NEW ORLEANS CHARTER SCHOOLS FOUNDATION

EIN: 204465339 501(c)(3)

NEW ORLEANS, LA

Total Revenue
N/A
Total Expenses
$9,085
Total Assets
N/A
Net Assets
N/A
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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
2006
Legal Domicile
LA
Principal Officer
JAMES NELSON
Phone
5049401740
Tax Period
2020-07-01 to 2021-06-30

Mission

OFFERING FREE EDUCATION TO CHILDREN IN GRADES K-8.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $9,085
TOTAL EXPENSES $9,085

Year-over-Year Comparison

2020 2019 Change
Revenue N/A N/A N/A
Expenses $9,085 $3,879 +1.3%
Net Income N/A $-3,879 N/A
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

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Governance

Voting Members
8
Independent Members
8
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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY KAY PARKER BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES NELSON PRESIDENT 1.00
Officer Director
$0 $0 $0
EMILY WATERFIELD VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
LEE HAMPTON BOARD MEMBER 1.00
Officer Director
$0 $0 $0
MICHAEL BAGOT BOARD MEMBER 1.00
Director
$0 $0 $0
LAURA CHARBONNET SECRETARY 1.00
Director
$0 $0 $0
MICHAEL PLEMER TREASURER 1.00
Officer Director
$0 $0 $0
MONICA CANDAL BOARD MEMBER 1.00
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
2021 No data $9,085 No data No data
2020 No data $3,879 $36,293 No data
2019 No data $4,605 $40,172 No data
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