WEST GILBERT CHARTER MIDDLE SCHOOL INC (EIN 300047632) - 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

Legal Domicile

Principal Officer

BRANDON DAHL

Phone

4808552700

Tax Period

2024-07-01 to 2025-06-30

WEST GILBERT CHARTER MIDDLE SCHOOL INC is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO OPERATE A NOT FOR PROFIT CHARTER SCHOOL AND CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.

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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 $111,876

Program Service Revenue $935,904

Investment Income $0

Other Revenue $4,562

TOTAL REVENUE $1,052,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $854,518

Fundraising Expenses $0

Program Expenses $814,169

Other Expenses $413,491

TOTAL EXPENSES $1,268,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,052,342	$1,177,596	-0.1%
Expenses	$1,268,009	$1,181,516	+0.1%
Net Income	$-215,667	$-3,920	+54.0%

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

N/A

Volunteers

N/A

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

$82,660

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY SWEIGERT	PRINCIPAL	40.00	Officer	$70,799	$11,861	$82,660
HERMAN ORCUTT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MIGUEL RAMIREZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNETTE SELLERS	SECRETARY	2.00	Officer 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
2025	$1,052,342	$1,268,009	$338,392	$-215,667
2024	$1,177,596	$1,181,516	$512,525	$-3,920
2023	$1,149,469	$1,150,643	$451,742	$-1,174
2022	$1,609,678	$1,602,484	$470,647	$7,194
2021	$401,675	$297,691	$394,074	$103,984
2020	$735,969	$723,745	$633,940	$12,224
2019	$591,593	$858,633	$646,730	$-267,040
2018	$635,574	$833,737	$843,649	$-198,163

WEST GILBERT CHARTER MIDDLE SCHOOL INC