SAN CARLOS CHARTER LEARNING CENTER

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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

Principal Officer

FRAN DICKINSON

Phone

6505087343

Tax Period

2022-07-01 to 2023-06-30

SAN CARLOS CHARTER LEARNING CENTER, founded in 2010, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2022.

Mission

SCCLC FOSTERS AN INCLUSIVE, LEARNER-CENTRIC ENVIRONMENT THAT DRAWS FROM THE WHOLE COMMUNITY TO SUPPORT ALL OF OUR CHILDREN AS LEARNERS AND PEOPLE.

Program Service Accomplishments

Program 1

Expenses: $4,891,560 Revenue: $160,434

AT THE CORE OF SCCLC'S EDUCATIONAL PROGRAM IS A PHILOSOPHY, A MISSION AND A SET OF GOALS WITH OUTCOMES AND STANDARDS. THE PHILOSOPHY OF THIS CHARTER IS GROUNDED IN THE BELIEF THAT LEARNING...

AT THE CORE OF SCCLC'S EDUCATIONAL PROGRAM IS A PHILOSOPHY, A MISSION AND A SET OF GOALS WITH OUTCOMES AND STANDARDS. THE PHILOSOPHY OF THIS CHARTER IS GROUNDED IN THE BELIEF THAT LEARNING OPPORTUNITIES ARE MOST EFFECTIVE WHEN THEY ARE PART OF A LARGER COMMUNITY EFFORT. SCCLC BASES ITS TEACHING METHODOLOGY ON CONSTRUCTIVIST LEARNING THEORY DEVELOPED ON THE PREMISE THAT STUDENTS CONSTRUCT THEIR OWN UNDERSTANDING OF THE WORLD BY GENERATING "RULES AND "MENTAL MODELS" THAT HELP MAKE SENSE OF EXPERIENCES. ALL GRADES K-8 EMPLOY PROJECT BASED LEARNING WHENEVER POSSIBLE, ALONG WITH OTHER KEY PEDAGOGICAL STRATEGIES SUCH AS THEMATIC UNITS, AUTHENTIC EXPERIENCE, INQUIRY BASED INSTRUCTION, INTEGRATED ARTS, PERSONALIZED LEARNING PROJECTS, ENRICHMENT SESSIONS, AND COMMUNITY SERVICE.

Program 2

Expenses: $388,504 Revenue: $467,274

SCCLC OPERATES A FEE-BASED AFTERSCHOOL CARE PROGRAM, KNOWN AS THE EDUCARE PROGRAM. THE PROGRAM OFFERS FAMILIES WITH STUDENTS CURRENTLY ENROLLED IN THE CHARTER SCHOOL AN AFFORDABLE OPTION FOR...

SCCLC OPERATES A FEE-BASED AFTERSCHOOL CARE PROGRAM, KNOWN AS THE EDUCARE PROGRAM. THE PROGRAM OFFERS FAMILIES WITH STUDENTS CURRENTLY ENROLLED IN THE CHARTER SCHOOL AN AFFORDABLE OPTION FOR CHILDCARE WHICH ALSO PROVIDES AN ACADEMIC ATMOSPHERE FOLLOWING THE CHARTER SCHOOL'S DAY OF INSTRUCTION. THE PROGRAM STRIVES TO CREATE AN EMOTIONALLY AND PHYSICALLY SAFE ENVIRONMENT BUILT ON TEAMWORK, CULTURAL AWARENESS, AND ACCEPTANCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,333,225

Program Service Revenue $627,708

Investment Income $28,555

Other Revenue $1,846

TOTAL REVENUE $5,991,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,351,160

Fundraising Expenses $0

Program Expenses $5,280,064

Other Expenses $1,506,485

TOTAL EXPENSES $5,857,645

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,991,334	$5,758,985	+0.0%
Expenses	$5,857,645	$5,773,362	+0.0%
Net Income	$133,689	$-14,377	-10.3%

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

350

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

$174,832

Total Directors

$227,235

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE KELLEHER	CHAIR	1.00	Officer Director	$0	$0	$0
AMIT KOREN	TRUSTEE	1.00	Director	$0	$0	$0
NUPUR AGGARWAL	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN LYNCH DAVIES	TRUSTEE	1.00	Director	$0	$0	$0
ERICA KENDALL	TRUSTEE	1.00	Director	$0	$0	$0
INGA DAVIS	TRUSTEE/TEACHER	40.00	Director	$120,051	$21,609	$141,660
KATHERINE HAYSE	TRUSTEE/TEACHER	40.00	Director	$70,817	$14,758	$85,575
FRAN DICKINSON	EXECUTIVE DIRECTOR	40.00	Officer	$148,163	$26,669	$174,832
ELYSHA PASSEGGI	TEACHER	40.00	Highest	$122,192	$21,995	$144,187
CHRISTINE HARRIS	DIRECTOR OF LEARNER SERVICES	40.00	Highest	$122,108	$21,980	$144,088
MARIA THOMAS	ASSISTANT DIRECTOR	40.00	Highest	$108,867	$24,006	$132,873
DARLENE DOTO	TEACHER	40.00	Highest	$104,375	$18,787	$123,162
DESIREE SMITH	DIRECTOR OF OPERATIONS	40.00	Highest	$102,311	$26,709	$129,020

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,991,334	$5,857,645	$5,699,302	$133,689
2022	$5,758,985	$5,773,362	$4,450,036	$-14,377
2021	$5,903,913	$5,247,455	$2,416,097	$656,458
2020	$5,215,035	$5,468,434	$3,390,827	$-253,399
2019	$5,229,915	$5,202,859	$1,679,223	$27,056
2018	$4,606,524	$4,633,005	$1,545,294	$-26,481