THE WILLIAMSBURG CHARTER HIGH SCHO… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

LOURDES RIVERA-PUTZ

Phone

7187829830

Tax Period

2022-07-01 to 2023-06-30

THE WILLIAMSBURG CHARTER HIGH SCHOOL, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $20.4M in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year.

Mission

THE WILLIAMSBURG CHARTER HIGH SCHOOL UNITES YOUTH, FAMILIES, STAFF, TEACHERS, AND THE COMMUNITY AT LARGE IN PROVIDING YOUNG PEOPLE WITH THE TOOLS NECESSARY TO MAKE SENSE OF THE WORLD AND PREPARES THEM IN THEIR JOURNEY TO BECOME SUCCESSFUL AND LITERATE CITIZENS OF THE WORLD COMMUNITY. YOUNG PEOPLE ACCOMPLISH THIS THROUGH THEIR PARTICIPATION IN A RIGOROUS AND DEMANDING LIBERAL ARTS EDUCATION THAT INCLUDES LANGUAGE, LITERATURE, WRITING, SCIENCE, HISTORY, MATHEMATICS, THE ARTS, TECHNOLOGY, AND EXPLORATIONS IN DISCIPLINES DESIGNED TO TEACH FAIRNESS, JUSTICE, RESPECT AND COMPASSION FOR THEMSELVES AND OTHERS AS WELL AS THE SKILLS OF CRITICAL THINKING, COMMUNICATION AND RESEARCH.

Program Service Accomplishments

Program 1

Expenses: $17,613,213 Revenue: $18,022,429

TO EQUIP STUDENTS WITH THE ACADEMIC AND CHARACTER SKILLS NECESSARY TO SUCCEED IN HIGH SCHOOL, COLLEGE AND THE COMPETITIVE WORLD BEYOND. FOR THE 2022-2023 SCHOOL YEAR, WE SERVED APPROXIMATELY 948...

TO EQUIP STUDENTS WITH THE ACADEMIC AND CHARACTER SKILLS NECESSARY TO SUCCEED IN HIGH SCHOOL, COLLEGE AND THE COMPETITIVE WORLD BEYOND. FOR THE 2022-2023 SCHOOL YEAR, WE SERVED APPROXIMATELY 948 STUDENTS IN GRADES NINE THROUGH TWELVE.

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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 $2,141,603

Program Service Revenue $18,022,429

Investment Income $98,245

Other Revenue $133,904

TOTAL REVENUE $20,396,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,438,691

Fundraising Expenses $0

Program Expenses $17,613,213

Other Expenses $7,812,101

TOTAL EXPENSES $20,250,792

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,396,181	$21,636,858	-0.1%
Expenses	$20,250,792	$18,716,121	+0.1%
Net Income	$145,389	$2,920,737	-1.0%

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

174

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

$475,205

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOURDES RIVERA-PUTZ	CHAIR	10.00	Officer Director	$0	$0	$0
SAMUEL RIVERA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN WITHERSPOON	TREASURER	2.00	Officer Director	$0	$0	$0
AHMAD DUWAIK	CO-TREASURER - THRU 2/23	2.00	Officer Director	$0	$0	$0
SABRINA PHILSON	INTERIM CO-TREASURER EFF 02/23	2.00	Officer Director	$0	$0	$0
KATHY GAFFNEY	SECRETARY - THRU 2/23	2.00	Officer Director	$0	$0	$0
MARCENIA YVETTE JOHNSON	INTERIM SECRETARY EFF 02/23	2.00	Officer Director	$0	$0	$0
JAHI BASHIR	PRINCIPAL/HEAD OF SCHOOL	40.00	Officer	$157,359	$23,904	$181,263
VALERIE JACOBSON	HEAD OF OPERATIONS/ OP. MA	40.00	Officer	$146,771	$30,184	$176,955
KATIUSCA FERNANDEZ	FINANCE MANAGER	40.00	Officer	$90,607	$26,380	$116,987
RENEE DE LYON	COUNSELOR	40.00	Highest	$114,636	$4,622	$119,258
RYAN HEYMAN	SCIENCE TEACHER	40.00	Highest	$113,930	$17,073	$131,003
SHANTE MARTIN	SOCIAL EMOTIONAL ACADEMY L	40.00	Highest	$118,122	$7,361	$125,483
KATHLEEN MANION	ACCOUNTABILITY & DEV. MGR.	40.00	Highest	$106,498	$13,895	$120,393

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	$20,396,181	$20,250,792	$65,872,884	$145,389
2022	$21,636,858	$18,716,121	$21,221,103	$2,920,737
2021	$18,075,301	$15,733,121	$19,883,143	$2,342,180
2020	$17,420,230	$16,372,070	$16,606,454	$1,048,160
2019	$16,746,961	$16,871,567	$12,989,021	$-124,606
2018	$16,253,469	$15,767,242	$12,206,155	$486,227

THE WILLIAMSBURG CHARTER HIGH SCHOOL