UNCHARTED SHORES ACADEMY (EIN 208281038) - 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

DANIEL CARTWRIGHT

Phone

7074649828

Tax Period

2024-07-01 to 2025-06-30

UNCHARTED SHORES ACADEMY, founded in 2006, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

A PUBLIC CHARTER SCHOOL LOCATED IN DEL NORTE COUNTY, CA WITH TUITION-FREE EDUCATION TO GRADES TK-9.

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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 $3,803,096

Program Service Revenue $0

Investment Income $204

Other Revenue $35,700

TOTAL REVENUE $3,839,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,419,070

Fundraising Expenses $0

Program Expenses $3,368,450

Other Expenses $1,376,281

TOTAL EXPENSES $3,795,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,839,000	$4,435,830	-0.1%
Expenses	$3,795,351	$3,966,733	0.0%
Net Income	$43,649	$469,097	-0.9%

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

$344,479

Total Directors

$175,384

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER MOBLEY	PRESIDENT/FAMILY REP.	2.00	Officer Director	$0	$0	$0
LINDA MONNIN	SECRETARY/STAFF REP.	40.00	Officer Director	$78,871	$15,064	$93,935
JILL MUNGER	FAMILY REPRESENTATIVE	2.00	Director	$0	$0	$0
SARAH ANKER	STAFF REPRESENTATIVE	25.00	Director	$40,997	$0	$40,997
JODY PETERSEN	FAMILY REPRESENTATIVE	25.00	Director	$40,452	$0	$40,452
DAN CARTWRIGHT	EXECUTIVE DIRECTOR/PRINCIPAL	40.00	Officer	$128,500	$24,544	$153,044
BREEANNA SCOTT	BUSINESS OFFICER	40.00	Officer	$97,500	$0	$97,500
ANITA CUMBRA	EDUCATION DIRECTOR	40.00	Highest	$102,231	$19,526	$121,757

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	$3,839,000	$3,795,351	$3,669,143	$43,649
2024	No data	No data	No data	No data
2023	$3,638,446	$3,717,545	$3,093,558	$-79,099
2022	$3,103,999	$2,688,311	$2,505,112	$415,688
2021	$3,153,117	$2,355,616	$2,014,089	$797,501
2020	$2,574,348	$2,228,453	$1,238,320	$345,895
2019	$2,306,966	$2,343,796	$1,131,459	$-36,830
2018	$1,832,604	$1,723,310	$748,671	$109,294

UNCHARTED SHORES ACADEMY