director	$0	$0	$0
JIM ZIMINISKI	MEMBER	0	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	No data	No data	No data	No data
2024	$5,565,725	$5,309,669	$1,402,725	$256,056
2023	$4,544,423	$4,537,952	$1,142,978	$6,471
2022	$4,214,167	$4,177,865	$1,115,815	$36,302
2021	$3,883,313	$3,282,944	$1,131,692	$600,369

CHARLES SCHOOL