JOHN W REX CHARTER ELEMENTARY SCHOOL INC (EIN 460694033) - 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

Phone

4055878100

Tax Period

2024-07-01 to 2025-06-30

JOHN W REX CHARTER ELEMENTARY SCHOOL INC, founded in 2012, is a community nonprofit in the Education sector that reported $7.9M in total revenue in fiscal year 2024.

Mission

OPERATION OF A CHARTER ELEMENTARY SCHOOL IN TE OKLAHOMA CITY AREA

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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 $7,610,728

Program Service Revenue $96,251

Investment Income $2,072

Other Revenue $141,492

TOTAL REVENUE $7,850,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,321,455

Fundraising Expenses $0

Program Expenses $6,558,744

Other Expenses $2,390,212

TOTAL EXPENSES $7,711,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,850,543	$7,627,284	+0.0%
Expenses	$7,711,667	$7,283,539	+0.1%
Net Income	$138,876	$343,745	-0.6%

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

$130,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK DUFFY	HEAD OF SCHOOL	40.00	Key Emp	$130,000	$0	$130,000
ELLEN BUETTNER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICK CORNETT	MEMBER	2.00	Director	$0	$0	$0
RICK ROSE	MEMBER	2.00	Director	$0	$0	$0
MEGAN OFTEDAL	MEMBER	2.00	Director	$0	$0	$0
TERESA TRUONG	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNIFER MONIES	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER NAKAYAMA	MEMBER	2.00	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	$7,850,543	$7,711,667	$1,884,181	$138,876
2024	$7,627,284	$7,283,539	$1,639,075	$343,745
2023	$6,307,030	$6,369,472	$1,340,578	$-62,442
2022	$5,832,779	$5,968,991	$1,300,976	$-136,212
2021	$5,906,546	$5,829,984	$1,434,110	$76,562
2020	$5,176,285	$5,142,239	$2,197,960	$34,046
2019	$4,980,787	$4,693,573	$1,246,902	$287,214
2018	$3,517,960	$3,431,435	$946,477	$86,525

JOHN W REX CHARTER ELEMENTARY SCHOOL INC