Sunbridge Schools (EIN 454667676) - 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

Todd Taylor

Phone

4197255437

Tax Period

2024-07-01 to 2025-06-30

Sunbridge Schools, founded in 2012, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $3.9M left a modest 5% surplus.

Mission

Community Charter School providing educational services for K8 students

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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 $4,096,408

Program Service Revenue $0

Investment Income $6,709

Other Revenue $0

TOTAL REVENUE $4,103,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,556,775

Fundraising Expenses $0

Program Expenses $3,707,509

Other Expenses $1,350,734

TOTAL EXPENSES $3,907,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,103,117	$4,629,749	-0.1%
Expenses	$3,907,509	$3,957,406	0.0%
Net Income	$195,608	$672,343	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE MITCHELL	President	2.00	Officer Director	$0	$0	$0
LISA GATHARD	Member	1.00	Director	$0	$0	$0
JIM WIEGAND	Member	1.00	Director	$0	$0	$0
JOHN PAYAK	Member	1.00	Director	$0	$0	$0
JENNIFER NIETZ	Member	1.00	Director	$0	$0	$0
TODD BLACK	Member	1.00	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	$4,103,117	$3,907,509	$3,536,382	$195,608
2024	$4,629,749	$3,957,406	$3,924,141	$672,343
2023	$4,395,710	$3,902,055	$3,257,128	$493,655
2022	$4,388,530	$3,624,846	$2,855,626	$763,684
2021	$3,728,694	$3,480,096	$1,453,343	$248,598
2020	$3,514,180	$3,892,226	$1,333,978	$-378,046
2019	$3,679,411	$3,928,731	$1,678,783	$-249,320
2018	$3,394,982	$2,837,715	$1,727,884	$557,267

Sunbridge Schools