CHARLOTTE LAB SCHOOL INC (EIN 471006252) - 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

DR MARY MOSS

Phone

7044643830

Tax Period

2024-07-01 to 2025-06-30

CHARLOTTE LAB SCHOOL INC, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $12.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $11.2M left a modest 13% surplus.

Mission

THE MISSION OF THE CHARLOTTE LAB SCHOOL IS TO REDESIGN THE SCHOOL EXPERIENCE TO BETTER PREPARE STUDENTS FOR SUCCESS IN COLLEGE AND CAREER, AND TO SERVE, THROUGH COMMUNITY PARTNERSHIPS, AS A MODEL FOR INNOVATIVE PRACTICES IN TEACHING AND LEADERSHIP.

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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 $11,516,787

Program Service Revenue $88,727

Investment Income $1,150

Other Revenue $1,306,217

TOTAL REVENUE $12,912,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,932,368

Fundraising Expenses $0

Program Expenses $9,054,858

Other Expenses $4,296,792

TOTAL EXPENSES $11,229,160

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,912,881	$11,481,580	+0.1%
Expenses	$11,229,160	$12,152,344	-0.1%
Net Income	$1,683,721	$-670,764	-3.5%

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

173

Volunteers

225

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

$133,301

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTA LEWIS JOHNSON	CHAIR	1.00	Officer Director	$0	$0	$0
TAMARA FOWLS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALBERT KIRTON	DIRECTOR	1.00	Director	$0	$0	$0
BENETTA THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
SARAH ELLIOTT - BURTON	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HASELTON	DIRECTOR	1.00	Director	$0	$0	$0
YANIRA CASTRO	DIRECTOR	1.00	Director	$0	$0	$0
JASON REINHARDT	DIRECTOR	1.00	Director	$0	$0	$0
SAADA GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDY ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
KATIE RAMSEUR	DIRECTOR	1.00	Director	$0	$0	$0
DREW CHIN	DIRECTOR	1.00	Director	$0	$0	$0
KYLE SABLE	DIRECTOR	1.00	Director	$0	$0	$0
ERIK PELLETIER	DIRECTOR	1.00	Director	$0	$0	$0
ED MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
VERNISHA CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BROWN	DIRECTOR	1.00	Director	$0	$0	$0
ANNE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
EMILY REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
DR MARY MOSS	EXECUTIVE DIRECTOR	40.00	Officer	$133,301	$0	$133,301
VIKKI-ROSE TUNICK	HEAD OF CURRICULUM	40.00	Highest	$104,029	$0	$104,029

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	$12,912,881	$11,229,160	$14,498,644	$1,683,721
2024	$11,481,580	$12,152,344	$17,131,146	$-670,764
2023	$11,347,740	$11,619,720	$5,116,016	$-271,980
2022	$11,288,190	$10,980,332	$2,692,483	$307,858
2021	$9,342,978	$9,339,907	$2,473,798	$3,071
2020	$6,727,210	$6,446,848	$2,464,238	$280,362
2019	$6,008,884	$5,400,788	$1,504,629	$608,096
2018	$4,706,789	$4,972,171	$1,291,821	$-265,382

CHARLOTTE LAB SCHOOL INC