Polaris Charter School (EIN 453814187) - 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

Don Winterton

Phone

6036340034

Tax Period

2023-07-01 to 2024-06-30

Polaris Charter School, founded in 2011, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 4% surplus.

Mission

To create a joyful and exciting learning community for intellectually curious elementary-aged children. Through an engaging, inquiry-based curriculum, our students will develop the ability to communicate effectively, work collaboratively, think critically, and excel academically

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,463,666

Program Service Revenue $0

Investment Income $14,664

Other Revenue $0

TOTAL REVENUE $1,478,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,058,401

Fundraising Expenses $14,817

Program Expenses $1,204,418

Other Expenses $356,335

TOTAL EXPENSES $1,414,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,478,330	$1,216,304	+0.2%
Expenses	$1,414,736	$1,236,474	+0.1%
Net Income	$63,594	$-20,170	-4.2%

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

$100,394

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Murdock-Smith	Director	040.00	Officer	$98,196	$2,198	$100,394
John Ward	Member	001.00	Director	$0	$0	$0
Don Winterton	Chairperson	004.00	Officer Director	$0	$0	$0
Jill Cane	Vice-Chairperson	001.50	Officer Director	$0	$0	$0
Megan Bilz	Secretary	001.00	Officer Director	$0	$0	$0
Angela Seggie	Member	001.00	Director	$0	$0	$0
Mosfek Talukder	Memeber	001.00	Director	$0	$0	$0
Scott Perron	Treasurer	002.00	Officer Director	$0	$0	$0
Ellie Melloy	Member	001.00	Director	$0	$0	$0
Heath Savage	Memeber	001.00	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	No data	No data	No data	No data
2024	$1,478,330	$1,414,736	$1,735,376	$63,594
2023	$1,216,304	$1,236,474	$1,692,241	$-20,170
2022	$1,140,816	$1,106,068	$1,748,906	$34,748
2021	$927,987	$882,263	$893,983	$45,724
2020	$905,432	$835,847	$840,257	$69,585

Polaris Charter School