MENLO CHARTER PROPERTIES (EIN 462869768) - 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

2013

Legal Domicile

Principal Officer

BOARD PRESIDENT

Phone

3102143400

Tax Period

2024-07-01 to 2025-06-30

MENLO CHARTER PROPERTIES, founded in 2013, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Net assets of $5.9M represent 34 months of operating reserves.

Mission

ACQUIRE, DEVELOP AND CONSTRUCT SCHOOL FACILITIES TO LEASE TO ENVIRONMENTAL CHARTER SCHOOLS.

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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 $0

Program Service Revenue $1,804,240

Investment Income $252,824

Other Revenue $0

TOTAL REVENUE $2,057,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,112,145

Other Expenses $2,167,479

TOTAL EXPENSES $2,167,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,057,064	$2,831,049	-0.3%
Expenses	$2,167,479	$2,076,916	+0.0%
Net Income	$-110,415	$754,133	-1.1%

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

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

$447,719

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE GREENSPON	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$0
KEN DEEMER	SECRETARY/CFO	1.00	Officer Director	$0	$0	$0
ANTHONY JOWID	MEMBER	0.50	Director	$0	$0	$0
JENINA RAMIREZ	MEMBER	0.50	Director	$0	$0	$0
JOHN QUITER	MEMBER	0.50	Director	$0	$0	$0
FARNAZ GOLSHANI FLECHNER	SUPERINTENDENT (ENDING 05/2025)	1.00	Officer	$0	$37,872	$240,777
DANIELLE KELSICK	SUPERINTENDENT (AS OF 05/2025)	1.00	Officer	$0	$33,187	$206,942

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	$2,057,064	$2,167,479	$41,511,141	$-110,415
2024	$2,831,049	$2,076,916	$37,827,016	$754,133
2023	$4,674,713	$1,908,102	$36,996,814	$2,766,611
2022	$1,127,594	$937,568	$33,470,703	$190,026
2021	$2,726,637	$918,645	$10,243,587	$1,807,992
2020	$689,382	$882,844	$10,192,819	$-193,462
2019	$682,174	$955,766	$10,485,391	$-273,592
2018	$675,220	$880,147	$10,890,528	$-204,927

MENLO CHARTER PROPERTIES