THE MONARCH ACADEMY PUBLIC CHARTER SCHOOL INC (EIN 262190358) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

CHRIS ZIMMERMAN

Phone

4104443800

Tax Period

2022-07-01 to 2023-06-30

THE MONARCH ACADEMY PUBLIC CHARTER SCHOOL INC, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $33.2M in total revenue in fiscal year 2022. Expenses of $36.9M exceeded revenue, resulting in a 11% operating deficit.

Mission

MONARCH ACADEMY PUBLIC CHARTER SCHOOLS ARE TUITION-FREE PUBLIC CHARTER SCHOOLS THAT AIM TO EDUCATE MARYLAND STUDENTS TO BE SELF-MOTIVATED, CREATIVE, CRITICAL THINKERS AND LIFE-LONG LEARNERS WHO ARE PRODUCTIVE CONTRIBUTORS TO THE GLOBAL COMMUNITY IN THE 21ST CENTURY. AT MONARCH ACADEMY, CHILDREN ARE ENCOURAGED TO THINK CRITICALLY; QUESTION; REFLECT; AND PARTICIPATE IN A RIGOROUS, HIGHLY INTERACTIVE INSTRUCTIONAL PROGRAM THAT INTEGRATES ARTS AND TECHNOLOGY ACROSS THE CURRICULUM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $33,153,287

Investment Income $0

Other Revenue $0

TOTAL REVENUE $33,153,287

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,684,419

Other Expenses $36,921,311

TOTAL EXPENSES $36,921,311

Year-over-Year Comparison

	2022	2021	Change
Revenue	$33,153,287	$33,659,725	0.0%
Expenses	$36,921,311	$33,930,174	+0.1%
Net Income	$-3,768,024	$-270,449	+12.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$578,627

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KANDACE HOPPIN	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ANN WILMOTH	DIRECTOR	2.00	Director	$0	$0	$0
RASHIDA KIMBRUE MAJOR	DIRECTOR	2.00	Director	$0	$0	$0
ROTUNDA FLOYD-COOPER	DIRECTOR	2.00	Director	$0	$0	$0
SISSY JIMENEZ	DIRECTOR	2.00	Director	$0	$0	$0
BRITTANY JONES	DIRECTOR	2.00	Director	$0	$0	$0
RAY SZYPERSKI	DIRECTOR	2.00	Director	$0	$0	$0
CARLY CZYZEWSKI	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
JANINE FRATANTUONO	DIRECTOR	2.00	Director	$0	$0	$0
JENNY LIVELLI	CHIEF EXECUTIVE OFFICER	5.00	Officer	$0	$9,134	$357,862
CHRIS ZIMMERMAN	CHIEF FINANCIAL OFFICER	5.00	Officer	$0	$3,125	$220,765

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$33,153,287	$36,921,311	$44,515,455	$-3,768,024
2022	$33,659,725	$33,930,174	$14,402,618	$-270,449
2021	$31,847,617	$30,363,019	$13,752,531	$1,484,598
2020	$30,534,788	$29,350,096	$12,090,239	$1,184,692
2019	$28,893,893	$28,198,345	$11,632,540	$695,548
2018	$26,531,736	$25,889,567	$11,822,621	$642,169
2018	$26,531,736	$25,889,567	$11,822,621	$642,169

THE MONARCH ACADEMY PUBLIC CHARTER SCHOOL INC