EVERGREEN CHARTER SCHOOL (EIN 264652712) - 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

JOSE CANOSA

Phone

5162922060

Tax Period

2023-07-01 to 2024-06-30

EVERGREEN CHARTER SCHOOL, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $31.2M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.0M, a strong 32% operating margin.

Mission

NURTURE THE INTELLECTUAL, PHYSICAL AND SOCIAL DEVELOPMENT OF CHILDREN, THROUGH A COMPREHENSIVE PROGRAM THAT PROMOTES ACADEMIC EXCELLENCE & PREPARES ITS STUDENTS FOR SUCCESS.

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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 $2,504,986

Program Service Revenue $25,986,676

Investment Income $2,693,803

Other Revenue $28,716

TOTAL REVENUE $31,214,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,543,536

Fundraising Expenses $0

Program Expenses $18,632,545

Other Expenses $7,652,244

TOTAL EXPENSES $21,195,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,214,181	$24,687,185	+0.3%
Expenses	$21,195,780	$20,968,442	+0.0%
Net Income	$10,018,401	$3,718,743	+1.7%

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

276

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

$326,293

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GIL BERNARDINO	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH BREWSTER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GLADYS RODRIGUEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
NANCY IGLESIAS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LUIS RAS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
YVONNE MOWATT	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LISETT KNOX	DIRECTOR OF FINANCE AND OPERATIONS	37.50	Officer	$122,759	$20,353	$143,112
ELENA LITESCU	SCHOOL SUPERINTENDENT	37.50	Officer	$152,210	$30,971	$183,181
LISA CAMILI	ASSISTANT PRINCIPAL	37.50	Highest	$105,377	$5,269	$110,646
ANA MORRON	DIRECTOR OF DATA AND ATTENDANCE	37.50	Highest	$100,434	$5,022	$105,456
CHRISTINE M WEIGAND	DIRECTOR OF CURRICULUM & INSTRUCTION	37.50	Highest	$136,553	$20,339	$156,892
FRANCES ECHEVARRIA	MS DIRECTOR	37.50	Highest	$116,818	$5,841	$122,659

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	$31,214,181	$21,195,780	$125,186,068	$10,018,401
2023	$24,687,185	$20,968,442	$114,165,689	$3,718,743
2022	$20,879,383	$16,313,438	$15,122,224	$4,565,945
2021	$14,862,996	$13,512,400	$9,089,771	$1,350,596
2020	$12,378,975	$11,806,942	$6,191,954	$572,033
2019	$11,228,735	$9,792,339	$5,400,256	$1,436,396
2018	$8,996,843	$8,302,187	$3,841,680	$694,656

EVERGREEN CHARTER SCHOOL