THE HEIGHTS CHARTER (EIN 460727872) - 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

DIANA WHYTE

Phone

6197929000

Tax Period

2023-07-01 to 2024-06-30

THE HEIGHTS CHARTER, founded in 2012, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $3.4M left a modest 11% surplus.

Mission

OUR GOAL IS TO ENABLE STUDENTS TO BECOME SELF-MOTIVATED, COMPETENT, AND LIFELONG LEARNERS.

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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 $3,764,604

Program Service Revenue $0

Investment Income $52,845

Other Revenue $0

TOTAL REVENUE $3,817,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,440,779

Fundraising Expenses $0

Program Expenses $2,759,011

Other Expenses $956,831

TOTAL EXPENSES $3,397,610

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,817,449	$3,165,114	+0.2%
Expenses	$3,397,610	$2,927,364	+0.2%
Net Income	$419,839	$237,750	+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

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

$200,134

Total Directors

$64,003

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA WHYTE	Executive Dir.	40.00	Officer	$137,311	$13,300	$150,611
KIMBERLY KOENIG	SPEC ED DIR/PSY.D	40.00		$109,368	$4,293	$113,661
NICOLE VAN SHURA JONES	AST DIR / TEACHER	40.00		$102,882	$10,055	$112,937
DEBRA CRAMSIE	Secretary	40.00	Officer Director	$47,680	$1,843	$49,523
CASEY LARSEN	Director	40.00	Director	$14,480	$0	$14,480
KRISTI SCHERBAUM	Chairman	2.00	Officer Director	$0	$0	$0
KELLIE PEEL	Chairman	2.00	Officer Director	$0	$0	$0
CASSIE ANDREWS	Director	2.00	Director	$0	$0	$0
Angie Sandkuhl	Director	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	No data	No data	No data	No data
2024	$3,817,449	$3,397,610	$3,662,648	$419,839
2023	$3,165,114	$2,927,364	$2,009,820	$237,750
2022	$2,681,837	$2,599,889	$1,988,846	$81,948
2021	$2,423,846	$2,419,321	$1,623,982	$4,525
2020	$2,423,049	$2,332,821	$1,214,231	$90,228
2019	$2,391,474	$2,118,967	$1,112,275	$272,507
2018	$2,138,073	$1,994,811	$863,588	$143,262

THE HEIGHTS CHARTER