Forest Charter School

EIN: 454822385 501(c)(3) Education

Nevada City, CA

Total Revenue
$10,341,309
Total Expenses
$10,304,015
Total Assets
$5,997,179
Net Assets
$2,298,039
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
CA
Principal Officer
Peter Sagebiel
Phone
5302654823
Tax Period
2022-07-01 to 2023-06-30

Forest Charter School, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $10.3M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

Forest Charter School(FCS) is committed to nurturing the love of learning in all students through parental choice in education. By cultivating a staff of dedicated personnel, Forest Charter School pledges an ongoing and expansive environment of educational excellence. The cornerstone of our Personalized Learning Program is positive collaboration on the part of students, parents and professional educators. The ultimate mission of FCS is to honor the student's individual learning style through parental options in the selection and implementation of effective curriculum to prepare him/her for success in the 21st century.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $10,257,438
Investment Income $55,402
Other Revenue $28,469
TOTAL REVENUE $10,341,309

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,614,299
Fundraising Expenses $0
Program Expenses $7,049,820
Other Expenses $3,689,716
TOTAL EXPENSES $10,304,015

Year-over-Year Comparison

2022 2021 Change
Revenue $10,341,309 $9,122,129 +0.1%
Expenses $10,304,015 $8,927,626 +0.2%
Net Income $37,294 $194,503 -0.8%
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

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Governance

Voting Members
5
Independent Members
5
Employees
100
Volunteers
200

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
3
$505,839
Total Directors
8
$505,839
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Peter Sagebiel CEO 40.00
Officer Director
$169,831 $44,012 $213,843
Meshawn Simmons CFO 40.00
Officer Director
$116,002 $53,504 $169,506
Tita Fowler Secretary 37.50
Officer Director
$91,045 $31,445 $122,490
Daniel Thiem Chairman 10.00
Director
$0 $0 $0
Geoffrey Thornton Parent Rep 5.00
Director
$0 $0 $0
Amee Medeiros Parent Rep. 5.00
Director
$0 $0 $0
Gabriella Stockdale Parent Rep. 5.00
Director
$0 $0 $0
Dylan Hendricks Vice Chair 5.00
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 No data No data No data No data
2023 $10,341,309 $10,304,015 $5,997,179 $37,294
2022 $9,122,129 $8,927,626 $4,450,285 $194,503
2021 $8,437,100 $8,413,875 $2,876,225 $23,225
2020 $8,541,643 $8,337,116 $2,809,011 $204,527
2019 $7,807,634 $8,011,535 $2,067,486 $-203,901
2018 $7,038,887 $7,684,509 $2,164,062 $-645,622
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