EQUITAS ACADEMY CHARTER SCHOOL (EIN 262439216) - 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

2009

Legal Domicile

Principal Officer

SOFIA RODITTI

Phone

2132010440

Tax Period

2023-07-01 to 2024-06-30

EQUITAS ACADEMY CHARTER SCHOOL, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $46.1M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

EQUITAS ACADEMY PROVIDES A STRUCTURED, ACHIEVEMENT-BASED COMMUNITY THAT PREPARES STUDENTS TO GRADUATE FROM FOUR-YEAR COLLEGES AND UNIVERSITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $45,651,770

Program Service Revenue $0

Investment Income $345,560

Other Revenue $78,449

TOTAL REVENUE $46,075,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,776,182

Fundraising Expenses $26,681

Program Expenses $35,540,444

Other Expenses $19,985,775

TOTAL EXPENSES $44,761,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,075,779	$41,652,717	+0.1%
Expenses	$44,761,957	$40,289,432	+0.1%
Net Income	$1,313,822	$1,363,285	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

320

Volunteers

100

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

$523,249

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYLER BELL	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
LINDSEY HEISSER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PRABHU REDDY	TREASURER	2.00	Officer Director	$0	$0	$0
OLIVER BAJRACHARYA	SECRETARY	2.00	Officer Director	$0	$0	$0
CATIE LANGSTON	MEMBER	2.00	Director	$0	$0	$0
SYLVIA JAUREGUI	MEMBER	2.00	Director	$0	$0	$0
RAY MCKENZIE	MEMBER	2.00	Director	$0	$0	$0
TOM HOLLENBERG	MEMBER	2.00	Director	$0	$0	$0
DAKOTA ORTIZ	MEMBER	2.00	Director	$0	$0	$0
ALYSSA SANTINO	MEMBER	2.00	Director	$0	$0	$0
SOFIA RODITTI	CHIEF EXECUTIVE OFFICER	43.00	Officer	$320,940	$71,387	$392,327
JASON RUDOLPH	COO AND GENERAL COUNSEL	43.00	Officer	$126,647	$4,275	$130,922
CECILIA I MELGARES	MANAGING DIRECTOR OF OPERATIONS	40.00	Highest	$199,423	$14,383	$213,806
KATE FARRAR	DIRECTOR OF PEOPLE AND CULTURE	40.00	Highest	$200,813	$48,275	$249,088
ROBERT SPENCER	CHIEF SCHOOLS OFFICER	43.00	Highest	$209,304	$51,541	$260,845
LILIA S MITRE	DIR. OF FAM, ALUM AND CMTY ENG	40.00	Highest	$166,831	$17,452	$184,283
JENNIFER FREEMAN	MD OF STUDENT SERVICES	40.00	Highest	$165,518	$47,772	$213,290

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	$46,075,779	$44,761,957	$112,491,632	$1,313,822
2023	$41,652,717	$40,289,432	$115,005,754	$1,363,285
2022	$38,224,409	$37,160,743	$24,861,901	$1,063,666
2021	$36,662,873	$34,021,344	$27,026,783	$2,641,529
2020	$30,119,789	$29,222,026	$21,608,789	$897,763
2019	$24,486,391	$22,568,742	$12,533,092	$1,917,649
2018	$19,219,027	$15,964,385	$10,758,490	$3,254,642

EQUITAS ACADEMY CHARTER SCHOOL