ERIE CHARTER SCHOOL FOUNDATION (EIN 460956478) - 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

MARISOL MARTINEZ

Phone

7734867161

Tax Period

2024-07-01 to 2025-06-30

ERIE CHARTER SCHOOL FOUNDATION, founded in 2012, is a micro nonprofit in the Education sector that reported $22K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $21K left a modest 7% surplus.

Mission

THE FOUNDATION WAS ESTABLISHED IN ORDER TO CONDUCT FUNDRAISING FOR ERIE ELEMENTARY CHARTER SCHOOL.

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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 $57,495

Program Service Revenue $0

Investment Income $0

Other Revenue $-35,376

TOTAL REVENUE $22,119

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,000

Other Expenses $595

TOTAL EXPENSES $20,595

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,119	$52,138	-0.6%
Expenses	$20,595	$56,120	-0.6%
Net Income	$1,524	$-3,982	-1.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARISOL MARTINEZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARY BOEHLER	DIRECTOR	1.00	Officer Director	$0	$0	$0
KELI REDINGER	DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN PESCHKE	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM BOEHLER	DIRECTOR	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	$22,119	$20,595	$12,552	$1,524
2024	No data	No data	No data	No data
2023	$181,354	$153,412	$214,980	$27,942
2022	$140,543	$191,746	$38,499	$-51,203
2021	$227,094	$237,288	$323,141	$-10,194
2020	$337,062	$9,964,817	$98,424	$-9,627,755
2019	$233,353	$214,310	$9,704,220	$19,043
2018	$199,545	$200,625	$9,712,927	$-1,080

ERIE CHARTER SCHOOL FOUNDATION