Summit Learning Charter (EIN 262499995) - 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

MELANIE MARRONE

Phone

5036305001

Tax Period

2024-07-01 to 2025-06-30

Summit Learning Charter, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $12.1M in total revenue in fiscal year 2024.

Mission

SUMMIT LEARNING CHARTER PROVIDES A LEARNING COMMUNITY THAT OFFERS ACADEMIC INSTRUCTION AND SUPPORT PREPARING STUDENTS FOR THE TRANSITION TO THE WORLD OF WORK OR POST-SECONDARY EDUCATION.

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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 $633,762

Program Service Revenue $11,326,922

Investment Income $142,234

Other Revenue $0

TOTAL REVENUE $12,102,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,978,252

Fundraising Expenses $0

Program Expenses $9,439,655

Other Expenses $4,584,730

TOTAL EXPENSES $12,562,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,102,918	$11,378,419	+0.1%
Expenses	$12,562,982	$9,857,525	+0.3%
Net Income	$-460,064	$1,520,894	-1.3%

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

$376,859

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN GALLAGHER	PRINCPAL	40.00	Officer	$178,413	$59,421	$237,834
NATALIE ALLEN WRIGGLE	VICE PRINCIPAL	40.00		$155,650	$64,147	$219,797
CINDY COLE	OFFICE ADMIN.	40.00		$134,414	$56,487	$190,901
HEATHER STOUDER	DEAN- EARLY COLL	40.00		$120,609	$69,419	$190,028
DALE BERNARDINI	DEAN OF ELL	40.00		$129,899	$54,997	$184,896
CYNTHIA RATHBUN	DEAN OF STUDENTS	40.00		$116,768	$55,118	$171,886
MELANIE MARRONE	DIRECTOR/CFO	40.00	Officer	$96,577	$42,448	$139,025
MELANIE WAGNER	CHAIR	1.00	Officer Director	$0	$0	$0
SAMMY LACKNER	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNDI BORGMEIER	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH CRANE	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE ANDRE	BOARD MEMBER	1.00	Director	$0	$0	$0
PATI WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
BOGE SAFFORES	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN HELZERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ MAKI	BOARD MEMBER	1.00	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	$12,102,918	$12,562,982	$12,820,350	$-460,064
2024	$11,378,419	$9,857,525	$12,539,171	$1,520,894
2023	$10,253,613	$10,024,332	$10,176,332	$229,281
2022	$10,210,655	$9,556,890	$9,652,744	$653,765
2021	$10,368,055	$9,885,731	$8,565,562	$482,324
2019	$8,529,494	$7,531,525	$6,349,191	$997,969
2018	$7,665,812	$6,664,569	$4,950,016	$1,001,243

Summit Learning Charter