HIGHLAND ACADEMY CHARTER SCHOOL (EIN 461008232) - 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

TERRENCE LEE

Phone

9512660220

Tax Period

2023-07-01 to 2024-06-30

HIGHLAND ACADEMY CHARTER SCHOOL, founded in 2012, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $4.4M left a modest 8% surplus.

Mission

TO BUILD CHARACTER, FOSTER SELF-MOTIVATION AND ENHANCE LEADERSHIP ABILITY IN STUDENTS.

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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 $4,785,649

Program Service Revenue $2,546

Investment Income $0

Other Revenue $2,671

TOTAL REVENUE $4,790,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,841,106

Fundraising Expenses $800

Program Expenses $3,771,956

Other Expenses $1,568,126

TOTAL EXPENSES $4,409,232

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,790,866	$4,391,337	+0.1%
Expenses	$4,409,232	$3,508,467	+0.3%
Net Income	$381,634	$882,870	-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

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

$317,093

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELISSA LERMA	BOARD PRESIDENT	0.50	Officer Director	$0	$0	$0
JOHANA CARPIO	BOARD DIRECTOR	0.50	Director	$0	$0	$0
JASON FRENCH	BOARD DIRECTOR	0.50	Director	$0	$0	$0
DALE TAYLOR	BOARD DIRECTOR	0.50	Director	$0	$0	$0
ALMA LOMELI	BOARD DIRECTOR	0.50	Director	$0	$0	$0
TERRENCE LEE	CHIEF BUS. OFFICER	40.00	Officer	$134,906	$21,391	$156,297
BILLY MCINTOSH	EXECUTIVE DIRECTOR	40.00	Officer	$124,913	$35,883	$160,796

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	$4,790,866	$4,409,232	$4,127,661	$381,634
2023	$4,391,337	$3,508,467	$3,636,088	$882,870
2022	$3,620,198	$3,426,366	$2,545,448	$193,832
2021	$3,387,840	$2,933,532	$1,955,057	$454,308
2020	$3,270,839	$2,985,901	$1,336,594	$284,938
2019	$3,227,137	$2,783,935	$1,017,226	$443,202
2018	$3,075,205	$2,805,232	$851,980	$269,973

HIGHLAND ACADEMY CHARTER SCHOOL