IMAGINE CHARTER ELEMENTARY AT DESERT WEST INC (EIN 204926729) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

BRANDON DAHL

Phone

6025477965

Tax Period

2024-07-01 to 2025-06-30

IMAGINE CHARTER ELEMENTARY AT DESERT WEST INC, founded in 2005, is a community nonprofit in the Education sector that reported $8.7M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

TO OPERATE A NOT FOR PROFIT CHARTER SCHOOL AND CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,961,923

Program Service Revenue $6,669,579

Investment Income $0

Other Revenue $88,616

TOTAL REVENUE $8,720,118

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,412,479

Fundraising Expenses $0

Program Expenses $7,183,207

Other Expenses $4,533,096

TOTAL EXPENSES $8,945,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,720,118	$9,398,025	-0.1%
Expenses	$8,945,575	$9,136,755	0.0%
Net Income	$-225,457	$261,270	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$209,065

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON ARCHULETA	PRINCIPAL	40.00	Officer	$112,475	$32,811	$145,286
TINA DUPONT-SOTO	PRINCIPAL	40.00	Officer	$49,201	$14,578	$63,779
HERMAN ORCUTT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MIGUEL RAMIREZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNETTE SELLERS	SECRETARY	2.00	Officer 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	$8,720,118	$8,945,575	$20,400,845	$-225,457
2024	$9,398,025	$9,136,755	$21,473,657	$261,270
2023	$8,816,961	$8,844,899	$21,699,539	$-27,938
2022	$8,608,852	$8,194,820	$3,890,843	$414,032
2021	$7,722,024	$7,472,696	$3,449,236	$249,328
2020	$7,479,774	$7,388,366	$3,185,416	$91,408
2019	$7,590,170	$7,192,379	$3,361,485	$397,791
2018	$6,671,050	$6,662,735	$2,816,004	$8,315

IMAGINE CHARTER ELEMENTARY AT DESERT WEST INC