ACERO CHARTER SCHOOLS INC (EIN 364235934) - 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

1997

Legal Domicile

Principal Officer

RICHARD L RODRIGUEZ

Phone

3126373900

Tax Period

2024-07-01 to 2025-06-30

ACERO CHARTER SCHOOLS INC, founded in 1997, is a major nonprofit that reported $119.1M in total revenue in fiscal year 2024.

Mission

ORGANIZATION PROVIDES EDUCATIONAL AND COMMUNITY OPPORTUNITIES FOR YOUTHS IN K-12.

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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 $118,804,565

Program Service Revenue $262,832

Investment Income $40,386

Other Revenue $14,731

TOTAL REVENUE $119,122,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,400,055

Fundraising Expenses $123,939

Program Expenses $110,247,782

Other Expenses $33,672,902

TOTAL EXPENSES $117,072,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,122,514	$124,882,198	0.0%
Expenses	$117,072,957	$120,344,943	0.0%
Net Income	$2,049,557	$4,537,255	-0.5%

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

736

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

$647,928

Total Directors

Key Employees

$482,166

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAIRO NARANJO	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DOUGLASS HEWITT	VICE-CHAIRMAN	2.00	Officer Director	$0	$0	$0
ROXANNE MATIAS	SECRETARY	2.00	Officer Director	$0	$0	$0
SIMON YOHANAN	TREASURER	2.00	Officer Director	$0	$0	$0
JOSEPH GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN J GUITTERREZ	DIRECTOR	2.00	Director	$0	$0	$0
MARCO A RODRIGUEZ	DIRECTOR	2.00	Director	$0	$0	$0
MARGERY YEAGER	DIRECTOR	2.00	Director	$0	$0	$0
SOCORRO VEGA	DIRECTOR	2.00	Director	$0	$0	$0
VIVIAN MIKHAIL	DIRECTOR	2.00	Director	$0	$0	$0
LIONEL SARTI	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD L RODRIGUEZ	PRESIDENT & CEO	40.00	Officer	$290,543	$59,021	$349,564
RICHARD E VALERGA	CHIEF FINANCIAL & OP OFFICER	40.00	Officer	$245,433	$52,931	$298,364
HELENA C STANGLE	CHIEF CULTURE OFFICER	40.00	Key Emp	$209,865	$24,778	$234,643
ALFREDO NAMBO	CHIEF EDUCATION OFFICER	40.00	Key Emp	$209,865	$37,658	$247,523
ARIEL A CORREA	SCHOOL PRINCIPAL	40.00	Highest	$154,842	$12,387	$167,229
ANALAURA ALCANTAR	SCHOOL PRINCIPAL	40.00	Highest	$148,712	$41,328	$190,040
MELISSA SWEAZY	SCHOOL PRINCIPAL	40.00	Highest	$157,351	$42,019	$199,370
MARK NAGODE	FACILITIES AND ASSET MANAGER	40.00	Highest	$147,226	$12,238	$159,464
MADELYN P BARTHOLOMEW	DEPUTY CHIEF OP OFFICER	40.00	Highest	$154,931	$29,431	$184,362

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	$119,122,514	$117,072,957	$110,309,333	$2,049,557
2024	No data	No data	No data	No data
2023	$124,373,152	$119,294,736	$110,284,206	$5,078,416
2022	$117,350,059	$110,041,797	$101,251,624	$7,308,262
2021	$113,233,241	$108,438,953	$97,227,259	$4,794,288
2020	$99,185,235	$98,118,443	$93,308,666	$1,066,792
2019	$97,048,525	$94,381,426	$89,193,414	$2,667,099
2018	$96,191,553	$86,657,893	$86,394,422	$9,533,660

ACERO CHARTER SCHOOLS INC