New Legacy Charter School (EIN 463841363) - 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

Steven Bartholomew

Phone

3033407880

Tax Period

2024-07-01 to 2025-06-30

New Legacy Charter School, founded in 2013, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2024.

Mission

Offer young parents a rigorous, relevant and engaging education so they are empowered with the skills needed to raise healthy children and graduate from high school prepared for success in college and careers.

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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 $2,180,970

Program Service Revenue $1,918,837

Investment Income $74,873

Other Revenue $33,470

TOTAL REVENUE $4,208,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,957,980

Fundraising Expenses $29,363

Program Expenses $3,656,313

Other Expenses $1,146,807

TOTAL EXPENSES $4,104,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,208,150	$4,318,088	0.0%
Expenses	$4,104,787	$3,919,940	+0.0%
Net Income	$103,363	$398,148	-0.7%

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

$149,026

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Mace	Treasurer	2.00	Officer Director	$0	$0	$0
Cynthia Cheadie	Member	2.00	Director	$0	$0	$0
Amy Everard	Member	2.00	Director	$0	$0	$0
David Meschke	Vice-Chair	2.00	Officer Director	$0	$0	$0
Liza Coughlin	Chair	2.00	Officer Director	$0	$0	$0
John Mchugh	Secretary	2.00	Officer Director	$0	$0	$0
Jennifer Douglas	Member	2.00	Director	$0	$0	$0
Steven Bartholomew	Executive Director	40.00	Officer	$118,128	$30,898	$149,026

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	$4,208,150	$4,104,787	$3,225,173	$103,363
2024	$4,318,088	$3,919,940	$3,497,683	$398,148
2023	$3,442,410	$3,080,579	$2,298,379	$361,831
2022	$2,817,774	$1,925,286	$1,718,449	$892,488
2021	$3,088,501	$4,258,709	$2,302,040	$-1,170,208
2020	$4,618,852	$2,737,941	$3,854,662	$1,880,911
2018	$2,707,801	$4,809,048	$4,432,239	$-2,101,247

New Legacy Charter School