FERN LEAF COMMUNITY CHARTER SCHOOL (EIN 471184515) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

OPERATION OF A CHARTER SCHOOL GRADES K-8

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

FERN LEAF COMMUNITY CHARTER SCHOOL