AMERICAN CHARTER SCHOOLS FOUNDATION (EIN 383463353) - 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

1998

Legal Domicile

Principal Officer

GARY BAE

Phone

6029534456

Tax Period

2024-07-01 to 2025-06-30

AMERICAN CHARTER SCHOOLS FOUNDATION, founded in 1998, is a mid-sized nonprofit in the Education sector that reported $50.1M in total revenue in fiscal year 2024. Expenses of $45.3M left a modest 10% surplus.

Mission

IMPROVE THE PUBLIC SCHOOL SYSTEM BY CREATING A MORE COMPETITIVE ENVIRONMENT,PROVIDING PARENTS AND STUDENTS WITH THE FREEDOM OF CHOICE AND STRIVING FOR A HIGHER ACADEMIC STANDARD

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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 $48,906,918

Program Service Revenue $0

Investment Income $1,025,572

Other Revenue $189,302

TOTAL REVENUE $50,121,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,868

Fundraising Expenses $0

Program Expenses $35,852,069

Other Expenses $45,089,514

TOTAL EXPENSES $45,260,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,121,792	$51,767,995	0.0%
Expenses	$45,260,382	$46,591,868	0.0%
Net Income	$4,861,410	$5,176,127	-0.1%

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

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

$205,656

Total Directors

$205,656

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
THEODORE FREDERICK	SECRETARY	Officer Director	$136,080	$0	$136,080
GARY BAE	PRESIDENT	Officer Director	$34,788	$0	$69,576
GINA CONFLITTI	BOARD CHAIR	Officer Director	$0	$0	$0
BENJAMIN BUCHANAN	DIRECTOR	Director	$0	$0	$0
JESUS DE LA CRUZ	DIRECTOR	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	$50,121,792	$45,260,382	$97,697,999	$4,861,410
2024	$51,767,995	$46,591,868	$95,286,303	$5,176,127
2023	$50,258,393	$45,657,544	$91,352,577	$4,600,849
2022	$45,500,400	$41,927,943	$87,939,377	$3,572,457
2021	$35,592,705	$34,685,366	$84,132,415	$907,339
2020	$36,927,816	$34,256,586	$78,895,090	$2,671,230

AMERICAN CHARTER SCHOOLS FOUNDATION