Loomis Basin Charter School PTC

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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

Candice Smith

Phone

9166522646

Tax Period

2023-08-01 to 2024-07-31

Loomis Basin Charter School PTC, founded in 2009, is a small nonprofit in the Education sector that reported $265K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

To support Loomis Basis Charter School

Program Service Accomplishments

Program 1

Expenses: $257,534

All funds received are used to support the more than 400 students, teachers and staff of the Loomis Basin Charter School.

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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 $134,912

Program Service Revenue $17,874

Investment Income $0

Other Revenue $112,324

TOTAL REVENUE $265,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $257,534

Other Expenses $258,034

TOTAL EXPENSES $258,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,110	$294,536	-0.1%
Expenses	$258,034	$266,719	0.0%
Net Income	$7,076	$27,817	-0.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Courtney Renick	President	3.00	Officer Director	$0	$0	$0
Danielle Duffet	Co-Vice Pres	3.00	Officer Director	$0	$0	$0
Tina Green	Co-Treasurer	3.00	Officer Director	$0	$0	$0
Paula Valencia	Co-Vice Pres	3.00	Officer Director	$0	$0	$0
Kristi Coup	Communications	3.00	Director	$0	$0	$0
Courtney Gross	Co- Secretary	3.00	Officer Director	$0	$0	$0
Open	Parliamentarian	0.00	Officer Director	$0	$0	$0
Ashly Sciara	Co-Secretary	3.00	Officer Director	$0	$0	$0
Alison Davis	Activities Dir.	3.00	Director	$0	$0	$0
Candice Smith	Co-Treasurer	3.00	Officer Director	$0	$0	$0
Patty Fletcher	Activities Dir	3.00	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	No data	No data	No data	No data
2024	$265,110	$258,034	$381,929	$7,076
2023	$294,536	$266,719	$374,700	$27,817
2022	$155,485	$42,100	$333,942	$113,385