FERN LEAF COMMUNITY CHARTER SCHOOL

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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

MICHAEL LUPLOW

Phone

8286843645

Tax Period

2024-07-01 to 2025-06-30

FERN LEAF COMMUNITY CHARTER SCHOOL, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $11.7M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 21% operating margin.

Mission

TO FOSTER A RICH LEARNING ENVIRONMENT THAT EMBODIES THE ESSENCE OF COMMUNITY, UNDERSTANDING, AND THE HUMAN SPIRIT. GROUNDED IN HUMBLE RESPECT FOR OUR SURROUNDINGS, THE INDIVIDUAL, AND THE WORLD AS A WHOLE, WE SEEK TO ENGAGE THE UNIQUE PASSIONS AND APTITUDES OF OUR SCHOOL COMMUNITY SO THAT IN ADDITION TO ACHIEVING ACADEMIC FLUENCY, STUDENTS BECOME THOUGHTFUL, COMPASSIONATE, AND ENGAGED.

Program Service Accomplishments

Program 1

Expenses: $8,044,249 Revenue: $396,781

FERNLEAF'S PROGRAMS BALANCE TRADITIONAL ACADEMICS WITH SOCIAL-EMOTIONAL LEARNING, ARTS, SERVICE LEARNING/STEWARDSHIP, ENVIRONMENTAL/OUTDOOR EDUCATION, CULTURAL AWARENESS, AND COMPREHENSIVE HEALTH AND WELLNESS. THE SUCCESS OF FERNLEAF'S ENGAGING, STUDENT-CENTERED EDUCATIONAL PROGRAM IN ADDITION TO OUR COMMITMENT TO A POSITIVE AND HEALTHY SCHOOL CULTURE IS EVIDENCED BY OUR MINIMAL STAFF AND STUDENT TURNOVER AND EXTENSIVE WAIT-LISTS. FERNLEAF OFFERS A VARIETY OF DAILY ENRICHMENT CLASSES AND AFTER SCHOOL ACTIVITIES TO SUPPORT STUDENTS IN THE EXPLORATION OF THEIR UNIQUE PASSIONS AND APTITUDES. DAILY ENRICHMENT CLASSES INCLUDE SPANISH, WILDERNESS SURVIVAL SKILLS, COMMUNITY LEADERSHIP, PHYSICAL FITNESS, INSTRUMENTAL MUSIC, THEATER, GENERAL MUSIC, VISUAL ARTS, OUTDOOR/ENVIRONMENTAL EDUCATION, AND PHYSICAL EDUCATION. AFTER SCHOOL OFFERINGS INCLUDE A VARIETY OF SPORTS, PHYSICAL FITNESS, FOREIGN LANGUAGE, STEM, INSTRUMENTAL MUSIC, AND THEATER CLASSES. OFF-CAMPUS, FIELDWORK TRIPS PROVIDE OPPORTUNITIES TO BUILD COMMUNITY WHILE ALSO GIVING STUDENTS ACCESS TO RICH AND MEANINGFUL EXPERIENCES THAT SUPPORT THEIR EDUCATION AND ENRICH THEIR LIVES. STUDENTS PARTICIPATE IN A MINIMUM OF 8 FIELDWORK EXPERIENCES PER YEAR WHICH INCLUDE AT A MINIMUM, AN OUTDOOR EXPERIENCE, A PROFESSIONAL ARTS PERFORMANCE, A SERVICE PROJECT, A STUDENT-DESIGNED TRIP, AND AN OVERNIGHT. OPTIONAL INTERNATIONAL TRIPS ARE ALSO AVAILABLE.

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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 $11,771,843

Program Service Revenue $396,781

Investment Income $-844,311

Other Revenue $395,879

TOTAL REVENUE $11,720,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,319,291

Fundraising Expenses $0

Program Expenses $8,044,249

Other Expenses $2,954,336

TOTAL EXPENSES $9,273,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,720,192	$7,893,648	+0.5%
Expenses	$9,273,627	$7,910,038	+0.2%
Net Income	$2,446,565	$-16,390	-150.3%

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

142

Volunteers

300

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

$216,991

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM RULE	CHAIR	5.00	Officer Director	$0	$0	$0
ALI LIEN	VICE CHAIR/T	5.00	Officer Director	$0	$0	$0
ERIK WEBER	SECRETARY	5.00	Officer Director	$0	$0	$0
LIZ WIESEL	BOARD MEMBER	5.00	Director	$0	$0	$0
ROSS COOK	BOARD MEMBER	5.00	Director	$0	$0	$0
SHEENA ISAACS	BRD MBR THRU	5.00	Director	$0	$0	$0
SCOTT MCDONALD	CFO	40.00	Officer	$88,043	$16,587	$104,630
MICHAEL LUPLOW	SCHOOL DIREC	40.00	Officer	$95,774	$16,587	$112,361

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	$11,720,192	$9,273,627	$30,331,178	$2,446,565
2024	$7,893,648	$7,910,038	$23,960,601	$-16,390
2023	$5,924,274	$5,952,244	$18,104,215	$-27,970
2022	$4,968,896	$4,517,545	$8,329,153	$451,351
2021	$3,946,425	$3,203,638	$6,164,170	$742,787
2020	$2,979,563	$2,693,877	$5,844,305	$285,686
2019	$2,543,091	$2,181,280	$4,072,321	$361,811