EAGLE SOUTH MOUNTAIN CHARTER INC

EIN: 272038321 501(c)(3) Education

WAUKESHA, WI

Total Revenue
$4,977,701
Total Expenses
$5,009,613
Total Assets
$3,647,105
Net Assets
$3,475,880
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
AZ
Principal Officer
JACOB DONNELLI
Phone
2625429546
Tax Period
2024-07-01 to 2025-06-30

EAGLE SOUTH MOUNTAIN CHARTER INC, founded in 2010, is a community nonprofit in the Education sector that reported $5.0M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

TO OPERATE A CHARTER SCHOOL AND EDUCATE CHILDREN. STUDENTS GRADUATE FROM EAGLE WELL PREPARED TO BECOME INSPIRATIONS TO THEIR FAMILIES, LEADERS IN THEIR COMMUNITIES, AND SUCCESSES IN THEIR WORKPLACE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $529,773
Program Service Revenue $4,317,444
Investment Income $125,284
Other Revenue $5,200
TOTAL REVENUE $4,977,701

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,829,849
Fundraising Expenses $0
Program Expenses $4,557,462
Other Expenses $2,179,764
TOTAL EXPENSES $5,009,613

Year-over-Year Comparison

2024 2023 Change
Revenue $4,977,701 $6,051,634 -0.2%
Expenses $5,009,613 $6,029,142 -0.2%
Net Income $-31,912 $22,492 -2.4%
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

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Governance

Voting Members
5
Independent Members
4
Employees
51
Volunteers
34

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
3
$1,008,794
Total Directors
6
$449,952
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICK HOLBECK VICE CHAIRPERSON 1.00
Director
$0 $0 $0
SUSAN ROJAS SECRETARY 1.00
Director
$0 $0 $0
MATTHEW FRYBERGER CHAIR PERSON 1.00
Director
$0 $0 $0
ANDREW NEUMANN CHIEF EXECUTIVE OFFICER 1.00
Officer Director
$0 $24,198 $449,952
MATTHEW THOMPSON DIRECTOR 1.00
Director
$0 $0 $0
ECATERINA AVELAR DIRECTOR 1.00
Director
$0 $0 $0
JEREMY EHLERS CHIEF FINANCIAL OFFICER 1.00
Officer
$0 $30,000 $250,125
DANIEL DEPIES CHIEF OPERATING OFFICER 1.00
Officer
$0 $35,798 $308,717
YESENIA FITZHUGH REGIONAL EXECUTIVE DIRECTOR AZ 10.00
Highest
$0 $4,823 $137,569
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 $4,977,701 $5,009,613 $3,647,105 $-31,912
2024 $6,051,634 $6,029,142 $3,669,942 $22,492
2023 $7,214,087 $4,818,962 $3,627,680 $2,395,125
2022 $5,147,091 $4,978,137 $8,189,600 $168,954
2021 $5,323,525 $5,401,406 $8,307,955 $-77,881
2020 $5,099,072 $5,120,082 $8,355,136 $-21,010
2019 $5,357,900 $5,216,441 $8,499,778 $141,459
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