MOTT HALL CHARTER SCHOOL (EIN 452813442) - 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

2012

Legal Domicile

Principal Officer

CONNIE LOBDELL

Phone

7189919139

Tax Period

2024-07-01 to 2025-06-30

MOTT HALL CHARTER SCHOOL, founded in 2012, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

THE MISSION OF MOTT HALL CHARTER SCHOOL IS TO PROVIDE RIGOROUS ACADEMICS AND STRONG SUPPORTS TO PREPARE STUDENTS FOR SUCCESS IN TOP HIGH SCHOOLS IN NEW YORK CITY AND BEYOND.

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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 $4,083,686

Program Service Revenue $0

Investment Income $27,652

Other Revenue $0

TOTAL REVENUE $4,111,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,511,977

Fundraising Expenses $61,483

Program Expenses $3,591,626

Other Expenses $942,576

TOTAL EXPENSES $4,454,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,111,338	$4,707,903	-0.1%
Expenses	$4,454,553	$5,547,747	-0.2%
Net Income	$-343,215	$-839,844	-0.6%

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

$206,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK AWOSOGBA	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
KAREN BHATIA	VICE CHAIR	10.00	Officer Director	$0	$0	$0
JASON CALDWELL	TRUSTEE	10.00	Director	$0	$0	$0
SANDRA LUGO	TRUSTEE	10.00	Director	$0	$0	$0
FRANCESCA WEINDLING	TRUSTEE	10.00	Director	$0	$0	$0
DON MABREY	TRUSTEE	10.00	Director	$0	$0	$0
LUIS QUAN	TRUSTEE	10.00	Director	$0	$0	$0
CONNIE LOBDELL	EXECUTIVE DIRECTOR	40.00	Officer	$198,542	$8,208	$206,750
JENNIFER MELENDEZ	ASSISTANT PRINCIPAL	40.00	Highest	$116,323	$9,306	$125,629

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	$4,111,338	$4,454,553	$1,156,221	$-343,215
2024	$4,707,903	$5,547,747	$1,537,529	$-839,844
2023	$5,477,231	$5,466,297	$2,249,501	$10,934
2022	$5,022,419	$5,054,785	$2,371,917	$-32,366
2021	$5,961,553	$4,940,059	$2,256,477	$1,021,494
2020	$5,129,641	$5,171,823	$1,884,374	$-42,182
2019	$4,891,849	$5,376,057	$1,480,841	$-484,208
2018	$4,579,460	$4,988,395	$1,884,603	$-408,935

MOTT HALL CHARTER SCHOOL