City Elementary NFP (EIN 465060879) - 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

2014

Legal Domicile

Principal Officer

Penelope Visser

Phone

3128358196

Tax Period

2024-07-01 to 2025-06-30

City Elementary NFP, founded in 2014, is a small nonprofit in the Education sector that reported $869K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $746K left a modest 14% surplus.

Mission

Individualized educational environment for diverse learners.

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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 $312,482

Program Service Revenue $562,760

Investment Income $0

Other Revenue $-6,126

TOTAL REVENUE $869,116

Expense Breakdown

Grants Paid $0

Salaries & Benefits $592,771

Fundraising Expenses $9,513

Program Expenses $623,176

Other Expenses $153,134

TOTAL EXPENSES $745,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$869,116	$670,556	+0.3%
Expenses	$745,905	$634,381	+0.2%
Net Income	$123,211	$36,175	+2.4%

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

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

$115,134

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Iverson	President	3.00	Officer Director	$0	$0	$0
Susan Lawson	Vice President	3.00	Officer Director	$0	$0	$0
Penelope Visser	Treasurer	3.00	Officer Director	$0	$0	$0
George Wu	Member	1.00	Director	$0	$0	$0
Josh Cohen	Member	1.00	Director	$0	$0	$0
Trina Rizzo	Member	1.00	Director	$0	$0	$0
Stacey Austin	Member	1.00	Director	$0	$0	$0
Onnie Rogers	Member	1.00	Director	$0	$0	$0
John Spiers	Member	1.00	Director	$0	$0	$0
Kate Stestso	Member	1.00	Director	$0	$0	$0
Christopher S Flint	Head of School	40.00	Officer	$114,822	$312	$115,134

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	$869,116	$745,905	$243,982	$123,211
2024	$670,556	$634,381	$124,771	$36,175
2023	$610,781	$612,498	$95,096	$-1,717
2022	$538,650	$588,089	$143,240	$-49,439
2021	$618,638	$500,057	$189,179	$118,581
2020	$583,236	$578,403	$173,598	$4,833
2019	$586,736	$615,157	$82,565	$-28,421
2018	$524,168	$469,566	$110,986	$54,602

City Elementary NFP