SOAR CHARTER SCHOOL (EIN 270656317) - 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

2011

Legal Domicile

Principal Officer

RONA WILENSKY

Phone

7202875100

Tax Period

2024-07-01 to 2025-06-30

SOAR CHARTER SCHOOL, founded in 2011, is a community nonprofit in the Education sector that reported $8.9M in total revenue in fiscal year 2024. Expenses of $8.4M left a modest 6% surplus.

Mission

SOAR CHARTER SCHOOL WAS FOUNDED IN 2010 AND IS BUILT ON THE PREMISE THAT WE SHOULD "EXPECT MORE" FROM OUR PUBLIC SCHOOLS. SOAR STUDENTS CREATE FULL AND MEANINGFUL LIVES, ENRICH OUR DEMOCRACY, AND CONTRIBUTE TO A MORE JUST SOCIETY.

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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 $595,520

Program Service Revenue $7,652,189

Investment Income $192,940

Other Revenue $501,150

TOTAL REVENUE $8,941,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,895,083

Fundraising Expenses $0

Program Expenses $4,593,198

Other Expenses $2,548,759

TOTAL EXPENSES $8,443,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,941,799	$8,781,964	+0.0%
Expenses	$8,443,842	$8,065,999	+0.0%
Net Income	$497,957	$715,965	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONIA SISNEROS	SENIOR DIREC	40.00	Highest	$130,928	$0	$130,928
MARIA BURDINE	PRINCIPAL	40.00	Highest	$130,000	$0	$130,000
CHRISTI GOETZ	DIRECTOR	40.00	Highest	$125,377	$0	$125,377
JENNIFER RUSSO	TEACHER	40.00	Highest	$112,321	$0	$112,321
ROSALIND GULLATT	ASST PRINCIP	40.00	Highest	$105,000	$0	$105,000
JAMITA HORTON	BOARD SECRET	2.00	Officer Director	$0	$0	$0
RODDRICK MARSHALL	BOARD MEMBER	2.00	Director	$0	$0	$0
LIANE MORRISON	BOARD TREASU	2.00	Officer Director	$0	$0	$0
MARISELA TOSCANO	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE TYRUS	BOARD MEMBER	2.00	Director	$0	$0	$0
RONA WILENSKY	BOARD PRESID	2.00	Officer 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	$8,941,799	$8,443,842	$7,816,660	$497,957
2024	No data	No data	No data	No data
2023	$8,207,732	$7,128,510	$6,597,547	$1,079,222
2022	$7,140,092	$5,921,832	$5,075,784	$1,218,260
2021	$5,793,840	$4,027,275	$4,823,499	$1,766,565
2020	$5,289,486	$3,895,431	$2,709,953	$1,394,055
2019	$5,092,205	$3,442,197	$2,216,946	$1,650,008

SOAR CHARTER SCHOOL