TEXAS CHARTER SCHOOLS ASSOCIATION (EIN 262920798) - 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

NATALIE KAHARICK

Phone

5125848272

Tax Period

2024-07-01 to 2025-06-30

TEXAS CHARTER SCHOOLS ASSOCIATION, founded in 2008, is a community nonprofit in the Education sector that reported $8.4M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.7M, a strong 21% operating margin.

Mission

A STATEWIDE MEMBERSHIP ORGANIZATION DEDICATED TO PROMOTING EFFECTIVE CHARTER SCHOOLS OF ALL TYPES.

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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 $2,654,636

Program Service Revenue $4,877,790

Investment Income $651,636

Other Revenue $237,709

TOTAL REVENUE $8,421,771

Expense Breakdown

Grants Paid $547,983

Salaries & Benefits $3,625,075

Fundraising Expenses $338,520

Program Expenses $5,070,398

Other Expenses $2,518,474

TOTAL EXPENSES $6,691,532

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,421,771	$10,839,818	-0.2%
Expenses	$6,691,532	$6,271,579	+0.1%
Net Income	$1,730,239	$4,568,239	-0.6%

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

$574,134

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BARBIC	CHAIR	1.00	Officer Director	$0	$0	$0
BRENT WILSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LISA STANLEY	TREASURER	1.00	Officer Director	$0	$0	$0
FRANCES BERRONES-JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK COOK	DIRECTOR	1.00	Director	$0	$0	$0
SEHBA ALI	DIRECTOR	1.00	Director	$0	$0	$0
STACI WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
FATIH AY	DIRECTOR	1.00	Director	$0	$0	$0
MARK DIBELLA	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE CONGER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOE HOFFER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MAYES	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA TRIGG	DIRECTOR	1.00	Director	$0	$0	$0
JULIA WRIGHT	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF COTTRILL	DIRECTOR	1.00	Director	$0	$0	$0
ANDY BENSCOTER	DIRECTOR	1.00	Director	$0	$0	$0
DREW MASTERSON	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE KAHARICK	CEO / COO (UNTIL 7/19/24)	45.00	Officer	$240,945	$19,540	$260,485
STARLEE COLEMAN	CEO (UNTIL 7/19/24)	45.00	Officer	$168,254	$14,443	$182,697
RENELLE BEDELL	VP OF OPERATIONS	45.00	Officer	$117,351	$13,601	$130,952
BRIAN WHITLEY	VP OF COMMUNICATIONS	45.00	Highest	$127,845	$14,309	$142,154
NADIA LUNA	VP OF MEMBER SERVICES	45.00	Highest	$138,302	$16,500	$154,802
BRYCE ADAMS	VP OF GOVERNMENT AFFAIRS	45.00	Highest	$171,834	$18,680	$190,514
JESSICA SHOPOFF	VP OF POLICY	45.00	Highest	$138,071	$14,827	$152,898
REBECCA GIESKES	CHIEF OF STAFF (UNTIL 9/30/25)	45.00	Highest	$158,009	$16,105	$174,114

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	$8,421,771	$6,691,532	$15,793,815	$1,730,239
2024	$10,839,818	$6,271,579	$13,748,975	$4,568,239
2023	$9,097,377	$6,103,759	$9,055,960	$2,993,618
2022	$5,643,004	$5,457,630	$5,893,800	$185,374
2022	$5,643,004	$5,457,630	$5,893,800	$185,374
2021	$5,059,843	$4,240,045	$5,399,898	$819,798
2020	$6,992,224	$4,313,147	$4,547,590	$2,679,077
2019	$4,782,002	$4,266,068	$1,622,857	$515,934
2018	$3,047,468	$3,556,110	$1,110,134	$-508,642

TEXAS CHARTER SCHOOLS ASSOCIATION