BELOVED COMMUNITY CHARTER SCHOOL (EIN 453689749) - 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

MARILYN HOOPER

Phone

2017449775

Tax Period

2024-07-01 to 2025-06-30

BELOVED COMMUNITY CHARTER SCHOOL, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $54.0M in total revenue in fiscal year 2024. The organization ran a surplus of $16.3M, a strong 30% operating margin.

Mission

The misson of the BelovED Community Charter School is to delovep values, skills, knowledge, confidence and character in its scholars that will propel them to success in school, college, and their careers and to the fulfillment of a socially contributory life.

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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 $50,338,514

Program Service Revenue $76,292

Investment Income $560,977

Other Revenue $2,996,874

TOTAL REVENUE $53,972,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,636,000

Fundraising Expenses $0

Program Expenses $23,655,809

Other Expenses $10,084,954

TOTAL EXPENSES $37,720,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,972,657	$52,562,360	+0.0%
Expenses	$37,720,954	$35,365,901	+0.1%
Net Income	$16,251,703	$17,196,459	-0.1%

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

337

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

$106,853

Total Directors

Key Employees

$888,686

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE JACKSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
SALVATORE RISALVATO	TREASURER	5.00	Director	$0	$0	$0
RICH VALDES	BOARD MEMBER	5.00	Director	$0	$0	$0
SAM MILKHAIL	BOARD MEMBER	5.00	Director	$0	$0	$0
JOHN GIOTIS	BOARD MEMBER	5.00	Director	$0	$0	$0
KATHLEEN MONE	BOARD MEMBER	5.00	Director	$0	$0	$0
MARILYN HOOPER	SCHOOL BUSINESS ADMINISTRATOR	35.00	Officer Key Emp	$98,500	$8,353	$106,853
MICHELE LINK	PRINCIPAL, ELEMENTARY SCHOOL	35.00	Key Emp Highest	$209,867	$5,958	$215,825
KENNETH SCHULTZ	EXECUTIVE DIRECTOR	35.00	Key Emp Highest	$187,000	$0	$187,000
DUANNE MOELLER	DIRECTOR OF OPERATIONS	35.00	Key Emp Highest	$137,500	$0	$137,500
EMILY NICHOLS	HIGH SCHOOL MANAGING DIRECTOR	35.00	Key Emp Highest	$113,750	$7,792	$121,542
MARISOL GHIZZONE	PRINCIPAL, MIDDLE SCHOOL	35.00	Key Emp Highest	$111,325	$8,641	$119,966

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	$53,972,657	$37,720,954	$63,311,196	$16,251,703
2024	$52,562,360	$35,365,901	$45,005,867	$17,196,459
2023	$43,840,051	$40,589,290	$26,376,496	$3,250,761
2022	$32,641,813	$26,921,448	$14,406,438	$5,720,365
2021	$25,777,162	$21,918,891	$8,344,008	$3,858,271
2020	$18,343,300	$17,259,383	$5,921,749	$1,083,917
2019	$14,185,555	$13,392,915	$3,291,504	$792,640
2018	$12,044,711	$11,470,837	$2,758,958	$573,874

BELOVED COMMUNITY CHARTER SCHOOL