IVY TECH CHARTER SCHOOL (EIN 271558172) - 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

GEOFFREY FRANKL

Phone

8052225188

Tax Period

2024-07-01 to 2025-06-30

IVY TECH CHARTER SCHOOL, founded in 2009, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024.

Mission

CALIFORNIA 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 (2024)

Revenue Breakdown

Contributions & Grants $2,658,402

Program Service Revenue $0

Investment Income $26,125

Other Revenue $0

TOTAL REVENUE $2,684,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,661,966

Fundraising Expenses $0

Program Expenses $2,355,073

Other Expenses $1,053,826

TOTAL EXPENSES $2,715,792

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,684,527	$2,667,006	+0.0%
Expenses	$2,715,792	$2,288,416	+0.2%
Net Income	$-31,265	$378,590	-1.1%

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

$407,714

Total Directors

$299,693

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ELIAS	CHAIRPERSON	2.00	Director	$0	$0	$0
GEOFFREY FRANKL	DIRECTOR OF OPERATIONS	40.00	Officer Director	$161,508	$42,349	$203,857
MARLA KENGEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KYLE MYERS	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHY CROWLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
CASEY NIELSON	BOARD MEMBER, TEACHER	35.00	Director	$83,064	$12,772	$95,836
ADREANNA DIAZ	PRINCIPAL	40.00	Officer	$161,508	$42,349	$203,857

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	$2,684,527	$2,715,792	$5,450,353	$-31,265
2024	$2,667,006	$2,288,416	$3,625,965	$378,590
2023	$2,798,228	$2,427,293	$3,819,414	$370,935
2022	$2,045,384	$2,007,618	$2,921,812	$37,766
2021	$2,332,341	$1,632,166	$2,652,102	$700,175
2020	$1,950,203	$1,529,155	$1,948,345	$421,048
2019	$1,665,372	$1,381,487	$1,504,807	$283,885
2018	$1,403,841	$1,327,527	$1,076,021	$76,314

IVY TECH CHARTER SCHOOL