ERIE ELEMENTARY CHARTER SCHOOL (EIN 371504399) - 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

2005

Legal Domicile

Principal Officer

SARAH AIROLA

Phone

3125635800

Tax Period

2023-07-01 to 2024-06-30

ERIE ELEMENTARY CHARTER SCHOOL, founded in 2005, is a community nonprofit in the Education sector that reported $7.5M in total revenue in fiscal year 2023. Expenses of $7.2M left a modest 3% surplus.

Mission

TO PROVIDE BI-LITERATE EDUCATIONAL AND COMMUNITY OPPORTUNITIES FOR YOUTHS, GRADES K-8.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,378,615

Program Service Revenue $29,774

Investment Income $53,315

Other Revenue $7,114

TOTAL REVENUE $7,468,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,859,838

Fundraising Expenses $56,849

Program Expenses $6,569,944

Other Expenses $2,371,757

TOTAL EXPENSES $7,231,595

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,468,818	$7,041,076	+0.1%
Expenses	$7,231,595	$7,087,844	+0.0%
Net Income	$237,223	$-46,768	-6.1%

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

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

$284,316

Total Directors

$197,998

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS PEREZ	EXECUTIVE DIRECTOR	40.00	Officer Director	$143,624	$0	$143,624
MARIA HAWILO	CHAIR	5.00	Officer Director	$0	$0	$0
SARAH AIROLA	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JAMES BALDWIN	TREASURER	5.00	Officer Director	$0	$0	$0
RAJIV NAIDU	SECRETARY	5.00	Officer Director	$0	$0	$0
TONY SUTTON	VICE PRESIDENT OF ACADEMIC AFFAIRS	5.00	Officer Director	$0	$0	$0
MARY BOEHLER	FORMER CHAIR	2.00	Director	$0	$0	$0
MELANIE MADIGAN	FORMER CHAIR	2.00	Director	$0	$0	$0
SY NELSON	FORMER CHAIR	2.00	Director	$0	$0	$0
LESLIE PIGOZZI	TEACHER REPRESENTATIVE	2.00	Director	$54,374	$0	$54,374
CRYSTAL BUSH	DIRECTOR	2.00	Director	$0	$0	$0
KEITH ELLETT	DIRECTOR	2.00	Director	$0	$0	$0
PAUL PAGEL	DIRECTOR	2.00	Director	$0	$0	$0
RAHUL KALSI	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA BURKE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT LARAGH	DIRECTOR	2.00	Director	$0	$0	$0
VIVEK SADANAND	DIRECTOR	2.00	Director	$0	$0	$0
KENNETH PERKINS	HONORARY BOARD MEMBER	1.00	Director	$0	$0	$0
ELEANOR NICHOLSON	HONORARY BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HALL	HONORARY BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA PONCE DE LEON	HONORARY BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY VINCENT	HONORARY BOARD MEMBER	1.00	Director	$0	$0	$0
RIC ESTRADA	HONORARY BOARD MEMBER	1.00	Director	$0	$0	$0
KAREM GOMEZ PEREZ	PRINCIPAL	40.00	Officer	$140,692	$0	$140,692

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	$7,468,818	$7,231,595	$14,025,742	$237,223
2023	$7,041,076	$7,087,844	$13,846,786	$-46,768
2022	$6,610,395	$6,494,578	$14,154,317	$115,817
2021	$6,575,390	$6,234,836	$13,959,703	$340,554
2020	$19,547,016	$6,626,755	$13,854,064	$12,920,261
2019	$5,687,849	$6,504,333	$13,811,953	$-816,484
2018	$5,591,980	$5,753,516	$14,590,686	$-161,536

ERIE ELEMENTARY CHARTER SCHOOL