Circle of Seasons Charter School

EIN: 274031788 501(c)(3) Education

Fogelsville, PA

Total Revenue
$8,711,206
Total Expenses
$7,444,298
Total Assets
$9,850,791
Net Assets
$4,171,694
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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
2010
Legal Domicile
PA
Principal Officer
Valerie Case
Phone
6102856267
Tax Period
2023-07-01 to 2024-06-30

Circle of Seasons Charter School, founded in 2010, is a community nonprofit in the Education sector that reported $8.7M in total revenue in fiscal year 2023. Expenses of $7.4M left a modest 15% surplus.

Mission

To provide a learning environment that is inspirational and disciplined, one that infuses learning with enthusiasm, creativity, and significance. Our commitment is to nourish and educate students based on the the model of natural development.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $8,591,800
Investment Income $119,406
Other Revenue $0
TOTAL REVENUE $8,711,206

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,453,493
Fundraising Expenses $0
Program Expenses $5,200,474
Other Expenses $1,990,805
TOTAL EXPENSES $7,444,298

Year-over-Year Comparison

2023 2022 Change
Revenue $8,711,206 $8,112,118 +0.1%
Expenses $7,444,298 $6,819,873 +0.1%
Net Income $1,266,908 $1,292,245 0.0%
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

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Governance

Voting Members
5
Independent Members
5
Employees
95
Volunteers
5

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
1
$141,297
Total Directors
5
$0
Key Employees
1
$141,297
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kimberly Heiman Treasurer 1.00
Director
$0 $0 $0
Kathy Meath Vice President & Secretary 1.00
Director
$0 $0 $0
Valerie Case President 1.00
Director
$0 $0 $0
Joseph Huber CEO 40.00
Officer Key Emp Highest
$141,297 $0 $141,297
David Matulevich Treasurer 1.00
Director
$0 $0 $0
Dave Caulwell Vice President / Secretary 1.00
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
2024 $8,711,206 $7,444,298 $9,850,791 $1,266,908
2023 $8,112,118 $6,819,873 $9,019,598 $1,292,245
2022 $7,523,039 $6,670,744 $8,188,636 $852,295
2021 $7,386,978 $6,518,355 $7,828,728 $868,623
2020 $7,061,492 $6,168,690 $7,037,496 $892,802
2019 $6,145,628 $5,985,466 $6,559,932 $160,162
2018 $5,179,753 $5,053,152 $4,778,715 $126,601
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