Sage Academy Charter School Charter School No 4087 (EIN 412023619) - 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

2001

Legal Domicile

Principal Officer

Cari-Ana Garcia Luna

Phone

7633154020

Tax Period

2023-07-01 to 2024-06-30

Sage Academy Charter School Charter School No 4087, founded in 2001, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

Sage Academy seeks to develop a community of reflective learners of academic excellence who actively promote tolerance, respect, and understanding as citizens of the world.

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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 $1,408,069

Program Service Revenue $89,495

Investment Income $2

Other Revenue $0

TOTAL REVENUE $1,497,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,380,089

Other Expenses $1,575,071

TOTAL EXPENSES $1,575,071

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,497,566	$1,380,432	+0.1%
Expenses	$1,575,071	$1,523,231	+0.0%
Net Income	$-77,505	$-142,799	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dean Heller	Chair	2.00	Officer Director	$0	$0	$0
Nick Tapio	Treasurer - Teacher	2.00	Officer Director	$0	$0	$0
Cheri Chandler-Smith	Secretary	2.00	Officer Director	$0	$0	$0
Octavia Webber	Member	1.00	Director	$0	$0	$0
Amy Hollerud	Member	1.00	Director	$0	$0	$0
Jessica Roddy	Member	1.00	Director	$0	$0	$0
Cari-Ana Garcia Luna	Ex-Officio - Director	2.00	Officer	$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
2024	$1,497,566	$1,575,071	$526,089	$-77,505
2023	$1,380,432	$1,523,231	$630,883	$-142,799
2022	$1,481,249	$1,476,348	$809,088	$4,901
2021	$1,392,109	$1,337,478	$346,363	$54,631
2020	$1,343,459	$1,335,024	$282,468	$8,435
2019	$1,420,081	$1,301,008	$312,119	$119,073
2018	$1,361,637	$1,414,373	$250,508	$-52,736
2018	$1,361,637	$1,414,373	$250,508	$-52,736

Sage Academy Charter School Charter School No 4087