NEW HEIGHTS CHARTER SCHOOL

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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

3235080155

Tax Period

2022-07-01 to 2023-06-30

NEW HEIGHTS CHARTER SCHOOL, founded in 2005, is a community nonprofit in the Education sector that reported $9.1M in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $8.6M left a modest 5% surplus.

Mission

NEW HEIGHTS CHARTER SCHOOL PREPARES STUDENTS TO BECOME CAPABLE, CARING CITIZENS THROUGH A PERSONALIZED AND SUPPORTIVE LEARNING COMMUNITY, WITH A RIGOROUS CURRICULUM RECOGNIZING THAT STUDENTS' ACADEMIC, SOCIAL, AND EMOTIONAL DEVELOPMENT ARE INTERDEPENDENT.

Program Service Accomplishments

Program 1

Expenses: $6,742,534 Revenue: $5,820

THE HEART OF THE EDUCATIONAL PROGRAM AT NEW HEIGHTS CHARTER SCHOOL IS THE NURTURE OF THE ACADEMIC, SOCIAL, EMOTIONAL AND PHYSICAL DEVELOPMENT OF EACH CHILD. THIS APPROACH TO TEACHING AND LEARNING...

THE HEART OF THE EDUCATIONAL PROGRAM AT NEW HEIGHTS CHARTER SCHOOL IS THE NURTURE OF THE ACADEMIC, SOCIAL, EMOTIONAL AND PHYSICAL DEVELOPMENT OF EACH CHILD. THIS APPROACH TO TEACHING AND LEARNING ENCOURAGES STUDENT INITIATIVE AND OWNERSHIP, PROMOTES INQUIRY, FOSTER DIALOGUES, GENERATES AWARENESS OF HEALTHY CHOICES, EXPANDS AND STRENGTHENS THINKING PROCESSES AND DEVELOPS BASIC SKILLS IN READING, WRITING, MATHEMATICS, SPEAKING AND LISTENING.

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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 $9,051,576

Program Service Revenue $5,820

Investment Income $7,405

Other Revenue $0

TOTAL REVENUE $9,064,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,909,973

Fundraising Expenses $0

Program Expenses $6,742,534

Other Expenses $2,662,610

TOTAL EXPENSES $8,572,583

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,064,801	$7,479,515	+0.2%
Expenses	$8,572,583	$7,445,404	+0.2%
Net Income	$492,218	$34,111	+13.4%

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

115

Volunteers

150

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

$193,861

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE ROBSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIN KELLER	CHIEF FINANCIAL OFFICER	2.00	Officer Director	$0	$0	$0
TEE HUBBARD	MEMBER	2.00	Director	$0	$0	$0
ROBERT MADOK	MEMBER	2.00	Director	$0	$0	$0
ROBERT TAGORDA	MEMBER	2.00	Director	$0	$0	$0
AMY BERFIELD	EXECUTIVE DIRECTOR	50.00	Officer	$193,861	$0	$193,861

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	$9,064,801	$8,572,583	$8,974,782	$492,218
2022	$7,479,515	$7,445,404	$5,338,578	$34,111
2021	$6,557,510	$6,172,935	$4,839,929	$384,575
2020	$6,046,381	$5,920,433	$4,232,652	$125,948
2019	$6,104,290	$5,797,282	$3,974,016	$307,008
2018	$5,632,021	$5,538,761	$3,683,479	$93,260