MASTERY CHARTER SCHOOLS FOUNDATION

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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

STEPHEN COHN

Phone

2158669000

Tax Period

2024-07-01 to 2025-06-30

MASTERY CHARTER SCHOOLS FOUNDATION, founded in 2006, is a community nonprofit in the Education sector that reported $8.2M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $2.6M, a strong 32% operating margin.

Mission

TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR THE MASTERY NETWORK OF CHARTER SCHOOLS.

Program Service Accomplishments

Program 1

Expenses: $5,397,365 Revenue: $5,562,330

THE ORGANIZATION WILL DRIVE EDUCATIONAL REFORM BY SUPPORTING THE ACADEMIC AND OPERATIONAL PROGRAMS OF MASTERY CHARTER SCHOOLS.THE FOUNDATION PROVIDES GRANTS AND SCHOLARSHIPS TO THE SCHOOLS OF THE...

THE ORGANIZATION WILL DRIVE EDUCATIONAL REFORM BY SUPPORTING THE ACADEMIC AND OPERATIONAL PROGRAMS OF MASTERY CHARTER SCHOOLS.THE FOUNDATION PROVIDES GRANTS AND SCHOLARSHIPS TO THE SCHOOLS OF THE MASTERY CHARTER SCHOOL NETWORK FOR THE PURPOSE OF EXPANSION, COLLEGE PREPARATION, FUNDRAISING, AND GENERAL OPERATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,577,204

Program Service Revenue $5,562,330

Investment Income $926,951

Other Revenue $173,792

TOTAL REVENUE $8,240,277

Expense Breakdown

Grants Paid $2,089,112

Salaries & Benefits $0

Fundraising Expenses $2,069

Program Expenses $5,397,365

Other Expenses $3,542,545

TOTAL EXPENSES $5,631,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,240,277	$9,018,682	-0.1%
Expenses	$5,631,657	$4,990,625	+0.1%
Net Income	$2,608,620	$4,028,057	-0.4%

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

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
STEPHEN COHN	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM LUTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
WALTER MANER	BOARD MEMBER	1.00	Director	$0	$0	$0
MONA ZANDER	BOARD MEMBER (UNTIL 6/30/25)	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
2025	$8,240,277	$5,631,657	$118,388,197	$2,608,620
2024	$9,018,682	$4,990,625	$115,413,557	$4,028,057
2023	$9,714,744	$6,376,911	$113,466,103	$3,337,833
2022	$9,942,380	$6,664,233	$110,945,327	$3,278,147
2021	$8,533,885	$6,911,445	$112,317,090	$1,622,440
2020	$11,306,485	$6,568,247	$111,350,537	$4,738,238
2019	$11,931,710	$5,874,018	$109,832,907	$6,057,692
2018	$17,106,351	$8,305,649	$107,135,347	$8,800,702