POWELL BUTTE CHARTER SCHOOL (EIN 271434361) - 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

MERIDITH FOLEY

Phone

5415481166

Tax Period

2024-07-01 to 2025-06-30

POWELL BUTTE CHARTER SCHOOL, founded in 2009, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.5M left a modest 5% surplus.

Mission

TO PROVIDE QUALITY EDUCATIONAL PROGRAMMING GROUNDED IN 'PLACE AND SUPPORTED BY RIGOROUS ACADEMICS, COMMUNITY SERVICE, AND STEWARDSHIP OF OUR NATURAL RESOURCES TO ASSURE STUDENTS ACHIEVE THEIR HIGHEST POTENTIAL AS CITIZENS AND LEADERS OF LOCAL COMMUNITY AND THE WORLD.

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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 $2,517,485

Program Service Revenue $0

Investment Income $44,031

Other Revenue $23,689

TOTAL REVENUE $2,585,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,632,478

Fundraising Expenses $0

Program Expenses $2,068,749

Other Expenses $829,161

TOTAL EXPENSES $2,461,639

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,585,205	$2,418,963	+0.1%
Expenses	$2,461,639	$2,537,809	0.0%
Net Income	$123,566	$-118,846	-2.0%

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

$156,483

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAD LILZE	DIRECTOR	1.00	Director	$0	$0	$0
JAZMIN CARTAGENA	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CRAWFORD	CHAIR	2.00	Officer Director	$0	$0	$0
KORI URELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CASSANDRA GIOVANINI	TREASURER	1.00	Officer Director	$0	$0	$0
COLTON WAIBEL	DIRECTOR	1.00	Director	$0	$0	$0
BRIE ROGERS	SECRETARY	1.00	Officer Director	$0	$0	$0
MERIDITH FOLEY	ADMINISTRATOR	40.00	Officer	$110,263	$46,220	$156,483

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	$2,585,205	$2,461,639	$2,288,405	$123,566
2024	$2,418,963	$2,537,809	$2,028,479	$-118,846
2023	$2,439,101	$2,497,045	$2,190,273	$-57,944
2022	$2,113,174	$2,276,707	$2,382,512	$-163,533
2021	$2,239,653	$2,151,258	$2,452,599	$88,395
2020	$1,875,903	$2,066,359	$2,128,952	$-190,456
2019	$1,718,451	$1,915,770	$2,033,496	$-197,319
2018	$1,765,027	$1,576,289	$1,511,608	$188,738

POWELL BUTTE CHARTER SCHOOL