LAUREL TREE CHARTER SCHOOL (EIN 452661454) - 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

2011

Legal Domicile

Principal Officer

BRENDA SUTTER

Phone

7078225626

Tax Period

2024-07-01 to 2025-06-30

LAUREL TREE CHARTER SCHOOL, founded in 2011, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. Expenses of $3.2M left a modest 5% surplus.

Mission

THE ORGANIZATION IS A K-12, TEACHER-RUN PUBLIC CHARTER SCHOOL WITH A FOCUS ON SUSTAINABILITY.

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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 $3,286,827

Program Service Revenue $77,801

Investment Income $6,054

Other Revenue $9,035

TOTAL REVENUE $3,379,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,242,396

Fundraising Expenses $0

Program Expenses $2,771,088

Other Expenses $961,187

TOTAL EXPENSES $3,203,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,379,717	$3,298,936	+0.0%
Expenses	$3,203,583	$3,246,785	0.0%
Net Income	$176,134	$52,151	+2.4%

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

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

$191,294

Total Directors

$88,163

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH NIKOLAUSON	PRESIDENT/LEAD TEACHER	40.00	Officer Director	$66,521	$21,642	$88,163
TOM LEROY	TREASURER	2.00	Officer Director	$0	$0	$0
LIZ LARSON	MEMBER	2.00	Director	$0	$0	$0
KIM WHITE	MEMBER	2.00	Director	$0	$0	$0
JOHN SCAGLIONE	MEMBER	2.00	Director	$0	$0	$0
NICHOLE DOLLARHIDE	MEMBER	2.00	Director	$0	$0	$0
DIANE MOORE	MEMBER	2.00	Director	$0	$0	$0
MARY BURKE	MEMBER	2.00	Director	$0	$0	$0
BRENDA SUTTER	DIRECTOR/LEAD TEACHER	40.00	Officer	$61,167	$41,964	$103,131

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	$3,379,717	$3,203,583	$3,909,609	$176,134
2024	$3,298,936	$3,246,785	$3,986,215	$52,151
2023	$2,844,532	$2,780,263	$1,664,733	$64,269
2022	$2,602,929	$2,260,725	$1,565,854	$342,204
2021	$2,157,110	$1,787,400	$1,401,096	$369,710
2020	$1,537,044	$1,750,979	$405,287	$-213,935
2019	$1,683,590	$1,719,173	$535,537	$-35,583
2018	$1,337,882	$1,462,047	$592,461	$-124,165

LAUREL TREE CHARTER SCHOOL