RALEIGH CHARTER SCHOOL FOUNDATION INC (EIN 264266980) - 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

LISA HUDDLESTON

Phone

9197151155

Tax Period

2024-07-01 to 2025-06-30

RALEIGH CHARTER SCHOOL FOUNDATION INC, founded in 2009, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $218K, a strong 16% operating margin.

Mission

TO SUPPORT AND MANAGE ASSETS FOR RALEIGH CHARTER HIGH SCHOOL AND FOR OTHER INNOVATIVE EDUCATIONAL PROGRAMS ASSOCIATED WITH OR SUPPORTED BY THE SCHOOL OR ITS PROGRAM

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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 $388,779

Program Service Revenue $0

Investment Income $96,543

Other Revenue $846,974

TOTAL REVENUE $1,332,296

Expense Breakdown

Grants Paid $700,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,114,585

Other Expenses $414,585

TOTAL EXPENSES $1,114,585

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,332,296	$1,047,012	+0.3%
Expenses	$1,114,585	$476,230	+1.3%
Net Income	$217,711	$570,782	-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

N/A

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

$156,435

Total Directors

$156,435

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA HUDDLESTON	ASSISTANT TREASURER	1.00	Officer Director	$0	$17,741	$156,435
JAMESON MARKS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JONATHAN GREEN	TREASURER	1.00	Officer Director	$0	$0	$0
CATHERINE FINCH	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL MCSORLEY	BOARD VICE-CHAIR	1.00	Officer Director	$0	$0	$0
YASHA RAO	BOARD MEMBER	1.00	Director	$0	$0	$0
NEILL ROBSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX KARSTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB FENOGLIO	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	$1,332,296	$1,114,585	$9,901,966	$217,711
2024	$1,047,012	$476,230	$10,010,241	$570,782
2023	$947,849	$986,839	$9,790,668	$-38,990
2022	$1,049,801	$740,090	$10,114,664	$309,711
2021	$889,808	$389,863	$10,228,290	$499,945
2020	$2,808,939	$786,531	$10,065,647	$2,022,408
2019	$813,825	$782,001	$8,369,285	$31,824
2018	$791,691	$704,804	$8,527,507	$86,887

RALEIGH CHARTER SCHOOL FOUNDATION INC