Lindley Academy Charter School at Birney (EIN 452887132) - 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

Dr MARGERY COVELLO

Phone

2676691450

Tax Period

2024-07-01 to 2025-06-30

Lindley Academy Charter School at Birney, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $16.1M in total revenue in fiscal year 2024.

Mission

TO PROVIDE CHILDREN WITH AN EDUCATION.

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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 $2,141,858

Program Service Revenue $13,826,567

Investment Income $504

Other Revenue $138,618

TOTAL REVENUE $16,107,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,056,238

Fundraising Expenses $0

Program Expenses $13,791,448

Other Expenses $8,739,137

TOTAL EXPENSES $16,795,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,107,547	$15,611,544	+0.0%
Expenses	$16,795,375	$17,033,172	0.0%
Net Income	$-687,828	$-1,421,628	-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

116

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

$222,963

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Margery Covello	CEO	40.0	Officer	$167,971	$54,992	$222,963
NANCY WHITE	ASSISTANT PRINCIPAL	40.0	Highest	$141,219	$59,765	$200,984
Elaine Latimer	Special Education Director	40.0	Highest	$103,156	$54,795	$157,951
REGINALD HOWARD	PRESIDENT	1.0	Officer Director	$0	$0	$0
SANDRA FARMER	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
BARBARA L SAUNDERS	TREASURER	1.0	Officer Director	$0	$0	$0
ANITA VEGA - KAISER	SECRETARY	1.0	Officer Director	$0	$0	$0
EVETTE BOWMAN	MEMBER	1.0	Director	$0	$0	$0
REGINA FELDER	MEMBER	1.0	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	$16,107,547	$16,795,375	$5,517,524	$-687,828
2024	No data	No data	No data	No data
2023	$16,703,170	$16,484,877	$8,873,279	$218,293
2022	$15,521,412	$14,905,409	$8,724,796	$616,003
2021	$13,436,567	$10,572,276	$9,349,086	$2,864,291
2020	$11,646,697	$9,130,565	$6,411,767	$2,516,132
2019	$11,286,894	$7,080,410	$5,938,299	$4,206,484
2018	$10,613,027	$6,396,092	$4,671,365	$4,216,935

Lindley Academy Charter School at Birney