ACE CHARTER SCHOOL (EIN 261570590) - 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

2008

Legal Domicile

Principal Officer

KENNEDY HILARIO

Phone

4082956008

Tax Period

2024-07-01 to 2025-06-30

ACE CHARTER SCHOOL, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $21.7M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.1M, a strong 19% operating margin.

Mission

TO OPERATE PUBLIC CHARTER SCHOOLS AND PROVIDE EDUCATIONAL PROGRAMS.

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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 $20,720,299

Program Service Revenue $0

Investment Income $1,025,361

Other Revenue $599

TOTAL REVENUE $21,746,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,028,048

Fundraising Expenses $9,440

Program Expenses $14,179,845

Other Expenses $7,588,948

TOTAL EXPENSES $17,616,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,746,259	$20,126,755	+0.1%
Expenses	$17,616,996	$19,071,625	-0.1%
Net Income	$4,129,263	$1,055,130	+2.9%

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

175

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

$316,140

Total Directors

Key Employees

$506,689

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNEDY HILARIO	CEO	40.00	Officer	$269,028	$47,112	$316,140
ZOE DUSKIN	SENIOR DIRECTOR	40.00	Key Emp	$191,490	$73,940	$265,430
ALMA BRAVO	SENIOR DIRECTOR	40.00	Key Emp	$203,116	$38,143	$241,259
MICHELLE WILLIAMS	PRINCIPAL	40.00	Highest	$139,010	$37,284	$176,294
BRANDI SAWYERS	PRINCIPAL	40.00	Highest	$126,719	$39,831	$166,550
ANTONIUS WIDIARTO	IT MANAGER	40.00	Highest	$136,693	$27,494	$164,187
BERENICE CERVANTES-ARELLANO	DIR. OF COLLEGE COMPLETION	40.00	Highest	$132,658	$17,115	$149,773
EDWIN MORENO	ASSISTANT PRINCIPAL/ DEAN OF STUDENTS	40.00	Highest	$129,172	$7,936	$137,108
ERIC GONZALES	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
DR LINDA MURRAY	SECRETARY	2.00	Officer Director	$0	$0	$0
KEVIN KAEFER	TREASURER	2.00	Officer Director	$0	$0	$0
JILL CASE	DIRECTOR	2.00	Director	$0	$0	$0
LARRY KUECHLER	DIRECTOR	2.00	Director	$0	$0	$0
ROGER MILTON	DIRECTOR	2.00	Director	$0	$0	$0
IRENE MORAN IBOA	DIRECTOR	2.00	Director	$0	$0	$0
TANIA WILCOX	DIRECTOR	2.00	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	$21,746,259	$17,616,996	$28,351,298	$4,129,263
2024	No data	No data	No data	No data
2023	$21,305,219	$21,182,245	$26,503,525	$122,974
2022	$22,366,734	$21,362,499	$9,307,537	$1,004,235
2021	$20,001,670	$17,669,013	$8,656,644	$2,332,657
2020	$16,276,708	$16,022,953	$7,433,257	$253,755
2019	$17,262,765	$17,037,884	$4,660,787	$224,881
2018	$17,053,612	$16,857,473	$5,100,204	$196,139

ACE CHARTER SCHOOL