SURRY VILLAGE CHARTER SCHOOL (EIN 204802176) - 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

2006

Legal Domicile

Principal Officer

ANGELA FRAIZER

Phone

6033579700

Tax Period

2023-07-01 to 2024-06-30

SURRY VILLAGE CHARTER SCHOOL, founded in 2006, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $556K, a strong 31% operating margin.

Mission

TO PROVIDE A HIGH QUALITY ELEMENTARY AND MIDDLE SCHOOL FOR STUDENTS IN THE MONADNOCK REGION OF NEW HAMPSHIRE.

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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 $1,621,801

Program Service Revenue $157,747

Investment Income $91

Other Revenue $0

TOTAL REVENUE $1,779,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $902,817

Fundraising Expenses $5,590

Program Expenses $1,041,041

Other Expenses $320,903

TOTAL EXPENSES $1,223,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,779,639	$1,245,575	+0.4%
Expenses	$1,223,720	$1,283,732	0.0%
Net Income	$555,919	$-38,157	-15.6%

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

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

$82,126

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA FRAIZER	CHAIR	2.00	Officer Director	$0	$0	$0
VICTORIA FIOREY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANNE GUERRIERO	SECRETRARY	2.00	Officer Director	$0	$0	$0
MATORA FIOREY	TREASURER	2.00	Officer Director	$0	$0	$0
ALISA ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN JOHNSON	EX OFFICIO N	40.00	Officer	$0	$0	$0
CAROL MENCK KEEFE	FMR HEAD OF	40.00	Officer	$82,126	$0	$82,126

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	$1,779,639	$1,223,720	$680,647	$555,919
2023	$1,245,575	$1,283,732	$360,319	$-38,157
2022	$1,306,901	$1,336,836	$143,773	$-29,935
2021	$1,260,778	$1,140,185	$191,419	$120,593
2020	$998,607	$1,080,237	$218,858	$-81,630
2019	$957,638	$973,216	$171,081	$-15,578
2018	$981,007	$933,990	$207,619	$47,017

SURRY VILLAGE CHARTER SCHOOL