CHARTER SCHOOL OF MORGAN HILL FOUN

EIN: 460905894 501(c)(3) Education

MORGAN HILL, CA

Total Revenue
$659,756
Total Expenses
$407,400
Total Assets
$2,392,243
Net Assets
$2,310,292
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
CA
Principal Officer
MARY ROENSCH
Phone
4084630618
Tax Period
2022-07-01 to 2023-06-30

CHARTER SCHOOL OF MORGAN HILL FOUN, founded in 2012, is a small nonprofit in the Education sector that reported $660K in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $252K, a strong 38% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO LEAD ALL RESOURCE DEVELOPMENT TO SUPPORT THE CHARTER SCHOOL OF MORGAN HILL. THE FOUNDATION'S FUNDRAISING EFFORTS HELP THE CHARTER SCHOOL OF MORGAN HILL TO PROVIDE STUDENTS WITH ACCESSIBILITY TO TECHNOLOGY, ENRICHMENT PROGRAMS, FIELD TRIPS, PROJECT ORIENTED AND COMMUNITY BASED HANDS ON ACTIVITIES AS WELL AS IMPROVEMENTS TO FACILITIES AND EQUIPMENT.

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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 $466,170
Program Service Revenue $0
Investment Income $39,090
Other Revenue $154,496
TOTAL REVENUE $659,756

Expense Breakdown

Grants Paid $6,000
Salaries & Benefits $8,614
Fundraising Expenses $22,809
Program Expenses $360,095
Other Expenses $392,786
TOTAL EXPENSES $407,400

Year-over-Year Comparison

2022 2021 Change
Revenue $659,756 $609,027 +0.1%
Expenses $407,400 $298,293 +0.4%
Net Income $252,356 $310,734 -0.2%
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
125

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
4
$8,614
Total Directors
8
$8,614
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL RICHEY PRESIDENT 2.00
Officer Director
$0 $0 $0
JANA BORELLO VICE PRESIDE 2.00
Officer Director
$0 $0 $0
SIOBHAN MCNAMARA SECRETARY 3.00
Officer Director
$0 $0 $0
MARY ROENSCH DIRECTOR/CFO 5.00
Officer Director
$8,614 $0 $8,614
AMOL BAIJAL DIRECTOR 2.00
Director
$0 $0 $0
CYNTHIA SANCHEZ-SINGH DIRECTOR 2.00
Director
$0 $0 $0
CLAUDE SOLANAS DIRECTOR 2.00
Director
$0 $0 $0
BRIAN SULLIVAN 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 No data No data No data No data
2023 $659,756 $407,400 $2,392,243 $252,356
2022 $609,027 $298,293 $2,075,335 $310,734
2021 $374,128 $172,188 $1,760,957 $201,940
2020 $470,741 $254,052 $1,559,586 $216,689
2019 $511,476 $353,857 $1,345,134 $157,619
2018 $521,668 $397,660 $1,231,103 $124,008
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