ALLIANCE CHARTER ACADEMY (EIN 205866897) - 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

2007

Legal Domicile

Principal Officer

ROBERT BRUDERS

Phone

5037858556

Tax Period

2024-07-01 to 2025-06-30

ALLIANCE CHARTER ACADEMY, founded in 2007, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.8M left a modest 14% surplus.

Mission

OUR MISSION IS TO PERSONALIZE LEARNING THROUGH A COLLABORATION OF FAMILY, COMMUNITY AND SCHOOL; TO NURTURE THE INNATE CURIOSITY OF OUR STUDENTS; IGNITE THEIR PASSION FOR LEARNING; AND PREPARE THEM FOR LIFELONG SUCCESS.

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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 $4,430,180

Program Service Revenue $5,645

Investment Income $4,616

Other Revenue $293

TOTAL REVENUE $4,440,734

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,081,724

Fundraising Expenses $0

Program Expenses $2,307,694

Other Expenses $731,777

TOTAL EXPENSES $3,813,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,440,734	$3,888,419	+0.1%
Expenses	$3,813,501	$3,965,657	0.0%
Net Income	$627,233	$-77,238	-9.1%

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

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

$208,136

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLY SMITH	EXECUTIYVE DIRECTOR	40.00	Officer	$101,083	$15,065	$116,148
NHIA YANG	BUSINESS OPERATIONS MANAGER	40.00	Officer	$78,291	$13,697	$91,988
DARLA HALL	MEMBER	3.00	Director	$0	$0	$0
ANN HEPPNER	MEMBER	3.00	Director	$0	$0	$0
LAUREE ORTMAN	MEMBER	3.00	Director	$0	$0	$0
TARA MCLAUGHLIN	CHAIR	4.00	Officer Director	$0	$0	$0
SARAH RECK-SECUNDA	VICE CHAIR	3.00	Officer Director	$0	$0	$0
ROBERT BRUDERS	TREASURER	3.00	Officer Director	$0	$0	$0
LINDSEY SKONES	SECRETARY	3.00	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	$4,440,734	$3,813,501	$4,435,337	$627,233
2024	No data	No data	No data	No data
2023	$3,968,159	$3,874,543	$3,361,178	$93,616
2022	$4,210,333	$3,587,188	$3,799,788	$623,145
2021	$3,885,217	$3,556,553	$3,285,163	$328,664
2020	$3,454,755	$4,003,586	$2,536,025	$-548,831
2019	$3,288,063	$3,396,344	$2,684,971	$-108,281

ALLIANCE CHARTER ACADEMY