THE UFT CHARTER SCHOOL (EIN 203007083) - 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

2005

Legal Domicile

Principal Officer

JACKIE BENNETT

Phone

7189220438

Tax Period

2023-07-01 to 2024-06-30

THE UFT CHARTER SCHOOL, founded in 2005, is a micro nonprofit in the Education sector that reported $10K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5K, a strong 53% operating margin.

Mission

TO PREPARE STUDENTS FOR THE CHALLENGES, RESPONSIBILITIES, AND OPPORTUNITIES OF DEMOCRATIC CITIZENSHIP.

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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 $0

Program Service Revenue $0

Investment Income $8,094

Other Revenue $1,555

TOTAL REVENUE $9,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,500

TOTAL EXPENSES $4,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,649	$4,704	+1.1%
Expenses	$4,500	$7,500	-0.4%
Net Income	$5,149	$-2,796	-2.8%

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
JACKIE BENNETT	CHAIRPERSON, UFT REPRESENT	0.50	Director	$0	$0	$0
BURTON SACKS	TREASURER, EXTERNAL REPRES	0.50	Director	$0	$0	$0
FELICIA GRACE	PARENT REPRESENTATIVE	0.50	Director	$0	$0	$0
SALLY-ANN BONGIOVANNI-FAMULARO	UFT REPRESENTATIVE	0.50	Director	$0	$0	$0
DAYNA ZAGARDO	SECRETARY, UFT CHARTER SCH	0.50	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	$9,649	$4,500	$931,620	$5,149
2023	$4,704	$7,500	$921,971	$-2,796
2022	$705	$23,531	$917,427	$-22,826
2021	$63,740	$686,972	$1,117,907	$-623,232
2020	$3,495,118	$3,930,983	$2,251,314	$-435,865
2019	$4,227,289	$4,347,535	$2,765,022	$-120,246
2018	$4,473,436	$4,918,983	$3,257,728	$-445,547

THE UFT CHARTER SCHOOL