CHARTER SCHOOL OF INQUIRY

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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

JOHN SHEFFIELD

Phone

7168333250

Tax Period

2024-07-01 to 2025-06-30

CHARTER SCHOOL OF INQUIRY, founded in 2014, is a community nonprofit in the Education sector that reported $5.1M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

CHARTER SCHOOL OF INQUIRY (CSI) WILL ACHIEVE BREAKTHROUGH OUTCOMES FOR CITY OF BUFFALO CHILDREN IN KINDERGARTEN THROUGH GRADE 6 BY CREATING AN INQUIRY-BASED LEARNING ENVIRONMENT WITH AN INTENSE FOCUS ON LEARNING TO READ AND WRITE WELL IN ALL SUBJECT AREAS. CSI OFFERS AN EXCEPTIONALLY HIGH-QUALITY EDUCATION USING INTENTIONAL READING AND LANGUAGE DEVELOPMENT, ALIGNED CURRICULUM, ENGAGING INQUIRY-BASED PRACTICES, AND AN OUTSTANDING SYSTEM OF SUPPORTS. CHILDREN AT CSI WILL LEARN TO THINK CRITICALLY, PROBLEM-SOLVE, AND WORK COLLABORATIVELY TO ENABLE THEIR PARTICIPATION AS CITIZENS OF THEIR COMMUNITY AND THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $3,615,650 Revenue: $3,978,378

EDUCATIONAL SERVICES - CHARTER SCHOOL OF INQUIRY WILL CHALLENGE STUDENTS GRADES K-6 TO THINK CRITICALLY, PROBLEM SOLVE AND WORK COLLABORATIVELY THROUGH THE INQUIRY-BASED LEARNING ENVIRONMENT THAT THE SCHOOL PROVIDES, WHICH WILL ENABLE THE STUDENTS TO PARTICIPATE AS CITIZENS OF THEIR COMMUNITY AND THE WORLD

Program 2

Expenses: $598,845 Revenue: $575,862

SPECIAL EDUCATION - STUDENTS WITH SPECIAL NEEDS

Program 3

Expenses: $289,343 Revenue: $7,481

OTHER PROGRAMS - INCLUDES EXTENDED DAY STUDENT ACTIVITIES AND SOCIAL WORKER SERVICES PROVIDED TO ALL STUDENTS

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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 $384,147

Program Service Revenue $4,554,240

Investment Income $113,750

Other Revenue $7,481

TOTAL REVENUE $5,059,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,146,171

Fundraising Expenses $0

Program Expenses $4,503,838

Other Expenses $1,327,055

TOTAL EXPENSES $5,473,226

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,059,618	$5,337,703	-0.1%
Expenses	$5,473,226	$5,315,593	+0.0%
Net Income	$-413,608	$22,110	-19.7%

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

$298,640

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SHEFFIELD	HEAD OF SCHOOL	40.00	Officer	$155,346	$34,405	$189,751
LYNN MONIN	DIRECTOR OF OPERATIONS	40.00	Officer	$90,581	$18,308	$108,889
VALERIE NOLAN	CHAIR	15.00	Officer Director	$0	$0	$0
ERIC CAMPBELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
EBONY EISON	TREASURER	2.00	Officer Director	$0	$0	$0
PETER DOW	SECRETARY	2.00	Officer Director	$0	$0	$0
DELANO DOWELL	TRUSTEE	2.00	Director	$0	$0	$0
LATOYA ELLIOTT	PARENT REPRESENTATIVE	2.00	Director	$0	$0	$0
LEAH GILMER	TRUSTEE	2.00	Director	$0	$0	$0
NICHELLE GRAY	TRUSTEE	2.00	Director	$0	$0	$0
JANET PETERS	TRUSTEE	2.00	Director	$0	$0	$0
SHANI SMITH	TRUSTEE	2.00	Director	$0	$0	$0

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	$5,059,618	$5,473,226	$4,864,940	$-413,608
2024	No data	No data	No data	No data
2023	$4,483,346	$5,211,359	$5,106,648	$-728,013
2022	$5,432,175	$4,940,908	$5,578,044	$491,267
2021	$4,873,671	$3,592,511	$4,977,838	$1,281,160
2020	$4,499,733	$3,737,256	$3,697,680	$762,477
2019	$3,459,165	$3,207,280	$2,913,744	$251,885
2018	$2,980,955	$2,465,330	$2,646,143	$515,625