SOAR CHARTER ACADEMY (EIN 260817715) - 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

KRISTIN HADDEN

Phone

9098883300

Tax Period

2024-07-01 to 2025-06-30

SOAR CHARTER ACADEMY, founded in 2007, is a mid-sized nonprofit in the Education sector that reported $10.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $8.8M left a modest 14% surplus.

Mission

OPERATION OF A PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES TK-8 IN SAN BERNARDINO COUNTY.

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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 $10,161,163

Program Service Revenue $0

Investment Income $0

Other Revenue $71,035

TOTAL REVENUE $10,232,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,287,028

Fundraising Expenses $0

Program Expenses $8,148,450

Other Expenses $2,547,458

TOTAL EXPENSES $8,834,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,232,198	$8,950,588	+0.1%
Expenses	$8,834,486	$9,212,152	0.0%
Net Income	$1,397,712	$-261,564	-6.3%

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

$404,593

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE BAIRD	CHAIR	2.00	Officer Director	$0	$0	$0
DAKIRA WILLIAMS	MEMBER	2.00	Director	$0	$0	$0
LISA GUZMAN	MEMBER	2.00	Director	$0	$0	$0
JEMIA WILSON	MEMBER	2.00	Director	$0	$0	$0
ILEANA ARROYO	MEMBER	2.00	Director	$0	$0	$0
TRISHA LANCASTER	EXECUTIVE DIRECTOR	40.00	Officer	$165,242	$44,703	$209,945
KRISTIN HADDEN	DIRECTOR OF FINANCE	40.00	Officer	$152,398	$42,250	$194,648
CYNTHIA NUNEZ	DIRECTOR OF PARENT ENGAGEMENT	40.00	Highest	$142,312	$31,507	$173,819
TAMARA MARTINEZ	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$140,845	$40,043	$180,888
LISA PAEZ	TEACHER	40.00	Highest	$105,281	$21,031	$126,312
SANDRA RINCON	TEACHER	40.00	Highest	$103,429	$31,254	$134,683
JOANNA COX	TEACHER	40.00	Highest	$102,709	$23,402	$126,111

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	$10,232,198	$8,834,486	$4,921,467	$1,397,712
2024	No data	No data	No data	No data
2023	$8,120,468	$8,123,947	$5,386,572	$-3,479
2022	$6,626,934	$6,602,791	$4,375,075	$24,143
2021	$6,942,375	$5,958,938	$3,325,312	$983,437
2020	$5,808,447	$5,593,607	$2,932,719	$214,840
2019	$5,866,233	$5,576,481	$1,962,805	$289,752
2018	$5,326,720	$5,074,267	$1,597,121	$252,453

SOAR CHARTER ACADEMY