LEDYARD CHARTER SCHOOL (EIN 260376015) - 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

Amie Bettle

Phone

6039961799

Tax Period

2024-07-01 to 2025-06-30

LEDYARD CHARTER SCHOOL, founded in 2007, is a small nonprofit in the Education sector that reported $866K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $971K exceeded revenue, resulting in a 12% operating deficit.

Mission

The mission of Ledyard Charter School is to prepare students for the world by actively engaging them in rigorous and relevant learning within a community of adult metnors. The School incorporates current and best practices and re-inspires reluctatn and disengaged learners.

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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 $856,634

Program Service Revenue $0

Investment Income $3,263

Other Revenue $6,000

TOTAL REVENUE $865,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $536,631

Fundraising Expenses $6,548

Program Expenses $694,581

Other Expenses $434,475

TOTAL EXPENSES $971,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$865,897	$1,016,042	-0.1%
Expenses	$971,106	$852,551	+0.1%
Net Income	$-105,209	$163,491	-1.6%

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

$98,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wendy Kozak	Executive Director	040.00	Officer	$96,196	$1,924	$98,120
Lucretia Penfield	Chair	000.50	Officer Director	$0	$0	$0
Julia McKenney	Vice Chair	000.25	Officer Director	$0	$0	$0
Ben Beisswenger	Treasurer	000.50	Officer Director	$0	$0	$0
Amie Bettle	Secretary	000.50	Officer Director	$0	$0	$0
Katie Grose	Member	000.25	Director	$0	$0	$0
Shelby Whittet	Member	000.25	Director	$0	$0	$0
Bethany Solomon	Member	000.25	Director	$0	$0	$0
Ivy Schweitzer	Member	000.25	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	$865,897	$971,106	$1,472,357	$-105,209
2024	No data	No data	No data	No data
2023	$859,128	$840,833	$1,462,574	$18,295
2022	$665,301	$735,225	$1,489,170	$-69,924
2021	$777,857	$641,707	$1,447,930	$136,150
2020	$581,815	$513,952	$255,434	$67,863

LEDYARD CHARTER SCHOOL