MICRO SOCIETY ACADEMY CHARTER SCHOOL (EIN 471222532) - 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

2014

Legal Domicile

Principal Officer

BARBARA HALEVI

Phone

6035957877

Tax Period

2024-07-01 to 2025-06-30

MICRO SOCIETY ACADEMY CHARTER SCHOOL, founded in 2014, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE MICROSOCIETY ACADEMY CHARTER SCHOOL IS TO ACTIVELY ENGAGE K-8 GRADE STUDENTS IN A DIVERSE, CHALLENGING LEARNING ENVIRONMENT THAT WILL PREPARE THEM FOR COLLEGE, THE WORKFORCE, AND CITIZENSHIP IN A 21ST CENTURY GLOBAL SOCIETY.

🔒

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 $341,883

Program Service Revenue $3,079,727

Investment Income $9,095

Other Revenue $-7,748

TOTAL REVENUE $3,422,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,046,116

Fundraising Expenses $44,421

Program Expenses $2,704,643

Other Expenses $1,517,847

TOTAL EXPENSES $3,563,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,422,957	$3,325,060	+0.0%
Expenses	$3,563,963	$2,957,690	+0.2%
Net Income	$-141,006	$367,370	-1.4%

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

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

$119,535

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS DOUGHERTY	TRUSTEE	4.00	Director	$0	$0	$0
SHAUNA KOZINSKI	TRUSTEE	4.00	Director	$0	$0	$0
BARBARA HALEVI	CHAIR	10.00	Officer Director	$0	$0	$0
JULIE DOYON	SECRETARY	10.00	Officer Director	$0	$0	$0
JOHN DAGIANIS	TREASURER	10.00	Officer Director	$0	$0	$0
LISA PETRALIA	TRUSTEE	4.00	Director	$0	$0	$0
G FRANK TEAS	TRUSTEE	4.00	Director	$0	$0	$0
WHITNEY DODGE	TRUSTEE	4.00	Director	$0	$0	$0
HOLLY KNIGHT	VICE CHAIR	10.00	Officer Director	$0	$0	$0
AMY BOTTOMLEY	EXECUTIVE DIRECTOR	40.00	Officer	$119,535	$0	$119,535

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	$3,422,957	$3,563,963	$8,572,687	$-141,006
2024	$3,325,060	$2,957,690	$6,332,850	$367,370
2023	$2,974,161	$2,550,621	$4,068,068	$423,540
2022	$2,307,317	$1,971,748	$3,694,888	$335,569
2021	$2,220,520	$1,779,314	$3,383,839	$441,206
2020	$1,972,297	$1,782,810	$3,247,133	$189,487
2019	$1,806,535	$1,705,151	$928,798	$101,384

MICRO SOCIETY ACADEMY CHARTER SCHOOL