SOARING HEIGHTS CHARTER SCHOOL (EIN 223456774) - 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

1997

Legal Domicile

Principal Officer

ANGELO VILARDI

Phone

2014344800

Tax Period

2024-07-01 to 2025-06-30

SOARING HEIGHTS CHARTER SCHOOL, founded in 1997, is a community nonprofit in the Education sector that reported $8.3M in total revenue in fiscal year 2024. The organization ran a surplus of $3.3M, a strong 39% operating margin.

Mission

Soaring Heights Charter Schools mission is to ensure that all students secure the academic knowledge and skills to prepare them further education and to instill in them the core values of caring, respect, responsibility and honesty

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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 $7,665,889

Program Service Revenue $253,034

Investment Income $337,729

Other Revenue $0

TOTAL REVENUE $8,256,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,258,207

Fundraising Expenses $0

Program Expenses $4,166,500

Other Expenses $1,741,830

TOTAL EXPENSES $5,000,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,256,652	$8,184,740	+0.0%
Expenses	$5,000,037	$4,894,992	+0.0%
Net Income	$3,256,615	$3,289,748	0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA MC GRATH	SUPERVISOR	40.00		$116,354	$0	$116,354
SAMANTHAN BERMAN	TEACHER	40.00		$108,068	$0	$108,068
JACQUELINE GUAGLIANA	LEAD PERSON	40.00		$107,927	$0	$107,927
FRANK CHELBIAN	PHYSICAL ED TEACHE	40.00		$106,407	$0	$106,407
JOANNA D'AURIA	SPEC ED TEACHER	40.00		$103,527	$0	$103,527
LISA MC CONAGLY	President	3.00	Director	$0	$0	$0
MARY GOLDEN	Vice President	3.00	Director	$0	$0	$0
JANE MERCANTE	Trustee	3.00	Director	$0	$0	$0
IRENE GUIRGUIS-ROBERTS	Secretary	3.00	Director	$0	$0	$0
JOANN D'AURIA	Trustee	3.00	Director	$0	$0	$0
NATASHA PERSAUD	Trustee	3.00	Director	$0	$0	$0
STEPHANIE MILLER	Trustee	3.00	Director	$0	$0	$0
ANGELO VILARDI	BUSINESS ADMIN	40.00	Officer	$0	$0	$0
JACQUELINE QUIGLIANA	SCHOOL OFFICER	40.00	Officer	$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	$8,256,652	$5,000,037	$11,443,900	$3,256,615
2024	$8,184,740	$4,894,992	$8,503,548	$3,289,748
2023	$6,563,718	$4,919,692	$5,715,154	$1,644,026
2022	$6,486,553	$5,072,186	$4,464,083	$1,414,367
2021	$4,643,590	$3,921,730	$1,761,502	$721,860
2020	$3,807,551	$3,572,943	$1,187,523	$234,608
2019	$3,678,475	$3,799,230	$1,140,499	$-120,755
2018	$3,299,198	$3,675,625	$971,655	$-376,427

SOARING HEIGHTS CHARTER SCHOOL