DISCOVERY CHARTER SCHOOL (EIN 371509106) - 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

EXECUTIVE DIRECTOR

Phone

4082439800

Tax Period

2023-07-01 to 2024-06-30

DISCOVERY CHARTER SCHOOL, founded in 2005, is a mid-sized nonprofit in the Education sector that reported $17.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

OPERATION OF TWO PUBLIC CHARTER SCHOOLS IN SAN JOSE, CALIFORNIA SERVING STUDENTS IN GRADES TK TO 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 $16,682,090

Program Service Revenue $774,892

Investment Income $628

Other Revenue $-136,355

TOTAL REVENUE $17,321,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,055,461

Fundraising Expenses $0

Program Expenses $15,157,529

Other Expenses $5,082,056

TOTAL EXPENSES $17,137,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,321,255	$15,105,384	+0.1%
Expenses	$17,137,517	$14,042,106	+0.2%
Net Income	$183,738	$1,063,278	-0.8%

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

176

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

$223,416

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS FOISIE	PRESIDENT	1.00	Officer Director	$0	$0	$0
LOUIS GARCIA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE FRANK	TREASURER	1.00	Officer Director	$0	$0	$0
VISHA RAO	SECRETARY	1.00	Officer Director	$0	$0	$0
WARREN EDWARDS	MEMBER	1.00	Director	$0	$0	$0
IIAN SPIELER	MEMBER	1.00	Director	$0	$0	$0
POOJA CHOPRA	MEMBER	1.00	Director	$0	$0	$0
LETICIA VILLA	EXECUTIVE DIRECTOR	40.00	Officer	$188,129	$35,287	$223,416
KELLY C BROWN	TEACHER	40.00	Highest	$133,254	$26,036	$159,290
KARLA OELSNER	DIRECTOR	40.00	Highest	$132,303	$27,205	$159,508
CAROL CROUTHAMEL	TEACHER	40.00	Highest	$130,821	$32,548	$163,369
BONNIE MALOUF	TEACHER	40.00	Highest	$120,949	$24,991	$145,940
MIRIAM LAWLER	TEACHER	40.00	Highest	$120,069	$24,840	$144,909

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	$17,321,255	$17,137,517	$10,776,683	$183,738
2023	$15,105,384	$14,042,106	$11,895,801	$1,063,278
2022	$13,035,753	$12,405,063	$7,759,615	$630,690
2021	$13,602,457	$11,092,931	$7,358,660	$2,509,526
2020	$11,697,361	$11,870,316	$5,453,812	$-172,955
2019	$12,688,628	$11,364,279	$4,192,023	$1,324,349
2018	$11,143,971	$11,259,893	$3,001,233	$-115,922

DISCOVERY CHARTER SCHOOL